Custom Hierarchies and Classes

‍

Planning and reporting involves a lot of different departments, teams, and stakeholders. Manually labeling and segmenting each group can be a tedious task and prone to errors, which makes it hard to visualize your business data on all of the dimensions you should be analyzing.

‍

That's exactly why Confido launched the Custom Attribute feature - making custom hierarchies and classes easier than ever to use.

‍

Once set up, CPG teams can easily segment reporting by the unique groupings that their business operates on. For instance, brands can segment into "club", "drugstore", or "natural", and "conventional", and view reporting that groups trade spend and deductions in these attributes.

‍

How does it work?

1. Click Settings > Custom Attributes > Add Custom Attribute
2. Name your custom attribute and define the values.

‍

3. To Edit your custom attributes, click View > Edit Attribute > Edit the fields. In this example, the brand has their planning groups split between Natural and Conventional Channels.

4. Users can add custom attributes to the sales forecast, the net sales view, and tag planning groups by attribute.