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Akoonu Sales Tracker
[New] Clear Progress and Pipeline Visibility for the Entire Sales Team
Overview
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.
See How Akoonu Sales Tracker Works
Sales User Widget - Lightning Component: Add to Home, Opportunities, Accounts, etc. - Sales and Pipeline Tracking: Clear and quick summaries: This Month, This Quarter, This Year.
Sales Tracker Tab - Drill-Down Views: Full tree view on one page. - Role-Based Support: Supports Forecasts Hierarchy and User Roles. - Territories: Seamless support of Territory tree.
Streamlined User Interface -Comprehensive: View a full year’s data at once. - User-Friendly Design: Made specifically for non-technical users.
Zero Setup - Instant Installation: Get up and running in minutes. - No Configuration Required: Seamlessly overlays your Salesforce setup.
Multiple Currencies - Global Organizations: Multiple currencies orgs fully supported.
Use any Opportunity Field - Select any currency or number field to use in the Sales Tracker - Switch between fields - Specify a field to always use in the widget
Keep Your Sales Team Laser-Focused on Their Numbers! Empower your team to achieve their sales goals with real-time visibility and accountability at every level. For Sales Reps and Managers: • No Excuses: Access real-time pipeline data and metrics where they work in Salesforce—no need to switch to another tab, let alone another app. • Complete View: Track progress across all time frames, from the current month to quarterly and yearly summaries. For Sales Leaders: • Consistency: Monitor the big picture in real time, with the ability to drill down into the details effortlessly. • Drive to Success: Know that your reps have the visibility they need to always know where they stand and to keep focused on hitting their numbers. For RevOps / SalesOps: • Transparency: Keep opportunity data up-to-date by making pipeline numbers the first thing your team sees every day. • Eliminate Surprises: Provide a clear, easy-to-use view of real-time pipeline data, helping the team stay on top of their goals and avoid unwelcome surprises.
Categories
- Business Needs
- ForecastingLead & Opportunity Management
- Industries
- Horizontal ProductHigh TechManufacturing
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesManaged PackageLightning App Builder