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

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.

How is GridMate priced?

GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite - including all 30+ components.GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite, including all 30+ components.

  • $15 per user/month when billed monthly
  • $180 per user/year when billed annually

This pricing covers everything - no add-ons, feature gating, or hidden tiers.

Discounted Tier

We offer a 50% discount (for up to 10 licenses) to:

  • Eligible Non-Profit Organizations
  • Certified Salesforce Consulting Partners

Large volume

We offer tailored pricing for:

  • Organizations with a large number of users
  • Experience Cloud login-based license models
  • Multi-org Salesforce environments

Contact us to explore volume discounts or discounted tier eligibility.

How frequently is GridMate updated?

GridMate is actively maintained and regularly improved based on customer feedback and evolving platform standards. We release updates on a biannual basis, with targeted interim patches to address critical enhancements or fixes. Release notes are shared through our documentation portal to keep users informed of new features and changes.

Who can partner with GridMate?

We team up with leading Salesforce implementers and consultants to supercharge the delivery of clean, intuitive user experiences.

And we join forces with fellow ISVs to create smarter, sharper, more powerful Salesforce solutions. So your customers don’t just get more tools - they get more done.

Does GridMate support inline editing for multiple record types?

Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.

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questions?

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