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Hey, Expo West!

Want to reach the next level in promotion, deduction, and trade spend managment?

UpClear makes the tested & trusted gross-to-net revenue management platform BluePlanner. No matter where you're starting from, BluePlanner has everything you need for the climb ahead.

Every Stage of Growth Brings a New Mountain to Climb

One of the best parts of Expo West is seeing CPG brands at every stage of growth. Walking the floor, you can see everything from brand-new product launches to billion-dollar brands making their international debuts. And every once in a while, you'll have a front-row seat to a breakout success, when you see the previous year's newcomer now anchoring entire aisles.

But as many quickly discover, moving up that ladder also brings new challenges. For emerging brands, success is measured by winning distribution, getting on-shelf and proving that shoppers will buy again.

But managing what's next-- deductions, trade spend, forecast gaps, margin pressure-- is a whole new challenge, and what got you here won't get you there. Check out this piece from our Director of Marketing Kurt Kaiser to learn how UpClear helps brands get to the next level with a TPM solution that grows with you.
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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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Powering a clear vision at

See BluePlanner in action

Meet the UpClear team at Expo West

Ken Accardi

SALES DIRECTOR
Based in Los Angeles, Ken is responsible for UpClear's Sales in North America. Ken brings over 25 years of experience in the CPG space, specializing in Sales, Trade Management, Category Management, Sales Strategy, and business process optimization.

Ken has experience in-house for leading manufacturers, partners and vendors such as Bayer Consumer Healthcare, Johnson & Johnson, Clarkston Consulting and Kantar Xtel. Ken has spent the last decade working with dozens of Consumer Goods manufacturers in solution discovery, delivery, and support for TPM, TPO, and RGM capabilities.

Damask Schantz

MARKETING DEMAND GEN SR MANAGER
Damask is Senior Manager of Marketing at UpClear, a SaaS solution purpose-built for CPG brands to streamline and optimize trade promotion management. UpClear helps commercial teams drive smarter investment decisions and improve ROI across the full trade planning cycle.

At Expo West, Damask is focused on driving brand awareness and connecting with trade marketing leaders across the CPG industry.
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In honor of Expo West Climate Day

UpClear is a proud partner of 1% for the Planet. Check out some of our partners working toward a more sustainable future.
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UpClear's Corporate Social Responsibility

  • Environment

Global Giving, Local Impact

  • Environment

1% Planet Impact Fund

  • Youth

Empowering Youth for Zero Waste

  • Environment

Mountains Matter

  • Youth

Youth-Led Climate Action

  • Environment
  • Environment
  • Environment

Climate Science for All

  • Environment
  • Environment
  • Food Supply

Fighting Hunger and Reducing Waste

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.
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.

Featured Resources

  • Articles

Deduction Management: Processes, Resources, and Tools Used as CPG/FMCG Brands Grow

  • January 8th, 2026
Read More
  • Articles

New Capabilities in BluePlanner!

  • November 25th, 2025
Read More
  • Events

CPG Data Summit ’26

  • May. 14, 2026
  • New York, NY
Read More
  • Events

RGM Summit- Spring

  • May. 7, 2026
  • London
Read More
  • Events

RGM Summit- Autumn

  • Nov. 12, 2026
  • London
Read More

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