Agile Forecasting for Salesforce
Manage forecasts within Salesforce using spreadsheet tools
Where do you want to work?
Brands working with Valorx
Forecasting in Salesforce
Manage forecasts from spreadsheets with live Salesforce data
Improve 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
- Make precise updates based on set criteria
- Manage thousands of records at once without slowdowns or timeouts
- Live calculations for modelling and visualization of forecast results
Work in a single, editable view
- Manage multi-year forecasts across multiple lines in one place
- Compare sales and inventory data across products in a single window
- Customize views and collaborate easily across teams
- Edit records from anywhere and save changes instantly to Salesforce
Forecasting in Manufacturing Cloud
A user-friendly forecasting experience in Salesforce
Forecasting, without limitations
- Forecast across dynamic forecast sets and measures
- View a complete picture across different products, opportunities, and customers
- Unique matrix visualization
Dynamic measures
- View multiple measures in an editable matrix view
- Customizable measures for efficient visualization
- Maintain Salesforce calculations for modelling
- Make updates, save changes instantly to Salesforce
Update thousands of records in seconds
- Make changes to any record using copy/paste, drag down, drag/drop
- Ability to customize spreading logic to various data points according to business requirements.
- Make precise updates based on set criteria
Keep data online and secure
- CRM data never leaves Salesforce, eliminates need to work across systems or offline work
- Existing business logics in Salesforce continue to work
- Keep viewing/editing permissions and sharing rules already configured in Salesforce
Valorx Wave works with:
_Planning Across Time Horizons
Easily work in different time periods from one versatile view
Instant telescoping
Work across varying time periods in a single view using a toggle. Review historical data next to actuals
Work with any accounting calendar
Support custom fiscal calendars, switch between them, and instantly roll up forecast data
Streamline standard forecasts
Drive a adoption by using a flexible, familiar interface in Salesforce, streamline approvals, and improve downstream outcomes with more accurate forecasting
Planning Across Time Horizons
Easily work in different time periods from one versatile view
Instant telescoping
- Instantly toggle and work between different forecasting periods
- Work across varying forecast timelines using flexible time periods and horizons
- Review historical data next to actuals by updating forecast start date
Work with any accounting calendar
- Supports custom fiscal calendars: weekly, monthly, quarterly or yearly
- Ability to switch between calendars and instantly roll up or averages forecast data
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
"Besides the efficiency gains, Valorx has helped us mitigate data leakage and improve data accuracy. I highly recommend Valorx to anyone who works with Salesforce data."
Ben Wong
Sales Operation Manager, 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
"Valorx has made complicated data uploads quick and easy, saving valuable time. The implementation was quick and the support simply top notch!"
Dawn Jamieson
Business Operations Manager, Nvidia
Resources to Solve Your Forecasting Challenges
Improved Opportunity Forecasting in Salesforce
Transform your forecasting capabilities with Salesforce-connected spreadsheets.
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How Western Digital Powers Forecasts
Learn how Western Digital gained efficiency and accuracy for its forecasting.
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Choosing Fusion or Wave
Fusion and Wave enhance your Salesforce experience in different ways. Here's a guide on how to choose the right one for you.
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