Financial analysis at Excel speed

Run forecasts, variance reports, and pipeline analysis directly from Salesforce—using the Excel interface your team already knows.
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Screenshot of Valorx Wave sales dashboard showing account sales agreements with columns for product, planned quantity, sales price, and discount percentage for October 25 and November 25.
Valorx Fusion interface showing an Excel sheet titled Deal Pricing Estimator with sections for Quote Information, Partner Information, Account Information, Customer Price, and Equipment Summary.
Forecasting
Pipeline
Variance
Commissions
Reports
Revenue
Forecasting

Revenue forecasting with live data

Build accurate forecasts using real-time Salesforce pipeline data with the formulas and models your team trusts.

Real-time pipeline data

Pull live opportunity data directly into your forecast models. No more stale exports or manual data refreshes that delay critical decisions.

Custom forecast models

Apply your proven forecasting formulas and weighted probability models to live data. Excel logic, Salesforce data, instant results.

Scenario analysis

Model best-case, worst-case, and most-likely scenarios in seconds. See how pipeline changes impact revenue projections instantly.

Automated rollups

Automatic aggregations by region, product line, or any dimension. Complex hierarchical rollups calculated without manual work.
Pipeline

Pipeline analysis in depth

Deep-dive into pipeline health, velocity, and conversion metrics with spreadsheet-powered analytics.

Coverage analysis

Calculate pipeline coverage ratios against quota targets instantly. Identify gaps before they become missed quarters.

Velocity tracking

Measure deal velocity through each stage. Identify bottlenecks and optimize sales process timing for faster closes.

Conversion metrics

Track stage-to-stage conversion rates with live data. Build cohort analysis and trending reports in your familiar interface.

Deal risk scoring

Apply your risk criteria to identify at-risk deals automatically. Flag stalled opportunities and aging pipeline before it's too late.
Variance

Budget vs. actual analysis

Compare planned versus actual performance with real-time variance analysis and drill-down capability.

Variance reporting

Calculate budget-to-actual variances automatically with live Salesforce data. See where performance deviates from plan in real-time.

Drill-down analysis

Click into any variance to understand root causes. Navigate from summary to detail without switching tools or running new reports.

Period comparisons

Compare performance across months, quarters, or years. YoY and MoM analysis with flexible date range selections.

Dynamic reforecasting

Update forecasts based on YTD actuals. Rolling forecasts that adjust automatically as new data comes in.
Commissions

Commission reporting simplified

Calculate complex commission structures and accelerators using live deal data and your Excel formulas.

Complex calculations

Handle tiered rates, accelerators, splits, and SPIFs with your existing Excel logic. Commission plans as complex as you need.

Team hierarchies

Calculate commissions across team structures automatically. Overlay credits, manager overrides, and team bonuses without manual work.

Attainment tracking

Real-time quota attainment visibility for every rep. Track progress toward accelerators and bonus thresholds.

Audit trail

Complete transparency into commission calculations. Reps can see exactly how their earnings were calculated from source data.
Reports

Board reporting made easy

Create executive-ready reports and dashboards with always-current Salesforce data.

Executive summaries

Build board-ready financial summaries that pull live data. No more last-minute scrambles to update numbers before meetings.

KPI dashboards

Track key metrics like ARR, churn, CAC, and LTV with live calculations. Executive visibility into business health.

Trend analysis

Show historical trends and forward projections in the same view. Board members see where you've been and where you're going.

Auto-refresh reports

Reports update automatically with latest data. Present with confidence knowing numbers are current to the minute.
Revenue

ARR/MRR tracking with precision

Track recurring revenue metrics using live subscription and opportunity data.

Recurring revenue calculations

Calculate ARR, MRR, and revenue by cohort with your custom logic. Handle complex billing terms and revenue recognition rules.

Churn analysis

Track gross and net revenue churn in real-time. Identify at-risk accounts before they churn based on usage and engagement data.

Expansion revenue

Track upsell and cross-sell revenue separately. See net revenue retention and expansion trends across customer segments.

Cohort reporting

Analyze revenue by customer cohort, acquisition date, or any dimension. Understand how different customer groups perform over time.

See how fast Salesforce
can actually feel.

If you can do it in spreadsheet,
you can do it in Valorx.
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<00 days

to production

00x

faster forecasts in Salesforce

10,000+

SKUs updated in one operation
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Built for every team that manages Salesforce

Valorx works across various verticals using Salesforce
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CFO / VP Finance

Always-current visibility into financial performance. Board reporting, KPI dashboards, strategic planning.
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Revenue Operations

Bridge finance and sales with unified data. Commission calculations, quota tracking, territory analysis.
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FP&A Managers

Own forecasting and planning with real-time data access. Revenue forecasting, budget vs. actual, variance analysis.
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Accounting

Streamline reconciliation and close processes. Revenue recognition, deferred revenue, audit support.

Work in Salesforce like you work in a spreadsheet.

Wave

A spreadsheet interface built inside Salesforce.
CRM interface showing a list of accounts with columns for account name, billing state, and phone number, and a panel displaying Beglobal's opportunities with names, amounts, qualification stage, and close dates.
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Fusion

Your Salesforce data, live in Excel and Google Sheets.
Screenshot of a spreadsheet titled 'Deal Pricing Estimator' displaying customer price, equipment summary with tables, charts, and detailed pricing information.
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See what Valorx adds to Salesforce

Get more from your Salesforce investment with right tools.
Without Valorx
Pipeline data: request export, wait 1-2 days
Forecasts: built on stale snapshots
Board reports: data is 1-2 weeks old by meeting
Variance analysis: manual reconciliation for days
With Valorx
Pipeline data: refresh in Excel, see current numbers
Forecasts: built on live Salesforce data
Board reports: refresh minutes before presenting
Variance analysis: formulas calculate automatically
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Eric Winston
Service Supervisor
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Why teams choose Valorx

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
Besides the efficiency gains, Valorx has helped us mitigate data leakage and improve accuracy. I highly recommend Valorx to anyone who works with Salesforce data.
Ben Wong
Sales Operations Manager, Adobe
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
When it comes to data migration, I see a limitless potential to migrate CPQ master data between orgs to maintain configuration, pricing, and quoting processes without the need for lengthy data loader processing.
Ian Jones
Senior Revenue Cloud Consultant, Globant

Frequently asked questions

Does Valorx work with Manufacturing Cloud?
Yes. Valorx works with all Manufacturing Cloud objects including Sales Agreements, Account Forecasts, and Warranty Claims.
Can I use Valorx with Salesforce CPQ?
Yes. Bulk edit quote line items, update pricing across products, and compare quotes side-by-side.
How does Wave help with forecasting?
Wave lets you edit Account Forecast records in bulk—update planned quantities across accounts, products, and time periods in one grid. Conditional formatting highlights variances between planned and actual.
When should I use Fusion instead of Wave for forecasting?
Use Fusion when you need complex calculations, seasonal adjustments, or what-if scenarios that require Excel's formula capabilities. Fusion syncs live with Salesforce, so your models stay connected to Manufacturing Cloud data.
Does Valorx respect Salesforce security?
Yes. All permissions, sharing rules, and validation rules are enforced. Users only see and edit data they have access to.
How fast can we deploy?
Wave deploys in minutes as a managed package. Fusion requires Excel add-in installation. Most teams are live within 14 days.
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Eric Winston
Service Supervisor
Book a demo
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