Changelog

📣 Introducing Forecast Variances

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As we've been onboarding more brands onto our sales forecasting module, we've continued to iterate to improve the experience.

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Confido now provides recommended changes on store counts and velocities at the Planning Group + Product Level, and summarizes the highest urgency forecast updates.

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‍Cash Application and Deductions 💰

• Added pinned views for accrual deductions
• Added auto/bulk check pushing

Trade Promotion Management 🗓️

• Added trade calendar types
• Improved promotion sorting in accruals deductions view in the same way they are sorted on the check page
• Created forecast variance recommendations
• Created ability to link customer attribute to a promotion
• Added bulk tagging promotions for accrual deduction view
• Added active forecasting version filter to promo matching
• Added color coding on promo calendar based on type

Other Improvements  📊

• Created callouts to map customers from the check page
• Added net sales view compare drill-downs
• Improved accrued amount field for check item drill-downs in net sales view

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📣 New User Interface

As you'll see from the clips from now on, we've improved the readability and user experience on Confido!

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📣 Re-forecasts

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Introducing Re-forecasting in our sales forecast workflows.

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Trade / Sales managers can now trigger new re-forecast processes for their team:

• New versions of forecasts are created and surfaced for sales team users with due dates
• Sales managers can easily track the status of each individual sales users forecast
• URL for specific forecasts versions
• Merging workflow

As brands scale through Confido, we continue to support more controls to drive mature forecasting and planning cycles.

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‍Cash Application and Deductions 💰

• Added re-pays to the check page expand view
• Enhanced deductions accruals account filter
• Improved accrual deduction table

Trade Promotion Management 🗓️

• Enhanced rounding for promotion lift %
• Improved document upload on new promotions
• Added option to filter for all reportees in addition to sales owner for forecasts

• Added version filter for net sales revenue
• Created re-forecasts

Other Improvements  📊

• Added functionality to edit company hierarchy on the Team Permissions page
• Created manager for teammate modal

• Added custom attribute groupings to net sales/trade summary table

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📣 Custom Attributes

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Custom Attributes are now live!

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Users can go into the Settings Page to create their own attributes. For instance, "Planning Group - Costco" can now be created into a custom attribute for "Club".

• Tag planning group by attribute
• Add custom attribute groups to forecast
• Add custom attribute groups to net sales
• Import custom attribute groups during uploads

Custom Attributes offer a more sophisticated method to partition financials for planning and tracking. Try it now!

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📣 New Forecast View

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We've created a plethora of new features to the sales forecast! Check them out:

• Filtering by sales owner
• Ship-to forecast actuals
• Set active and past budget
• Groupings for custom attributes

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‍Cash Application and Deductions 💰

• Added financial periods in deductions actuals reporting

Trade Promotion Management 🗓️

• Enhanced promotion smart matching
• Created Ship-to forecast actuals
• Added display for stores, velocity, and lift for actuals in forecast
• Created "Add Spend Rate" column to promotion table
• Improved forecasting with indexing and scoping by company
• Added row level forecast export
• Added sales owner filtering for forecasts

Other Improvements  📊

• Created settings page for custom attributes
• Added planning group mappings for sales actuals importer

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‍Cash Application and Deductions 💰

• Added the ability to bulk update fields on deduction line items

Trade Promotion Management 🗓️

• Enhanced historical sales chart on bump chart
• Added ability to filter promos by sales owner
• Create aggregation for sales actuals for product families in the historical sales view
• Added financial periods in net sales reporting
• Enhanced forecast audit logs

Other Improvements  📊

• Improved Canadian support on NetSuite
• Enhanced deductions actuals reporting

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📣 Net Sales View

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We've created a completely new net sales view to surface more critical gross to net data, more clearly.

It's now easier than ever to:

• See a comprehensive view of sales performance
• Break down revenue, spend, and trade rate by retailer level
• Identify forecasted trade rate based on planned promo events

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‍Cash Application and Deductions 💰

• Created ability to track unallocated deductions
• Improved Kroger PDF processing

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Trade Promotion Management 🗓️

• Added trade calendar filtering by period

• Added promotion and deduction toggling in net sales drilldown
• Enhanced guardrails to prevent deleting promos from event view
• Enhanced sort accruals by open accrual amount

Other Improvements  📊

• Added forecast snapshotting

• Added financial periods to forecast model
• Improved integrations page
• Created actuals forecast side by side view
• Enhanced weekly velocity units in forecast page

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Cash Application and Deductions 💰

• Created safeguard against pushing the same check from two different tabs
• Enhanced auto-splitting checks

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Trade Promotion Management 🗓️

• Added accruals row to net sales table
• Created total level view for net sales table
• Enabled excluding promo items from units lift calculation
• Enhanced commenting on new promotions

• Added view to show promotion lift count in promos list

Other Improvements  📊

• Added general reason to amount drill-down table
• Created pin forecast and net sales view labels
• Improved forecast load time
• Added allow assignment for Early Pay Discounts

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📣 New Forecast Versions and Approvals

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Users can now create additional levels of control around building forecasts. Key features include:

• Ability to create copy of forecast version, make changes, and merge changes on a line-by-line basis
• Merges can take multiple accounts and collate proposed changes into one merge flow
• Admin controls on user access and magnitude of changes

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Cash Application and Deductions 💰

• Enhanced UNFI Whole Foods multi-doc processing
• Improved check saving speed
• Added Albertson's link downloads

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Trade Promotion Management 🗓️

• Updated trade calendar upload for % lift from forecast
• Added user-level forecast versions
• Enhanced using SPINS data for revenue on planning group level
• Created trade calendar view by event

• Added forecast versions to mark as ready for approval
• Created trade comments

Other Improvements  📊

• Enhanced distributor apportioned drill down on the planning group level
• Added distributor spend apportioning to "All Other" planning groups
• Added default all other revenue to 0 if negative

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Cash Application and Deductions 💰

• Added Rainforest
• Created off-invoice as a sub type for CRIs of type deduction
• Created deduction comments functionality

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Trade Promotion Management 🗓️

• Created ability to surface overlapping promo lifts for new promos
• Added All Products Families quick select for promo entry

• Added drill down for retailer spend on net sales table
• Added early pay discounts to the net sales view
• Improved lift planning dimension UX
• Created reason to spend drawer in net sales view

Other Improvements  📊

• Improved bulk seasonality page load and bulk update
• Created limits for forecast version editing to specific departments
• Added flow from retailer spend number to "Ship to" level view for direct customers
• Created distributor spend drilldown for ship to level view

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📣 We're excited to share that Confido can support all Aldi brands - this new integration will enable all brands to directly integrate Confido to process Aldi payments.

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Cash Application and Deductions 💰

• Added execution month to CM description
• Enhanced Aldi downloads and payment detail ingestion + processing
• Enhanced Whole Foods PDF processor
• Updated to show deductions without global charts in deduction table
• Improved pushing checks to GL for checks with 2500+ lines
• Improved deduction table for planning group and products

Trade Promotion Management 🗓️

• Added performance logging
• Created forecast targets
• Created YTD column option for net sales table

• Optimized promo matching and logging
• Increased sales actuals file upload size limit

Other Improvements  📊

• Updated direct customer pricing
• Enhanced automatch and filter on product / product family

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Cash Application and Deductions 💰

• Created deduction rejection and bulk deduction rejection

• Improved Trader Joe's parsing
• Created the ability to reassign approvers for deductions

Trade Promotion Management 🗓️

• Added display for underlying MC retailers for audit logs
• Added UPC to forecast export
• Improved trade calendar timeline view to display unique promotion events and toggle views

Other Improvements  📊

• Added IRI RMA column to sales retailer / region mapping

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Cash Application and Deductions 💰

• Added reason lookups for Amazon check and co-op deductions
• Fixed execution date parsing
• Replaced filter model with a search filter on the deduction table

• Fixed loading issue for new line items when saving check
• Improved Amazon scraper
• Added rate, quantity, and DC to CM description

Trade Promotion Management 🗓️

• Enhanced saving promo items from check page

Other Improvements  📊

• Improved loading for new line items when saving check
• Enhanced customer mapping settings

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Cash Application and Deductions 💰

• Expanded check page file view
• Enhanced retrieval of invoice by reference number for PBD
• Added search bar to deduction reason mapping page
• Created support for QBP clearing via journal entry
• Resolved line jumping on the check page
• Enable clearing new split lines for journal clearing

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Trade Promotion Management 🗓️

• Added promotion match filtering on just planning group
• Created sales owner filter and default data range for promo analytics

• Updated promo matching to prioritize product family and sort date when scores are equal

Other Improvements  📊

• Updated check page loading and 404 states
• Added display when retailer dropdown is loading
• Added new retailers for the retailer dropdown
• Created lookups with subsidiary passthrough
• Added functionality to implicitly determine product family for sales actuals

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Cash Application and Deductions 💰

• Added expand check items on check page
• Improved Amazon check remit mapping fields
• Resolved UNFI East weekly retailer/reason regressions
• Enhanced expand check page line item

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Trade Promotion Management 🗓️

• Created lock forecast version and associated promotions functionality
• Improved promotion analytics charts

• Enhanced promotion match only on planning group retailers

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Other Improvements  📊

• Added approval status filtering to clearing
• Created quick action to launch SKU

• Fixed non-deterministic ordering in probabilistic mapping

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Cash Application and Deductions 💰

• Fixed bug to ensure deduction backup isn't grabbed twice for Supervalu
• Improved planning group matching for deductions

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Trade Promotion Management 🗓️

• Updated promotion matching to the filter based on retailer/planning group/distributor
• Added audit logs for promotions

• Added Ship To column in Trade Calendar list
• Created check month filtering on accruals

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Other Improvements  📊

• Enhanced sum aggregation in Forecasting UI
• Fixed Quickbooks desktop security bug
• Improved weekly forecast planning

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Cash Application and Deductions 💰

• Improved email processing time and autosplitting
• Enhanced deduction table expand view

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Trade Promotion Management 🗓️

• Added history and change tracking for trade promotion events

• Converted promotions to only have one planning group
• Added forecast velocity in units/weeks in addition to units/months

• Added View and Edit Forecast quick actions to the sales dashboard
• Enhanced trade filtering to include child planning groups

• Improved proportioning of promotion lifts across forecasts
• Created total column for forecast rows

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Other Improvements  📊

• Enhanced indications if planning groups are collections
• Fixed duplicate email processing
• Added export for Confido reason / GL mapping

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Cash Application and Deductions 💰

• Created validation that check total is non-negative before pushing

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Trade Promotion Management 🗓️

• Added support for multiple product families in trade calendar import
• Fixed prospective promotion changes or forecast edits
• Enhancements in promotion status actions on sales dashboard
• Added grouping by sales owner / promotion item in accruals report and trade rate table
• Created the ability to show trade spend in trade calendar export
• Improvements in linking promotion item status to approval status

• Added rejected option to promotion item approvals

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Other Improvements  📊

• Enhancements in forecast default pinned views

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Cash Application and Deductions 💰

• Enhancements in creating and renaming columns for MCBs
• Improvements in vendor chargeback performance

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Trade Promotion Management 🗓️

• Added full year, bulk promotion planning

• Added saved views
• Added product family filter to trade list and calendar view
• Added retailer lingo on promotion creation for all retailers

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Other Improvements  📊

• Enhancements in sales forecast CSV download formatting
• Created pinned views to forecasts
• Redesigned integration table

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Cash Application and Deductions 💰

• Fixed clearing bug when splitting out new check items
• Add mapping table for retailer specific reason/type

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Trade Promotion Management 🗓️

• Created hierarchical planning groups on Trade Calendar

• Added explanatory text for promotion performance UI

• Added hide select promotion fields for sales users
• Improved bulk promotion creation UX
• Added customer as a grouping option for the trade spend summary table

Other Improvements 📊

• Switched module restrictions to access

• Created ability to map chain names to retailers
• Enhanced formatting for CSV download

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