Scenario Planning Overview

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Scenario Planning lets you run what-if analysis directly in Salesforce — without building spreadsheet models offline or waiting for an analyst to run the numbers. Test assumptions, stress-test the forecast, and arrive at every leadership conversation prepared.

Key capabilities

• Unlimited scenarios — Build as many scenarios as you need against live pipeline data.
• Deal-level modeling — Model deal slippage, rep attrition, close date changes, and category shifts.
• Side-by-side comparison — Compare scenarios to see how different assumptions change the outcome.
• Shareable — Share scenarios with stakeholders without exporting data.

When to use Scenario Planning

Use Scenario Planning during forecast calls, QBRs, board prep, and capacity planning. It’s most valuable when leadership asks “what if” questions about the forecast.

Access Scenario Planning from the Akoonu app in Salesforce.

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