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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 Guidelines

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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

  • Client Stories

NatureSweet Adopts Blue RGM to Bring Insights & Proactive Control to Trade Promotion Management

  • September 11th, 2026
Read More
  • Events

Deduction Summit ’27

  • Feb. 25, 2027
  • Dallas, TX
Read More
  • Articles

Webinar Summary: How AI Is Transforming Deductions in CPG

  • September 1st, 2026
Read More
Nomadic - Yogurt & Oat Bar
  • Client Stories

Nomadic Chooses the Blue RGM Platform to Build Structure Into a Fast-Growing Portfolio

  • August 26th, 2026
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  • Client Stories

Supporting Growth Through Change: How UpClear Helps Inspired Pet Nutrition Scale with Confidence

  • August 18th, 2026
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  • Events

Webinar: How AI Is Transforming Deductions in CPG

  • Aug. 27, 2026
  • Virtual
Read More
Laptop screen with forecasting page from Blue RGM
  • Articles

CPG Benchmark Report: Bottom-Up Account Forecasting in 2026

  • August 7th, 2026
Read More
  • Client Stories

Summit Hill Foods Goes Live on UpClear Blue for TPM

  • July 28th, 2026
Read More

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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