Analytics

See how your customers are actually performing at the push of a button.

Analytics turns your promotions, P&Ls, and customer data into clear answers — so every team can act with confidence, not guesswork. Our unified database allows you to seamlessly compare business results across customers and products, hone in on retailer and promotion performance, spot deduction trends before they become problems, and forecast smarter with account and product level P&Ls. It's instant access to your pricing and promotional data, from anywhere.

Powering Growth At

Eliminate Manual Work

BluePlanner comes ready-to-use with dashboards populated with the data from your connected ERP, syndicated data sources, and other business applications, all of which eliminate the need to manually manage Excel reports, having to constantly upload more data, and all of that mundane maintenance.

It also helps to reduce the risk of incorrect inputs, accidental deletions, and it standardizes the data imports so there is no "breaking" the system.

Spend vs Budget by Date chart

Inside the Insights

Understand where your brand really sells and which promotions truly entice the customer. Granular visibility into lift, spend efficiency, and profitability helps teams optimize plans, strengthen customer conversations, and build more effective future promotions. 

Protect Your Business

Proactively manage business dynamics so that you can address them before they cascade into costly issues. Early pattern detection improves cashflow, reduces disputes, and ultimately protects margin.

Full Flexibility

Analytics in BluePlanner give you the flexibility you need to select, organize, and report any level of customer, product, and time dimensions. Data includes targets/budgets, forecasts, actuals and projected (AKA Latest Estimate). Tackle decision-making at the level you need: granular and tactical, and rolled-up and strategic. 

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Related Use Cases

Analyze Promotion Performance

Analyze Deduction Trends

Analyze Business Across Customers/Products​

Analyze Account/Product P&Ls for Financial Forecasting

Analyze Account Performance

Related Resources

How TPM Aids Deduction Management for CPG Brands

Whole Earth Brands & BluePlanner:  Essential Ingredients for Forecasting   

In Times of Uncertainty, Strong Customer Insights & Management is Essential    

Vita Coco & UpClear: Quenching the Need for Customer Insights 

Why Forecasting Retail Sales, Then Shipments is a Best Practice 

Driving Sales Operations Efficiency at Blue Diamond Growers with BluePlanner 

TPM Helps Set & Reverse Trade Accruals

Data Management and Analytics in the New Normal

Contact Us to Talk Analytics

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