A forecast process the whole team owns.
Rep and manager submissions. Structured cadence, drag-and-drop adjustments, hierarchy views, AI-generated digests—all inside Salesforce, in real time.
The forecast becomes a process—not a weekly emergency.
Structured cadence
A weekly rhythm with cascading deadlines and visible compliance—not an ad hoc scramble before every call.
Minutes, not hours
Drag-and-drop submissions, everything at your fingertips in one view—no pecking around Salesforce, no spreadsheets. Done before your coffee gets cold.
AI digests
Every submission summarized in plain language, ready to share up the chain. The 'what should I tell my boss' question is already answered.
Built for the way each role actually works.
Set the rhythm. The system enforces it.
Configure the deadline day, time, and submission window. Cascade through hierarchy levels — reps submit first, managers next, leaders last. Compliance is visible in real time. No more chasing.
Drag deals into the right category. Done.
Three submission modes for different workflows — quick submit for a fast number, deal-level for category-by-category precision, and team roll-up for managers reviewing their org. Each one writes directly to Salesforce forecasting.
Every deal detail. Right in the submission view.
Deal history, activity timeline, AI insights, sales process completion, field details — all at your fingertips while you're making the forecast call. No clicking around Salesforce to piece together the story. The context is right there.
AI that makes the forecast process smarter.
Multiple AI capabilities are woven into Forecasting. For the full AI spectrum, see Akoonu's AI page.
Submission Digests
AutomatedPlain-language summary of what changed, what moved between categories, and what to pay attention to. Generated automatically on every submission.
Forecast Insights
On-demandAnalyzes coverage, trends, and category shifts. Surfaces concentration risk, trajectory concerns, and coverage gaps.
Opportunity Insights
AutomatedDeal-level analysis that stays fresh as data changes — visible in the submission UI so you have context when making the call.
Sales Methodology
AutomatedMethodology compliance is visible on every deal in the submission view — so forecast category decisions are informed by deal qualification.
Rep Wednesday. Manager Thursday. Leader Friday.
Quick Submit or Deal-Level. Reps confirm or adjust the forecast on their deals. Done in minutes, not hours.
Team Submission view. Apply judgment to the rollup, override where needed, drill into the deals behind any number.
The forecast is assembled. AI digest summarizes the week's changes. The call opens with decisions, not data gathering.
See Forecasting in action.
The cadence, the workflow, the digest—all inside Salesforce.
