Business Processes

Annual Operating Planning

Robust capabilities for annual planning in a modular platform that also supports account planning & execution processes.
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.

How BluePlanner is used for Annual Operating Planning

Use Cases

Analyze Business Across Customers/Products​

Analyze Promotion Performance & Optimize Future Plans

Develop Strategy

Set Targets/Budgets

Build Promotion Simulations & Scenarios

Establish Account Guardrails

Define Account Funding

Our Solutions

Capabilities For Different Requirements & Stages of Growth

Trade Promotion Management

Trade Promotion Optimization

Revenue Growth Management

Integrated Business Planning

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Unlock growth with clarity and confidence with BluePlanner by UpClear

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