Use Cases

Establish Promotion Calendar and Operational Details

Align sales, operations, finance, and supply chain with one plan that delivers accurate, on-time execution.

Orchestrate Flawless Execution with a Unified Promo Calendar 

Use BluePlanner to define account-level promotional calendars. Specify the customer, products, timeframe (shipments and in-store), attributes, deals, and volume estimates- both sell-out (retail sales) and/or sell-in (shipments).

These generate manufacturer and customer financial statements for the promotion that allows you to compare forecast the incrementality and ROI of the promotion, view actual results, and compare to other promotions.

Configurable workflow stages enable you to define statuses and approval stages. BluePlanner is designed to exchange data with other systems, either with integrations or downloads/uploads. These exchanges allow you to share information (sales/spending forecasts, price conditions, etc) across interested stakeholders. Import actual sell-in, sell-out and spending to support post event analysis.

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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

Analyze Account Performance

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