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Use Cases

Acquire Deduction Backup

Centralize the data and artifacts associated with a deduction.

How it Works

Deduction backup comes to you in a variety of ways. Likewise, BluePlanner supports connecting backup documents to deductions in a variety of ways.

  • Automatically acquire backup from customer portal and display in the BluePlanner deduction
  • Automatically link backup files stored in a repository to BluePlanner deduction record
  • Manually upload backup document
  • Manually link backup in a repository to BluePlanner deduction record.

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More Ways to Use BluePlanner

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Actualize Promotions & Terms

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Analyze Deduction Trends

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Categorize Deductions

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Research & Validate Deductions

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Define Account Funding

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Develop Strategy

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Establish Account Guardrails

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Build Promotion Simulations & Scenarios

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Analyze Account Performance

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Analyze Promotion Performance

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