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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

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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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

  • Articles

Insights from the Deduction Summit Roundtables

  • March 10th, 2026
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Hovis and BluePlanner: A Decade of Structured Commercial Planning 

  • March 5th, 2026
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  • Articles

CPG Deduction Summit Dallas Roundup

  • March 5th, 2026
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  • Client Stories

Yoplait France Goes Live on UpClear BluePlanner!  

  • February 20th, 2026
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  • Articles

How TPM Aids Deduction Management for CPG Brands

  • February 9th, 2026
Read More
  • Articles

What I Learned About the Future of Pricing & Promotion at NRF’s Big Show 

  • January 19th, 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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