Pipeline Reviews
Pipeline Reviews
Powerful views for Reps, Managers and Execs to get the big picture, analyze the pipeline and trends, and dig in deep to inspect and update deals
Instant Insights
Looking to understand what happened in the last week? Or how your deals break down by segment? Or one of the other millions of questions you may have about the pipeline? Akoonu's got all the answers.
Everything in one place, In Salesforce
Akoonu brings together everything your users need to analyze their pipeline and manage their deals. Your users never have to leave Salesforce and your data will always be accessed in real-time.
Easy for Everyone
Akoonu Pipeline Reviews is built for all levels of your team, from reps to managers to execs. Everyone gets what they need easily, and their jobs done quickly. Your RevOps team will love that installation is a snap and setup is a breeze.
Game Changing Pipeline Reviews and Management
STOP THE GUESSING, STOP THE FIRE DRILLS, STOP THE ENDLESS CLICKing.
Immediately know what has changed
Deals change frequently, and keeping up with the pipeline can be an exhausting task. With Akoonu's Flow Views, you quickly get the big picture and then can drill down into all the underlying nitty gritty to truly know "what happened".
- Pipeline Flow
- Forecast Flow
- Committed Deal Flow
- Sales Stage Flow
- Field Change Indicators
SIMPLE ENOUGH FOR YOUR REPS, POWERFUL ENOUGH FOR YOUR ANALYSTS
Analyze and Inspect your pipeline, your way
Everything in Akoonu is configurable - from amount fields, to team structure, to feature options, to custom UI components. You can slice and dice the pipeline data based on your business needs. And you'll have everything on one screen to efficiently inspect deals.
- Groupings (multi-layer)
- Filtering
- Cross-object operations
- Save and Share Views
- Team Drilldowns
- Sales Process Compliance
Fully integrates with Akoonu Forecasting
FASTER ANSWERS, BETTER MEETINGS, MORE FOCUS
Multiple Views to Efficiently Review the Pipeline
Akoonu's views are designed to satisfy your daily, weekly, monthly, and quarterly review needs. You'll get your answers without waiting for a new report or dashboard. You can quickly evaluate the health and risks in the pipeline, track deals visually through the sales process, rapidly make updates, and lead effective team and 1:1 meetings.
- Weekly Pipeline Reviews
- 1:1 Meetings
- Meeting Prep
- Board and Exec Reporting
- Deal Coaching
WORKS OUT OF THE BOX, FULLY CONFIGURABLE
Maximize your Salesforce investments and your team's time
No need to recreate your Salesforce configuration in another tool - Akoonu seamlessly overlays your existing Salesforce setup. This allows you to fully leverage your investment in Salesforce, including user and permission management, configurations, customizations and other apps.
- Custom Fiscal Periods
- Multi-currency
- Team Selling
- Opportunity Products
- Record Types
- Custom Actions
- Custom UI Components
- Custom Fields
Ready to see Akoonu in action?
Choose what works best for you. Schedule a demo or take a self-guided Test Drive in a Salesforce org with sample data.