How Vita Coco Uses BluePlanner TPM for  Direct Store Delivery 

Who knew Coconut Water could be this complex?  Vita Coco has grown very rapidly. At the start of 2019 they began investing systems to help manage their business processes at scale. One area of focus was getting better visibility on sales and trade promotion spending in the complex route to market, Direct Store Delivery (DSD). […]

Requirements to Calculate ROI on Your Promotions

To see our latest thoughts on calculating ROI on your promotions, see our series, starting with: How to Calculate Promotional ROI – Start With 5 Key Building Blocks. A true Return-on-Investment (ROI) calculation is the holy grail of promotion metrics. Sadly, most CPG companies do not know the estimated ROI when planning a promotion or […]

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 in Southeast Asia: Understanding and Winning Across a Diverse Set of Markets

Retail Environments across the Asia-Pacific Region  The level of cultural and economic diversity across major markets in what many multinationals call the “APAC” or Asia Pacific region is extremely high. Consider some of the key APAC markets such as South-East Asia, Australia and New Zealand, China, Japan, and Korea, across relevant dimensions for Trade Promotion […]

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 […]