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TPM

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.

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

Annual Op Planning

Analyze Business Across Customers/Products​

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Set Targets/Budgets

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Define Account Funding

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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

Homepage

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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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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

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  • April 28th, 2025
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  • April 22nd, 2025
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  • April 17th, 2025
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  • Articles

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  • April 15th, 2025
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  • Client Stories

UpClear Welcomes Blount Fine Foods!  

  • April 14th, 2025
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Driving Sales Operations Efficiency at Blue Diamond Growers with BluePlanner 

  • April 13th, 2025
Blue Diamond Growers is a leading almond producer known for its high-quality products and ...
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  • News

UpClear Reimagines TPO with Integrated Scenario Planning in BluePlanner

  • April 13th, 2025
Today UpClear announces enhancements to Trade Promotion Optimization (TPO) capabilities in...
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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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