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.

“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.”


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.


Related Capabilities


Trade Promotion Managment

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

Trade Promotion Optimization

Augment TPM with added intelligence, simulations and reporting capabilities.
Learn About TPO

Integrated Business Planning

Provides capabilities to support annual operating plan definition.
Learn About IBP

Revenue Growth Management

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

Use Cases for Sales Leaders

Monitoring Business Initiatives

Facilitating Monthly Business Review Meetings

Analyzing Plan Effectiveness

Controlling Trade Spending

Creating The Annual Operating Plan (AOP)

Forecasting Shipments

Managing Customer Business Plans & Approvals

Features for Sales Leaders

Business Rules & Alerts

Workflow Approvals

Dashboard Analytics



Margin pool analyses

Promotion analysis

Price increase modelling

Category analyses

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