Product Walkthroughs

Salesforce Forecasting in Excel by Product and Quarter

Forecast 360

Pull accounts by region into Excel, adjust quarterly forecasts with formulas, and push them back to Salesforce.

Forecast 360 sheet in Excel with quarterly forecasts by product

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Forecast with Salesforce data in Excel

This walkthrough shows Forecast 360 in Fusion: filter accounts by name or region, load their sales agreements and opportunities, and see historical and forecast figures by quarter for each product. Apply changes such as a 20% uplift with Excel formulas, then save to push the forecast back to Salesforce.

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360 Snap in Wave showing an account with its related assets

Using 360 Snap

Open a record from your grid in 360 Snap and edit its details and related lists in one view.

Launch walkthrough

Forecast prep grid in Wave with open opportunities, close dates and forecast categories

Forecast Call Prep

Flag the deals that need attention with rules, fix close dates, move deals to Commit, and save in one go.

Launch walkthrough

Lightning App Builder with the Valorx Grid component on an App Page

Publishing an App

Put a grid you have built on a Salesforce Lightning App Page so your team opens live, editable data from the app launcher.

Launch walkthrough

Account Realignment sheet in Excel with current and new owner columns

Account Realignment

Select accounts by owner, assign a new owner in Excel, and choose which related records move with them.

Launch walkthrough

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