Client Stories

Kodiak and UpClear: Powering Smarter Growth 

Known for feeding epic days and wilder lives through real breakfast, Kodiak continues to innovate and expand into new product categories. Each product is carefully crafted with delicious whole grains and protein to support active folks looking for better-for-you options without sacrificing taste.  This rapid expansion required a more robust and adaptable Trade Promotion Management (TPM) solution for efficient planning and forecasting. Kodiak selected UpClear’s BluePlanner TPM to enhance their sales planning and trade spend management processes. The decision was driven by BluePlanner’s configurability and UpClear’s deep understanding of the Consumer-Packaged Goods (CPG) sector. 

Going live on BluePlanner in 2024, Kodiak partnership aims to simplify and unify how promotions are planned, executed, and analyzed. By replacing spreadsheets and streamlining processes, the team has gained better visibility into trade spend and performance, helping them make faster, more informed decisions as they continue to scale. 

About UpClear

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. 

BluePlanner Revenue Management software supports end-to-end processes, from Annual Operating Planning to Account Planning and Execution

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