New on the Shelf: Add Scenario Promos to Forecast Versions + Forecast Change Log Filters

🐎 POI Dallas Is Two Weeks Away!

We’re gearing up for the 2025 POI Fall Summit Nov 12-14 and we’d love to see you there. Confido will be on stage with Boardwalk Frozen Treats and hosting a Confido Rodeo Night on the Town on Thursday, November 13th.

• 🎤 Learn more about our session and schedule here

• 🤠 RSVP for the Confido Rodeo: Register here

📈 Add Scenario Promos to Forecast Versions

You can now export promotions directly from a Scenario into a live Forecast Version — no need to create a new one.

This feature allows for more flexibility when experimenting with promo calendars:

• Focus on promos only: Export just the Scenario’s promo calendar without pulling in other values.

• Protect your main forecast: Avoid impacting active forecasts (like your 2026 plan).

• Work account by account: Convert Scenario promos into any existing Forecast Version — exactly when you’re ready.

The result: easier promo testing, cleaner forecast management, and more control over when scenarios become live plans.

🔍 Forecast Change Log Filters

Reviewing changes just got faster. You can now filter Forecast Change Logs by:

• Planning Group(s)

• Customer(s)

• Product(s)

• User(s)

• Impact Type(s) — including consumption forecast, opportunity, or lift

This makes it easier to find exactly what changed — and who changed it — without sifting through hundreds of rows.

✨ Updates That Just Make Life Easier

• PO Number in Deductions CSV: Added for easier traceability across exports.

• Faster Accruals Filtering: The “Periods to Accrue” filter now works like an Excel-style date selector for smoother navigation.

Product Lifecycle introduces structured statuses for every SKU so teams can track where each product sits in its journey — from launch to sunset — and make planning cleaner and more accurate.

Here’s what it helps you do:

• See the full picture with six lifecycle stages (Pending Launch, Active, Seasonal/LTO, Transition, Phase-Out, and Inactive).

• Keep forecasts and promos focused — when a product is marked Phase-Out or Inactive, it automatically stops showing in forecasts and promo planning.

• Reduce clutter by hiding old SKUs while keeping historical data accessible.

• Use the Discontinue button in Forecasts to trigger lifecycle updates directly.

🎥 Upcoming Webinars

🥕 That’s a Wrap — See You Next Week!

From smarter promo exports to new filters and easier forecasting, this week’s updates keep Confido flexible, focused, and fast. And with POI right around the corner, we can’t wait to connect in Dallas — whether it’s at our session, on the floor, or at the Confido Rodeo.