Use Cases

Analyze Business Across Customers/Products​

From customer performance to product profitability, view everything in one place and act faster on what’s working (or not).

See the Full Picture — Unified Customer & Product Metrics That Drive Action 

BluePlanner becomes a unified source of customer and product data from:

  • Annual Operating Planning
  • Account Planning
  • Management & 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 that quickly facilitates business analysis across customers and products.

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

Related Resources

Creating a Complete Operating System for Selling in Consumer Goods

On-Demand Video: Prioritizing, Selecting, Setting up, & Activating TPM

Glossary: “Clearing Up” CPG Jargon

The Strategic Importance of Trade Promotion Management & the Role of TPO and RGM to Enhance Capabilities 

5 Reasons to See What BluePlanner Can Do For Your Business 

5 Things to Do When You Need TPM 

5 Tips for Successfully Choosing and Deploying a Trade Promotion System

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

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