Video Library
Short how-to videos for every module. See the product in action inside Salesforce.
Featured
Pipeline Reviews Overview
An introduction to Pipeline Reviews — the four views, what they show, and how to access the app.
Get Started with Quota Manager
How to navigate and use Quota Manager — forecast types, hierarchy navigation, year selection, and display options.
Oonu (AI Chat) Overview
An introduction to Oonu — Akoonu's AI sales analyst with full access to your Salesforce data, pipeline, and sales process.
Pipeline Reviews
See all 14 videos → Pipeline Reviews Overview
An introduction to Pipeline Reviews — the four views, what they show, and how to access the app.
Layout & Orientation
A quick orientation of the Pipeline Reviews interface — view buttons, header, sidebar, toolbar, and team drill-down.
Navigate Your Team
How to use the team drill-down sidebar to navigate by role, manager, or individual owner.
Quota Manager
See all 9 videos → Get Started with Quota Manager
How to navigate and use Quota Manager — forecast types, hierarchy navigation, year selection, and display options.
Editing Quotas
How to edit quota values in Quota Manager — inline editing, multi-select, row-level updates, and search.
Quota Import Wizard
How to import quotas using the guided import tool — generate a template, fill in values, and upload.
Oonu (AI Chat)
See all 6 videos → Oonu (AI Chat) Overview
An introduction to Oonu — Akoonu's AI sales analyst with full access to your Salesforce data, pipeline, and sales process.
Using Prebuilt Skills
How to use Oonu's prebuilt skills — one-click starting points for common pipeline, forecast, and performance questions.
Working With Responses
How to copy, save, download, and present individual response blocks from Oonu conversations.
Daily Advisor
See all 5 videos →
Daily Advisor Overview
An introduction to Daily Advisor — proactive AI briefings every morning, tailored to your role.
Tasks and Calendar
How to create Salesforce tasks and calendar events directly from Daily Advisor recommendations.
Manager Review
How managers can view their team's Daily Advisor briefings to prepare for coaching conversations.
Sales Methodology
See all 5 videos →
Sales Methodology Overview
An introduction to Sales Methodology — make your team's methodology visible and actionable on every deal.
The Stoplight
How to read the sales methodology stoplight — the color-coded bubble indicator that shows deal qualification at a glance.
Methodology Detail Panel
How to use the sales methodology detail panel to review, edit, and accept AI suggestions for qualification fields.
Custom Data Manager
Setting Up Forecasting Custom Data
How to create custom data fields in Salesforce and add them as columns on your forecast types.
Custom Data Manager
How to use the Custom Data Manager in Akoonu RevWorks to view, edit, and import forecasting custom data.
Using Custom Data in Workbench
How to add custom data fields and build formulas using forecasting custom data in Workbench views.
