Growth Stage

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


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 Growing 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 Growing Brands

Business Rules & Alerts

Workflow Approvals

Dashboard Analytics


Payments & Deductions


Long Term Agreements

Planning / Forecasting


Post Event Analysis

Promotion analysis

POS & distributor data integration

Customer data integration

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