UpClear has been awarded Best-in-Class category distinctions by the Promotion Optimization Institute (POI) again in 2026! In POI’s 2026 Consumer Goods Enterprise Planning (EPx) and Retail Execution (RetX) Vendor Panorama, Blue RGM earned the “Best in Class” moniker for:
The Promotion Optimization Institute (POI) is an independent research and advisory hub providing data-backed guidance for CPG business challenges. It connects manufacturers, retailers, solution providers, and industry leaders to enhance enterprise planning and the promotion and distribution of consumer goods.
POI’s focus areas include enterprise planning, trade management, RGM, pricing, advanced analytics, data management, retail execution and omnichannel strategy. Through global summits, research, advisory services and certification programs, POI helps sales, marketing and revenue management teams adopt best practices. It also pushes for a stronger financial and metrics-based discipline than most trade groups do.
Choosing a TPM or RGM platform is a significant, multi-year decision. POI designed the Panorama to make that choice easier. It gives manufacturers detailed vendor evaluations and capability benchmarks so they can shortlist the right solutions faster, and it feeds directly into the vendor determination and RFP stages of POI’s own selection advisory process.
POI’s Vendor Panorama is an independent, annual evaluation of the technology vendors serving consumer goods companies. Rather than one overall award, POI grants Best-in-Class distinctions in specific functional categories, showing where each vendor excels across areas like enterprise planning, RGM, retail execution, data management and AI. In the 2026 edition, POI assessed 20 vendors across 35 functional areas.
The trade promotion planning experience: a persona-based, visually appealing workspace that follows the natural flow of the work and points each user to the next action. Adoption drives the value of every other TPM capability. Best-in-class keeps promotion entry to few clicks, pairs dashboards with easy drill-down into deeper data, offers interactive drag-and-drop calendars and clear status indicators, builds guardrails and on-platform training into the flow, uses agentic AI confirmed in live production to reduce planning burden, manages all tiers through configuration, and exports plans into a presentable format.
Out-of-the-box TPM dashboards and reporting that turn trade data into decisions quickly, with deep drill-down from summary to detail. Planners, finance, and leadership need to see what is working and act before money is spent. Best-in-class supports cross-functional business unit profiles and flexible hierarchies, multi-distributor net pricing scenarios, detailed ROI and what-if analysis, spend and overspend, accruals, deductions, and account P&Ls, visibility to overlapping deals and forward buy, and alerts that direct users to areas requiring action, all delivered with graphical innovation.
Solid, just-enough trade promotion management delivered through a templatized process and streamlined configuration for Tier 2 and 3 organizations and Tier 1 international geographies. Smaller organizations need core TPM discipline without the cost and time of an enterprise program. Best-in-class deploys fast through templates, keeps the experience simple without sacrificing core TPM capability, and serves a client base concentrated in the tier it targets.
Solid, just-enough revenue growth management, covering at least two of the five pillars out of the box (most often pricing and promotion), delivered through templates and configuration for Tier 2 and 3 organizations and Tier 1 international geographies. It lets smaller and international organizations stand up an RGM practice without an enterprise-scale program. Best-in-class is quick to stand up, delivers robust price and promotion optimization for the tier it serves, and uses guardrails, consumer data, and agentic assistants in impactful ways.
To access the full POI 2026 Enterprise Planning & Retail Execution Vendor Panorama, visit the POI website: https://poinstitute.com. For more information on membership, please contact Joanie Malin at [email protected].
UpClear is a software company and maker of Blue, an intelligence platform used by Consumer Goods brands. We deliver a holistic Revenue Growth Management solution, including capabilities for TPM, TPO, IBP, and RGM. Our mission is to empower brands to maximize revenue performance and trade investment returns through intelligent, collaborative software— providing a single source of truth, streamlined automation, and actionable insights.
The Blue RGM Intelligence Platform supports end-to-end gross-to-net revenue management processes: Annual Operating Planning, Account Planning, and Execution. Solutions are woven together with analytics, artificial intelligence, and data management that connects teams and business systems.
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