Consumer Goods Brands Manage

with UpClear

The Operating System for Managing Customers & Growth in CPG/FMCG

A complete Revenue Growth Management (RGM) solution that connects sales, accounting, finance, and demand planning.

Connected capabilities spanning TPM, TPO, IBP, and RGM. We empower brands to maximize revenue performance and trade investment returns through intelligent, collaborative software.

Trusted, Stress-Tested CPG/FMCG capabilities

$340B+

Trade Spend Managed

2M+

Promotions Managed

3M+

Deductions Processed

AI Tech for CPG/FMCG Brands to Manage Customers & Revenue

Unlock Winning Strategy

Headquarter capabilities to design and implement price & promotion strategy, establish guidelines, and set targets for account teams. 

Plan Accounts with Ease

Codify account plans for assortment, pricing, terms, and promotions.  Forecast retail sales, shipments, & spending.

Streamline Execution

Expedite order-to-cash workflows by connecting account plans to downstream functions in the order-to-cash process. Communicate volume forecasts to Demand Planning. Purpose built capabilities to generate accruals and manage OI, check requests, and deductions.

Unify work across business processes

Analytics

Unified database creates an unparalleled source of customer information: Targets, Forecasts, Projections (LE), and Actuals. Embedded reports, dashboards, and portable data.
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Pulse

Pulse tracks the return on your Blue RGM investment: forecast and accrual accuracy, trade spending, operational timeliness, and platform use. Clear insight into progress and results.
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Data Studio

Data Studio uses AI to map and load shipment, distributor, and retail sales data into Blue. Align customer, product, and time dimensions and simplify time-consuming data preparation.
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Intelligence

Intelligence brings AI to gross-to-net revenue management, automating key tasks, simplifying data, and predicting future results. Smarter insights to guide your commercial decisions.
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What is Revenue Growth Management?

Revenue Growth Management or RGM is the discipline of coordinating a brand’s key operational levers (pricing, promotions, trade investment, product mix) to optimize profit and revenue. It works cross-functionally across Sales, Trade Marketing, and Finance, bringing them together with one connected view spanning the full gross-to-net business. It eliminates misalignment and manages trade-offs so that revenue and profit grow in unison.

Sounds familiar, doesn't it?

Our industry use capability labels like TPM, TPO, IBP, and RGM. The time has come to call all of this what it is... "Revenue Mangement." Because if you are managing your brand's pricing and promotions you're engaging in RGM...whether you're using spreadsheets or the most sophisticated of tools.

Getting there takes clean, connected data and the analytics to make quick decisions before the moment passes. Blue RGM combines deep, industry-tested capabilities with advanced AI to enable CPG/FMCG teams to manage this process without the risk of accidental loss, formulaic errors, compliance gaps, and missed optimization opportunities.

How Blue RGM is used for... 

Deduction Management

Trade Promotion Management

Trade Promotion Optimization

Revenue Growth Management

Integrated Business Planning

Hear from our clients

Blue Planner’s smart matching has cut the admin time required to match promotions in half.
Tom Pook
Senior National Account Manager​
We're using Blue Planner not just for certain channels of the business, we're using it across every channel. There isn't a customer that isn't in BluePlanner, which is great because it gives us massive visibility.
Lizzy Walker
Finance Transformation Head
Using Blue Planner, the team is now empowered with standardized workflows and same data set necessary, which at the end improves data consolidation for data-based decision making for commercial teams.
Putu Ayu Mas Amanda Pratiwi
Trade Marketing Manager
We needed a software provider that not only is a subject matter expert in FMCG Trade Promotional Management, but one that had the flexibility to meet the changing needs of our business. UpClear with the Blue Platform is certainly one of those businesses.
Craig Bosworth
Commercial Operations Director​
[The UpClear CSMs] They have been so supportive every step of the way! I also think that the system is very user friendly and provides a great service.
Hayden Stefanovicz
Trade Promotion Analyst
Reliability and support are the most important things for us, and Blue Planner has delivered on those fronts.
Aleks Bojic
Finance Business Partner
Blue Planner continues to be integral in measuring the performance of promotional initiatives at The Mentholatum Company. The support team at UpClear has been great to work with and usually can help us with answering any questions and understanding our business needs.
Nick Bartolotta
Business Analyst

Blue RGM Meets You Where You Are

We needed a software provider that not only is a subject matter expert in FMCG Trade Promotional Management, but one that had the flexibility to meet the changing needs of our business. UpClear with the Blue Platform is certainly one of those businesses.

Craig Bosworth

Group Commercial Operations Director

Inspired Pet Nutrition

Blue RGM by Growth Stage

The Blue platform has flexibility that enables brands to adopt services designed for their present state to facilitate growth. More sophisticated capabilities can then be added over time.

Blue RGM by Function

The Blue platform isn't just for sales teams. Its industry-tested capabilities are used across CPG/FMCG functions, including account managers, trade marketers, finance, and more.

Blue RGM by Route to Market

Since 2008, UpClear has been supporting the variety of client routes to market around the world. The fast-moving consumer goods (FMCG) industry is complex, and BluePlanner has been purpose-built to support planning through different routes.

Blue RGM by Region

UpClear has always partnered with brands in different parts of the world. Our platform and services were designed to support both brands in a single region and those that have business to manage across multiple countries.

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What sets UpClear apart

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.

Featured Resources

UpClear Earns POI Best-in-Class Distinctions Again in 2026!

How to Build an Annual Trade Promotion Calendar for CPG/FMCG

How to Manage Trade Promotion Accruals 

How to Manage and Dispute Trade Deductions in CPG

What Is “Good Enough” Data Quality? 

NatureSweet Adopts Blue RGM to Bring Insights & Proactive Control to Trade Promotion Management

Deduction Summit ’27

  • Feb. 25, 2027
  • Dallas, TX

Webinar Summary: How AI Is Transforming Deductions in CPG

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