Wave Matrix for Salesforce Forecasting
Forecast every product by day, week, month, quarter or year, on one editable screen. Save once and Salesforce is updated.
Trusted by teams that live in Salesforce
They edit their Salesforce data where it sits, not in exported files.
HOW IT WORKS
How a Wave Matrix is built
Pick the objects, anchor the rows, choose the timeline.
One object, every period on one screen
A single-object matrix turns records like product schedules into rows, with days, weeks, months, quarters or years across.
Accounts, agreements and products in one grid
A multi-object matrix joins up to three related objects, so every row carries the account, the agreement and the product.
Anchor fields to triangulate the forecast
Anchor rows on account, category and product. Each forecast sits where they meet, next to the manager's adjustment, so you can check it from every side.
Days, weeks, months, quarters or years
Switch the timeline in one click and every total rolls up, on your fiscal or calendar year.
FORECASTING
Forecasting with Wave Matrix
From account plans to revenue schedules, planned where the data lives.
Account-based forecasting
Forecast, actuals and backlog for every product of an account, period by period.
Get Demo
Pick the measures you plan with
Show or hide forecast, actuals, price, discount, backlog and upside from one list.
Get Demo
Change a total, Wave spreads it
Edit a combined number and Wave spreads it across the records beneath it, by weight or evenly. One save updates them all.
Get Demo
Open the record behind any number
The detail view shows the schedule behind a cell, ready to edit in place.
Get Demo
Plan on your own calendar
Straight-line or rolling timelines on your fiscal or calendar year, from exact dates to years.
Get Demo
CMC forecasts in Salesforce, not spreadsheets
Read the CMC story
75%
less time on the monthly forecast cycle
10x
faster forecast updates in Salesforce
3
objects joined in one matrix
What changes when you add Valorx to Salesforce
Salesforce stores the forecast. Valorx is where you plan it.
Without Valorx
One product's schedule at a time
Forecasts rebuilt in spreadsheets every month
Reports you can read but not edit
One row per period, no week, quarter or year view
With Valorx
Every product and period on one screen
Plan in Salesforce, nothing exported
Edit numbers where you see them, save once
Days to years in one click
Two ways to work, one goal: better data in Salesforce
Choose the interface that fits how your team works.
