Unlock Salesforce's full forecasting potential

Create more accurate, adaptive forecasts with an interface as familiar as Excel.
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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.
Excel spreadsheet titled Forecast 360 showing sales forecast data with account names, product names, metrics, and monthly planned quantities and sales prices from Jan 2021 to Oct 2024.
USE CASES

What your forecasting has been missing

Turn Salesforce data into actionable forecasts.
Sales forecasting dashboard showing account sales agreements with product names, planned quantities, sales prices, and discount percentages for November 25 and December 25.

Account-based sales forecasting

Combine long-term agreements and new opportunities into unified account forecasts.
Screenshot of a Wave Sales forecasting dashboard showing accounts, sales agreements, products, planned quantities, sales prices, discount percentages, and planned amounts for various products like air filters and spark plugs.

Demand planning and production alignment

Connect sales forecasts directly to production planning with flexible time views.
Salesforce Wave Sales dashboard showing a table with columns for Account, Sales Agreement, Product, Planned Quantity, Actual Quantity, Sales Price, Discount Percentage, and Planned Amount.

Unified performance tracking

Track forecast performance against actuals inreal time with spreadsheet-like simplicity.
Salesforce Wave Sales CPQ Quote dashboard showing accepted, denied, draft, and in review quotes with details like owner, quote number, opportunity, account, status, and amounts in USD.

Cross-functional collaboration

Enable all teams to work from the same data with custom views tailored to their needs.
Salesforce Wave Sales dashboard showing account names, phone numbers, account types, owners, employees, industries, annual revenues, and account descriptions in a color-coded table.

Easy adoption

Use familiar Excel tools while keeping data secure in Salesforce — without complex training.
Valorx Wave CRM dashboard displaying a table of opportunity records with columns for Name, Stage, Amount, Close Date, Owner, Opportunity Type, and Account.
Sales agreement table in Valorx Wave showing account details, products, planned quantities, sales prices, and discount percentages for October 25 and November 25.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.

Choose your interface for forecasting

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 solutions built specifically to fix forecasting limitations. 
Without Valorx
Slow user adoption due to complexity
Fragmented data across multiple systems
Limited, rigid customization options
Revenue loss from inaccurate forecasting
With Valorx
Familiar interface for easy adoption
Centralized, real-time forecasting
Customizable forecasting capabilities
Higher accuracy, lower costs
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Eric Winston
Service Supervisor
Book a demo
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Real results with Valorx

Show your customers what's possible when they combine Salesforce with spreadsheet-native workflows.

Adobe

Get more quotes out the door by handling unlimited line items and complex calculations in familiar spreadsheets while keeping all data secure in Salesforce.
View case study

BP Oil & Gas

Get more quotes out the door by handling unlimited line items and complex calculations in familiar spreadsheets while keeping all data secure in Salesforce.
View case study
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Smiling young man with glasses and a beard wearing a black shirt on a light gray circular background with a small purple circle in the top right.
Eric Winston
Service Supervisor
Book a demo
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