Use Cases

Actualize Promotions & Terms

Validate, categorize, & reconcile deductions. Actualize planned activities. Create data needed for Credit Memos and accrual reversals.

How it Works

There are three different “streams” of spending managed by BluePlanner: “Forecast,” “Projected,” and “Actual.” Forecast is the original plan, Projected is a latest estimate metric that uses actual volume and planned spend rates, and Actual is money that has been paid via a check request or deduction. The process of managing deductions in BluePlanner creates actual spending for promotions & terms when they are matched to deductions in the research and validation process.

Related Features

Payments: Deductions

Payments: Check Requests

Deduction SmartRanking

Promotions

Related Resources

How Twinings North America Saves Time on Distributor Deductions

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Glossary: “Clearing Up” CPG Jargon

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More Ways to Use BluePlanner

Analyze Deduction Trends

Acquire Deduction Backup

Categorize Deductions

Research & Validate Deductions

Define Account Funding

Develop Strategy

Establish Account Guardrails

Build Promotion Simulations & Scenarios

Establish Promotion Calendar and Operational Details

Analyze Account Performance

Analyze Promotion Performance & Optimize Future Plans

S&OP: Create Sales Input to Consensus Forecast​

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