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.

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.

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

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

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.

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 Blue Planner, 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] They 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

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