Use UpClear's platform, BluePlanner, to help define your strategy and set clear expectations for the teams that manage accounts.
BluePlanner supports annual planning activities including holistic customer and product performance analysis, pricing & promotion trend identification, creation and management of top-down targets/budgets, account scenario planning, and has control mechanisms like promotion guardrails & funds.
Modular deployment allows you to activate only what's most important.
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How BluePlanner is used for Annual Operating Planning
