Use Cases

Analyze Business Across Customers/Products​

Powerful database enables powerful reports and dashboards.

How it Works

BluePlanner becomes a unified source of data:

  • Annual Planning
  • Account Planning
  • Execution

The platform contains budgets/targets, customer listings, pricing, long term agreements, promotions. It produces spending, volume (sell-in/shipments and sell-out/retail sales), and profitability forecasts. The system integrates actual direct shipments, distributor shipments, and retail sales data. This creates a powerful database for gross-to-net revenue management.

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.

Gallery

Related Features

Reporting

Dashboard Analytics

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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