Reports you can fix, right where you read them

Find the problem in a grid, fix it in the cell, and save it straight to Salesforce.
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Sales dashboard showing company accounts with columns for account name, type, owner, employees, industry, revenue, and phone.
Reporting
USE CASES

What your Salesforce reporting has been missing

Reports show you problems but will not let you fix them. Wave does both in one view.
Excel-based Salesforce CPQ Quote Line Editor spreadsheet showing product codes, descriptions, quantities, pricing, discounts, net prices, and totals with a quote total of over $3.4 million.

Fix bad data the moment you find it

  • Every deal missing a next step
  • Type the fix in the cell
  • Save it straight to Salesforce
Excel spreadsheet titled Pricing Management for Salesforce with product pricing details across multiple currencies including USD, AUD, EUR, GBP, and NZD, showing product names, codes, and pricing methods with some cells highlighted in green.

Catch issues before leadership does

  • Overdue close dates flagged
  • Missing next steps in amber
  • Fix them before the review
Screenshot of Salesforce CPQ integration with Excel showing a Deal Pricing Estimator spreadsheet with sections for quote, partner, and account information, equipment summary, pricing details, and a bar chart of equipment summary.

Group and total like a report

  • Open pipeline grouped by region
  • A total on every group
  • Edit any deal in the same view
Excel spreadsheet showing Valorx Quote Line Editor with product list, quantities, unit prices, discounts, net prices, and totals for Bogan Inc.

Accounts and their deals together

  • Accounts with open pipeline
  • Open a row to see its deals
  • No tab-switching, no context lost
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.

Real results from enterprise teams   

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No limits

on rows or records

5-10 x

faster than export/import

0

stale Excel exports
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See what Valorx adds to Salesforce reporting

Everything you wish Salesforce reports could do.
Without Valorx
Reports are read-only
Matrix reports can't be edited
2,000 row display limit
No conditional formatting
With Valorx
Edit records directly from reports
Pivot-table views with inline editing
No row limits
Highlight trends and outliers visually
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Two ways to work, one goal: better reporting in Salesforce

Choose the interface that fits how your team analyzes data.

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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Real results with Valorx

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

Adobe Improves End-to-End Operational Efficiency in Salesforce

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Western Digital Unlocks Powerful Salesforce Forecasting Capabilities

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BP Oil & Gas Solves Complex Quoting inside Salesforce

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More success stories
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