Agile Forecasting for Salesforce
Manage forecasts within Salesforce using spreadsheet tools
- In Excel
- In Salesforce
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Forecasting in Salesforce
Manage forecasts from spreadsheets with live Salesforce data
Improve the user experience
- Manage Salesforce forecast data with a spreadsheet interface
- Handle multiple products, customers, and numerous dimensions in a single view
- Customize views and collaborate easily across teams
Streamline quantity and revenue forecasting
- Forecast accurately with familiar Excel features and formulas
- Quickly edit hundreds of records using click/drag, copy/paste, auto fill, and Mass Modifier
- Manage thousands of records at once without slowdowns or timeouts
- Live calculations for modeling and visualization of forecast results
Work in a single, editable view
- Manage multi-year forecasts across multiple lines in one place
- Manage customer, sales, and product data side-by-side without switching tabs/systems
- Edit records from anywhere and save changes instantly to Salesforce
Forecasting in Manufacturing Cloud
Manage forecasts in Salesforce using a spreadsheet experience
Forecasting, without limitations
From a single view, manage products, opportunities, and customers without multiple tabs and windows.
Work with dynamic measures
Work in multi-measure matrix views while honoring Salesforce modeling calculations.
Updates thousands of records with precision
Edit records in bulk, apply one-click distribution, and make criteria-based updates throughout your forecast.
Keep business data secure
CRM data never leaves Salesforce. Maintain Salesforce viewing/editing permissions and sharing rules configurations.
Forecasting in Salesforce
Manage forecasts from spreadsheets with live Salesforce data
Work with any accounting calendar
- Supports custom fiscal calendars: weekly, monthly, quarterly or yearly
- Ability to switch between calendars and instantly roll up or average forecast data
Instant telescoping
- Toggle and work between different forecasting periods with a click
- Work across varying forecast timelines using flexible time periods and horizons
- Review historical data next to actuals by updating forecast start date
Streamline standard forecasts
- Easy and familiar interface allows for higher adoption of forecasting tools
- Results in more accurate forecast for all downstream processes
- Supports business process and approval requirements to enable efficient and standardized forecast process
"We use Valorx for sales forecasting. Very powerful, highly recommend the product. Excellent customer service and exceptionally fast turnaround time."
Karthik Dosapati
Data Analyst, Western Digital
"Valorx is the best fusion of speed and functionality I have come across. I compared several competitors and Valorx was the best hands down, it's simply incredible."
Jared Dugger
Senior Manager, Sales Operations, Adobe
"This application drives user adoption across sales and operations. It is 100% native and puts the power in admins and business users with guidance from our COE."
Derek Lindbloom
Sr. Director, Provider and Salesforce Solutions, VSP Global
"We used to use a competitor's product that is more expensive and without any future development expected. Valorx provides a better design interface that is very easy to use. The speed of the app is also great compared to the competitor."
Marcel Hobizal
Director of Salesforce Operations, Consilio
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