Product Walkthroughs
Salesforce Forecast Rollup & Updates | Valorx

Forecast Rollup

Roll up opportunity amounts by rep and period, then adjust the forecast right in the grid.
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Forecast rollup grid in Wave with opportunity amounts
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Roll up your Salesforce forecast

This walkthrough shows a forecast rollup in Wave: opportunity amounts summarized by rep and period, with the underlying deals editable in the same view. Sales leaders can review and adjust the Salesforce forecast without building a report or exporting to Excel.

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Account grid in Wave with bulk actions

Account Management

Review your book of accounts and update owners, fields, and next steps in one view.
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Forecast rollup grid in Wave with opportunity amounts

Forecast Rollup

Roll up opportunity amounts by rep and period, then adjust the forecast right in the grid.
Launch walkthrough
Rules panel on a Wave pipeline grid

Using Rules

Set up rules that highlight the records that need attention so the grid shows what to fix first.
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Account reassignment grid in Wave with owner and territory columns

Mass Territory Re-assignment

Filter accounts by territory and reassign owners in bulk in a few clicks.
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