The Confido Changelog

Cash Application and Deductions 💰

• Fixed bug to ensure deduction backup isn't grabbed twice for Supervalu
• Improved planning group matching for deductions

Trade Promotion Management 🗓️

• Updated promotion matching to the filter based on retailer/planning group/distributor
• Added audit logs for promotions

• Added Ship To column in Trade Calendar list
• Created check month filtering on accruals

Other Improvements  📊

• Enhanced sum aggregation in Forecasting UI
• Fixed Quickbooks desktop security bug
• Improved weekly forecast planning

Cash Application and Deductions 💰

• Improved email processing time and autosplitting
• Enhanced deduction table expand view

Trade Promotion Management 🗓️

• Added history and change tracking for trade promotion events

• Converted promotions to only have one planning group
• Added forecast velocity in units/weeks in addition to units/months

• Added View and Edit Forecast quick actions to the sales dashboard
• Enhanced trade filtering to include child planning groups

• Improved proportioning of promotion lifts across forecasts
• Created total column for forecast rows

Other Improvements  📊

• Enhanced indications if planning groups are collections
• Fixed duplicate email processing
• Added export for Confido reason / GL mapping

Cash Application and Deductions 💰

• Created validation that check total is non-negative before pushing

Trade Promotion Management 🗓️

• Added support for multiple product families in trade calendar import
• Fixed prospective promotion changes or forecast edits
• Enhancements in promotion status actions on sales dashboard
• Added grouping by sales owner / promotion item in accruals report and trade rate table
• Created the ability to show trade spend in trade calendar export
• Improvements in linking promotion item status to approval status

• Added rejected option to promotion item approvals

Other Improvements  📊

• Enhancements in forecast default pinned views