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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 Blue RGM for 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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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

  • News

UpClear Earns POI Best-in-Class Distinctions Again in 2026!

  • September 28th, 2026
Read More
  • Articles

How to Build an Annual Trade Promotion Calendar for CPG/FMCG

  • September 22nd, 2026
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  • Articles

How to Manage Trade Promotion Accruals 

  • September 15th, 2026
Read More
  • Articles

How to Manage and Dispute Trade Deductions in CPG

  • September 15th, 2026
Read More
  • Articles

What Is “Good Enough” Data Quality? 

  • September 15th, 2026
Read More
  • 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

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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