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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.

Wave Video Vertical

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
How customers feel about Valorx
Western Digital-min

"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

Adobe-min

"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

vsp-vision

"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

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"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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Get Valorx Wave

Bring powerful spreadsheet capabilities to your Salesforce experience.

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Experience Valorx Fusion

Experience a tool that grows with your business needs. Leverage the tools you already know and trust in a way you never imagined and drive unparalleled efficiency and growth.