Home Dashboard Overview

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The Home Dashboard is the central hub of the Akoonu app. It gives every user an immediate view of their forecast status, pipeline health, submission cadence, and AI insights — organized by forecasting type and tailored to each user’s role.

Key capabilities

• Forecasting type tabs — One tab per forecasting type. Admins control which tabs are visible.
• Forecast widgets — See how the forecast is trending, pipeline values by category, and full-year outlook.
• Role-aware views — Managers can switch to a direct report’s perspective to prepare for 1:1s.
• Currency selector — Switch display currency across all widgets.

When to use the Home Dashboard

The Home Dashboard is your starting point when you open Akoonu. Use it for a quick status check before forecast calls, to review pipeline health at the start of the week, or to prepare for 1:1s with your team.

Access the Home Dashboard from the Akoonu app in Salesforce — it’s the default landing page.

More articles coming soon — contact us if you need help with this feature.