Sales Planning and Forecasting for CPG Brands

Plan trade promotions, forecast demand, and hit revenue targets with precision using a single platform. From account-level planning to promotion execution and real-time performance insights, everything lives in one platform — so you can focus on selling more, with fewer surprises.

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Built for fast-growing CPG brands

OUR RESULTS

Manage revenue growth with Confido

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Trade planning in just 1 day

Sales teams save over 40 hours per month with automated deductions matching and forecast recommendations based on prior performance.

75%

reduction in time spent on forecasting

3in1

Deductions, trade promotion planning, and forecasting under one roof.

“With Confido pulling in IRI and Circana data, I can see how our products are actually performing and how that lines up with our forecast. Now I have the insights I need to take action if we're light in certain areas.”

Brian Fulmer

Head of Sales, Rebel Creamery

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Built-in assistance

Reports and forecasts are seamlessly managed in Confido, with auto-matched deductions and AI recommendations to support accurate planning.

Brian Fulmer

Head of Sales, Rebel Creamery

Trade planning in just 1 day

Sales teams save over 40 hours per month with automated deductions matching and forecast recommendations based on prior performance.

75%

reduction in time spent on forecasting

3in1

Deductions, trade promotion planning, and forecasting under one roof.

Built-in assistance

Reports and forecasts are seamlessly managed in Confido, with auto-matched deductions and AI recommendations to support accurate planning.

Fully integrated TPM

Plan and execute promotions with ease. Confido gives a centralized calendar with every promotion, linked directly to forecasts and deductions — so you can track trade rates in real-time, manage accruals automatically, and understand how each event impacts net sales.

Adaptive forecasting

Your forecast should adjust as the market does. Confido connects consumption and shipment forecasts, supports unlimited versions for scenario planning, and integrates actuals to track plan vs. performance. Approval flows prevent errors and one-click merging keeps the team aligned.

Centralized Shopper Marketing calendar

Confido gives sales leaders a centralized calendar for every shopper campaign — from demos and coupons to Instacart ads and merchandising. Build programs, log tactics, and track budgets alongside forecasted lift, so you know exactly how each campaign drives results.

Unified Retail Performance Hub

Muffin Data by Confido brings every sales signal into one place – from promo lift and store activity to DC inventory and competitor benchmarks. Track performance, build forecasts, and share reports effortlessly, so your team always knows what’s driving results.

POS Sales units vs Average POS Price Per Unit Week Over Week Bar chart

Testimonials

Working with Confido

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Brian Fulmer

Head of Sales, Rebel Creamery

“Confido gives me sanity in our AR management and saves several days in our close process. We have become more efficient and organized in our cash application process and have always received exceptional customer support.”

Callahan DePorter

Controller, MUSH

“We have a small team, and anytime we can leverage software to improve both accuracy and timeliness in our AR and deductions management process, it's a win-win.”

Kirk Lin

VP of Finance, Serenity Kids

“Much less time spent, far better results. Confido has been a huge win for our business and trade spend reporting accuracy.”

Lacee Jaruguei

Senior Finance Manager, Cappello's

OUR RESULTS

Built for startups and category leaders

Scaling with Smarter Systems: Serenity Kids Automates Deductions

With a lean team, Serenity Kids turned to Confido to automate and streamline their receivables. The result: faster, more accurate processes across AR and deductions, with less effort and more confidence.

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SKUs

Organic, nutrient-packed baby food

Size

Mid-size

“We have a small team, and anytime we can leverage software to improve both accuracy and timeliness in our AR and deductions management process, it's a win-win.”

Kirk Lin

VP of Finance, Serenity Kids

Streamlining Workflows: Cappello’s Upgrades their Trade, Deduction, and Cash App Operations

Capello’s cut down on manual work and gained clearer, more reliable insights into their trade spend. The result: faster workflows and better business decisions.

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SKUs

Gluten-free pasta and carbs

Size

Mid-size

“Much less time spent, far better results. Confido has been a huge win for our business and trade spend reporting accuracy.”

Lacee Jaruguei

Senior Finance Manager, Cappello's

Scooping Smarter: How Rebel Streamlined Trade and Reclaimed $100K+ in Deductions

Rebel monitors in-store performance against forecasted plans and trade rates. When results aren’t lining up, the team quickly pivots — reallocating spend and adapting their strategy.

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SKUs