Manage promotions in plain language.
Tell our AI agent, Fido, what to create, copy, or change, then review the changes before saving.
Why teams choose Confido
Keep the forecast tied to its drivers.
Build account plans from store counts, sales velocity, and growth opportunities, then roll them into the business forecast.
See how an opportunity changes revenue.
Model a new retailer win or launch with timing and likelihood, and compare its effect on the forecast without rebuilding a separate spreadsheet.
Compare by module
Compare the work involved in planning promotions, maintaining forecasts, and matching deductions.
| Module | Confido | Exceedra |
|---|---|---|
| Trade promotion management | Confido Create and manage your promotion calendar in natural language with our AI agent, Fido. Create promotions, copy calendars, and preview bulk edits before saving. Approved promotions stay connected to planning and accrual workflows. | Exceedra Promotion entry and date changes require manual work in the documented workflow. |
| Sales forecasting | Confido Keep account assumptions and growth opportunities in the company forecast without rebuilding the model in Excel. Build account plans from store counts and sales velocity. Add new doors or launches with timing and likelihood, compare scenarios and forecast versions, and review how a changed assumption affects total revenue. | Exceedra Forecast drivers are modeled in Excel and uploaded afterward. Limited forecast versions and monthly exports add work when comparing the plan with actuals. |
| Deduction management | Confido Native deduction management links charge detail and backup to promotions and open accruals. | Exceedra Deduction matching and accrual handling are manual in the documented Exceedra workflow. |
| Trade analytics | Confido Trade reporting and analytics available. | Exceedra Trade reporting and analytics available. |
Connect trade planning to deductions
With Confido’s connected modules, a promotion can inform both the revenue forecast and the accounting workflow.
Sales and finance can review the planned spend and what has actually been charged with the same event context.
Inform the sales plan
Promotion lift feeds the sales plan.
Match the deductions
Deductions matched to the event reduce its open accrual.
Common questions
How is Confido different from Exceedra?
Confido lets teams manage promotions with our AI agent, Fido, and build sales forecasts from account assumptions and growth opportunities directly in the platform. In the documented Exceedra workflow, promotion changes require manual entry and forecast drivers are modeled in Excel before upload. Confido also connects deductions to promotions and open accruals.
How does Confido reduce manual promotion entry?
Tell our AI agent, Fido, what to create or change in plain language. You can create promotions, copy calendars, and update dates across events, then review the proposed changes before saving.
Can I compare different sales forecasts in Confido?
Yes. Confido lets you compare scenarios and forecast versions using store counts, sales velocity, and growth opportunities. Change the timing or likelihood of a new retailer win or product launch to see how it affects the company revenue forecast.
How does Confido connect deductions to planned trade spend?
With Deduction Management and Trade Promotion Management connected, teams can match charges to promotions and review the supporting detail. Matched deductions reduce the promotion’s open accrual, so teams can compare planned spend with actual charges.
How long does it take to implement Confido and get our team up and running?
Implementation typically takes three months.
See Confido with your promotion and forecast
Get a walkthrough of the modules you’re evaluating and see how they work together.
