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Consumer Goods Brands Manage

with UpClear

Consumer Goods Brands Manage
Assortment
with UpClear Consumer Goods Brands Manage
Customers
with UpClear Consumer Goods Brands Manage
ROI
with UpClear Consumer Goods Brands Manage
Prices
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Revenue
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Promotions
with UpClear Consumer Goods Brands Manage
Deductions
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Net Sales
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Budgets
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Forecasts
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Spending
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Profitability
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Accruals
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AI-Powered Gross-To-Net Revenue Management Software

At UpClear, our mission is to empower Consumer Goods brands to maximize revenue performance and trade investment returns through intelligent, collaborative software — providing a single source of truth, streamlined automation, and actionable insights.

Annual Operating Planning ⁰¹

Strategy development, top-down targets, guardrails, scenarios, and risks & opportunities.

Account Planning ⁰²

Bottom-up listing, pricing, terms, promotions, sales & spend forecasting

Execution ⁰³

Collaboration amongst functions: Tracking, spend management, deductions, accruals, forecasting and S&OP

Annual Operating Planning ⁰¹

Account Planning ⁰²

Execution ⁰³

Annual Operating Planning ⁰¹

Create strategy and set expectations

Annual Operating Planning (AOP) in Consumer Goods aligns sales goals, trade investments, and customer strategies with financial targets. This sets the stage to measure performance and accuracy and facilitates cross-functional accountability.

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Account Planning ⁰²

Bottom-up Account Plans

Account Planning establishes operational customer plans used by account managers to run their business. It creates data that facilitates performance measurement and connects sales to other teams & systems.

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Execution ⁰³

Activate Customer Plans Throughout Your Organization

Execution activities ensure accurate and timely customer commitments, S&OP forecasting, fulfillment, accrual management and trade settlement. This helps optimize efficiency, maximize profitability and create strong customer relationships.

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Our Solutions

Capabilities for Different Requirements & Stages of Growth

UpClear works with your team to identify priorities. We then create a BluePlanner solution that meets your requirements, timeline, and budget.

Deduction Management

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Trade Promotion Management

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Trade Promotion Optimization

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Revenue Growth Management

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Integrated Business Planning

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AI in BluePlanner

Tested, Trusted Capabilities Meets AI

BluePlanner is the most capable SaaS gross-to-net revenue management capability available. We've developed it with input from thousands of use cases since our inception in 2008. We keep it modern with interface and infrastructure improvements year after year. Now, it is infused with AI that automates work, make data management easier, and predicts future results.

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It’s a night-and-day difference trying to do everything in Excel versus using an integrated system with built-in controls.

Blue Planner has simplified the account planning process and deduction process through a solution that is very user friendly and functional... I have used other spending trade spending tools and no other compares to the ease of use and strength of BluePlanner.

We're thrilled to team up with UpClear to enhance visibility and transparency in our trade investments. Our goal is to go beyond just managing budgets and discover new opportunities for growth and stronger customer relationships, powered by the data and insights Blue Planner provides.

[Working with UpClear] has been really great...we know a lot more about how we are spending our money and we're able to make better decisions now.

We were a young company and we needed something to evolve with us. We knew we were going to change over the next few years... what drew us to BluePlanner is that it was fairly simple and it was flexible... we had line of sight to say this can grow along side of us as we become more mature as a company.

Promotion planning is intuitive. You enter your deals and volume and it automatically rolls up the financials.

We have to have structure to manage our business and BluePlanner give us this. We can see what is happening, answer questions faster, and have better alignment with our field teams.

I have 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.

Half of the battle is having the data to analyze my business and make decisions. I can open the system and get to P&Ls, promotions, and pricing. Its all in one place.

I like how easily I can get a customer P&L... accruals in the system has totally changed our process...for the better!

We send our (Demand Planning) forecast to BluePlanner so sales can see it. We also get the forecast sales keeps. We've had data from sales before, but now there is more detail and we get it when we need it by running a report.

Featured Resources

Articles

Deduction Management: Processes, Resources, and Tools Used as CPG/FMCG Brands Grow

1月 8th, 2026

Events

Deduction Summit ’26

2月. 26, 2026

Dallas, TX

Articles

New Capabilities in BluePlanner!

11月 25th, 2025

Events

CPG Data Summit ’26

5月. 14, 2026

New York, NY

Events

RGM Summit- Spring

5月. 7, 2026

London

Events

RGM Summit- Autumn

11月. 12, 2026

London

Who we are

We work for the fast-moving consumer goods industry. Our clients are regional and global brands. Our cloud-based software helps them clearly understand & optimize their performance with planning, execution, and analytic capabilities in the gross-to-net revenue management business process.

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Brands We Serve

We are proud to partner with consumer goods companies at every stage of growth; from upcoming brands in regional markets, to multinational companies. This collaboration continually shapes our product roadmap and enables us to maintain BluePlanner's place as the best gross-to-net revenue management platform in the industry.

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Unlock growth with clarity and confidence with BluePlanner by UpClear

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Consumer Goods Brands Manage

with UpClear

AI-Powered Gross-To-Net Revenue Management Software

Annual Operating Planning ⁰¹

Account Planning ⁰²

Execution ⁰³

Annual Operating Planning ⁰¹

Account Planning ⁰²

Execution ⁰³