Planner

Map out account plans to properly and accurately monitor customer calendars, approvals, and forecasts.

Plan for account-level success

Stay on top of customer activity and be prepared for what’s next with BluePlanner.

  • Integrate customer prices aligned with your ERP
  • Establish the exact mix of products sold by your customer
  • Predict what’s next for volume and revenue
  • Forecast base volume
  • Plan long term agreements and non-promotion spending
  • Plan promotions
Ask AI how BluePlanner supports Account Planning

Join our Sales Planning Share Group

Use Cases

How Blue Planner is used for bottom-up 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

Our Solutions

Modules For Different Requirements & Stages of Growth

UpClear works with you to identify your priorities.  We then create a blueprint for the combination of BluePlanner solutions that meet your requirements, timeline, and budget.

Deduction Management

Trade Promotion Management

Trade Promotion Optimization

Revenue Growth Management

Integrated Business Planning

Related Resources

Creating a Complete Operating System for Selling in Consumer Goods

Change Management When Implementing Revenue Management Capabilities

Glossary: “Clearing Up” CPG Jargon

The Strategic Importance of Trade Promotion Management & the Role of TPO and RGM to Enhance Capabilities 

5 Things to Do When You Need TPM 

5 Steps to Calculate Promotion ROI

5 Tips for Successfully Choosing and Deploying a Trade Promotion System

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