Using Custom Data in Workbench

Last updated April 18, 2026

Once you’ve loaded values into your forecasting custom data fields, you can pull them into Workbench views — either as standalone columns or as inputs to calculated formulas. This lets you build views that combine forecast data with custom benchmarks, quotas, or targets.

Add custom data fields to a view

To display a custom data field as a column in your Workbench view:

  1. Open the view you want to modify and click Edit.
  2. Go to the Fields section.
  3. Under your forecasting type (for example, Opportunity Revenue), expand Custom Fields.
  4. Select the custom data field you want to add (for example, Owner Quota).
  5. Save the view.

The custom data values now appear as a column in your view, alongside your standard forecast fields.

TIP

You can also add owner-level forecast fields (like Commit Forecast — Owner Only) to see a manager’s personal deals separate from their team totals. This pairs well with custom data fields for individual performance tracking.

Build formulas with custom data

Custom data fields can be used as inputs in Workbench formulas. This is where custom data becomes most useful — you can calculate attainment, variance, or any ratio that combines forecast data with your custom values.

Example: Owner forecast attainment

This formula calculates the percentage of an owner’s personal quota covered by their committed deals:

  1. Open the Formula Library from the Workbench toolbar.
  2. Click Add New Formula.
  3. Enter a name — for example, “Owner Forecast Attainment”.
  4. Add a description — for example, “Commit forecast of owner-only deals compared to owner quota”.
  5. Set the Primary Forecasting Type (for example, Opportunity Revenue).
  6. Set the Return Type to Percentage.
  7. Build the formula expression:
    • Numerator: select the Commit Forecast (Owner Only) field.
    • Operator: Divide.
    • Denominator: under Custom Fields, select Owner Quota.
  8. Save the formula.

The formula is now available in the Formula Library and can be added to any view.

NOTE

Percentage formulas return a decimal value. The system handles the conversion — you do not need to multiply by 100.

Add the formula to a view

  1. Edit your view and go to Fields.
  2. Find your formula in the list and add it.
  3. Save the view.

The calculated values appear alongside your other columns. In the owner attainment example, you’d see each manager’s personal commit forecast as a percentage of their individual quota.

What’s next

Explore the Workbench documentation for more on building views, and the Quota Manager documentation for managing the data that feeds into these calculations.