Forecasts Overlay
100% Native in Salesforce
Forecasts Overlay
Powerful UI, built-in AI intelligence, and enterprise features that seamlessly supercharge native Salesforce Forecasts​
An Essential Add-on to Salesforce 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.
Don't Overpay for External Tools
Enterprise-grade forecasting with AI intelligence, scenario planning, and workflow cadence—all native to Salesforce at a fraction of third-party costs. Keep your data, your team, and your budget where they belong.
Core Forecasting
Forecast Hub - See Everything
Your single source of truth for forecast intelligence. See everything that matters in configurable views tailored to how your team operates. Track real-time changes, spot trends across periods, and drill into any dimension of your business—all from one powerful command center.
- AI-Powered Insights​
- Flexible Period Comparisons (M, Q, Y)
- Real-Time Progress, Change & Coverage Tracking
- Comprehensive Drill-Down to Opportunity Data
- Team Hierarchy, Product Families, Custom Groups​
- Create, Save and Share Views​
- MoM, QoQ, and YoY Included
- Adjustment and Submission Indicators
Core Forecasting
Seamlessly Dig into all the Opportunity Details
Click any forecast number to drill straight into the underlying opportunities. See full deal context—activity timelines, methodology tracking, and AI insights—without leaving your forecast view. Navigate seamlessly between forecast totals and the specific deals driving them, understanding not just what your forecast shows, but exactly why.
- Users can Choose Any Opportunity or Related Object Fields
- Includes Activity Trend and Sales Methodology Visualizations
- Change Indicators and Inline Edits
- Add, Remove and Reorder Columns
- Full Activity Timeline
- AI-Powered Opportunity Insights
FORECAST MANAGEMENT
Drag'n'Drop Adjustments
Transform tedious forecast calls into visual, intuitive sessions. Simply drag opportunities between periods and categories to model your best judgment. See impacts instantly across all timeframes. Make informed adjustments in seconds with AI insights guiding every move—no spreadsheets, no mental math, just confident decisions.
- Adjust Holistically, Not Piecemeal​
- Instant Opportunity Details ​
- Adjust Categories, Close Dates, and Amounts​
- AI Opportunity Insights​
- Live Quota Attainment by Period​
- Real-Time Impact Calculations Across All Metrics​
FORECAST MANAGEMENT
Cadence and Submissions​
Automate your forecast rhythm so nothing falls through the cracks. Setup a schedule to match your business cadence, track submissions in real-time, and easily see who is in compliance to drive accountability. AI generated summaries capture the story behind the numbers and create an audit trail of adjustments and decisions.
- AI-Generated Submission Summaries & Change Analysis
- Efficient Submissions with Drag'n'Drop Overrides
- Instant Rollup to Team & Company Forecasts
- Complete Audit Trail with Time-Stamped History
Strategic Planning
What-if Scenarios​
Turn uncertainty into confidence with unlimited what-if modeling. Test how deal slippage, team performance changes, or market conditions impact your number. Build scenarios from best-case to worst-case, identify must-win deals, and know exactly which levers to pull when reality shifts. No more surprises—just prepared responses.​
- Create Unlimited Scenarios
- Visual Drag'n'Drop Scenario Building
- Apply Boost/Discount Factors
- Perform Basket Analysis to find Paths to Success
- Identify "Must-Win" Deals
- Compare Scenarios to Actual Pipeline and Forecast
Deal Assessment
Sales Methodology
Seamlessly operationalize your sales methodology by embedding MEDDIC, MEDDPICC, BANT, SPICED, or your custom framework directly into Salesforce. Managers get coaching tools to guide their team. Reps get AI assistance to keep qualifications current without the grunt work. Everyone gets instant visibility into deal health and risks—in every opportunity, every forecast review, every pipeline discussion. No surprises, just consistent execution.
- AI Assisted Tracking
- Any Methodology: MEDDPICC, BANT, Custom
- Fully Configurable
- Include on Opportunity Pages
- Visual Health Indicators
- Quick Assessment in Forecasting
Get the Most out of your Forecasting Process
Sales Administration
Quota Manager
Stop wrestling with spreadsheets, data loads and inefficient UIs. Set and manage quotas for any forecast type or hierarchy directly in Salesforce—no technical skills required. Bulk import quotas in moments, distribute targets across teams, track historical changes, and adjust on the fly. Built for finance and RevOps teams who need control without complexity.
- All Forecast Types
- Guided Import
- Works with Product Families and Custom Groups
- Role & Territory Hierarchy Support
- Export/Copy/Delete Bulk Actions
- Embedded User Profile Component
Sales Administration
Custom Data Manager
Take advantage of Salesforce's Custom Data feature without the complexity. Add supplementary information and metrics to your forecasts through a simple, spreadsheet-like interface. Import, adjust, and maintain your custom data across all hierarchies and forecast types, no technical expertise required.
- 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.