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.

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 & Optimize Future Plans

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.

Trade Promotion Management

Trade Promotion Optimization

Revenue Growth Management

Integrated Business Planning

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