This product was a great documentation tool to install and keep all my data, forecasts, and information on X Author. I am able to review and update Excel instead of opening a new program. I believe it syncs with Salesforce and pulls data from it, but the modification would be on Excel. My team can customize a template to update records each month and lock in our data before our deadline. Review collected by and hosted on G2.com.

Because I have a lot of data, it can take a while to load, and at times my Excel has froze. It is essential to continue to save my work before all is lost. Instead of Saving from under the File tab, there is a separate Save button to ensure the records are uploaded and locked. There are also a lot of validation errors on the sheet so we need to make sure all information is correct otherwise my forecasts wouldn't be successfully saved. Review collected by and hosted on G2.com.