Casos de uso

Investigar y validar las deducciones

Systematically match deductions to plans to validate & categorize so you can investigate patterns before they become problems.

Move From Reactive to Proactive Deduction Management 

Too many deductions are not legitimate. BluePlanner helps Consumer Goods brands systematically process deductions in a way that enables determination of shortpay validity. We do this with a strong combination of data management, market-tested functionality, and AI-powered automation.

  • Deduction backup documentation is scanned for fields that describe the deduction.
  • BluePlanner SmartRanking AI identifies and ranks the promotions and terms that are the most likely matches to the deductions. This machine learning model is continually trained to improve the accuracy of ranking promotions and terms that are probable matches.
  • Search and filter features always allow you to navigate manually.
  • When the activity was planned (promotions and terms), you are quickly able to access and view the details that were planned, approved, and actualized.
  • BluePlanner integrates shipments, retail sales, and distributor sales to actualize volume.
  • Actual volume is used in an actualized spending metric called “Projected.” Variable allowance spending (e.g. billbacks, scans) are calculated using actual volume. This can then be compared to deducted values.
  • When deductions are for expenses that were not planned, BluePlanner allows you to properly categorize this spending based on reason codes you configure.

Únete a nuestro grupo compartido de Finanzas y Contabilidad

Related Features

SmartRanking

Integración de datos de puntos de venta y distribuidores

Data Management

Ofertas

Turn-Key Retail Sales & Inventory Integration

Related Resources

Cómo Twinings North America ahorra tiempo en las deducciones de los distribuidores

Glosario: «Aclarando» la jerga del sector de los productos de gran consumo (CPG)

More Ways to Use Blue RGM

Gestionar riesgos y oportunidades

Crear solicitudes de pago

Promociones y condiciones de Actualize

Analizar las tendencias en las deducciones

Obtener justificantes de deducciones

Clasificar las deducciones

Configuración del límite de gasto autorizado para las cuentas

Elaboración de estrategias

Establecer las directrices para las cuentas

Crear simulaciones y escenarios de planificación

Establecer el calendario de promociones y los detalles operativos

Analizar el rendimiento de la cuenta

¿Quieres más recursos como este?

Sigue a Follow UpClear en LinkedIn.

Estamos aquí para ayudarte.
[email protected]

Logotipo de UpClear
Desarrollo de páginas web en Nueva York