Use Cases

Analyze Deduction Trends

Explore deduction drivers over time, identify systemic issues and convert lost dollars into strategic advantage.

Turn Deductions from Cost Center into Insight Center 

BluePlanner becomes a unified source of deduction data:

  • Dimensional data like customer, product, and time period with detail to the level of the hierarchy you define
  • Type of spending with alignment to general ledger codes
  • Deduction age
  • Workflow status
  • Original value and what has been reconciled

BluePlanner reports facilitate the centralized creation of templated reports with user personalization that can be saved. Out-of-the-box dashboards provide visualizations designed for different subject matter and use cases. UpClear can also create custom reports and data extracts.

Related Features

Reporting

Payment Dashboards

Related Resources

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…and Why you Need More than a Reason Code In Consumer Goods (CG), a short payme...

More Ways to Use BluePlanner

Manage Risks & Opportunities

Create Payment Requests

Actualize Promotions & Terms

Acquire Deduction Backup

Categorize Deductions

Research & Validate Deductions

Setting Authorized Spending for Accounts

Develop Strategy

Establish Account Guardrails

Build Plan Simulations & Scenarios

Establish Promotion Calendar and Operational Details

Analyze Account Performance

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