Forecasting
8 videos
Forecasting Overview
Core forecasting concepts in Akoonu RevWorks — cadence, submissions, adjustments, shared forecasts, and reference forecasts.
Submission Cadence and Status
How the weekly forecasting cadence works — submission windows, hierarchy offsets, and status tracking.
Starting a Submission
Where to find the submit button and how to choose between quick submit, deal-based, and team-based submission modes.
Quick Submit Mode
How to use quick submit to review forecast numbers, make small adjustments, and submit in seconds.
Deal-Based Submissions
How to submit your forecast by reviewing and adjusting individual deals — drag-and-drop, side panel details, and AI-generated submission digests.
Team Submissions
How managers and directors submit forecasts by reviewing their team's roll-up, drilling into deals, and applying manager-level adjustments.
How Adjustments Work
How forecast adjustments layer through the hierarchy — owner adjustments, manager adjustments, visibility rules, and the audit trail.
Clearing Adjustments
How to clear forecast adjustments — your own, your team's, or the full hierarchy below you.
