Use Cases

Define Account Funding

Define the spending that is authorized for accounts.

How it Works

Define an account’s authorized spending by establishing variable budgets using spend rates (can be customer and/or product-specific), and/or fixed values.

Base functionality establishes funds and reporting facilitates comparison to projected spending. When additional control is needed, The BluePlanner Funds capability defines funding with additional scope conditions. Additionally, workflow approval stages can be triggered when exceptions are present.

More Ways to Use BluePlanner

Actualize Promotions & Terms

Analyze Deduction Trends

Acquire Deduction Backup

Categorize Deductions

Research & Validate Deductions

Develop Strategy

Establish Account Guardrails

Build Promotion Simulations & Scenarios

Establish Promotion Calendar and Operational Details

Analyze Account Performance

Analyze Promotion Performance & Optimize Future Plans

S&OP: Create Sales Input to Consensus Forecast​

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