Industry tested and trusted capabilities often called TPM and TPO... in the end, it's all RGM. We help brands address the complex processes in Gross-to-Net RGM...and now work faster and smarter with AI.
The Blue platform is comprehensive, tested, and trusted for CPG/FMCG Gross-to-Net Revenue Management. Learn how we support Annual Planning, Account Planning, and Execution activities.
Analytics
Blue's unified database creates an unparalleled source of customer information: Targets, Forecasts, Projections (LE), and Actuals. Embedded reports and dashboard, and portable data.
Intelligence
Blue is the most capable SaaS gross-to-net revenue management capability available. Now, it is infused with AI that automates work, make data management easier, and predicts future results.
Integration
UpClear integrations connect Blue to your core commercial systems & data - ERP, Distributor and Retail Sales - eliminating silos, automating data flows, and giving Sales, Accounting, Finance, and Supply Chain one reliable source for customer data & insights.
Gross-to-net revenue management is the process consumer goods companies use to manage the gap between gross sales and net revenue. It spans the entire business process and several functions. The goal is to maximize what actually lands on the P&L after spending flows out to retailers and distributors.
Accurate gross-to-net management is complex. It spans SKUs, customers, time periods, & promotions. Hundreds of metrics...thousands of transactions. Platforms like ours makes it possible to reliably manage this process without the risk of accidental loss, formulatic errors, compliance gaps, and missed optimization opportunities.
We work for the fast-moving consumer goods industry. Our clients are regional and global brands. Our cloud-based software helps them clearly understand & optimize their performance with planning, execution, and analytic capabilities in the gross-to-net revenue management business process.
Our greatest differentiator is the manner in which our platform was built, and the depth and breadth of capabilities in it. We have been configurable Software as a Service (SaaS) since our 2008 inception. Thousands of use cases have been developed. Solutions with less tenure cannot match this.
UpClear is privately owned & profitable. We have diverse, long-term clients. We continually make significant investments in resources that enable us to innovate and grow in a sustainable way.
Since the very beginning, we've had 20/20 vision for our business: SaaS Gross-to-Net Revenue Management capabilities specifically for Consumer Goods brands. We have a clear roadmap that will continue to add capabilities to foster collaboration, automate work, and help our customers make sound decisions.
Our platform- BluePlanner- has been in constant development since 2008. Our global staff is made up of local professionals with extensive CPG brand, consulting, and tech experience.
Our teams are an extension of yours. We keep your data secure with robust permission and access control capabilities and processes, verified by our ISAE 3402/SOC 1 certification. BluePlanner is hosted by Microsoft Azure, further augmenting client data security.
It’s a night-and-day difference trying to do everything in Excel versus using an integrated system with built-in controls.
Blue Planner has simplified the account planning process and deduction process through a solution that is very user friendly and functional... I have used other spending trade spending tools and no other compares to the ease of use and strength of BluePlanner.
We're thrilled to team up with UpClear to enhance visibility and transparency in our trade investments. Our goal is to go beyond just managing budgets and discover new opportunities for growth and stronger customer relationships, powered by the data and insights Blue Planner provides.
[Working with UpClear] has been really great...we know a lot more about how we are spending our money and we're able to make better decisions now.
We were a young company and we needed something to evolve with us. We knew we were going to change over the next few years... what drew us to BluePlanner is that it was fairly simple and it was flexible... we had line of sight to say this can grow along side of us as we become more mature as a company.
Promotion planning is intuitive. You enter your deals and volume and it automatically rolls up the financials.
We have to have structure to manage our business and BluePlanner give us this. We can see what is happening, answer questions faster, and have better alignment with our field teams.
I have full line-of-sight. I see sales, I see trade, and I don't have to wait for spreadsheets to be updated. I click run and see the data.
Half of the battle is having the data to analyze my business and make decisions. I can open the system and get to P&Ls, promotions, and pricing. Its all in one place.
I like how easily I can get a customer P&L... accruals in the system has totally changed our process...for the better!
We send our (Demand Planning) forecast to BluePlanner so sales can see it. We also get the forecast sales keeps. We've had data from sales before, but now there is more detail and we get it when we need it by running a report.
