Better Forecasts. More Effective Promotions. Faster Deduction Management. Total Customer Insight.

UpClear's BluePlanner is technology CPG brands use to plan, execute, and analyze customer sales & spending. BluePlanner is tested & trusted by brands of all sizes around the world.

BluePlanner is a comprehensive platform that's cleverly designed in modules that are deployed based on your priorities.  You always have the option to add capabilities as time goes on.

 We invite you explore BluePlanner...

By Business Process

By Solution

UpClear works with your team to identify priorities.  We then create a BluePlanner solution that meets your requirements, timeline, and budget.

Deduction Management

Trade Promotion Management

Trade Promotion Optimization

Revenue Growth Management

Integrated Business Planning

Who are you?

There are many perspectives from which to look at BluePlanner capabilities.  Choose below to learn more about each category.

By Growth Stage

Pick your stage of growth to learn how BluePlanner works for brands of different sizes.

By Function

Pick your function to see how different teams use BluePlanner.

By Route to Market

Pick your route(s) to market and learn why BluePlanner works for consumer goods brands.

By Region

Pick your region to learn why BluePlanner works in your region.

Live Events That Create Connections & Inspire

UpClear's Elevate Client Conferences and CPG Summits bring CPG people together to create connections and learn from each other.

Why UpClear?

Established in 2008, UpClear is privately owned & profitable.  We have diverse, long-term clients. We continually make significant investments in resources that enable us to innovate and grow in a sustainable way.

Since the very beginning, we've had 20/20 vision for our business: SaaS Gross-to-Net Revenue Management capabilities specifically for Consumer Goods brands. We have a clear roadmap that will continue to add capabilities to foster collaboration, automate work, and help our customers make sound decisions.

Our platform- BluePlanner- has been in constant development since 2008. It supports thousands of use cases influenced by our clients and supported by our teams around the world. Our staff is made up of professionals with extensive CPG brand, consulting, and tech experience.

Our Client Success, Solutions, Integration, & Engineering teams stand ready to address challenges or deploy new capabilities. We keep your data secure with robust permission and access control capabilities and processes, verified by our ISAE 3402/SOC 1 certification. BluePlanner is hosted by Microsoft Azure, further augmenting client data security.

And you don't have to take our word for it!

Blue Planner’s smart matching has cut the admin time required to match promotions in half.
Tom Pook
Senior National Account Manager​
We're using Blue Planner not just for certain channels of the business, we're using it across every channel. There isn't a customer that isn't in BluePlanner, which is great because it gives us massive visibility.
Lizzy Walker
Finance Transformation Head
Using Blue Planner, the team is now empowered with standardized workflows and same data set necessary, which at the end improves data consolidation for data-based decision making for commercial teams.
Putu Ayu Mas Amanda Pratiwi
Trade Marketing Manager
We needed a software provider that not only is a subject matter expert in FMCG Trade Promotional Management, but one that had the flexibility to meet the changing needs of our business. UpClear with the Blue Platform is certainly one of those businesses.
Craig Bosworth
Commercial Operations Director​
[The UpClear CSMs] have been so supportive every step of the way! I also think that the system is very user friendly and provides a great service.
Hayden Stefanovicz
Trade Promotion Analyst
Reliability and support are the most important things for us, and Blue Planner has delivered on those fronts.
Aleks Bojic
Finance Business Partner
Blue Planner continues to be integral in measuring the performance of promotional initiatives at The Mentholatum Company. The support team at UpClear has been great to work with and usually can help us with answering any questions and understanding our business needs.
Nick Bartolotta
Business Analyst

Featured Resources

CPG Deduction Summit Dallas Roundup

CPG Data Summit ’26

  • May. 13, 2026
  • New York, NY

RGM Summit- Spring

  • May. 7, 2026
  • London

We're here to help.
[email protected]

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