Pipeline clarity. For the entire revenue team.
Scattered reports. Stale exports. Pipeline reviews that are status theater. Pipeline Reviews replaces all of it with a single, live view that every person on the team — from rep to CRO — can see, trust, and act on.
What changes on day one.
Real-time pipeline clarity
Always live. No exports. No report building. Every deal, every field, every change — visible the moment it happens, inside Salesforce. Your pipeline data is never stale because there's nothing to refresh.
See what changed — automatically
Flow Views show exactly what moved in your pipeline — deals added, lost, pushed, pulled — over any time window you choose. No spreadsheet diffing. No "what happened since last week?" guesswork. Change tracking is built in.
One view, one team
Build a view. Save it. Share it. Every manager, rep, and executive sees the same pipeline in the same meeting. No more arguing over which report to use. The single source of truth is the one everyone's already looking at.
Four ways to see your pipeline.
See what moved. Not just what's there.
Four flow types — Pipeline Flow, Forecast Flow, Stage Flow, and Committed Deal Flow — show you exactly what changed and why. Click any segment to drill to the deals underneath. Compare flow patterns across periods to spot trends.
This is the feature that makes Monday morning's pipeline call take two minutes of prep instead of an hour.
See the pipeline your way.
Group by any field. Filter on anything. Multi-level nesting. Buckets. Inline editing. This is self-service pipeline analysis — no more report requests to RevOps, no waiting for someone to build the view you need.
Surface any Salesforce field including custom fields and methodology scores. Scale to 10,000+ opportunities with real-time performance. Edit deals in the meeting without navigating away.
Drag. Drop. Done.
Visual pipeline by stage or forecast category. Every deal is a card. Drag it to move it. Best for frontline managers working smaller deal sets who want the fastest path from "this deal moved" to "Salesforce is updated."
See deal value, close date, and health indicators at a glance. Spot empty stages. Identify bottlenecks. The board updates Salesforce in real time — no save button, no sync delay.
Spot the outliers. See the gaps.
Every deal plotted by close date and amount. Large deals stand out. End-of-quarter clusters are visible. Coverage gaps surface instantly. The view that makes "show me what I should worry about" answerable in one glance.
AI that works in the pipeline, not on top of it.
Three AI capabilities surface directly in Pipeline Reviews — same Salesforce-native foundation, full object-model context, no external sync. For the architecture behind it, see Akoonu AI.
Opportunity Insights
Keeps deal-level analysis fresh behind the scenes. As data changes, insights update — no manual refresh, no stale summaries. Every deal carries current AI context.
Sales Methodology
Surfaces methodology compliance as a stoplight on every deal. Reps see what's missing. Managers see who needs coaching. The methodology becomes a living part of the pipeline, not a checkbox exercise.
Deal Review
Deep confidence scoring across multiple dimensions — deal health, buyer engagement, competitive position, next steps. Generates a structured review brief on any deal, any time you need it.
I am thrilled with how infrequently I now have to resort to Excel and pivot tables!
The ability to use pipeline review in a sales meeting and instantly show what changed from the previous week is a game changer.
Akoonu Pipeline Review app provides great value from the moment we installed it. The app was super easy to install, configure and use, and most importantly provides changes in pipeline data over time which is not possible natively in Salesforce.
5 stars
AppExchange rating
Since 2017
Salesforce ISV Partner
10,000+
Opportunities supported
< 1 hour
Install from AppExchange
It fits your week. Not the other way around.
Open Flow View. See what moved over the weekend. Two minutes of prep instead of an hour.
Same shared view for everyone. Flow View shows what changed. Flags on deals that need action. Decisions, not status updates.
Drill to a single rep. See their deals, changes, and methodology. Walk in knowing what the data shows.
Deals flagged Tuesday are waiting in the saved view. Nothing fell through the cracks.
What's in Commit? What moved? What's at risk? The CRO has the answers before the call starts.
Buy it standalone, or as part of RevWorks.
Inside RevWorks
Pipeline Reviews is included in RevWorks Basic and RevWorks AI, where it connects directly to Workbench for forecast analysis, Forecasting for structured submissions, Deal Reviews for 1:1 prep, and Oonu for AI-powered pipeline insights.
Explore RevWorksStandalone product
Need pipeline visibility without the full platform? Pipeline Reviews stands on its own — structured meetings, flow views, and deal tracking inside Salesforce. Start here and grow into RevWorks when you're ready.
See pricingSee Pipeline Reviews in action.
Available as part of RevWorks Basic and RevWorks AI, or as a standalone product.
