When to Use the Trade Summary
The Trade Summary view consolidates revenue and spend data from multiple sources in Confido into one comprehensive dashboard to analyze business performance across planning groups and ship-to customers
How to Access Trade Summary View
Navigate to Trade > Summary and configure your settings:
Select Parameters at the top:
Fiscal Year: Choose the fiscal year
Forecast Version: Select the appropriate forecast version
Dimension: View data by planning group or ship-to customer
Configure Metrics (top right selector):
Revenue
Open Accruals
Spend Lines (Retailer & Distributor)
Net Sales
Trade Rate
COGS
Gross Profit
Customize Display Options:
Breakdown Level: Default, Product Family, Full Breakdown, etc.
Filter: Select specific planning groups
Time Aggregation: Roll up into months or quarters
Export: Download data for external analysis
Understanding the Data
Key Calculations
Net Sales = Revenue - Open Accruals - Retailer Spend - Distributor Spend
Trade Rate = (Open Accruals + Retailer Spend + Distributor Spend) ÷ Revenue x 100%
Data Sources
Revenue Actuals: Syndicated data uploads (Planning Group) or ERP invoices (Ship-To)
Revenue Forecast: Consumption forecasts (Planning Group) or shipment forecasts (Ship-To)
Open Accruals: Promotion charges with open status during time periods
Spend Lines: Actual deductions from cash application module
Best Practices
Drill Down: Click any metric to see underlying details and contributing promotions
Use Comparisons: Compare against previous forecast versions or yearly targets to evaluate planned vs. actual performance
Ongoing Review: Analyze trade rates and gross profits to identify optimization opportunities across planning groups
Note:
The Trade Summary is a "cached" view, meaning that the data displayed is from a specific point in time, which is indicated following "Last updated" in the top right corner of the screen. This cache is refreshed automatically on the first load of the day, and can be manually refreshed by clicking the "Refresh Data" button