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Uploading Syndicated Data

Confido allows you to upload your syndicated data files to track actual performance against the forecast:

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Written by Cassie Crail
Updated over 2 months ago

First, you'll need to map retailers from actual imports to Confido planning groups. This will help streamline the import and ensure data is uploaded correctly.

  1. Select Settings on the left hand nav

  2. Click Sales Actual Import

  3. Map the RMA value from the consumption/depletion data to your Confido Planning Group

    1. Ex:

      1. DAVES MARKET - TOTAL US (Spins) = Dave's Market (Confido)

    2. Note: You can upload a csv appropriate mappings

Next, to upload the file:

  1. Select Sales on the left hand navigation

  2. Click Actuals

  3. For Consumptions:

    1. Select Upload

    2. Confirm if we should derive incremental units from base (if (Y/N)

      1. Note: Confido will use machine learning to predict the units lift, if incremental units are not provided by the data source.

      2. Mandatory Fields:
        Planning Group
        Product
        Week Ending
        ​
        ​Other:
        Units
        Dollars
        Incremental Units
        Incremental Dollars
        Base Units
        Base Dollars
        TDP
        TDP, Any Promo
        ARP
        Percent Lift
        Stores Selling

  4. Once Uploaded Confido will suggest header mappings against their respective field in your Confido forecast

  5. Confirm the suggestions are correct and complete any remaining fields (if applicable)

  6. Click Import

  7. The uploaded file will be displayed under Actuals and the consumption data has now been imported into your forecast.

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