The Confido Changelog

📣 New Forecast Versions and Approvals

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

Cash Application and Deductions 💰

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

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

Cash Application and Deductions 💰

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

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

📣 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.

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