AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Akoonu Forecasts Overlay

Supercharge Forecasts—Added Features, Total Visibility, AI Intelligence

Overview

Enhance Salesforce Forecasts with drag-n-drop adjustments, scenarios, and total visibility across pipeline and opportunities. Built-in AI delivers instant insights and answers questions in plain language. Overlays your native setup—no configuration needed

1 of 14

  • AI Sales Analyst Built-In Get instant insights on every deal, forecast, and pipeline trend. AI identifies risks, suggests next steps, and provides intelligent analysis without leaving Salesforce.

  • Complete 360° Forecast Visibility See every angle—team hierarchies, product lines, territories, all periods, real-time metrics, pipeline health, forecast evolution. Drill from company view to deal details in one click.

  • Drag-n-Drop Forecast Adjustments Update forecasts visually in seconds. Simply drag opportunities between periods and categories—see impacts instantly across all timeframes.

  • Conversational BI Ask questions about your sales data in plain language and get immediate answers. No reports, no dashboards, just instant intelligence.

  • What-If Scenario Planning Model unlimited scenarios from best to worst case. Test deal slippage, identify must-win opportunities, and prepare for any outcome.

  • Zero Setup Required Works immediately with your existing Forecast Types, hierarchies, and Salesforce configuration. No integration, no configuration—just instant value.

  • Operationalize Any Sales Methodology Embed MEDDIC, BANT, SPICED, or your custom framework into every deal. AI assists tracking, managers get coaching tools, reps stay qualified—methodology actually happens.

  • Daily AI Advisor Start each day with personalized priorities, at-risk deals, and guided actions. Your AI partner that ensures nothing falls through the cracks.

  • Enterprise Admin Tools Bulk import quotas, manage territories, and add custom metrics—all through intuitive interfaces that require zero technical expertise.

Akoonu seamlessly overlays your native Forecasts with tools that make your entire revenue team more effective. What You Get: --------------------- • Intuitive UI: Drag-n-drop adjustments, visual scenario planning, and total visibility across all periods • Built-in AI Analyst: Instant insights; pipeline, forecast & opportunity analysis; answers to questions in plain language • Forecasting Hub: Complete command center with drill-downs, metrics, and real-time progress tracking • Conversational BI: Ask anything about your sales data and get immediate, intelligent responses • Sales Methodology: AI-assisted MEDDIC/BANT tracking with automated field updates • Daily Advisor: Personalized priorities and guided actions Who Benefits: --------------------- • Reps: Sales methodology, AI guidance, one-click updates • Managers: Team insights, scenario modeling, coaching opportunities • Leaders: Strategic intelligence, complete visibility, confidence in forecasts • RevOps: No configuration needed, native to Salesforce, efficient admin tools Works perfectly with your existing Forecast Types and hierarchies. No external systems, no data syncs—just immediate value.

Categories

Business Needs
Forecasting
Industries
Horizontal Product
High Tech
Manufacturing
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder

More from

  • Akoonu RevWorks — Revenue AI, Forecasting & Pipeline Intelligence
    Your pipeline, your forecast, your AI — all inside Salesforce. No data sync, no external database. Pipeline reviews, deal reviews, scenario planning, quota management, and Revenue AI on live data. Org-wide pricing — the whole team gets access.
    SalesForecasting

  • Akoonu Sales Tracker
    Ensure your Sales Reps and Managers *always* know where they stand. Show their sales progress and outlook right where they work in Salesforce using the full view to drill down through the team. No setup required. Seamlessly overlays your Salesforce setup.
    ForecastingLead & Opportunity Management