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.

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Related Features

Reporting

Dashboard Analytics

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More Ways to Use BluePlanner

Create Payment Requests

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

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