Business Processes

Account Planning

A tested and trusted system for planning activities and creating forecasts with the detail you need to run your business.
Build account scenarios & operational plans that define assortment, pricing, long term agreements, & promotions. This creates a unified source of customer activity, approvals, commitments, artifacts, sales and spending forecasts, actuals, and latest estimate.  Analyze customer & product performance with robust reporting and out-of-the-box dashboards.

Join our Sales Planning Share Group

Use Cases

How BluePlanner is used for Account Planning

Define Customer Listing/Assortment

Set Customer Pricing & Plan Long Term Agreements

Build Promotion Simulations & Scenarios

Establish Promotion Calendar and Operational Details

Forecast Account Volume & Spending

Analyze Account Performance

Analyze Promotion Performance

Our Solutions

Modules For Different Requirements & Stages of Growth

UpClear works with you to identify your priorities.  We then create a blueprint for the combination of BluePlanner solutions that meet your requirements, timeline, and budget.

Deduction Management

Trade Promotion Management

Trade Promotion Optimization

Revenue Growth Management

Integrated Business Planning

Related Resources

Creating a Complete Operating System for Selling in Consumer Goods

TPM, TPO, IBP, and RGM… What’s in a Name?  Like any growing business, the...

Change Management When Implementing Revenue Management Capabilities

It’s Not Just Setting-Up Software “Change Management” is a topic that is...

Glossary: “Clearing Up” CPG Jargon

Don’t get confused when it comes to terms and phrases related to CPG Revenue Managem...

An In-Depth Look at TPO

Maximiz/sing Trade Promotion Effectiveness Introduction  Trade Promotion Optimiz...

The Strategic Importance of Trade Promotion Management & the Role of TPO and RGM to Enhance Capabilities 

Introduction  Trade promotions represent a significant investment for consumer goods ...

5 Things to Do When You Need TPM 

Getting Ready for TPM We’ve never heard a company say they would go back to Excel and emai...

5 Steps to Calculate Promotion ROI

A true Return-on-Investment (ROI) calculation is the holy grail of promotion key performan...

5 Tips for Successfully Choosing and Deploying a Trade Promotion System

Whether you are considering a Trade Promotion Management system for mature or emerging mar...

Unlock growth with clarity and confidence with BluePlanner by UpClear

We're here to help.
[email protected]

UpClear Logo
UpClear © 2025
Privacy Policy
web design nyc