Growth Stage

Growing Brands

Reference Annual Revenue Range: $100m-$1B*

Overview

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

Use Cases for Growing Brands

Annual Operating Planning

Analyze Business Across Customers/Products​

Analyze Promotion Performance

Develop Strategy

Set Targets/Budgets

Build Plan Simulations & Scenarios

Establish Account Guardrails

Setting Authorized Spending for Accounts

Account Planning

Define Customer Listing/Assortment

Set Customer Pricing & Plan Long Term Agreements

Build Plan Simulations & Scenarios

Establish Promotion Calendar and Operational Details

Forecast Account Volume & Spending

Analyze Account Performance

Analyze Promotion Performance

Day-to-Day Business Management

Analyze Business Across Customers/Products​

Audit & Approve Promos & Terms

Control Trade Spending

Facilitate Monthly Business Reviews

Monitoring Operations & Initiatives

Order Management

Set Invoice Pricing Conditions (OI)

Sales & Operations Planning

S&OP: Create Sales Input to Consensus Forecast​

Settlement

Acquire Deduction Backup

Research & Validate Deductions

Categorize Deductions

Analyze Deduction Trends

Actualize Promotions & Terms

Financial Planning & Analysis

Analyze Account/Product P&Ls for Financial Forecasting

Forecast & Reverse Accruals

Related Capabilities

TPM

Trade Promotion Managment

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

Trade Promotion Optimization

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

Integrated Business Planning

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

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promotinal ROI

Calculating Promotional ROI: Start With 5 Key Building Blocks

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The Importance of a Single Price List

Brands We Serve

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