# BluePlanner Reviews **Vendor:** UpClear **Category:** [Trade Promotion Management Software](https://www.g2.com/categories/trade-promotion-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 5 ## About BluePlanner At UpClear, our mission is to empower Consumer Goods brands to maximize revenue performance and trade investment returns through intelligent, collaborative software—providing a single source of truth, streamlined automation, and actionable insights. BluePlanner Revenue Management software supports end-to-end processes, from Annual Operating Planning to Account Planning and Execution. Within Consumer Goods companies, the system is used by Sales, Accounting/Deduction Management, Finance, Revenue Management and Demand Planning teams. Our philosophy is to deliver the capabilities our clients need when they need them. This includes packages designed for Emerging, Growing, Established, and Multinational brands. Our clients grow into new BluePlanner services as they need them. ## BluePlanner Reviews ### 1. Intuitive, Efficient Planning with Proactive UpClear Support **Rating:** 5.0/5.0 stars **Reviewed by:** Ariel S. | Women’s Network Ambassador, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2026 **What do you like best about BluePlanner?** BluePlanner has been a solid planning tool for our team. The interface is intuitive and easy to navigate, which has helped shorten ramp-up time and made day-to-day planning smoother and more efficient. One of the biggest positives has been the engagement and responsiveness of the UpClear team—they’re proactive, collaborative, and genuinely invested in helping us get the most value from the platform. **What do you dislike about BluePlanner?** The main drawback is that some of the additional modules we’d like to leverage come at an extra cost, which can add up over time. That said, the core functionality is solid, and overall BluePlanner delivers a very positive experience that we’d confidently recommend. **What problems is BluePlanner solving and how is that benefiting you?** BluePlanner solves a key challenge for us around trade spend visibility and budget control. It provides a centralized, structured way to plan, track, and reconcile promotional spend, which helps ensure our actual trade spend stays aligned with approved budgets. This visibility allows us to quickly identify gaps between planned vs. committed vs. spent dollars, course‑correct earlier in the year, and reduce end‑of‑period surprises. As a result, we’re making more informed decisions, improving budget discipline, and having more productive conversations internally around trade investments and ROI. ### 2. Robust Trade Promotion Management platform with excellent reporting/analytics support. **Rating:** 4.5/5.0 stars **Reviewed by:** Spencer M. G. | Analytics Consulting, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2024 **What do you like best about BluePlanner?** Blue Planner supports your journey from transactional promotion maintenance to revenue growth management culture. The platfrom helps support collaboration between Finance/Trade teams and Sales. **What do you dislike about BluePlanner?** Least helpful would be lack of API's to support analytics power users. **What problems is BluePlanner solving and how is that benefiting you?** Ability to effeciently measure trade efficiency and supporting KPI's. To provide a "closed loop" including payments and deduction managment. ### 3. Sophisticated yet easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Corby D. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about BluePlanner?** Incredibly powerful and feature rich, has all of the bells and whistles but is a great value. We liked that it was easy to configure, not a steep learning curve for our sales team, and was an very fast implementation. Integration to our SAP ERP was simple, and the support we received during implementation and ongoing is great. UpClear is very open to feedback and is constantly working to improve the product with new releases and upgrades. We're very happy with our choice! **What do you dislike about BluePlanner?** No downsides. We thoroughly evaluated 3 other vendors and BluePlanner was the clear cut winner in the evaluation, and they have delivered what they promised. **What problems is BluePlanner solving and how is that benefiting you?** BluePlanner has helped us get visibility to our trade spending, unlocking opportunities to refine and optimize. Additionally, we're able to manage a Sales forecast based on fundamentals (Base + Incremental). We now have a much clearer picture of what is going to happen, which has been a huge help in building AOP and reforecasts during the year. ### 4. Very easy to learn and utilize **Rating:** 4.5/5.0 stars **Reviewed by:** Gerard D. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2023 **What do you like best about BluePlanner?** Ease of use and attention to the necessary parts of TPM. **What do you dislike about BluePlanner?** Limitations on some of the reports and having to shrink the size of the data you wish to review. **What problems is BluePlanner solving and how is that benefiting you?** Tracks spending and has helped maintain desired levels of promotional activity. ### 5. We approve and would recommend BluePlanner to others **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about BluePlanner?** BluePlanner interface is user-friendly, making it easy for administrators to manage and simple for both internal and external workers to implement. **What do you dislike about BluePlanner?** Certain features and analyses may incur additional costs. **What problems is BluePlanner solving and how is that benefiting you?** Managing trade plans and deductions, along with customer/product forecasting - [View BluePlanner pricing details and edition comparison](https://www.g2.com/products/blueplanner/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-05+14%3A30%3A54+-0500&secure%5Bsession_id%5D=18a0867c-4c2a-438d-aead-cf09e32162e4&secure%5Btoken%5D=6162c4b5371cea0889b0f9df8d5fde0f2461bc3de546563024bf6a400610b207&format=llm_user) ## BluePlanner Features **Promotions** - Planning - Campaigns - Funds Allocations - Alignment **Revenue Recognition** - Revenue Types - Revenue Allocation - Reclassification - Compliance - Scheduling **Document Management - Deduction Management** - Analysis - Repository **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Optimization** - What-if Scenarios - Recommendations - Adjustments - Data Harmonization - Strategic Analysis - Optimization Models - Forecasting **Revenue Performance** - Customer Performance - Contract Performance - Revenue KPIs - Pricing & Discounting - Offering **Analytics** - Lost Opportunities - ROI - Forecasting **Revenue Optimization ** - Forecasting - Promotion Programs - Pricing Optimization - Re-evaluation **Campaigns** - Plan - Execution - Tracking - Opportunities **Integration** - ERP and Accounting - Sales and Marketing - Quote-to-Cash - APIs **Marketing - Trade Promotion Management** - Strategy - Collaboration - ROI - KPI - Analytics ## Top BluePlanner Alternatives - [NetSuite](https://www.g2.com/products/netsuite/reviews) - 4.1/5.0 (4,636 reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - 4.3/5.0 (3,889 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews)