Comparison

The importance of your pipeline warrants better than a spreadsheet.

Live pipeline data, change tracking, and AI insights — inside Salesforce, not a spreadsheet. Install from AppExchange. See your first pipeline view the same day.

Schedule a Demo Start with Pipeline Reviews

After the switch

What Monday morning looks like.

Monday 8 AM — The pipeline scan

Open Pipeline Reviews. The Flow View shows everything that moved since Friday — deals added, lost, pushed, pulled. No export. No pivot table. Two minutes.

Tuesday — The 1:1

Open Deal Reviews. Change indicators show what shifted. Methodology stoplight shows qualification gaps. The meeting starts with coaching, not status updates.

Thursday — The forecast call

Open the saved "Forecast Call" view. Same view every manager sees. The trend is visible. The number is current. No one asks "which spreadsheet are we using?"

End of quarter — Board and C-Suite reporting

Open the saved executive view. YoY and QoQ are columns. Export to CSV if finance needs it. The C-Suite deck didn't require a weekend to build.

What's included

What you get on day one, out of the box.

Live pipeline data

Your pipeline updates as Salesforce updates. The view is always current.

Change tracking built in

What moved this week is visualized automatically. Week-over-week diffs without a formula.

Views you build once

Configure the view. Share it with the team. Everyone runs the same meeting from the same data.

A forecasting rhythm

Structured submission cadence. Not an ad-hoc compilation every Friday.

AI that knows your deals

Ask a question. Get a grounded answer with citations. Plain language, not a pivot table.

Already inside Salesforce

No new tool to learn. No data leaving Salesforce. The work happens where the data lives.

Replace the spreadsheets

Interactive views that replace your pivot tables, custom reports, and offline analysis.

Pipeline Reviews Flow View — what changed this week, at a glance.

You don't have to over-invest in an expensive third-party platform.

Pipeline Reviews is the entry point — pipeline visibility without the full platform. When you're ready for more, RevWorks adds forecasting, scenarios, and AI on the same Salesforce-native foundation.

Explore Pipeline Reviews

We used to do our forecasting on a Google Sheet because of Salesforce's standard forecasting tool's inability to edit opportunities intuitively. With Akoonu's Pipeline Review, our organization is able to make executive reviews better and it's a lot better for Sales Coaching during 1v1s.

Anthony Trinh, Salesforce Ranger