Use Cases

Trade Marketing: Facilitate Monthly Business Reviews

BluePlanner's unified data is your source of truth for the sales organization. Use this to create alignment between account managers, team leaders, and headquarters.

How it Works

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.

More Ways to Use BluePlanner

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

Analyze Promotion Performance & Optimize Future Plans

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