Pivot Grid

Pivot deeper. Analyze smarter.

Surface deeper insights and slice your Salesforce data from every angle with the Pivot Grid. Go beyond rigid reports and tap into true, flexible data exploration. Summarize key values, spot patterns, and make data-driven decisions faster - without writing a single line of code. Analyze your records with precision, right where your users work.

Explore more. Discover faster.

Data management and visualization

Your Salesforce pivot table, reimagined.

Unlock interactive, no-code pivot capabilities that feel familiar and work instantly.

  • Inline editing: Update values directly within the grid - no need to switch views or open modals.
  • Record management built-in: Create, clone, and manage records from the same interface.
  • Flexible filters: Filter by any field or apply saved filters to focus only on what matters.
  • Import/export made easy: Move data in and out of your pivot view with just a few clicks.
Aggregations and custom configurations

Aggregations with clarity. Configurations with control.

Dig into totals, averages, counts, and more - without predefined constraints.

  • Multi-level aggregations: View metrics like max, min, average, and sum across categories.
  • X & Y axis configuration: Customize the X axis, Y axis and value columns to organize your data just the way you need.
  • Conditional formatting: Highlight trends and outliers with rule-based cell coloring.
  • Config Wizard: Easily control sort order, aggregation logic, and visual behavior without code.

See the Pivot Grid
in action!

AppExchange
5 Star Rating

See how teams decide faster and act sooner with GridMate’s Pivot Grid.

Make the leap from standard to standout.

See how GridMate’s Pivot Grid builds on the foundations of Salesforce’s pivot capabilities - delivering deeper interactivity, smarter workflows, and more control.

X & Y axis configuration
Filter, sort, and group data
Summarize and analyze trends
Create custom reports (no SQL)
Inline editing
Create / clone records
Import / export
Conditional cell coloring
Configurable sort, order, aggregation
Limited
✓ (via Config Wizard)

Frequently Asked Questions

Is there a partner agreement?

Yes, it’s a straightforward agreement that outlines the roles, expectations, and rewards of our affiliate partnership. It helps keep everything clear and aligned, while protecting everyone’s interests.

How do I contact GridMate support?

You can reach out to us via email at support@gridmate.io.

For any technical assistance, please grant access to your Salesforce organization and share the following:

  • The Salesforce Organization ID (Org ID)
  • The page link(s) related to the issue
  • The steps to reproduce the issue

Does GridMate support Salesforce Classic?

Yes. GridMate has been successfully deployed on Salesforce Classic. See below:

Step-by-step guide available here.

Can I use GridMate internally at a discounted rate?

Yes. We offer discounted internal licenses to partners for hands-on use and demos.

How do partner rewards work?

Partners who refer or sell GridMate earn a predefined percentage of the deal value. It’s simple, transparent, and rewarding.

Got any more
questions?

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