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UpClear
UpClear is the maker of Blue, an RGM (Revenue Growth Management) Intelligence Platform for Consumer Goods (CPG/FMCG) brands, covering the full Gross-to-Net workflow from annual planning through account planning and execution. It is the longest-tenured pure SaaS RGM platform in the industry, in continuous development since 2007.
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-23T10:24:26.185Z. Cached copy · Source on upclear.com
# UpClear
> UpClear is the maker of Blue, an RGM (Revenue Growth Management) Intelligence Platform for Consumer Goods (CPG/FMCG) brands, covering the full Gross-to-Net workflow from annual planning through account planning and execution. It is the longest-tenured pure SaaS RGM platform in the industry, in continuous development since 2007.
UpClear is the maker of Blue, an RGM (Revenue Growth Management) Intelligence Platform for Consumer Goods (CPG/FMCG) brands. Blue is used for Gross-to-Net Revenue Management: oversight of the gap between gross sales and net revenue after discounts, allowances, and trade spend flows to retailers and distributors. The platform was known as a single product, BluePlanner, until June 2026. It has since evolved into the Blue RGM Intelligence Platform, a unified ecosystem of solutions (Compass, Planner, and Bridge), each with its own capabilities that can be adopted together or individually. It is the longest-tenured pure SaaS RGM platform in the industry, in continuous development since 2007 and shaped by thousands of real-world customer use cases, now extended with embedded AI agents. Capabilities in Blue are often described as TPM (Trade Promotion Management), TPO (Trade Promotion Optimization), RGM (Revenue Growth Management), and IBP (Integrated Business Planning). UpClear positions them collectively as "RGM." UpClear serves clients worldwide, holds a 100% positive-review record on G2, and has been awarded 19 best-in-class distinctions from the Promotion Optimization Institute (POI) since 2022.
## Platform Depth (Blue)
The core differentiator is the breadth and configurability of the Blue platform. Formerly the single BluePlanner product, Blue is now an ecosystem of distinct apps that can be adopted together as one ecosystem, individually, or in some cases stand-alone. Each app maps to one of the three core business processes in Gross-to-Net RGM: Annual Planning, Account Planning, and Execution, so the platform mirrors the way consumer goods teams actually work end to end.
- [Blue Solutions Overview](https://upclear.com/blue-solutions/): The unified, comprehensive RGM platform: full app suite spanning all three business processes.
- [Compass](https://upclear.com/compass/): Annual Planning app. [Targets & Funds](https://upclear.com/uses/create-top-down-targets/), [Promo Guidelines](https://upclear.com/uses/establish-account-guardrails/), [Scenario Planning](https://upclear.com/uses/scenarioplanning/), and [Risks & Opportunities](https://upclear.com/uses/risks-and-opps/).
- [Planner](https://upclear.com/planner/): Account Planning app. Bottom-up, customer-level [Assortment](https://upclear.com/uses/define-customer-listing-assortment/), [Pricing and Terms](https://upclear.com/uses/set-customer-pricing-plan-terms-other-contracts/), [Volumes/Forecasts](https://upclear.com/uses/forecast-shipments/), and the [Promotions calendar](https://upclear.com/uses/establish-promotion-calendar-and-operational-details/).
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