Account Planning

BluePlanner gives key account managers all the information needed on a daily basis to build and analyze sales and promotional plans.

Account managers use BluePlanner to easily build customer sales plans including pricing, baseline forecasts, and promotional activities. They are able to account for different business scenarios including changes in pricing and alternate promotional strategies.

Flexible reporting lets users examine sales at sector or account level, review and adjust forecasts, and simulate planned promotions. Proposed promotions can be submitted to management for approval through workflows.

BluePlanner also allows account managers reconcile customer invoices to promotional activities, capturing the actual costs for post-activity analysis.