New on the Shelf: Join the Scenarios Beta

🤖 Now in Beta: Scenario Planning for Annual Planning Season

As CPG teams gear up for Annual Operating Plan (AOP) season, Confido’s new Scenario planning tool gives teams the ability to quickly build and compare account-level plans — using real performance and forecast data already in Confido.

• Draft multiple planning scenarios side by side

• Pull in live forecasts and historical performance

• Share, iterate, and adjust plans in one place

If you’re interested in joining the beta and providing product feedback, reach out to Keegan below.

🪄 Introducing Promotional Accrual True-Up

This feature leverages your planned promotions paired with retail sales data to estimate promotional costs, eliminating manual guesswork and improving financial accuracy. How it works:

• With POS/syndicated data already integrated, Confido calculates your Sales Actuals Latest Estimate and compares it against your Forecasted Promotion Spend

• Variances are automatically flagged to help you identify where true-ups are needed

• You can then review and apply true-ups directly, streamlining reconciliation and ensuring your books reflect actual in-market performance

📊 The Art of Accruals | Live Webinar with Keegan Myles

Thursday, June 26th
1:00 to 2:00 pm ET Virtual over Zoom

In this upcoming session, we’re taking a deep dive into trade accruals: a foundational workflow for accurate margins, confident reporting, and clean month-end closes. You’ll learn how leading brands are using Confido to streamline everything from deduction tagging to accrual booking — with clear takeaways you can apply right away. We’ll cover:

• How accruals are created and updated in Confido

• Choosing between accrued vs. non-accrued trade types

• Tagging deductions to open accruals

• Using POS and forecast data to stay accurate

• Best practices for adjusting and booking accruals

Join us live to sharpen your skills and unlock more power from the platform you already use every day.

✅ Never Miss a Detail with Deductions

We’ve redesigned the deduction validation experience to make it easier to spot and fix missing information before it impacts your reports. A new “Lines with Missing Information” section now surfaces incomplete fields in trade deductions.

Check out the new look!

🥕 That’s a Wrap — See You Next Week

The Art of Accruals webinar marks the start of a new series focused on helping our customers get the most out of Confido. With new features launching every week, these sessions are designed to help CPG teams adopt powerful tools faster — and put them to work immediately.

We’ll be hosting multiple webinars each month to guide you through what’s new, what’s next, and how to make it all work for your team.