The Confido Changelog

Cash Application and Deductions 💰

• Improved bulk invoice and journal creation in NetSuite
• Added custom field support for invoices
• Added support for Associated Wholesale Grocers

Trade Promotion Management 🗓️

• Improved promo item amount calculation
• Optimized promotion copying
• Added ROI metrics to the Promo Performance table

• Added COGS to the ROI calculation
• Created aggregations for promo performance metrics at the event level
• Added conditional cell coloring to promo performance table
• Added custom attribute filter field for promo performance
• Added promo support to scenarios
• Added Opportunities and pipefills to the net sales view

Sales Forecasting 📈

• Added ability to bake opportunities into a copied forecast version
• Created seasonality estimations from sales actuals data

• Added account planner scenario inputs
• Added product and customer matching to Growth Factors
• Added forecast cell drill-ins for growth factors

Other Improvements  📊

• Fixed approval bugs
• Limited contacts settings to vendors in the GL settings

Cash Application and Deductions 💰

• Improved Albertson's, HEB and Kroger integrations
• Enabled expand view for re-pays
• Improved sorting on check page expand table

Trade Promotion Management 🗓️

• Added multiple years support to Accruals Reporting View
• Created multi-RTM distributors in the table view
• Improved Accruals reporting drill downs
• Fixed RTMs for planning group collections with duplicates
• Added latest estimate to accruals reporting
• Added stricter promo matching constraints

• Added filter by promo item reason when creating a promotion
• Added forecast adjustments to net sales view

Sales Forecasting 📈

• Improved adding a consumption forecast or future fiscal years
• Added ship-top opportunities overlay
• Added seasonality to opportunities
• Created support for ephemeral rows on the ship-to forecast
• Added forecast version settings modal
• Created opportunities table filtering

• Fixed opportunity linking query
• Added support for opportunities on ship-to forecast
• Added flexible grouping hierarchy on the ship-to forecast
• Added direct order import support

Other Improvements  📊

• Removed legacy seasonality parameters from launch quick action
• Updated approvals workflow
• Added requirement for product family names

‍Cash Application and Deductions 💰

• Added surfacing of unapplied totals in cash application

• Improved check processing for McLane
• Improved deduction approval assignments
• Added support for UNFI terms disputes
• Added support for txt backup via email
• Created next and previous buttons on the deduction modal view

Trade Promotion Management 🗓️

• Resolved downloading draft promos in CSV format
• Added filter for accruals by accrual period
• Improved product filter for the Net Sales View
• Updated promo creation and splitting to use company periods instead of months
• Added default setting to the net sales view

• Improved promo editing
• Added filtering by GL for accruals reporting
• Created apportioned spend for planning group collections to children
• Added the ability to change products in bulk promo duplication

‍

Sales Forecasting 📈

• Added forecast side to the new ship-to view
• Added export options to ship-to forecast
• Added CSV upload to opportunities

Other Improvements  📊

• Improved sales planning group mapping importer
• Improved editing of direct route-to-market in planning group settings
• Added specific customer pricing in product export