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Consumer Goods Brands Manage

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Consumer Goods Brands Manage
Assortment
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Customers
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ROI
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Prices
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Revenue
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Promotions
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Deductions
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Net Sales
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Budgets
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Forecasts
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Spending
with UpClear Consumer Goods Brands Manage
Profitability
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Accruals
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UpClear delivers AI-powered gross-to-net revenue management software to Consumer Goods brands of all sizes around the globe. Our platform - BluePlanner - enables greater collaboration, productivity, & business insights to help unlock profitable growth with clarity and confidence. BluePlanner is rolled-out in configurable modules to meet your highest priority requirements, timeline, or budget. Our capabilities are used in these business processes:

Annual Operating Planning ⁰¹

Strategy development, top-down targets, guardrails, and funding

Account Planning ⁰²

Bottom-up promotions, terms, 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

Develop strategy. Analyze past performance to refine your growth plan. Set top-down budgets. Establish guardrails and funds.

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Account Planning ⁰²

Bottom-up Account Plans

Plan & Analyze Promotions. Forecast Sales & Spending. Analyze Customer & Product Performance.

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Execution ⁰³

Activate Customer Plans Throughout Your Organization

Actualize, track, and manage the plan. Connect account plans to other functions in the order-to-cash process: Trade Marketing/Sales Operations, Customer Service, Demand Planning, Accounts Receivable, Accounts Payable, & Finance.

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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.

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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[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

Glossary: “Clearing Up” CPG Jargon

Don’t get confused when it comes to terms and phrases related to CPG Revenue Managem...

Articles

How to Calculate Promotion ROI

In Consumer Goods, a lot of money is spent on promotions. To actively manage margin when t...

Client Stories

How Twinings North America Saves Time on Distributor Deductions

Deductions…Even More Complex for Distributors Iconic tea manufacturer Twinings North...

Articles

How to Keep Up with Deductions

…and Why you Need More than a Reason Code In Consumer Goods (CG), a short payme...

Articles

TPM Helps Set & Reverse Trade Accruals

What is the Trade Accrual? The generally accepted accounting principle (GAAP) o...

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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We're here to help.
info@upclear.com

Consumer Goods Brands Manage

with UpClear

Annual Operating Planning ⁰¹

Account Planning ⁰²

Execution ⁰³

Annual Operating Planning ⁰¹

Account Planning ⁰²

Execution ⁰³