Use Cases

Facilitate Monthly Business Reviews

Build repeatable dashboards and narratives that spotlight what’s working, why it’s not, and what to do next.

Make Every Review a Value-Added Conversation 

Use reporting embedded in BluePlanner to drive internal business review meetings. Key Performance Indicators (KPIs) include volume, gross revenue, trade spending ($ and %), net sales, cost of goods sold, and profit. Compare “projected” (latest estimate) to forecast, budget or snapshots. Identify gaps and align on mitigation plans.

Join our Sales Planning Share Group

Related Features

Reporting

Dashboard Analytics

Related Resources

Creating a Complete Operating System for Selling in Consumer Goods

Glossary: “Clearing Up” CPG Jargon

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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