BluePlanner logo

BluePlanner

by UpClear · Since 2007
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorUpClear
Year launched2007
StatusActive
Location151 West 19th Street 12th Floor New York, NY 10011
Countries servedGlobal
Languages4
Integrations5+
Free tier
Free trial
Contact salesYES

About BluePlanner

BluePlanner is a planning software from UpClear designed to support sales and marketing teams. It provides advanced analytics, collaborative tools, and real-time data visualization so teams can make informed decisions. The software enables users to manage product assortments, track promotional effectiveness, and forecast demand accurately. Additionally, BluePlanner integrates with existing ERP systems to ensure data consistency across platforms. Key capabilities: demand forecasting promotional planning assortment improvement analytics reporting collaboration tools Best for: sales and marketing professionals that need a comprehensive solution for planning and executing market strategies.

BluePlanner by UpClear is a robust financial reporting software designed primarily for managing trade promotions within consumer goods companies. Its main purpose is to provide sales teams, financial analysts, trade promotion managers, brand managers, and marketing teams with a comprehensive platform to plan, analyze, and optimize trade promotions and related expenses. BluePlanner allows businesses to track promotion performance in real-time, ensuring that their promotional strategies align with broader financial goals. With features like budget forecasting, promotion analysis, and comprehensive reporting, BluePlanner helps organizations improve their trade promotion effectiveness while maintaining financial control. The user interface of BluePlanner is designed to be intuitive and user-friendly. The dashboard presents key information in a visually appealing and accessible format, with charts, graphs, and data tables that allow users to quickly assess the performance of their trade promotions. The design is clean and uncluttered, which enhances the overall user experience. Navigation is straightforward, with clearly labeled menus and easy access to the most important tools and reports.

Pros & Cons

What users like
  • +Strong partnership with the vendor: The reviewer highlights the positive relationship with UpClear and their commitment to helping clients mature their use of the software.
  • +Quick time to value: The software can be implemented and used effectively in a relatively short period.
  • +Focus on revenue growth management: BluePlanner helps organizations move beyond transactional processes and focus on strategic initiatives.
What users flag
  • Limited API support: The reviewer mentions a lack of APIs, which could limit customization and integration with other systems.

Features

Key features

Volume Forecasting
Forecast future sales volumes.
Terms/Promotions Planning
Plan, evaluate, and approve promotions and discounts.
Payments and Deductions Management
Track and manage payments and deductions.
Financial Control and Accruals
Ensure accurate financial reporting.
Business Analysis
Analyze business performance and identify trends.
Deduction Management
Efficiently manage deductions and disputes.
Audit and Approval
Streamline the audit and approval process for promotions and terms.
Collaboration and Communication
Facilitate collaboration between teams.
Data-Driven Insights
Leverage data to make informed decisions.

Additional features

Volume Forecasting
Forecast future sales volumes based on historical data and market trends.
Terms/Promotions Planning, Evaluation, Approval
Develop, evaluate, and approve promotion plans.
Payments and Deductions Management
Track payments and deductions, identify and resolve discrepancies.
Financial Control and Accruals
Ensure accurate financial reporting and accruals.
Business Analysis
Analyze business performance, identify trends, and generate reports.
Deduction Management
Efficiently manage deductions and disputes.
Audit and Approval
Streamline the audit and approval process for promotions and terms.
Collaboration and Communication
Facilitate collaboration between teams.
Data-Driven Insights
Leverage data to make informed decisions and optimize trade spending.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
4
Interface languages
43
Billing currencies

Interface languages

EnglishFrenchJapaneseSpanish

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇳CNY🇮🇳INR🇷🇺RUB🇧🇷BRL🇲🇽MXN🇰🇷KRW🇮🇩IDR🇹🇷TRY🇿🇦ZAR🇸🇬SGD🇭🇰HKD🇸🇪SEK🇨🇭CHF🇳🇿NZD🇳🇴NOK🇦🇪AED🇸🇦SAR🇩🇰DKK🇵🇱PLN🇹🇭THB🇲🇾MYR🇸🇦SAR🇵🇭PHP🇭🇺HUF🇨🇿CZK🇨🇱CLP🇹🇼TWDKWD🇵🇰PKR🇪🇬EGPIQDQAR🇻🇳VND🇨🇴COPBHD🇦🇷ARS🇵🇪PEN

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