Use Cases

Finance: Analyze Account/Product P&Ls for Financial Forecasting

Unified database that reports customer and product performance in financial metrics.

How it Works

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.

More Ways to Use BluePlanner

Actualize Promotions & Terms

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

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