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BluePlanner Logo

Planning for CPG Sales. Accountability, control, accuracy.

Table of Contents

BluePlanner - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: June 2024

BluePlanner overview

What is BluePlanner?

UpClear makes BluePlanner. Designed to interface with existing ERP/accounting systems, BluePlanner provides the powerful complimentary platform and reporting tools that most systems lack in the area of trade promotion. Deployed over web, BluePlanner can be accessed anywhere by both the management and accounting teams in the office and sales managers and brokers in the field. They use it daily to forecast sales, plan trade promotions, match deductions, and track results.

Key benefits of using BluePlanner

The initial advantage of BluePlanner is to establish cross-functional processes built around centralized information and workflows between the different departments of Sales, Finance, and Operations. BluePlanner eliminates the need for complicated spreadsheets and back-and-forth communication, saving consumer goods manufacturers time and reducing errors.

Clients optimize their trade spend through promotional evaluation, control, and post activity analysis. By building a history of promotional data, companies are able to evaluate where to best allocate their spend budget.

Clients typically see 5% trade spending waste elimination in year one due to systematic measure and control. Average efficiency gained in deduction processing is 80%.

Starting price

Free

Alternatives

with better value for money

BluePlanner’s user interface

Ease of use rating:

BluePlanner reviews

Overall rating

4.5

/5

2

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10
Rating distribution

5

4

3

2

1

1

1

0

0

0

BluePlanner's key features

Most critical features, based on insights from BluePlanner users:

Data import/export
Reporting/Analytics
Accounting
Profit/Loss statement
Revenue management
Forecasting

All BluePlanner features

Features rating:

Financial management
Real-Time data
Workflow management
Real-Time reporting
Real-Time analytics
Promotions management
Promotion optimization
Promotion calendar
Profitability analysis
Price/Margin management
Predictive analytics
Point of sale (pos)
Performance metrics
Multiple data sources
Multi-Department/Project
Multi-Currency
Metadata management
KPI monitoring
Customizable fields
Visual analytics
User management
Trend analysis
Trade Agreement Management
Third-Party integrations
Strategic planning
Status tracking
Settlement Management
Self-Service reporting
Self service portal
Self service data preparation
Scenario planning
Sales reports
Sales forecasting
Sales activity management
Role-Based permissions
ROI tracking
Reporting & statistics
Customer management
Consolidation/Roll-Up
Competitive analysis
Communication management
Collaboration tools
Claims management
Calendar management
Budgeting/Forecasting
Audit trail
Approval workflow
Approval process control
Alerts/Notifications
Ad hoc reporting
Ad hoc query
Activity dashboard
Access controls/permissions
"What if" scenarios
Key performance indicators
For manufacturers
Financial analysis
Field sales management
Event Tracking
Document storage
Discount management
Demand forecasting
Data visualization
Data transformation
Data synchronization
Data mapping
Data extraction
Data blending
Dashboard creation
Dashboard
Customizable templates
Customizable reports

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BluePlanner pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about BluePlanner price and value

Value for money rating:

BluePlanner integrations (6)

Integrations rated by users

We looked at 2 user reviews to identify which products are mentioned as BluePlanner integrations and how users feel about them.

Infor M3 logo
Infor M3

Integration rating: 3.0 (1)

UpClear had excellent integration options. This only reason this is a 3 star is due to Infor M3 issues and challenges. Would not recommend Infor M3.

SG

Spencer G.

Director-Business Analytics

BluePlanner support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Chat
Phone Support
Knowledge Base
FAQs/Forum

Training options

Webinars
Live Online
In Person
Documentation
Videos

BluePlanner FAQs

Q. Who are the typical users of BluePlanner?

BluePlanner has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

These products have better value for money


Q. What languages does BluePlanner support?

BluePlanner supports the following languages:
French, Chinese (Simplified), English, German, Spanish, Japanese


Q. Does BluePlanner offer an API?

No, BluePlanner does not have an API available.


Q. What level of support does BluePlanner offer?

BluePlanner offers the following support options:
Email/Help Desk, Chat, Phone Support, Knowledge Base, FAQs/Forum

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