Manage Revenue Cloud with Spreadsheet Ease

Spreadsheet interface for CPQ. Model pricing. Run what-ifs. Forecast with live Salesforce data. Handle 2,000+ quote lines without timeouts.
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CPQ
Forecasting
Contracts
Subscriptions
Orders
Fulfillment
CPQ

CPQ & quoting

Configure, price, and quote without leaving your spreadsheet. Filter, sort, copy-paste, and bulk edit across your entire quote in seconds.

High-volume quote management

Load 2,000+ quote lines into a single view. No timeouts, no loading spinners. Filter, sort, and bulk edit across your entire quote in seconds.

Engineer-to-order quoting

Build unique quotes with advanced pricing logic beyond standard configuration rules. Use Excel's full formula power for bespoke calculations.

Role-based views

Coordinate quoting work across teams. Sales sees products and discounts. Finance sees margins and approvals. Everyone works from the same data.

Professional services quoting

Quote complex services with resource allocation, custom rates, and location uplifts. Services quotes don't fit CPQ—use Excel's flexibility with Fusion.
Forecasting

Revenue forecasting

Valorx connects your forecasting models to live Salesforce data, so your projections stay accurate as deals progress.

Pipeline & revenue forecasting

Build rolling forecasts in Excel with live pipeline data. Model scenarios across win rates, timing, and deal values. Always connected to your CRM.

What-if pricing scenarios

Run parallel pricing calculations to compare discount levels, bundle combinations, or margin targets. See revenue and margin impact side-by-side.

Subscription & ARR forecasting

Forecast recurring revenue across your subscription base. Model renewal rates, churn scenarios, and expansion revenue with 12-month projections.

Quota attainment modeling

Track pipeline coverage against quotas in real time. Conditional formatting shows on-track, at-risk, and behind reps at a glance.
Contracts

Contracts & renewals

Valorx gives you bulk operations across your entire contract portfolio. Process renewals and amendments without clicking through each record.

Bulk renewal processing

View all upcoming renewals in a single grid, apply price increases across multiple contracts, and generate renewal quotes without clicking through each record.

Contract amendments

View all active contracts, identify amendment candidates, and process changes in bulk. Track original value, amendments, and current value in one view.

Renewal pipeline visibility

See your entire renewal pipeline by end date, value, and status. Conditional formatting highlights at-risk renewals needing attention.

Renewal analysis in Excel

Pull contract data into Excel for renewal analysis. Model different price increase scenarios, calculate revenue impact, push approved changes back.
Subscriptions

Subscription management

View all active subscriptions, track entitlements, identify upsell opportunities, and manage your recurring revenue at scale.

Subscription portfolio view

View all subscriptions with MRR, start/end dates, and usage percentage. Conditional formatting highlights upsell opportunities and at-risk accounts.

Usage-based tracking

Track usage across your subscription base. Identify customers approaching limits, flag expansion opportunities, and manage overages in bulk.

Churn risk analysis

Identify at-risk subscriptions based on usage patterns, support tickets, and engagement. Prioritize retention efforts with data-driven insights.

Expansion revenue modeling

Model expansion scenarios in Excel. Calculate upsell potential across your base, prioritize targets, and track expansion pipeline with live data.
Orders

Order management

Valorx gives you bulk update capabilities across your entire order management workflow. Get visibility across hundreds of orders.

Bulk quote-to-order conversion

View all won quotes, select multiple, and convert to orders in one action. No more clicking through each quote record individually.

Order line management at scale

Load entire orders into a grid view, edit quantities and delivery dates in bulk, update fulfillment status across line items.

Order modifications and amendments

Filter your order base to find modification candidates, apply changes across multiple orders, and track amendment history from the grid.

Order analytics in Excel

Pull order data into Excel for analysis. Build order trends, fulfillment metrics, and revenue recognition reports with live Salesforce connection.
Fulfillment

Fulfillment tracking

Filter by status, identify delayed shipments, update tracking information in bulk. Manage partial fulfillment and split shipments from a single grid.

Fulfillment status tracking

View all orders with fulfillment status, ship dates, and carriers. Conditional formatting shows shipped, in progress, and delayed orders at a glance.

Bulk tracking updates

Update tracking numbers, carriers, and ship dates across multiple orders in one action. No more clicking into each order record.

Split shipments and partial fulfillment

Manage partial fulfillment, split shipments across locations, and track what's delivered versus outstanding—all from a single grid.

Delivery exception handling

Filter for delayed or failed deliveries, update status in bulk, and trigger follow-up actions. Resolve fulfillment issues at scale.

How fast Salesforce can actually feel.

If you can do it in spreadsheet,
you can do it in Valorx.
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<00 days

to production

00x

faster revenue forecasting in Salesforce

1000+

quotes updated in one go
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Built for every team that works with revenue

Industries that need revenue visibility across its accounts, opportunities, customers in one view.
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Technology & SaaS

Subscription renewals, usage-based pricing, ARR forecasting. Multi-year ramp deals with hundreds of line items.
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Financial Services

Complex product bundles, compliance tracking, multi-year deals. Offline modeling for regulated products.
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Professional Services

Resource-based quoting, utilization tracking, project pricing. Excel's formula flexibility for services quotes.
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Manufacturing

High-volume quotes, BOM complexity, pricebook maintenance. Annual price updates across 10,000+ entries.

Work in Salesforce like you work in a spreadsheet.

Wave

A spreadsheet interface built inside Salesforce.
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Fusion

Your Salesforce data, live in Excel and Google Sheets.
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See what Valorx adds to Salesforce Revenue Cloud

Get more from your Salesforce investment with solutions built specifically to fix Revenue Cloud limitations.
Without Valorx
Limited to a couple thousand quote lines before timeouts
Slow user adoption due to unfamiliar interface
Forecasts built from exported, stale data
Pricing scenarios one at a time—slow, manual
With Valorx
 10,000+ quote lines in Excel—no timeouts, no limits
Excel and grid interface your team already knows
Forecasts connected to live Salesforce data
Parallel what-if scenarios in seconds
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Eric Winston
Service Supervisor
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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.
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Eric Winston
Service Supervisor
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