Use Cases

Forecast Account Volume & Spending

Extensive forecasting capabilities to support the needs of brands with complex routes-to-market.

How it Works

Sophisticated forecasting capabilities influenced by the use cases of thousands of users. On the sales side, there are independent forecasts for sell-in (shipments; both direct and indirect), and sell-out (retail sales). Use a base/incremental forecasting method to facilitate calculation of incremental profit & ROI.

Spending data is organized by “spend reasons” that are associated to general ledger accounts. Spending data is available both aligned to activities for proper post promotion analysis, and in a finance-oriented way with accruals that are offset by actual expenses. All forecasts are detailed to the lowest level you define in your hierarchies and roll-up across all hierarchies you define. Snapshot capabilities enable you to save forecasts at a point in time. Compare forecasts to targets, snapshots, and actuals.

Related Features

Planning / Forecasting

Turn-Key Retail Sales & Inventory Integration

Customer data integration

POS & distributor data integration

Predictive modelling

IBP forecast

Integrated “Starting Point”

Spreadsheet-like copy/paste

Automatic spreading

Automatic rollup

Exports

Shipment Dashboards

Dashboard Analytics

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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