Improved reporting for finance professionals
Accurate, on-demand reports with multiple data sources, in one place.
- No more exports
- Complex quoting
- Bulk data editing
- Data visualization
Level up your CRM financial reporting
Combine the vast data of Salesforce with the analytical power of spreadsheets.
Experience CRM-connected spreadsheets
Work in your existing spreadsheets connected to live Salesforce data for improved forecasting, analysis, and reporting.
Get StartedGet bulk data editing
Eliminate the need for data transfers and preserve data accuracy with bulk editing in Salesforce.
Get StartedEnhanced high-volume quoting
Manage complex, high-volume quoting with greater efficiency with spreadsheet-like features.
Get StartedGet Valorx Wave
Streamline your multi-year forecasts in a user-friendly, editable matrix view for more accurate planning. Simplify high-volume data management without taking data offline.
Experience Valorx Fusion
Connect any existing spreadsheet to Salesforce, so you can manage your CRM data with all of Excel's capabilties. Perfect for Salesforce CPQ, manufacturing forecasting, and working with high-volume, complex data sets.