The Confido Changelog

‍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

📣 Net Sales View

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

‍Cash Application and Deductions 💰

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

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

Cash Application and Deductions 💰

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

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