Growth Stage

Established Brands

Reference Annual Revenue Range: Greater than $500M*


In this stage of growth, your brand(s) are nationally or internationally known.  Another significant business transformation tends to take place:  focus shifts from sales targets and spending budgets to customer profitability, a concept often referred to as Revenue Growth Management.  Other factors at “Established” brands include:

  • You may be acquiring brands
  • You could be managing a business that crosses national borders
  • Functional teams are highly-developed and specialized; cross-functional collaboration becomes the expectation
  • Deep focus on pricing, not just promotions, analytical requirements have never been higher
  • Profit-based decisions must be made about where/when to invest or cut trade spending

And, challenges never fully go away, they just evolve.

  • Integrating new organization or geography
  • Functional gaps in sales planning process
  • Systems don’t talk to one another
  • Information isn’t timely enough

For these needs BluePlanner brings big capabilities and services

  • “Enterprise” designation that begets a highly tailored solution
  • Configurable P&Ls
  • BluePlanner Trade Promotion Optimization (TPO), Integrated Business Planning (IBP), and Revenue Growth Management (RGM) services
  • Custom integrations, connections with third-party systems
  • Infrastructure packages that scale as you do
  • Advanced data scheduling options
  • Multi-market capabilities: territories (countries), currencies/conversion, languages
  • Proven, agile multi-market rollout methodology

UpClear delivers on nuanced requirements, sophisticated integration and security needs, and provide advanced infrastructure options.  And the BluePlanner difference is that this is all on a single, global platform.

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

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

Use Cases for Established Brands

Monitoring Business Initiatives

Facilitating Monthly Business Review Meetings

Forecasting the Trade Spending Accrual

Controlling Trade Spending

Creating The Annual Operating Plan (AOP)

Paying Bills and Managing Deductions

Forecasting Shipments

Managing Customer Business Plans & Approvals

Features for Established Brands

Business Rules & Alerts

Workflow Approvals

Dashboard Analytics


Payments & Deductions


Long Term Agreements

Planning / Forecasting


Post Event Analysis

Margin pool analyses

Promotion analysis

Price increase modelling

Category analyses

POS & distributor data integration

Customer data integration

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