The Confido Changelog

📣 Introducing Forecast Variances

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

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

‍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

📣 New User Interface

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

📣 Re-forecasts

Introducing Re-forecasting in our sales forecast workflows.

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.

‍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

📣 Custom Attributes

Custom Attributes are now live!

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!

📣 New Forecast View

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

‍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