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By Valorx

Still forecasting with spreadsheets? Eliminate this costly mistake in weeks

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Forecasting errors cost global manufacturers millions annually, and most of those errors start in spreadsheets.

Do you know what’s the best thing about spreadsheets?

They’re incredibly flexible—anyone can build a model, run scenarios, or plug in last-minute numbers without waiting on IT or engineering.

Do you know what’s the worst thing about spreadsheets?

They’re incredibly flexible—anyone can change logic, break formulas, or overwrite key data without any controls, audit trails, or accountability.

This duality makes spreadsheets both indispensable and risky—especially in manufacturing forecasting.

According to a study from Ventana Research, 44% of organizations cite spreadsheet errors as a top planning risk. In manufacturing, that risk shows up as inflated demand forecasts, bloated inventory, and delayed reactions to market changes. Not because the data is wrong—but because the workflow is broken.

Salesforce already holds your demand signals—pipeline, bookings, customer behavior. But when that data is exported to spreadsheets and edited across teams, you lose accuracy, control, and time.

At Dreamforce 2025, we’re showing how manufacturers are solving this. By embedding forecasting workflows directly inside Salesforce, they’re turning flexible chaos into structured clarity—without leaving the platform they trust.

Where does spreadsheet-based forecasting start breaking down?

Your current process probably looks like this:

Salesforce forecasting, Dreamforce 2025

The risks are massive:

  • Broken formulas that inflate demand projections
  • Missing data fields or gaps in logic
  • Typos and duplications, no one notices
  • No version control across geographies
  • No audit trail for changes or overrides

Each error compounds across SKUs, product lines, and regions. The result? An inaccurate forecast that causes:

  • Overproduction and excess inventory
  • Stockouts and expedited shipping costs
  • Misaligned procurement and budget planning
  • Distrust in data at the executive level

Manufacturers face shrinking margins, compressed planning cycles, and rising complexity across supply chains. Forecasting errors aren’t just costly — they’re existential risks.

Why are we talking about this now, and why does it matter

In 2025, manufacturers are navigating a tighter, faster, and more complex landscape:

  • AI is compressing forecasting cycles from months to days
  • Global operations demand real-time alignment
  • Market volatility means missteps cost more than ever

The margin for error is shrinking. Manual, spreadsheet-based forecasting is no longer sustainable.

How Valorx supports Salesforce’s vision

Salesforce is evolving into the platform where not just customer data lives - but where decisions are made, planning happens, and execution is accelerated. Valorx aligns with this vision by embedding powerful, governed, spreadsheet-style interfaces directly inside Salesforce.

It’s not just an integration. It’s an extension of what Salesforce already promises: speed, trust, and business agility.

What if you could bring forecasting into Salesforce, without leaving the grid?

Leading manufacturers who are transforming how they plan, forecast, and execute are no longer using spreadsheets outside of Salesforce. They’re embedding forecasting into Salesforce—using spreadsheet-style logic, but with centralized data, governed formulas, and real-time collaboration.

Imagine this:

Salesforce forecasting, Dreamforce 2025

This isn’t another data connector workaround. It’s a native Salesforce experience that brings the power of spreadsheets directly into your CRM—so your teams can forecast, quote, and manage data in real time, with the accuracy, control, and security Salesforce is known for.

Real Impact: What changes when you leave spreadsheets behind

Here’s how embedded Salesforce-native forecasting compares with the typical spreadsheet-driven process:

Salesforce forecasting, Dreamforce 2025

These are not hypothetical gains. They’re what manufacturers are already achieving with Valorx. Want to see how? Book a Dreamforce session.

How Valorx integrates with Salesforce - and what you'll see at Dreamforce 2025

Valorx is the fastest way to turn Salesforce into a fully interactive, spreadsheet-like workspace for forecasting, quoting, and bulk data operations.

Built 100% natively on the Salesforce platform, it lets users interact with complex data in grid views that feel like Excel but are fully governed, secure, and in real time. No exports. No connectors. Just faster, more accurate workflows inside Salesforce.

At Dreamforce 2025, you can experience live demos of Valorx Wave and Valorx Fusion, including the Matrix feature in Wave, which groups, pivots, and summarizes Salesforce data instantly.

Wave is built for spreadsheet-like forecasting, CPQ, and data management inside Salesforce. Fusion connects Salesforce with Excel and Sheets for live sync — ideal for teams who want flexibility without data fragmentation.

We’ll showcase:

✅ Spreadsheet-style performance inside Salesforce with grid editing and dynamic controls

✅ Real-time syncing with Excel and Google Sheets (Fusion)

✅ Matrix views in Wave for grouping, pivoting, and summarizing Salesforce data instantly

In fact, we’re bringing the forecasting playbook everyone’s asking for to Dreamforce. Preview it in 10 seconds—then come by Booth 524 to see it live.

Our demos are perfect for sales leaders who want to accelerate forecasting, quoting, and data management without losing control.

Join us at Dreamforce 2025 to see how top manufacturers are transforming forecasting inside Salesforce—without leaving the grid behind.

Salesforce forecasting, Dreamforce 2025

FAQ: Valorx at Dreamforce

1. What is Dreamforce?

Dreamforce 2025 is Salesforce’s flagship event and the world’s largest tech conference for CRM, AI, and enterprise cloud innovation.

2. What is Valorx?

Valorx brings spreadsheet-like experiences directly into Salesforce. Our tools streamline forecasting, quoting, and data management—without manual exports or broken formulas.

3. What products will you be demoing at Dreamforce?

We’ll be demoing both Valorx Wave and Valorx Fusion, including features like the Wave Matrix grid, bulk record management, and Salesforce-native forecasting interfaces.

4. Who should attend?

Salesforce Admins, RevOps leaders, Sales Ops, CPQ managers, and sales leaders looking to simplify complex workflows inside Salesforce.

5. Do I need technical experience to use Valorx?

No. Valorx is built for business users and teams who already know spreadsheets. You’ll feel at home immediately.

6. Where can I find you at Dreamforce?

Visit Booth 524 for a live walkthrough that shows how Valorx is redefining CRM productivity—and how that shift can shape your 2026 roadmap.

7. Why visit the Valorx booth?

See the Matrix feature live. Try forecasting inside Salesforce. Talk to teams who’ve eliminated spreadsheet chaos in 30 days or less.