Trade Promotion Management

BluePlanner Trade Promotion Management (TPM) is an operating system for the Consumer Goods sales cycle. It adds structure, control, and visibility into your sales planning and trade spend management processes.

Key Processes Supported

Volume Forecasting​

Terms/Promotions Planning, Evaluation, Approval

Payments & Deductions​

Financial Control & Accruals​

Business Analysis

How Consumer Goods Brands Use BluePlanner TPM

Creating The Annual Operating Plan (AOP)

Managing Customer Business Plans & Approvals

Forecasting Shipments

Paying Bills and Managing Deductions

Controlling Trade Spending

Forecasting the Trade Spending Accrual

Analyzing Plan Effectiveness

Facilitating Monthly Business Review Meetings

Monitoring Business Initiatives


Data Management

Planning Module

Terms Module

Promotion Module

Payments Module


Dashboard Analytics

Workflow Approvals

Business Rules & Alerts


Faster access to deeper and more actionable data, understanding of business performance

Consistent approach across your sales team

Risk of data corruption or loss eliminated

Changes and approvals automatically tracked

Actualization of promotions

Higher sales & spending forecast accuracy

Better control of trade spending

Better collaboration on deductions; faster processing, increased recovery of invalid claims

Related Client Stories


Butcher’s Pet Care Selects UpClear’s BluePlanner for Trade Promotions Management

The British Baker that Brought You Butcher’s For over 30 years, family-run company Butcher’s has stood out from the crowd by...

The National Favorite, King’s Hawaiian, Scaling Nationwide with BluePlanner

After what can only be described as a challenging summer of 2020, here we are on the brink of summer 2021. As establishments open,...

How Valio USA Inc. Wins at the Holidays, and at TPM with UpClear BluePlanner

Finlandia Cheese for the Holidays As the holidays are in full swing, entertainers and guests alike bustle to share the joy...

Related Resources

Case Studies

Kraft-Heinz Japan rolls out BluePlanner for Revenue Management

The Kraft Heinz Company is the fifth largest food and beverage company...

Miyoko’s Creamery Selects BluePlanner TPM

Northern California-based Miyoko’s Creamery has selected BluePlanner Trade Promotion Management (TPM) from...

TPM Helps Determine the Trade Accrual

What is the Trade “Accrual?”  The generally accepted accounting principle (GAAP) of “periodicity”...

5 Things to Do When You Need TPM 

Getting Ready for TPM We’ve never heard a company say they would...

UpClear Takes Five Enterprise Planning Best-in-Class Distinctions from Promotion Optimization Institute 

UpClear has been awarded five “Best-in-Class” distinctions by the Promotion Optimization Institute...

How Vita Coco Uses BluePlanner TPM for  Direct Store Delivery 

Who knew Coconut Water could be this complex?  Vita Coco has grown...

Bringing Clarity at Every Stage of the Journey


Trade Promotion Optimization

Augment TPM with added intelligence, simulations and reporting capabilities.

Learn About TPO


Integrated Business

Provides capabilities to support annual operating plan definition.

Learn About IBP


Revenue Growth Management​

Facilitates advanced analysis by providing deeper insight into margin opportunities.

Learn About RGM

Learn how BluePlanner makes Trade Promotion Management Software more efficient at any stage, in any market.

Book a Demo