Pipeline Reviews Videos | Akoonu

An introduction to Pipeline Reviews — the four views, what they show, and how to access the app.

A quick orientation of the Pipeline Reviews interface — view buttons, header, sidebar, toolbar, and team drill-down.

How to use the team drill-down sidebar to navigate by role, manager, or individual owner.

How to use the Pipeline Reviews toolbar — filters, pipeline period, scope, metrics, flags, and search.

How to use quick filters, advanced filters, related object filters, filter logic, and field-specific options.

How to save pipeline configurations, share views with your team, and manage saved views.

How to use Pipeline Flow to see what changed in your pipeline — new deals, wins, losses, push-outs, and value changes over any time period.

How to use Forecast Flow to track how deals move between forecast categories over any time period.

How to use Stage Flow to track deal movement between sales stages, and Committed Deal Flow to see what happened to your committed deals.

How to use Flow Trends to compare pipeline flow patterns across multiple months or quarters and spot emerging patterns.

How to use the List View to slice and dice your pipeline — grouping by any field, nesting multiple levels, and using related object fields.

How to use the Kanban View to visually manage deals by stage or forecast category with drag-and-drop updates.

How to use the Health View bubble chart to spot pipeline risk — outsized deals, coverage gaps, date clustering, and data hygiene issues.

How to configure your personal Pipeline Reviews experience — currency, additional fields, grouping behavior, Kanban tiles, and popover fields.

Pipeline Reviews