Use Cases

Analyze Account/Product P&Ls for Financial Forecasting

Use unified sales, spending, and cost data to drive forward-looking P&Ls and give finance the clarity they need.

Always-On, Latest Estimate Customer P&LS to Help You Understand What’s Really Happening

Out-of-the-box, BluePlanner is designed to produce metrics for customer and product profitability using prices, volume, promotion and terms spending, and a cost of goods sold (COGS) metric. When more detail is needed, additional cost metrics can be created and you configure where they reside on your P&L. Data is presented in reports & out-of-the-box dashboards. You can also commission custom reports and data extracts.

Join our Finance & Accounting share group

Related Features

Reporting

Dashboard Analytics

Related Resources

Glossary: “Clearing Up” CPG Jargon

5 Reasons to See What BluePlanner Can Do For Your Business 

5 Things to Do When You Need TPM 

5 Steps to Calculate Promotion ROI

More Ways to Use BluePlanner

Manage Risks & Opportunities

Create Payment Requests

Actualize Promotions & Terms

Analyze Deduction Trends

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

Want more resources like this?

Follow UpClear on LinkedIn.

Unlock growth with clarity and confidence with BluePlanner by UpClear

We're here to help.
[email protected]

UpClear Logo
UpClear © 2026
Privacy Policy
nyc web design