Growing Brands

Reference Annual Revenue Range: $100-$500M*


In this category of growth, a pretty significant transformation is taking place.  Your company is out of start-up mode.

  • Your product portfolio is increasing
  • Your team is growing, and you probably are adding pros with experience at other Consumer Goods companies
  • You’re adding business systems like Enterprise Resource Planning (ERP) or Demand Planning


Some growing brands have created their own tools/systems to manage sales planning, trade spending, and deductions. Others have invested in a TPM platform.  Some of the dynamics we see in brands in this stage are:

  • Current toolset isn’t meeting your needs — Whether homegrown or another TPM platform, more robust capabilities are needed, and analytical requirements have increased
  • Specialized requirements emerge, like accrual forecasting, single sign-on, snapshots, and currency conversion
  • Tracking customer plans against volume targets and spending budgets has become mission-critical
  • Many sources of customer that need to be consolidated for sales analysis


“Growing” brands already using BluePlanner TPM can upgrade to another edition of the TPM service, add analytics, data integration/transformation, or add other services (i.e. TPO, IBP, RGM).  If you’re switching from another set of tools or platform, UpClear’s phased, rapid deployment methodology will get your team started quickly.

Once you’re with UpClear, you can grow into more sophisticated capabilities easily.  We are true Software as a Service (SaaS); one always-growing, global platform through which you access all BluePlanner services.


*Don’t get too attached to this figure… company dynamics and needs vary due to many factors

Related Capabilities


Integrated Business Planning

Provides capabilities to support annual operating plan definition.

Learn About IBP


Trade Promotion Management

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

Use Cases for Growing Brands

Managing Customer Business Plans & Approvals

Forecasting Shipments

Creating The Annual Operating Plan (AOP)

Paying Bills and Managing Deductions

Controlling Trade Spending

Forecasting the Trade Spending Accrual

Facilitating Monthly Business Review Meetings

Monitoring Business Initiatives

Features for Growing Brands

Customer data integration

Integration of customers, products, prices, shipments, and deductions from ERP via uploads, SFTP, or Integration Platform

POS & distributor data integration

Integration of point of sale data from syndicated data providers and retailers and/or distributor data via uploads, SFTP, or Integration Platform

Promotion analysis

Promotion analysis

Post Event Analysis

Specialized post event analysis dashboards/reports. Centralized access to actual promotion results.



Long Term Agreements


Payments & Deductions


Dashboard Analytics

Workflow Approvals

Business Rules & Alerts

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