The Confido Changelog

Cash Application and Deductions 💰

• Select which deductions reasons should be automatically split
• Track who submitted disputes in disputes tracker
• Option to view deductions descriptions and retailers in accrual view
• Define custom deductions statuses and rules for assigning statuses

Sales Forecasting 📈

• Set a custom % gap between consumption and shipments
• Inline charts to view trends in forecast drivers (stores, velocities, lifts)
• Variance column when comparing forecast versions

Other

• Limit access to the settings module by user

Cash Application and Deductions 💰

• Select which sub customers Re-Pays get applied to
• Set the default subsidiary in the ERP for settings / payment processing
• Save filters into pinned view on the deduction page
• Ability to only assign a deduction to a user if a promo is missing
• Filter by deposit date in the accrual view

Trade Promotion Management 🗓️

• Automatically flow off invoice spend into Confido
• See promos driving overlapping lift units to the promotion
• Export the trade calendar as an image
• New historical promo performance insights view when planning promotions

Sales Forecasting 📈

• View when opportunities were last updated
• Auto delete pipe fills if an associated forecast row is deleted
• View opportunities in the account planners

‍Cash Application and Deductions 💰

• Improved Kroger DC classification
• Added view to show archived checks
• Improved Walgreens check processing
• Improved processing for large docs
• Added Ahold region support for UNFI East weekly
• Added deposit info to the deductions table
• Added deposit date to clearing table

Trade Promotion Management 🗓️

• Improved distributor promotion linking into Ship-To forecast
• Added forecast invoice and sales actuals locking
• Added default fiscal-year filter to Net Sales and Trade Calendar
• Added default settings to trade rate calculations
• Created discount percent to promo performance table

• Created autofill for rate and amount variance flagging for promo tagging
• Added an autofill rate message when no promo is selected

Sales Forecasting 📈

• Added ability to split weeks to the beginning and end of forecast
• Added ability to view Opportunities on a locked forecast version
• Added flow for ship-to volumes into trade
• Added Product and Group to Growth Factor Table Column
• Enabled statistical forecasting to flow through the end of the next fiscal year
• Created layering and rollbacks into Growth Factors

• Added internal item numbers to ship-to recommendation rows

Other Improvements  📊

• Improved fetching parent pricing for planning groups