For Sales Teams

Strategically manage your accounts
with the TPM that works for you

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Solutions you need from promo created
to deduction matched.

Whether you're in the midst of annual planning or reviewing promotional ROI,
Confido is here to do the work for you.

The TPM that the sales team actually wants to use.

  • Intuitive promotion planning interface
  • Calendar view of promotions
  • Plan promotion events while easily tracking against a trade rate
  • Automated linking of promotions to deductions to support accruals and forecasting
  • Net sales and trade rate reporting for indirect retailers, direct customers, product lines, and more.
  • Dynamic accrual management tooling

Dynamic sales forecast that you can trust.

  • Linked consumption & shipment forecasting
  • Approval flows to prevent errors while facilitating collaboration
  • Unlimited versions for scenario analysis
  • Integrated actuals to track performance vs. plan
  • One-click forecast merging to manage the company-wide forecast
  • Re-forecasting

Analyze effectiveness of promotions; improve decision-making.

  • Lift and ROI comparison from forecast and actuals
  • Understand Gross Profit by event and promotion level
  • Automatically pull in actual deduction data to understand accurate promo spend
  • Filter promotion performance based on Planning Group, Product, Sales Owner, and Dates

Seamlessly manage accounts in a single view

For Sales Account Owner

  • Monitor account-level business plans through summary dashboard analytics
  • View and edit annual promotion plan and sales forecast
  • Create new promotions directly on the account

For Managers and Execs

  • Monitor key performance indicators for an account in one standardized view, making it easy for execs and managers to understand performance
  • Dashboard view, including item and financial summary table

Feature Deep Dives

Custom Hierarchies and Classes

Custom Attributes offer a more sophisticated method to partition financials for planning and tracking. Use custom attribute tags to partition into unique groupings for your brand.

Creating a New Promotion Event

Confido has a native trade promotion planner where users can create promotional events, which will sync into the sales forecast and automatch with the deduction.

Creating Approval Workflows

Collaborate across the organization. Need the ops team to verify a shortage deduction? Need the sales team to verify a promotion? Create approvals for the entire team through Confido with configurable thresholds and limits.

Team Access Controls

Create a Manager-level for each team member and manage access to individual modules.

Net Sales View

‍Trade rate is an important metric for sales teams to understand the performance of their promotion events, telling them the ratio between trade spend and revenue.

Promotion Performance, Analytics, and ROI

Promotion Analytics charts are used to display weekly syndicated sales actuals, showing base and lift units over time, overlaid with average retail price.

Trade Accruals

A complete view of trade accruals, actuals, and open accruals, linked with live deduction data so you can track your accruals in real time.

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