RevWorks Platform

Forecasting & pipeline intelligence, 100% native to Salesforce.

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Learn about Akoonu's AI

Pipeline Reviews

Real-time deal visibility

Cadence & submissions

Conversational BI on live data

Data-grounded coaching

What-if modeling

Proactive morning briefings

Configurable forecast views

Quotas, attainment & custom data

Sales Methodology

Process, made visible

Standalone
Products

Pipeline Reviews

Pipeline visibility for Salesforce

Quota management inside Salesforce

Sales Tracker Free

Lightweight pipeline tracker

By Role

For Sales Leaders

Run sales smarter — from every deal to the forecast.

For RevOps Leaders

All the magic. None of the fire drills.

More selling. Less everything else.

For Salesforce Admins

Native Salesforce. Runs where you work.

Enterprise forecasting without enterprise pricing or complexity.

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vs Clari vs Gong + Salesforce vs Spreadsheets

See it in action

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Notes on forecasting, pipeline, and the work that makes them right.

Direct answers to the questions we get most often.

Product documentation and how-to guides.

Short how-to videos for every module.

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Questions or just to say hello.

Architecture, data handling, and compliance.

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Product

RevWorks Platform

The complete revenue operations suite

Pipeline Reviews Workbench Forecasting Deal Reviews Scenarios Quota Manager Oonu (AI Chat) Daily Advisor Sales Methodology

Akoonu AI → Pipeline Reviews Quota Manager Sales TrackerFree

Solutions

For Sales Leaders For RevOps Leaders For Reps For Salesforce Admins

vs Clari vs Gong + Salesforce vs Spreadsheets

Resources

Blog FAQ Help Docs Videos

Company

About Partners Contact Security Get Help

Sales Users

Daily Advisor

Daily Advisor Overview
Tasks and Calendar
Manager Review
Discuss With Oonu
Custom Instructions

Deal Reviews

Deal Reviews Overview

Forecasting

Forecasting Overview

Home Dashboard

Home Dashboard Overview

Oonu (AI Chat)

Oonu (AI Chat) Overview
Using Prebuilt Skills
Working With Responses
Chat Controls
Working With Chats
The Gallery

Pipeline Reviews

Pipeline Reviews Overview
Layout & Orientation
Navigate Your Team
Using the Toolbar
Using Filters
Save and Share Views
Pipeline Flow
Forecast Flow
Stage Flow & Committed Deal Flow
Flow Trends
List View & Groupings
Buckets in Groupings
Inspecting and Editing Deals
Kanban View
Health View
User Settings

Sales Methodology

Sales Methodology Overview
The Stoplight
Methodology Detail Panel
Methodology Setup
Adding the Opportunity Page Widget

Sales Tracker

Add Sales Tracker to Lightning Pages

Scenario Planning

Scenario Planning Overview

Workbench

Workbench Overview
Forecast Deep Dive
Drill-Down Opportunity Lists
Opportunity Detail Panel
Exporting From a View
AI View Insights
View Builder
View Builder: Periods
View Builder: Fields
Layout Options & Indicators
Saved & Shared Views
Formula Library
Formula Editor
History & Time-Based Data

Administration

Custom Data Manager

Setting Up Forecasting Custom Data
Custom Data Manager
Using Custom Data in Workbench

Quota Manager

Get Started with Quota Manager
Editing Quotas
Quota Import Wizard
Bulk Operations
Quotas with Groups
Rollup Calculator
Quota Performance Tracking
Using the Quota Widget
Adding the Quota Widget

Setup & Administration

Setup & Administration Overview

Sales Users

Daily Advisor

Daily Advisor Overview
Tasks and Calendar
Manager Review
Discuss With Oonu
Custom Instructions

Deal Reviews

Deal Reviews Overview

Forecasting

Forecasting Overview

Home Dashboard

Home Dashboard Overview

Oonu (AI Chat)

Oonu (AI Chat) Overview
Using Prebuilt Skills
Working With Responses
Chat Controls
Working With Chats
The Gallery

Pipeline Reviews

Pipeline Reviews Overview
Layout & Orientation
Navigate Your Team
Using the Toolbar
Using Filters
Save and Share Views
Pipeline Flow
Forecast Flow
Stage Flow & Committed Deal Flow
Flow Trends
List View & Groupings
Buckets in Groupings
Inspecting and Editing Deals
Kanban View
Health View
User Settings

Sales Methodology

Sales Methodology Overview
The Stoplight
Methodology Detail Panel
Methodology Setup
Adding the Opportunity Page Widget

Sales Tracker

Add Sales Tracker to Lightning Pages

Scenario Planning

Scenario Planning Overview

Workbench

Workbench Overview
Forecast Deep Dive
Drill-Down Opportunity Lists
Opportunity Detail Panel
Exporting From a View
AI View Insights
View Builder
View Builder: Periods
View Builder: Fields
Layout Options & Indicators
Saved & Shared Views
Formula Library
Formula Editor
History & Time-Based Data

Administration

Custom Data Manager

Setting Up Forecasting Custom Data
Custom Data Manager
Using Custom Data in Workbench

Quota Manager

Get Started with Quota Manager
Editing Quotas
Quota Import Wizard
Bulk Operations
Quotas with Groups
Rollup Calculator
Quota Performance Tracking
Using the Quota Widget
Adding the Quota Widget

Setup & Administration

Setup & Administration Overview

Docs
Deal Reviews

Deal Reviews

Guides and documentation for Deal Reviews.

Deal Reviews OverviewAn introduction to Deal Reviews — data-grounded deal context for managers and RevOps.

Need more help?

Submit a ticket

Product

RevWorks
Pipeline Reviews
Quota Manager
Pricing

Solutions

Why Akoonu
For RevOps Leaders
For Sales Leaders
For Salesforce Admins
For Reps

Compare

vs Clari
vs Gong
+ Salesforce
vs Spreadsheets

Resources

Blog
FAQ
Help Docs
Videos

Company

About
Partners
Contact
Security
Get Help

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