Overlay Apps Overview
Overlay Apps
A suite of apps and tools to drive success in using Salesforce Pipeline Forecasts
An Essential Add-on to Salesforce Pipeline Forecasts
More Confidence, More Efficiency, More Accuracy
Improve the Accuracy and Confidence of your Forecasts
Ensure accountability and visibility across your entire sales organization. Provide real-time insights that empower every team member—from reps to leaders—to stay aligned, track progress, and hit their goals with confidence.
Delight Your Users
Sales Users get clear, intuitive UIs to perform their tasks, RevOps gets what they need to easily keep the team on track, and Admins get powerful, easy to use tools to setup and maintain Pipeline Forecasts.
No Additional Setup Required
Akoonu Overlay Apps seamlessly rides on top of your Salesforce setup, including Forecast Types, and Team Hierarchies. You will be up and running in minutes.
SALES USERS
Drag'n'Drop Adjustments
Forecast Adjustments should be based on judgement about the underlying Opportunities. Save time and reduce work with Akoonu's powerful Drag'n'Drop UI to quickly and easily make deal adjustments across all or your forecasting periods and categories at one time.
- All Forecast Periods at Once
- Adjust Close Dates
- Adjust Categories
- Final Review Step
- Progress to Quota
- Dynamic Totals
SALES USERS
Forecast Overview Panel
Get clear and immediate insights about the forecast with the Forecast Overview Panel. This can be placed on the Forecasts page, or anywhere else inside of Salesforce. The panel provides forecast details for this month, this quarter and this year, show how the forecast has changed over time, and the difference between the adjusted and unadjusted forecast.
- Monthly, Quarterly, Yearly Summaries
- Full Year Progress and Outlook Chart
- Change Indicators
- Progress to Quota
- Change over Time
- Hover for Detailed Data
- Adjusted vs. Unadjusted
- Make or Remove Adjustments
SALES USERS
Forecast Tracker
The Forecast Tracker components provides real-time forecast data and metrics where your sales team works in Salesforce—no need to switch to another tab, let alone another app. Put it on the home page, opportunity page, account page, anywhere in Salesforce! Click through to the full Forecast Tracker app for more features, and the ability to drill down through your team.
- Embed Anywhere
- All Forecast Types
- Hover for Forecast Category Chart
- Monthly, Quarterly and Yearly summaries
- Progress to Quota
- Days Left in Period Reminder
Get the Most out of your Forecasting Process
REVOPS AND ADMINS
Quota Manager
Effortlessly add and manage Forecast Quotas within Salesforce Pipeline Forecasts. Akoonu Quota Manager is designed for non-technical users, and featuring an intuitive and efficient UI, a guided import/export tool, and other power management features.
- All Forecast Types
- User Role Hierarchy
- Territory Hierarchy
- Guided Import
- Export/Copy/Delete Bulk Actions
- Embedded User Profile Component
REVOPS AND ADMINS
Custom Data Manager
Custom Data is a great way to incorporate more data into your forecasts. But don't get stuck on adding and managing it. With Akoonu you can effortlessly add and manage Custom Data in an app that is designed for non-technical users. It is fast and easy, with a complete guided import/export tool to get you going quickly.
- All Forecast Types
- User Role Hierarchy
- Territory Hierarchy
- Guided Import
- Export/Copy/Delete Bulk Actions
- Currency and Number Fields
Made in Montana with
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.