Sell faster. Quote smarter. Forecast with confidence.

Manage your pipeline, build quotes, and forecast revenue—all from the spreadsheet interface you already know.
Book a demo
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
Quoting
Pipeline
Pricing
Approvals
Renewals
Forecasting

Sales forecasting

Your forecast is only as good as your data. Update stages, categories, and amounts across hundreds of opps—then build live models in Excel.

Bulk forecast category updates

Update stages, forecast categories, and close dates in one grid. Push to Salesforce with one click.

Live Excel forecasting

Connect Excel to Salesforce. Build weighted pipeline models with your formulas. Refresh anytime—no Monday exports, no stale data.

Manager adjustment tracking

Roll up forecasts by rep, region, or product. Apply manager adjustments. Keep everyone aligned on the same numbers.

Quarter-end pipeline update

Review every open opp before the quarter closes. Update stale deals, push slipped opps, mark commits. Done in one session.
Quoting

Quoting at scale

Valorx gives Sales teams bulk control over quote line items—edit discounts, quantities, and pricing across hundreds of lines without the click-by-click pain.

Bulk discount adjustments

Update discounts across 500 line items in one grid—quarter-end adjustments done in minutes.

Multi-quote line-item updates

See line items across all open quotes in one view—update quantities, pricing, terms. Handle 500+ line items without lag.

Pricebook updates at scale

Annual price increase? Apply formulas across 2,000 pricebook entries in one grid. Save. Pricing rules still execute—no Data Loader, no field mapping, no import errors.

Complex quote configuration

Multi-year ramp deals, tiered pricing, custom bundles—configure without CPQ timeouts. Build quotes with 500+ line items in a spreadsheet interface.
Pipeline

Pipeline management at scale

Your pipeline lives in Salesforce. Manage it like a spreadsheet. Filter, sort, update hundreds of opportunities in one view—then save back with one click.

Weekly pipeline reviews

Pull up all opps by stage, rep, or region. Review with your team. Update stages and next steps in real time.

Stage progression updates

Move deals through stages. Update 100 opps from 'Qualification' to 'Discovery' in one action.

Pipeline cleanup

Find stale deals with close dates in the past. Bulk update to next quarter or mark as lost. Keep your pipeline honest.

Multi-object pipeline views

See Opportunities with their Accounts in one view. Update opp details and account info together—no tab switching.
Pricing

Pricing and costing in Excel

Valorx gives Sales teams Excel-native control over pricing, costing, and margin analysis. Use the formulas you already know—whether your methodology is cost-plus-margin or list-price-plus-discount.

Instantly update pricing at scale

Apply 5% increase across 2,000 quote lines. Use Excel formulas for complex pricing logic—VLOOKUP external pricing data, conditional rules, tiered calculations.

Contract pricing updates

Update customer-specific pricing across 200 accounts. Handle annual renewals in bulk.

Cost-plus margin analysis

Build cost-plus pricing models in Excel with live Salesforce data. Model role-based costing—VBU, levels, COLA adjustments. Compare margin scenarios across product lines before committing prices.

Quota allocation

Assign quotas by rep, territory, or product line. Update targets for the new fiscal year across 50 reps in one session—so attainment tracking starts clean.
Approvals

Approval visibility and management

Valorx gives Sales teams full visibility into approval bottlenecks—model deals before submission, see pending quotes, reassign approvers, clear the queue before deals slip.

Deal modeling and preview approvals

Model your deal in the grid and preview which approvals will be required before you submit. Adjust discount levels, deal size, or terms—see how approval requirements change in real time. Submit with confidence.

Approval management at scale

See all quotes awaiting approval—filter by approver, deal size, days pending. Approver on vacation? Reassign their entire queue to a backup approver in one action.
Renewals

Renewal management in Excel

Valorx gives Sales teams visibility into contracts up for renewal—swap EOL products and services, smart renewals with value-based uplifting, multiple quotes based on renewal options.

Renewal pipeline visibility

See contracts up for renewal in 30/60/90 days. Identify end-of-life products for swap. Filter by account, value, or status.

Bulk renewal updates

Update quantities, terms, and pricing across accounts. Prep renewal quotes for multiple accounts in one session using account grids.

Smart renewal pricing

Apply value-based renewal uplift across accounts. Model renewal scenarios—EOL swaps, service upgrades, volume adjustments. Generate multiple quotes based on renewal options.

See how fast Salesforce
can actually feel.

If you can do it in spreadsheet,
you can do it in Valorx.
Book a demo

<00 days

to production

00x

faster forecasts in Salesforce

10,000+

SKUs updated in one operation
Abstract soft pastel-colored gradient background with blurred lavender, blue, and pink hues.

Built for every team that manages Salesforce

Valorx works across various verticals using Salesforce
Abstract hexagonal molecular structure in purple and blue tones representing a chemical or scientific concept.
Blue and purple stylized automotive wheel icon with five spokes.

CPQ Administrators

Pricebook management, product catalog, pricing rules, CPQ configuration.
Abstract hexagonal molecular structure in purple and blue tones representing a chemical or scientific concept.
Illustration of a purple and blue microchip with circuit lines extending outward.

Deal Desk

Quote review, approval routing, pricing governance, deal structuring.
Abstract hexagonal molecular structure in purple and blue tones representing a chemical or scientific concept.
Icon with a gear and a wrench crossed, symbolizing machinery or tools.

Finance Teams

Revenue analysis, deal review, pricing approval, and forecast support.
Abstract hexagonal molecular structure in purple and blue tones representing a chemical or scientific concept.
Abstract 3D cubes stacked with a gradient of pink and blue hues inside a white circular frame.

Deal Desk Managers

Quote review, approval routing, pricing governance, deal structuring.

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.
Learn more

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.
Learn more

See what Valorx adds to Salesforce

Get more from your Salesforce investment with right tools.
Without Valorx
Territory realignment: weeks of work
Forecast updates: click each opp
CPQ quotes: timeout errors on volume
Data cleanup: export → Excel → reimport
With Valorx
Reassign accounts and opps in one session
Update 500 forecast categories at once
Build 500-line quotes without lag
Find and fix issues in place
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
Soft gradient background fading from light gray to pale blue and white.

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.
Abstract purple outline of four connected circles inside a rounded square frame on a black background.
Abstract geometric logo featuring a circle above layered semicircles within a rounded square border.
Venn diagram with three overlapping purple circles on a black background.
Purple crescent shapes forming a circle on a black square background with rounded corners.
Purple outline icon of a briefcase inside a rounded square border on a black background.
Abstract black and purple geometric design with layered squares and rounded corners.
Green spreadsheet file icon representing an Excel document on a light background.
Abstract black and purple geometric design with layered squares and rounded corners.
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
Icon with three nested rectangles inside a rounded square outline, representing a scaling or resizing concept.
Microsoft Excel app icon with an overlapping white X on a green abstract background.
Purple geometric icon with three nested diamond shapes on a black background.
Three purple abstract human figures representing a group or team on a light background.
Icon with three stacked rounded rectangles in purple outline on a black background.
Abstract purple outline of four connected circles inside a rounded square frame on a black background.
Icon showing four interconnected circles forming a square with a horizontal line extending from the right circle.
Google Chrome web browser logo.
Salesforce logo with white text inside a blue cloud shape.
Abstract geometric design with multiple rounded squares outlined in purple on a black background.
Purple circular abstract icon with overlapping partial rings on a black square background with rounded corners.
Three overlapping purple circles forming a triangular Venn diagram on a black background.
Abstract geometric logo featuring a circle above layered semicircles within a rounded square border.