Function

Sales Leaders

When you are a sales director or vice president in a consumer goods company, BluePlanner provides critical information on sales and spending that is crucial to the success of your business.

Overview

BluePlanner enables you to monitor performance. By analyzing sales, spending, and the success of your promotions, you can track how well your customer, team, or organization is delivering against business objectives. This can help you make better decisions about your future sales and marketing strategies, and ultimately help you gain a competitive advantage in your market.

BluePlanner is designed to help you and your customer personnel manage and analyze customer sales & spending and optimize the impact and effectiveness of promotions. With BluePlanner, you can track sales, spending, and promotions in real-time, adjust them as needed, and ensure that you are getting the best possible return on investment from each promotion.

One of the biggest benefits of using BluePlanner is that it allows you to see which promotions are working and which ones are not. By analyzing your promotion data, you can determine which products are selling best, which promotions are driving the most sales, and which customers are responding most positively to your promotions. This information can then be used to tailor future promotions to better target your customers and optimize your sales.

 

“BluePlanner gives me 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.”

Use Cases for Sales Leaders

Analyze Business Across Customers/Products​

Develop Strategy

Set Targets/Budgets

Forecast Account Volume & Spending

Audit & Approve Promos & Terms

Related Capabilities

TPM

Trade Promotion Managment

Supports annual planning, execution, and analysis of accounts.
Learn About TPM
RGM

Revenue Growth Management

Facilitates advanced analysis by providing deeper insight into margin opportunities.
Learn About RGM

Related Resources

CPG Data Summit ’26

  • May. 14, 2026
  • New York, NY

You Don’t Have TPM? Discussing Resistance to a Critical Business System in CPG

Cacique Foods Joins the BluePlanner Community 

Whole Earth Brands & BluePlanner:  Essential Ingredients for Forecasting   

In Times of Uncertainty, Strong Customer Insights & Management is Essential    

Creating a Complete Operating System for Selling in Consumer Goods

Managing Customer Goals with TPM 

On-Demand Video: Prioritizing, Selecting, Setting up, & Activating TPM

Data Management and Analytics in the New Normal

Glossary: “Clearing Up” CPG Jargon

The Strategic Importance of Trade Promotion Management & the Role of TPO and RGM to Enhance Capabilities 

Kodiak Switches to BluePlanner Trade Promotion Management (TPM)

iHealth is Live on BluePlanner TPM 

Nichols Plc. Picks UpClear for Trade Promotion Management  

Musco Family Olive Company Picks BluePlanner TPM

Diamond Foods Aces Trade Promotion with BluePlanner

Spindrift is Live with BluePlanner TPM  

Martinelli’s Planning Setup Complete! 

Hand Promotion Management 2023 Survey on Trade Promotion  

Electrolit USA Goes Live on BluePlanner 

5 Reasons to See What BluePlanner Can Do For Your Business 

i-Health Supplements Business Team’s Toolkit with BluePlanner TPM 

Coty UK goes live with UpClear for Trade Promotions Management

Accelerating Growth: How BluePlanner TPM Empowers Eagle Food’s Expansion 

Bubbling with Excitement: Martinelli’s Picks BluePlanner TPM  

Savor Success: BluePlanner Empowers Nissin’s Noodle Empire

Nature’s Bakery Modernizes With Latest BluePlanner Capabilities

TPM is Vital for Vytalogy Wellness

Why Base Volume is So Important in Consumer Goods

Diamond Foods Shapes Future with BluePlanner TPM 

Dairy Giant Grupo LaLa Manages Trade Spend in Mexico & the USA with BluePlanner TPM 

BluePlanner TPM is the Right Fit for Electrolit USA

5 Things to Do When You Need TPM 

UpClear Takes Five Enterprise Planning Best-in-Class Distinctions from Promotion Optimization Institute 

KP Snacks Deploys UpClear for Trade Promotion Management  

5 Steps to Calculate Promotion ROI

Time for TPM: Fast Setup for Quick Wins

The Trade Spending Tidal Wave & How Pros Ride it  

Spindrift sets sail with UpClear for TPM

Twinings expands BluePlanner TPM to North America

Nissin Foods selects UpClear for TPM in the USA

Retail Execution and How it Can Maximize Trade Promotion Management

Managing Annual Planning in BluePlanner

Annual Planning: Kicking Off the Promotional Lifecycle

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

Promotional ROI Part 1: Definitions & Formulas

The Importance of Trade Promotion for Dairy

UpClear’s BluePlanner Selected by Ripple Foods

Post Event Analysis Tutorial with Partner Atheon Analysis

What to Expect from a Well-Run Sales Planning & Trade Management Process

Want to Avoid Margin Erosion? Control Trade Spending

Incorporating Advanced Analytics & Machine Learning into an RGM Roadmap

trade promotion management software

Video: Trade Promotion Management for Emerging Brands

Why disorganized, disconnected information hampers productivity

Promotion Calendars Don’t Belong in Spreadsheets

How Valio USA Inc. Wins at the Holidays, and at TPM with UpClear BluePlanner

Brands We Serve

Want more resources like this?

Follow UpClear on LinkedIn.

Join our Sales Planning Share Group

We're here to help.
[email protected]

UpClear Logo
UpClear © 2026
Privacy Policy
website development new york