Use Cases

Analyze Deduction Trends

Powerful database enables powerful reports and dashboards designed specifically for deduction management

How it Works

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

How Twinings North America Saves Time on Distributor Deductions

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Glossary: “Clearing Up” CPG Jargon

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How to Keep Up with Deductions

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

More Ways to Use BluePlanner

Actualize Promotions & Terms

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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