Use Cases

Set Targets/Budgets

Use BluePlanner to set and manage top-down budgets/targets for sales, spending, net sales, and profit. Create them with a starting point that's either entered, uploaded, last year's values, or the roll-up of bottom-up plans. Use BluePlanner's calculation tools to make adjustments and its allocation capability to spread changes down to lower levels of the dimensions (customer, product, and time). Use snapshots to save results at a point in time. Easily compare bottom-up plans to targets.

How it Works

Join our Sales Planning Share Group

Related Features

Spreadsheet-like copy/paste

Automatic spreading

Automatic rollup

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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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