New on the Shelf: Creating Annual Forecasts and Uploading Depletions Data

🗓️ Instantly Create Forecasts and Promotion Events

You can now convert your best-case plans into action — with the ability to turn Scenario rollups into full annual forecasts and promotions that tie directly to your Trade Promotion calendar. These new enhancements build upon everything you already love about Scenarios:

• ⚡ Quickly spin up account-level plans with velocity assumptions, promo events, and opportunities

• 📊 See automatic rollups across Revenue, Net Sales, and Trade Spend

• 🔍 Compare scenarios side by side, benchmark against targets, and select the winner

• 👀 Assign Scenario tasks and track progress in Account Planner

Now, once you’ve selected the right plan, you can put it to work — no duplicate entry, no disconnected systems.

Sign-in with your work email to watch the webinar.

📤 Bring Your Depletions Data into Confido

You can now import Depletions data into Confido in just a few clicks.

• For KeHE and UNFI: You’ll be prompted to confirm the file’s date range prior to attaching the file for import.

• For all other accounts: You’ll be prompted to confirm the file’s date column format (if applicable) and whether your data is in units or cases. Once that’s set, simply attach and import.

This ensures your Depletions are mapped correctly, so you can start building forecasts with confidence. To learn more about Depletions-Based Forecasting for UNFI and KeHE, watch the webinar on demand.

⏎ Roll Back Confirmed Opportunities

Plans change — and now your Opportunity records can too. Users can now roll back or recall a “Confirmed” Opportunity if something shifts or was confirmed in error. This gives your team more flexibility and control when planning, without needing workarounds or support tickets.

When importing consumption data, you don’t need to stress if your file doesn’t break out base vs. incremental units. Confido will determine your base sales and any promotional lift using your historical data — identifying your steady state to derive accurate splits.

That means more confidence in your data and more reliable forecasts, even when your retail files are missing key details.

📞 Chat with your CSM About Annual Planning

Confido is excited to support your AOP process and we can talk about how to run the process through Confido with our recent feature launches of Targets and Scenarios.

🥕 That’s a Wrap — See You Next Week!

If you’re looking for a deeper dive into the latest features or want help navigating step-by-step workflows, we’ve got you covered. Our Help Center is packed with product guides, on-demand webinars, and training sessions — all designed to help you and your team get the most out of Confido.

Whether you’re exploring something new or brushing up on best practices, it’s your go-to resource for all things Confido.