Use Cases

Audit & Approve Promos & Terms

Standardize your approvals workflow so promotions go live with confidence, accountability and speed.

Make Promotions Compliant and Efficient – Not Chaotic 

BluePlanner’s roles and profiles enables you to differentiate between the teams that create plans and who approves them. Controls enable you to use business rules with workflow approvals. When planned activities break business rules, they follow the workflow approval trail you’ve established.

Join our Sales Planning Share Group

Related Features

Workflow Approvals

Business Rules & Alerts

Related Resources

Creating a Complete Operating System for Selling in Consumer Goods

On-Demand Video: Prioritizing, Selecting, Setting up, & Activating TPM

Glossary: “Clearing Up” CPG Jargon

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

Want more resources like this?

Follow UpClear on LinkedIn.

Unlock growth with clarity and confidence with BluePlanner by UpClear

We're here to help.
[email protected]

UpClear Logo
UpClear © 2026
Privacy Policy
website developer nyc