How Dairy Brands Forecast, Manage Promotions and Deductions, Control Trade Spending, & Analyze Their Business.

UpClear's BluePlanner is Gross-to-Net Revenue Management technology dairy brands use to plan, execute, and analyze customer sales & spending.

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

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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Featured Resources

Client Stories

Driving Sales Operations Efficiency at Blue Diamond Growers with BluePlanner

April 13th, 2025

Client Stories

Oatside Uses BluePlanner

October 25th, 2023

Client Stories

Dairy Giant Grupo LaLa Manages Trade Spend in Mexico & the USA with BluePlanner TPM

Articles

The Importance of Trade Promotion for Dairy

Client Stories

UpClear’s BluePlanner Selected by Ripple Foods

Actualize Promotions & Terms

Setting Authorized Spending for Accounts

Establish Promotion Calendar and Operational Details

Forecast & Reverse Accruals

Control Trade Spending

Forecast Account Volume & Spending

BluePlanner Solutions

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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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.

Blue Planner has simplified the account planning process and deduction process through a solution that is very user friendly and functional... I have used other spending trade spending tools and no other compares to the ease of use and strength of BluePlanner.

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.

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How Dairy Brands Forecast, Manage Promotions and Deductions, Control Trade Spending, & Analyze Their Business.

Annual Operating Planning 01

Account Planning 02

Execution 03

Featured Resources

Driving Sales Operations Efficiency at Blue Diamond Growers with BluePlanner

Oatside Uses BluePlanner

Dairy Giant Grupo LaLa Manages Trade Spend in Mexico & the USA with BluePlanner TPM

The Importance of Trade Promotion for Dairy

UpClear’s BluePlanner Selected by Ripple Foods

Capabilities Important to Dairy Brands

Actualize Promotions & Terms

Actualize Promotions & Terms

Setting Authorized Spending for Accounts

Setting Authorized Spending for Accounts

Establish Promotion Calendar and Operational Details

Establish Promotion Calendar and Operational Details

Forecast & Reverse Accruals

Forecast & Reverse Accruals

Control Trade Spending

Control Trade Spending

Forecast Account Volume & Spending

Forecast Account Volume & Spending

BluePlanner Solutions

Deduction Management

Trade Promotion Management

Trade Promotion Optimization

Revenue Growth Management

Integrated Business Planning

Who are you?

By Growth Stage

By Function

By Route to Market

By Region

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

Want more resources like this?

What We Do

Who We Are

Clients

Resources

Annual Operating Planning ⁰¹

Account Planning ⁰²

Execution ⁰³