Manufacturing Cloud with Spreadsheet Power

Sales agreements, demand forecasts, and planned-vs-actual—all editable at scale. Get more from your Manufacturing Cloud investment with bulk editing that matches manufacturing complexity.

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.

Enhancing Salesforce for industry leaders

Forecasting

Demand forecasting

Edit forecasts in bulk inside Salesforce, or build sophisticated models in Excel with live data sync. No more export-edit-import cycles.

Bulk forecast editing across accounts

Load forecasts for 100 accounts into a single grid—filter by region, product family, or time period. Edit directly in Salesforce.

Multi-dimensional forecast views

One grid with all dimensions visible—group by region, then product family, then account. Expandable/collapsible groups with subtotals.

Excel forecasting models with live data

Pull live forecast data, run your calculations with full Excel formula power, and push adjustments back to Salesforce.

Collaborative forecast adjustments

Work from the same Salesforce data—no versions, no exports. Account managers, regional managers, and ops all edit their respective columns.

Agreements

Sales agreement management

Valorx gives you a portfolio view: see all agreements, track planned-vs-actual, and update terms without clicking into each record.

Sales agreement portfolio view

Filter by account, product family, or agreement status. Conditional formatting shows on-track, at-risk, and non-compliant agreements at a glance.

Bulk agreement term updates

Filter by product family, select affected agreements, apply changes in bulk. Update pricing, quantities, or schedules across 20+ agreements at once.

Planned-vs-actual tracking at scale

Identify which customers are under-ordering, which are over their commitments, and where you need conversations—all in one view.

Bulk agreement renewals

Pull all agreements expiring in the next 90 days, review performance metrics, and apply renewal terms in bulk.

Targets

Target distribution

Valorx gives you a single view to distribute, adjust, and track performance against targets at every level of your organization.

Bulk target distribution

Load all account managers into a grid, distribute targets based on territory, account base, or historical performance. Group by region with percentage allocation.

Real-time target attainment tracking

See where every account manager stands against their target—with live data from Manufacturing Cloud. Conditional formatting shows on-track, at-risk, and behind.

Quarterly target adjustments

Mid-year adjustments? Update targets across your entire sales organization in one operation. Reallocate between territories or product lines.

Target modeling in Excel

Use Fusion to build target allocation models in Excel. Test different distribution scenarios, then push approved targets back to Salesforce.

Partners

Partner network management

Manufacturers rely on distributors, dealers, and channel partners. Valorx helps you manage partner forecasts, inventory allocations, and performance across hundreds of partners.

Partner forecast consolidation

View all partner-submitted forecasts in one grid, compare against historical performance, identify outliers. Grouped by region with rollup totals.

Partner performance tracking

Track partner performance across your network—sales volume, agreement compliance, forecast accuracy. Make data-driven decisions about partner tiering.

Inventory allocation across partners

Load available inventory, view partner demand and performance scores, allocate quantities in bulk. Summary showing total available vs. allocated.

Partner forecast analysis in Excel

Use Fusion to analyze partner forecast patterns in Excel. Apply reliability adjustments, compare against historical accuracy, and sync adjusted forecasts back.

Rebates

Rebate processing

Valorx keeps the calculation power of Excel while maintaining the Salesforce connection. Process rebates without the spreadsheet nightmare.

Bulk rebate calculations

Pull transaction data into Excel, apply your rebate formulas—tiered percentages, volume bonuses, promotional multipliers. Complex calculations with live data.

Rebate program management

View & update all rebate programs in one grid—program terms, eligibility criteria, current enrollment, payout status. Active and expired programs at a glance.

Tiered rebate modeling

Model different rebate tiers and thresholds in Excel. Test "what-if" scenarios for new programs. Push approved structures back to Salesforce.

Rebate accrual tracking

Track accrued vs. paid rebates across all partners. Identify discrepancies, manage accrual adjustments, and process payouts in bulk.

Warranty

Warranty claims management

Valorx gives you the bulk processing power to handle warranty operations at scale—review, approve, and analyze claims efficiently.

Bulk warranty claim processing

Load all pending warranty claims into one grid. Filter by product, failure type, or claim amount. Review and approve claims in bulk—34 claims processed in one action.

Claim triage and prioritization

Sort claims by value, age, or priority. Conditional formatting highlights high-value claims, aging claims, and repeat failure patterns.

Service parts forecasting

Analyze warranty claim patterns to forecast service parts demand. Identify failure trends by product and age, project future parts requirements.

Warranty cost analysis

Use Fusion to analyze warranty costs by product line, region, or failure type. Build trend reports and identify cost reduction opportunities.

See how fast Salesforce
can actually feel.

If you can do it in spreadsheet,
you can do it in Valorx.

<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 manufacturing

Valorx works across manufacturing verticals using Salesforce

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Discrete Manufacturing

Automotive, aerospace, electronics, machinery. Complex BOMs, long-term contracts, multi-tier supplier networks.

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Process Manufacturing

Chemicals, pharmaceuticals, food & beverage. Batch production, yield tracking, compliance requirements.

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Industrial Equipment

Heavy machinery, construction equipment. Long sales cycles, service contracts, parts business.

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High-Tech & Electronics

Semiconductors, components, consumer electronics. Rapid product cycles, demand volatility.

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 Manufacturing Cloud

Get more from your Manufacturing Cloud investment with solutions built specifically for manufacturing-scale operations.

Without Valorx

Forecast updates require clicking into each account record

Sales agreement compliance tracked one agreement at a time

Complex forecasting requires export to Excel

Sales and operations working from different spreadsheet versions

With Valorx

Update forecasts across 100+ accounts in one grid

Portfolio view of all agreements with variance tracking

Excel forecasting models with live Salesforce connection

Single source of truth with collaborative editing

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Eric Winston

Service Supervisor

Book a demo

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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.