Use Cases

Establish Account Guardrails

Use BluePlanner to guide account teams with business rules to define acceptable activities including pricing, spending, lead times, and other attributes. The workflow engine facilitates definition of approval processes when business rules do not meet the requirement.

Related Features

Business Rules & Alerts

Workflow Approvals

More Ways to Use BluePlanner

Actualize Promotions & Terms

Analyze Deduction Trends

Acquire Deduction Backup

Categorize Deductions

Research & Validate Deductions

Define Account Funding

Develop Strategy

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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