Data Management and Analytics in the New Normal

data management & analytics

What to do when you can no longer “trust your gut”?  The recent paradigms shift driven by COVID 19 has further increased Consumer Goods Brands focus on their ability to access data towards better decisions around commercial strategy and the wider Revenue Management approach.  Key trends observed across retail and consumer landscape  Assortment Rationalization -> retailers have revised their category management approach to simplify assortments, become […]

The Trade Spending Tidal Wave & How Pros Ride it  

The money you spend on promotions -trade spending – is like the kind of tidal wave that big wave surfers search for.  These waves start out small but grow into monsters as conditions change in an environment that is conducive to chaos.    If you haven’t ridden the wave yet, this article will help you understand […]

TPM & the Full Trade Spend Suite

What is TPM, TPO, IBP, and RGM?  Like any growing business, there are growing pains, and certain points where the shift to a tech solution becomes imperative. Every consumer goods’ brand has seen different points of the sale process become more difficult with growth, especially managing promotions, trade spend, and deductions. These take up more […]

Trade Accrual: Faster Forecasting and Higher Accuracy

When you are an Account Manager for a Consumer Goods company and you think about trade spending, you are probably most concerned with spending and trade rate compared to your budget.  Am I overspent?!?      But to the company’s Finance department, trade spending is an expense that must be forecasted and tracked…and reforecast and re-tracked.  Because trade spending is such a huge expense – a value equal to 15-20% of gross revenue for highly promoted brands- getting this forecast wrong can swing the Profit & Loss (P/L) statement in a big way, both unfavorably and […]

Managing Annual Planning in BluePlanner

On Demand Webinar Replay Consumer Goods brands are approaching or already in their busiest time of year: annual planning. UpClear hosted a discussion around this critical and often (unnecessarily) stressful time within the promotional lifecycle with two growing brands: Crystal Farms Dairy and Valio USA. Both brands leverage the TPM platform, BluePlanner, and throughout the discussion highlighted unique points where the software solution has […]

Annual Planning: Kicking Off the Promotional Lifecycle

Consumer Goods brands are approaching or already in their busiest time of year: annual planning. UpClear hosted a discussion around this critical and often (unnecessarily) stressful time within the promotional lifecycle with two growing brands: Crystal Farms Dairy and Valio USA. Both brands leverage the TPM platform, BluePlanner, and throughout the discussion highlighted unique points where the software solution has benefitted their organization.    Please […]

Promotional ROI Part 2: Why It’s Important & How to Use It

Why Promotional ROI Matters?  Knowing the ROI of an individual promotion is a step in the right direction, but your goal should be to have a ROI metric across promotions.  If calculated consistently, you will have a way to assess the relative benefit of promotions across products and customers.  This, combined with an understanding of […]

Promotional ROI Part 1: Definitions & Formulas

Consumer Packaged Goods (CPG) manufacturers spend massive amounts of money on the pricing and promotion of fast-moving product categories (e.g. food, beverages, household, and personal care products) in retail channels.  This money is called “Trade Spending.” Money is exchanged between the manufacturer and its customers- retailers and distributors- for product placement, everyday retail price subsidization, promotion discounts, advertising, and display space.    In highly-competitive categories, trade spending can equal a value of […]

The Importance of Trade Promotion for Dairy

UpClear’s Feature in Dairy Foods Blog UpClear’s Director of Customer Success, Americas, Rajeev Prabhakar was featured in Dairy Foods Magazine. Please see the blog below and the link to the article: https://www.dairyfoods.com/blogs/14-dairy-foods-blog/post/95110-the-importance-of-trade-promotion-for-dairy Leaders in the dairy industry are increasingly more aware of how competition has grown, with brands spending hundreds of millions of dollars for […]

UpClear’s BluePlanner Selected by Ripple Foods

Ripple Foods is a California-based maker of plant-based dairy alternatives. The company, which produces delicious dairy-free Milks, Protein Shakes, Half & Half, and Frozen Desserts, initiated a TPM search in April 2021 after identifying a need for a robust system to support planning and deduction management. They selected UpClear’s BluePlanner TPM (Trade Promotion Management).     “After a […]