July 2024 - What's New at Confido

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This month, we've honed in on making sales forecasting and re-forecasting easier than ever. We're also focused on helping brands manage their trade accruals more efficiently, as well as dozens of small bug fixes and enhancements.

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AI-Assisted Re-forecasting

As we've been onboarding more brands onto our sales forecasting module, we've continued to iterate to improve the experience.

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Confido now provides recommended changes on store counts and velocities at the Planning Group + Product Level, and summarizes the highest urgency forecast updates.

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Collaborative Re-forecasting

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Introducing Re-forecasting in our sales forecast workflows.

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Trade / Sales managers can now trigger new re-forecast processes for their team:

New versions of forecasts are created and surfaced for sales team users with due dates
Sales managers can easily track the status of each individual sales users forecast
URL for specific forecasts versions
Merging workflow

As brands scale through Confido, we continue to support more controls to drive mature forecasting and planning cycles.

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Custom Rollups and Hierarchies

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Custom Attributes are now live!

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Users can go into the Settings Page to create their own attributes. For instance, "Planning Group - Costco" can now be created into a custom attribute for "Club".

Tag planning group by attribute
Add custom attribute groups to forecast
Add custom attribute groups to net sales
Import custom attribute groups during uploads

Custom Attributes offer a more sophisticated method to partition financials for planning and tracking. Try it now!

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Reimagined Accrual View

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We added the accruals deduction table to give a complete view of deductions, with the ability to filter for Missed Promotions, Operational Deductions, and more!

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Bug fixes and Enhancements

We cleaned up a bunch of the nitty gritty, to make sure our users have the smoothest experience possible.