Trade Promotion Management

BluePlanner Trade Promotion Management (TPM) is an operating system for the Consumer Goods sales cycle. It adds structure, control, and visibility into your sales planning and trade spend management processes.
trade promotion management software

Key Processes Supported

  • Volume Forecasting​
  • Terms/Promotions Planning, Evaluation, Approval
  • Payments & Deductions​
  • Financial Control & Accruals​
  • Business Analysis

How Consumer Goods Brands Use BluePlanner TPM

Managing Customer Business Plans & Approvals

Forecasting Shipments

Creating The Annual Operating Plan (AOP)

Paying Bills and Managing Deductions

Controlling Trade Spending

Analyzing Plan Effectiveness

Forecasting the Trade Spending Accrual

Facilitating Monthly Business Review Meetings

Monitoring Business Initiatives


Data Management

Planning / Forecasting

Long Term Agreements


Payments & Deductions


Dashboard Analytics

Workflow Approvals

Business Rules & Alerts


  • 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

Kodiak Cakes Selects BluePlanner TPM 

Kodiak Cakes, maker of whole grain and protein-packed breakfasts and snacks, has select...

Vytalogy Live on BluePlanner TPM

Vytalogy Wellness, a modern wellness company formed by merging the brands Natrol and Ja...

iHealth is Live on BluePlanner TPM 

iHealth, maker of Culturelle, AZO, Estroven, and other health and wellness brands, has ...

Nichols Plc. Picks UpClear for Trade Promotion Management  

Nichols Plc, maker of Vimto brand beverages in the United Kingdom, has chosen UpClear B...

Musco Family Olive Company Picks BluePlanner TPM

Musco Family Olive Company is an 80-year-old third generation family-owned company that...

Diamond Foods Aces Trade Promotion with BluePlanner

Diamond Foods, California-based maker of fresh whole and chopped nuts since 1912, has j...

Spindrift is Live with BluePlanner TPM  

Boston-based Spindrift Beverage Company has completed both phase 1 and 2 setup of BlueP...

Plant-Based Power: Miyoko’s Goes Live with BluePlanner TPM

Miyoko’s Creamery, maker of plant-based vegan cheese and butter has completed pha...

Bringing Clarity at Every Stage of the Journey


Trade Promotion Managment

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

Trade Promotion Optimization

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

Integrated Business Planning

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

Revenue Growth Management

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

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

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