News

Annual Planning: Kicking Off the Promotional Lifecycle

Consumer Goods brands are approaching or already in their busiest time of year: annual planning. UpClear hosted a discussion around this critical and often (unnecessarily) stressful time within the promotional lifecycle with two growing brands: Crystal Farms Dairy and Valio USA. Both brands leverage the TPM platform, BluePlanner, and throughout the discussion highlighted unique points where the software solution has benefitted their organization.  

 Please see key highlights, a clip, and the link to the full webinar below:  

Main Challenges of Planning 

Incorporating plans that have origins in Excel 
Poor UX of certain solutions for planning 
Systems will be designed for Finance or Sales, but rarely for both 
Forecasting can be tied to product shelf life 
Managing Margins & Budgets 
Difficulty aligning settlements 

Key Benefits of a Saas Solution for TPM 

Reduced (Time in) Planning Cycle 
Sales Team Buy-In & Participation/ Easy to Learn & Update 
Optimize spend for greater efficiency 
Increase in Retailer Growth Opportunities 
Increased Margins 
Forecast Accuracy Built into Platform

More Resources

What I Learned About the Future of Pricing & Promotion at NRF’s Big Show 

By Andrew Dentinger- Product Director, UpClear  I headed into NRF Big Show 2026 with ...

Deduction Management: Processes, Resources, and Tools Used as CPG/FMCG Brands Grow

Executive Summary  Driven by promotion spending, logistics complexity,...

Route-to-Market Summit

  • Oct. 8, 2026
  • Los Angeles
Sales Forecasting in Evolving Routes-to-Market. Thursday, October 8th Los Angeles, CA For ...

Unlock growth with clarity and confidence with BluePlanner by UpClear

We're here to help.
[email protected]

UpClear Logo
UpClear © 2026
Privacy Policy
new york web development