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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.
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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

Annual Operating Planning 01

Strategy development, top-down targets, guardrails, and funding

Account Planning 02

Bottom-up promotions, terms, sales & spend forecasting

Execution 03

Collaboration amongst functions: Tracking, spend management, deductions, accruals, forecasting and S&OP
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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

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Trade Promotion Management

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Trade Promotion Optimization

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Revenue Growth Management

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Integrated Business Planning

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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.
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By Function

Pick your function to see how different teams use BluePlanner.
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By Route to Market

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

Pick your region to learn why BluePlanner works in your region.
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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.
New York
Oakland
London
Los Angeles
Austin
Singapore
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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.
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And you don't have to take our word for it!

It’s a night-and-day difference trying to do everything in Excel versus using an integrated system with built-in controls.
We're thrilled to team up with UpClear to enhance visibility and transparency in our trade investments. Our goal is to go beyond just managing budgets and discover new opportunities for growth and stronger customer relationships, powered by the data and insights Blue Planner provides.
[Working with UpClear] has been really great...we know a lot more about how we are spending our money and we're able to make better decisions now.
We were a young company and we needed something to evolve with us. We knew we were going to change over the next few years... what drew us to BluePlanner is that it was fairly simple and it was flexible... we had line of sight to say this can grow along side of us as we become more mature as a company.
Promotion planning is intuitive.  You enter your deals and volume and it automatically rolls up the financials.
We have to have structure to manage our business and BluePlanner give us this.  We can see what is happening, answer questions faster, and have better alignment with our field teams.
I have full line-of-sight.  I see sales, I see trade, and I don't have to wait for spreadsheets to be updated.  I click run and see the data.
Half of the battle is having the data to analyze my business and make decisions.  I can open the system and get to P&Ls, promotions, and pricing.  Its all in one place.
I like how easily I can get a customer P&L... accruals in the system has totally changed our process...for the better!
We send our (Demand Planning) forecast to BluePlanner so sales can see it.  We also get the forecast sales keeps.  We've had data from sales before, but now there is more detail and we get it when we need it by running a report.

Featured Resources

  • Articles

Why Forecasting Retail Sales, Then Shipments is a Best Practice 

  • April 15th, 2025
Shipments and retail sales are different things. In CPG sales planning, the lowest co...
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  • Client Stories

Driving Sales Operations Efficiency at Blue Diamond Growers with BluePlanner 

  • April 13th, 2025
Blue Diamond Growers is a leading almond producer known for its high-quality products and ...
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  • Client Stories

UpClear Welcomes Blount Fine Foods!  

  • April 14th, 2025
Blount Fine Foods is a family-owned and operated manufacturer, marketer, and developer of ...
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  • News

Enzo Giusti Promoted to Oversee Solution Delivery For International Business

  • April 8th, 2025
Enzo Giusti has been promoted to Director, Solution Delivery for UpClear’s Internati...
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  • Events

FMCG RGM Summit, London May 2025

  • 7 May. 2025
  • London
WED, 7TH MAY 20251 – 6:30 PM GMT ETC.VENUES COUNTY HALL BELVEDERE ROAD LONDON SE1 7P...
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Unlock growth with clarity and confidence with BluePlanner by UpClear

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