The AppGrid Pivot View
Pivot your data in real time
Pivot View turns rows of Salesforce records into dynamic cross-tabs — compare metrics across categories without exporting to Excel or external BI.
Build cross-tabs visually
Drag fields into rows, columns and values to reshape your data into a pivot table — no formulas and no setup.
Compare metrics at a glance
Summarize counts, sums and averages across every category and instantly spot trends and outliers in your pipeline.
Slice with filters
Layer filters and saved queries over your pivot to focus on the exact segment of records you care about.
One grid, every perspective
Eight powerful views of your data
Switch instantly between purpose-built views designed for query-intensive, analytical and operational workflows.
List view
Packed with powerful query, filtering and personalization. Load 100k+ records without pagination and see main and related data on one screen.
Group view
Group and aggregate data by multiple columns — sales managers’ new best friend.
Pivot view
Dynamic visualization to analyze trends and compare metrics across categories. No Excel or external analytics needed.
Time series view
Excel-like view ideal for budgets and forecasts. Import wizard migrates Excel data straight to Salesforce.
Tree grid view
Optimized for hierarchical data like Bills of Materials or product catalogs.
Kanban view
Ideal for data that transitions through stages like Opportunities or Cases.
Approval view
Optimized for viewing and managing approvals across your teams.
Audit view
Admin view that audits user permissions and creates permission sets.
Built for power users
A rich feature set, out of the box
Everything you’d build with costly custom development — wizards, automation, and productivity tools ready to use.
Single-page design eliminates page navigation
Fullscreen mode for more room to visualize data
Query 100k+ records without pagination — no DML limits
Mass edit thousands of records at once
Excel-like grid for budgets & forecasts with import wizard
Analytics view — dynamic pivoting & grouping with aggregations
Approval view for sales & support managers
Dynamic enterprise charting — no data cubes required
Graphical query builder with optional sub-queries
Filter wizard for multi-column filters
Row & column format wizard for dynamic styles
Column manager wizard for list, group & pivot views
Drill up / drill down across related records
Display parent field data without formula fields
Calculated columns wizard for non-bound formulas
Lead conversion wizard with fuzzy matching
Change owner wizard with bulk conversions
Row & column pinning
Undo / redo & quick find
Team Sharing for collaborative views & queries
Quick actions on selected records
Execute Salesforce Flows from the grid
Import / export to Excel & CSV
Interactive dashboards
Grid API for LWC integration
Why AppGrid
The smarter way to build on Salesforce
Far less expensive
Significantly cheaper than in-house development — without compromising on capability.
Higher user adoption
Designed to increase adoption and satisfaction with extensive personalization features.
More productivity
Highly optimized views eliminate page navigation and cut through un-needed data.
Faster onboarding
Onboard new users quickly, without extensive training or steep learning curves.
Deploy in days
Stand up new applications in days, not months — and iterate just as fast.
Beyond custom dev
AppGrid’s rich feature set far exceeds what custom development can deliver.
Ready to pivot your Salesforce data?
See Pivot View in action with a personalized demo for your team.
Book a Demo