Package Version 1.25.5
View Scope and Team Selling
If Team Selling (Opportunity Teams) is enabled in your Org, two new options appear in the View Scope menu in the header area:
- My Team-selling Opportunities – this will limit the view to only the opportunities on which you are have been added as an Opportunity Team Member
- My Team-selling and My Opportunities – this will limit the view to only the opportunities which you own or own which you are have been added as an Opportunity Team Member
Note: These options will only be Active when on the By Owner tab, not the By Role tab.
Filtering by Owners
If Team Selling is enabled, there is a new option in the “By Owner” side panel. Checking the box will include Team Selling opportunities when selecting specific user(s). When the box is checked, the view will show opportunities on which the selected owner is an Opportunity Team Member, in addition to the deals that they own directly. This is unchecked by default.
View Scope Descriptions
Hover descriptions for the view scope options have been added to the filter description line in the header area.
Pipeline Flow View Enhancement
Stage Drilldown on Pipeline Flow
The Pipeline Flow View now allows you to view a summary of sales stages in each “box”. Click on the “+” button to expose a stage-based summary of all the deals in that category.
Lost Stages Excluded from Summary
A new configuration has been added to refine the treatment of Closed/Lost sales stages.
You can add a list of stages (comma separated) in the “Closed Lost Stages Excluded from Summary” Settings Metadata field. Deals in these stages will be put into their proper Flow View, but they will not be included in the summary amount for that category and they will be tabulated as “omitted” deals.
For example, if you have a “Closed – Unqualified” stage to track deals that never were “real” deals. You may want these to be in the same “bucket” as other lost deals, but not to count towards the total amount of lost revenue since they were never “real”.
Pipeline Flow Details Popup Window
Several additions and improvements have been made to the Pipeline Flow details modal, which is accessed by clicking on the link in each box that shows the number of deals.
The window has been re-organized into three tabs: Summary, Change View and Deal View.
The Summary tab shows charts and tables to help understand the breakdown of deals in that state, and to quickly see the biggest deals with changes, both positive and negative.
For the Open Deals flow category, the detail window also shows a chart of flow contributions to the open pipeline. For instance, it will details much of the open pipeline was created during the change period, was pulled in from future quarters, or simply has stayed in without moving in or out.
The Change View tab shows the current opportunity data, and what this data was when the latest update happened before the change period started.
The Deal View tab shows the details of the opportunities, and allows you to make updates inline.
Clearer Change Indicators
The changes indicators (as seen on the Summary Tab and Change View Tab) are now much clearer. The arrow (->) indicators now only show when there is a change, and are colored green or red to indicate positive or negative changes, respectively.
Full Numbers for Amount Summaries
- In the header summary stats, the hover help text now includes the full, unabbreviated amount total.
- In the List View subtotal stats, the hover help text now includes the full, unabbreviated amount subtotal.
New Akoonu Settings Page Layout
A new page layout has been included for the Akoonu Settings Custom Metadata Type to include all current metadata fields.
To enable this new page layout, go to the Akoonu Settings Custom Metadata Type and change the Page Layout Assignments to use “Akoonu Settings – v1.25”
Other Enhancements and Bug Fixes
- In some cases, the Forecast Category Name in Pipeline Flow details popup sometimes used the label Forecast instead of Commit
- The Header Summary Data was not always refreshing when performing an inline save or a save in the hover popover to update the amount
- If a validation rule prevents an opportunity from saving, the error message is now properly displayed and the data in the UI is not updated.
- If multiple users access the Pipeline Review app from the same computer, the app now persists the starting view for each user seperately.
- There is now better error handling and messaging when there is a configuration mistake in the field mappings and configurations, for instance a type in the Custom Opportunity List Fields option.
Package Version 1.24.5
View Menu Configuration, Customization and Enhancements
There are several improvements and new capabilities to customize, configure and use the list of Views at the top of the Pipeline Review application.
1) New Layout
The View menu has a new layout to accomodate the new features. There are four sections to the menu, with individual selectors within each section. The Checkbox will always show you what is selected, and the basic functionality remains the same.
2) Customize and Configure the Standard Views
A new custom metadata type (Akoonu Standard Views) allows administrators to configure the Standard Views shown in the View menu. Adminstrators can activate/deactivate Standard View items, re-order the views, and create their own Standard Views for their users to use based on either Custom Dates or a Relative Date Range.
For example, one could add a new Standard View called “The Last Fortnight” that specifies the time period of “This and Last 14 Days”, or a view called “Spring 2020” that specifies the date range of “March 19, 2020 to June 20, 2020″. See the documentation for setup details.
3) Custom Dates
Users can now specify their own Custom Dates to use in the application view. These custom date ranges can be saved in Saved Views just like Standard View date ranges.
4) Relative Ranges
Users can also specify their own Relative Date range for the view. These ranges can be either forward looking or backwards looking from the current date. Users may specify a number of Days, Weeks, Months, Quarters or Years. Note that the Months, Quarters and Years are fiscal periods, and are therefore be based on any existing custom fiscal year configuration.
Date Range Details
In the Header area, there is now a hover bubble to help users by detailing the specific date range for the view. This is helpful to provide clarity about which specific dates are being queried for such periods as “Next Fiscal Month”, “Last 2 Weeks”, etc.
Default Group By Option
Administrators can now set the default Group By Option used in the Table View. Out of the box, this is set to Forecast Category. Administrators can update this default through the Custom Metadata configuration for the Group By Options. Note, that if you install this version as an upgrade, you will have to manually add this new field to the Custom Metadata Type page layout.
- Custom Change Period – The change period can now be set using a relative date range (i.e. “Last 10 Days”, “Last 2 Weeks” or “Last 3 Fiscal Quarters”). This is in addition to the standard ranges, and the custom “Since Date…” options.
- Pipeline Health View – The chart legend has been redesigned to more clearly depict what the shading represents. The deal “bubbles” are shaded on a blue gradient based on their Probability.
Package Version: 1.23.13
Pipeline Flow Enhancements
2) Flow Contributions to Open Pipeline
New metrics have been exposed to more easily understand the flow of deals. When you click on the open deals box to see the underlying details, there is a new summary table showing the “source” of the currently open deals. Are they New? Did they get Pulled In?
3) Omitted Deal Counts
The number of omitted deals is now show in each box on the Pipeline Flow view.
4) Other Improvements and Fixes
- A Time/Date conversion bug caused issues with certain time periods (ie. Next 7 Days) resulting in inconsistent results in the Pipeline Flow analysis.
- Corrections and improvements to inline help messages
- Improved scalability to handle several 1000s of deals in a given period
Show My or My Team’s Opportunities
A new option has been added in the top header area to refine all of the views. You can now choose to select what deals to show based on the following:
- All Opportunities – will display all deals that you have access to see in Salesforce. This is the default behavior.
- My Opportunities – will display only those deals of which you are the Owner.
- My Team’s Opportunities – will display the deals owned by you, or anyone below you in the role hierarchy.
By default, the app will use “All Opportunities” as the default scope for users. However, you can change this to All, Mine, or My Team’s in the Akoonu Settings custom metadata. Saved views with a different value specified, will override the default scope.
Top Level Role to Show
If users have the Akoonu Pipeline Reviews Manager Permission Set, they will have the ability to see the full role hierarchy. However, you may wish to specify a different root node – perhaps just the Sales Team, or the Sales and Marketing organization without Support. You can now specify the top level role in the Akoonu Settings metadata (ie “Global Sales” or “VP of Sales”) .
- Role Panel – when loading the Role Panel, the tree will open to show the selected node even if it is many levels deep.
- Role Panel – performance improvements when loading a tree with a large number of rows.
- Owner Panel – the panel will now list Owners who only have Omitted open deals. Previously, the panel only showed Owners with open and non-omitted deals.
- List View – unexpected “Opportunity Saved” toast messages were appearing on page load when nothing was actually saved.
- List View – errors when Grouping By a field that was part of the additional fields displayed in the table rows.
- List View – inline edits not persisting when using custom field configurations for Next Steps, Amount, etc.
- Pipeline Health – a maximum of 1000 deals will now be shown in the Pipeline Health chart due to performance issues. A future release will address this limitation.
Pipeline Flow Updates
Opportunities to Show Options
Current package: Version 1.21.7
Updates and Fixes
2) Multiple Performance improvements
- Increase performance, and the Pipeline Flow view should now larger data sets with out errors
- Header Data is now loaded much faster when there are a high number of opportunity owners
- Increased performance when there are automatically generated Customer Portal roles in the org
- Increased performance when there are multiple currencies in use
3) Standard View Periods – “Last Quarter” has been added to the standard view periods to help with QBRs and other such use cases
4) Owner Side Panel improvements
- The Owner side panel will now show the first 15 deal owners
- Links at the bottom of the list will allow you to show more or less of the list
- The search feature continues to search across all the owners, not just those show
5) Role Side Panel – if a user is not in a Role, or does not have the permission to view Roles, the Role side panel will not be shown.
6) Additional Bug fixes:
- Date issue – in some cases, timezone issues where causing dates to display incorrectly, i.e. off by a day.
- Sales Stage Name – when using Record Types, sales stage names containing ‘&’ characters where not encoded correctly for display and use in the UI.
Updates and Fixes
1) Custom Change Period – In the change period dropdown, you can now specify a custom “Since Date…” in addition to using the standard selectors.
The “Since Date…” will be used for the Pipeline Flow view change period, and as the basis for the inline Change Indicators throughout the app.
2) Show / Hide the Secondary Amount Field – By default, the secondary amount field is shown in the header data. The default field is the Expected Revenue field. You can now disable this secondary amount field from being shown in the header data.
3) Currency Symbol Fix – After Salesforce’s Summer ’19 release, the wrong currency symbol was being shown in list view records. A correction has been added to use the proper currency symbol.
4) Pipeline Review tab names – the Pipeline Review tab that works in the Classic UI has been renamed to “Pipeline Review (Classic)” for easier administration.
There are two new options for the Role Panel.
1) Role Hierarchy Visibility – You can now enable users to see the entire Role Hierarchy, regardless of their own role.
A new Permission Set called Akoonu Pipeline Review Manager contains one Custom Permission packaged with the app. This permission gives users full visibility of the hierarchy, regardless of their own role.
- This custom permission will automatically be added to the System Admin profile (or which ever selection you make during package install)
- The user(s) must also have access to all the deals for the data to show up correctly in the views, headers, and subtotals.
This includes visibility the Org Level node when that option is enabled too.
2) Org Level Role – If your role hierarchy has multiple top level roles, the app can now present an Org Level at the top of the Role Panel that is visible to all users in the top level roles. See the Documentation for instructions on how to enable this feature.
Advanced Group By Options
Four new Group By Options have been added to the package. The first is enabled by default:
- Owner Name
The other three are installed, but need to be activated in the configuration metadata, depending on your own usage of Salesforce’s features.
- Product Family
- Product Name
- Opportunity Contacts’ Leadsource
On these groupings, it is possible (likely?) that an Opportunity will have more than one value. For example, a deal may have contacts with more than one unique Lead Source, or the deal may have products from more than one product family. When this is the case, the Opportunity will put into all applicable groups. Therefore, it will appear more than once in the table view, and its value will be counted in each groups subtotal summary data. However, it is still only counted once in the top level summary totals.
- Directly add New Tasks to Deals – On the List View rows, the Kanban Cards, and all deal hover popovers, you can now add new Tasks directly from the app via the Add Task button and links.
The tasks will be assigned to the Opportunity Owner by default.
Note: This feature is only available in the Lightning Experience.
- Product Information – If you use Products on Opportunities, you can now use the Product Names and Product Families in the List View. They can be included in the Additional Fields shown in each row, and can also be configured as Group By Options. See the Documentation for configuring and using Product information in Akoonu.
- Custom Filters – Create Custom Filters expressions to be used in the app and stored in your Saved Views to better tailor the deals shown in the pipeline review views. See theDocumentation for additional information and instructions for setting up Custom Filters.
- Improved Pipeline Flow contextual help – the Pipeline Flow view now has more, and more detailed, hover text information to clearly define what is included and how the changes are tabulated.
- Performance Improvements across all the views (List, Kanban, Health and Flow).
New Features and Enhancements
- The Opportunity hover feature is now on the List View, in addition to the Kanban and Pipeline Health views. Look for the orange circle with pencil icon!
- Additional Opportunity Fields can be added to the popover (see the Version 1.15 configuration guide for instructions). These fields are all editable based on the standard object permissions.
- On the Pipeline Flow view, the popover to show the deals in each group has a new view option. By default, you will see the current deal details, and by selected “View change details” you will see the same deals, but the specific changes each deal had since the start of the change period.
- Next Week and Next Month have been added to the standard views
- New explanatory hover help text has been added throughout the Pipeline Flow view
- You can now customize the Header Labels for the Amount and Expected Amount summaries
- You can now configure whether to include Won deals in each of the the Amount, Expected Amount, and Committed header and group subtotal summaries (the default is to exclude them).
- Hover labels have been added to the custom Opportunity List View Fields
- The Kanban Deal tiles now have an Account link, which will open the Account in a new tab
Other Changes and Bug Fixes
Header and Summary Data
- Summary data showing as ‘0’ when customized Forecast Category Names has been fixed
- Hover text now visible on Windows when you mouse over the help “i” icons
- In the Role and User left hand pane, the summary data now shows the total number of deals (including closed and omitted), and the total amount value of open deals (excluding closed and omitted)
- Group Sorting updates:
- When grouping by Stage Name, the stage groupings are always shown in the order as configured in the Opportunity setup.
- When grouping by Forecast Category, the categories are shown in this order: Commit, Best Case, Pipeline, Omitted, Closed. The customized labels are used if you have renamed the categories.
- The default record sorting (within each group) is now by Amount with the largest deals at the top. You can resort by clicking on the column headings.
- When grouping by Forecast Category or Sales Stage, the header values now include Omitted and Closed deals in their respective groups. Use the mouse over information in the header and group subtotals for clarity on what is being show.
- When there is a large number of groups, the groups are now shown in “pages”, starting with the first 25. A “show more” link in included at the bottom. This is to prevent a significant performance issue when there is a large number of groupings.
- When customizing the standard fields (Amount, Next Steps, etc.) the column headings will now always show the label of the configured field
- When using Opportunity Record Types, the Record Type selection on the Kanban View is now “sticky” if you click to another view and come back to the Kanban.
- When using Opportunity Record Types, a “None” option was added to the filter list in order to see Opportunities without a Record Type assignment.
- If using Opportunity Record Types, but only have one Sales Process, you do not need to select a Record Type on the Kanban View. All record types are now shown together since they have the same sales stages.
Pipeline Health View
- Biggest deals are always shown first, starting with the top 25
- Closed Lost deals are not shown in the chart
Pipeline Flow View
- Flow View was misplacing some deals when using customized Sales Stage names
- In the popup deal lists for each group of deals, the lists are now sorted by Amount
- In the Flow Summary data, “Won” deals are no longer included in the change in amount calculation. See the hover help text for details.
- The three Custom Metadata Types were renamed to all start with “Akoonu” for better sorting in the Salesforce setup list