Creating a New Promotion Event
Users can plan trade events natively on Confido.
1. Click Trade Calendar > New Promotion
2. Fill in promotion name, planning group, and promotion period. Users can create Bulk Promotions as well, if planning for multiple months in the year.
- Fill in the type of promotion, the product, and rate per unit. Confido will automate populate the Projected Base based on forecast data. Confido will show a chart of the estimated promotional period lift based on historical data in the system, so users can better understand the impact of the promotion.
- Upload any supporting documents.
- Click "Create Promotion" to publish the promotion.
Voila! The promotion will sync into the sales forecast, and when the subsequent deduction comes in, Confido will auto-match the promotion to it,
