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TPM

Trade Promotion Management

Plan, execute and analyze account-level sales, spending, and promotions with full financial and managerial control to maximize impact 

Key Processes Supported

  • Targets
  • Account Volume & Spend Forecasting​
  • Promotions & Terms
  • Accruals, Payments & Deductions​
  • Financial Control & Auditing​
  • Business Analysis
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How Consumer Goods Brands Use BluePlanner TPM

Drive Higher ROI From Every Customer with Better Insights for Everyone Involved in the Process

Annual Op Planning

Analyze Business Across Customers/Products​

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Set Targets/Budgets

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Setting Authorized Spending for Accounts

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Establish Account Guardrails

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Account Planning

Define Customer Listing/Assortment

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Set Customer Pricing & Plan Long Term Agreements

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Establish Promotion Calendar and Operational Details

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Forecast Account Volume & Spending

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Analyze Account Performance

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Execution- Trade Marketing

Facilitate Monthly Business Reviews

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Analyze Business Across Customers/Products​

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Audit & Approve Promos & Terms

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Monitoring Operations & Initiatives

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Control Trade Spending

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Execution- Customer Service

Set Invoice Pricing Conditions (OI)

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Execution- Sales & Operations Planning

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Execution- Accounting

Acquire Deduction Backup

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Research & Validate Deductions

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Categorize Deductions

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Actualize Promotions & Terms

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Analyze Deduction Trends

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Execution- Finance

Forecast & Reverse Accruals

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Analyze Account/Product P&Ls for Financial Forecasting

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Features of BluePlanner TPM

Distributor / Indirect Retailer Planning

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Customer & Retail Pricing

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Ship-to Volume Forecasts

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Ask AI how BluePlanner supports Trade Promotion Management

Benefits

  • Faster access to deeper and more actionable data, understanding of business performance
  • Consistent approach across your sales team
  • Risk of data corruption or loss eliminated
  • Changes and approvals automatically tracked
  • Actualization of promotions
  • Higher sales & spending forecast accuracy
  • Better control of trade spending
  • Better collaboration on deductions; faster processing, increased recovery of invalid claims

Related Resources

  • Events

Route-to-Market Summit

  • Oct. 8, 2026
  • Los Angeles
Sales Forecasting in Evolving Routes-to-Market. Thursday, October 8th Los Angeles, CA For ...
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  • Events

Elevate New York- May 2026

  • May. 7, 2026
  • New York, NY
Annual Client Conference Thursday, May 7th New York City For UpClear Clients Join us in Ne...
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  • Events

RGM Summit- Autumn

  • Nov. 12, 2026
  • London
Revenue Growth Management Forum for Mid-Market FMCG. Thursday, 12th November London For Re...
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  • Events

RGM Summit- Spring

  • May. 7, 2026
  • London
Revenue Growth Management Forum for Mid-Market FMCG. Thursday, 7th May London For Represen...
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  • Events

CPG Data Summit ’26

  • May. 14, 2026
  • New York, NY
The Data Management Forum for Mid-Market CPG. Thursday, May 14 New York City For Represent...
Read More
  • Events

Deduction Summit ’26

  • Feb. 26, 2026
  • Dallas, TX
The Deduction Management Forum for Mid-Market CPG. Thursday, Feb 26 Dallas, TX For Represe...
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  • Articles

New Capabilities in BluePlanner!

  • November 25th, 2025
We’re hard at work to bring new features to the best SaaS Gross-to-Net RGM platform ...
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  • Articles

You Don’t Have TPM? Discussing Resistance to a Critical Business System in CPG

  • November 24th, 2025
Executive Summary  CPG/FMCG companies face mounting pressure to manage trade spe...
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Bringing Clarity at Every Stage of the Journey

TPM

Trade Promotion Managment

Supports annual planning, execution, and analysis of accounts.
Learn About TPM
TPO

Trade Promotion Optimization

Augment TPM with added intelligence, simulations and reporting capabilities.
Learn About TPO
IBP

Integrated Business Planning

Provides capabilities to support annual operating plan definition.
Learn About IBP
RGM

Revenue Growth Management

Facilitates advanced analysis by providing deeper insight into margin opportunities.
Learn About RGM

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Learn how BluePlanner makes Trade Promotion Management Software more efficient at any stage, in any market.

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