Workbench
Guides and documentation for Workbench.
Workbench Overview
Video
An introduction to the RevWorks Workbench — your configurable analytics workspace for inspecting, analyzing, and exporting forecast data.Forecast Deep Dive
Video
How to drill into forecast data in the Workbench — AI insights, category breakdowns, trends, adjustments, and submission history.Drill-Down Opportunity Lists
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How to drill down from forecast data to the underlying opportunities — inline editing, change indicators, activity tracking, and flow analysis.Opportunity Detail Panel
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How to use the opportunity side panel to view AI insights, deal history, activity timeline, sales methodology, and product details.Exporting From a View
Video
How to export forecast data from a Workbench view — top level, direct reports, or full hierarchy — as a CSV file.AI View Insights
Video
How to generate AI-powered insights from your Workbench view data — scoped to top level, direct reports, or the full team.View Builder
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How to create and edit Workbench views — selecting forecasting types, configuring periods and fields, and saving views.View Builder: Periods
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How to configure which periods appear in a Workbench view — presets, custom selections, and mixing months, quarters, and years.View Builder: Fields
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The full range of fields available in Workbench views — forecast categories, custom data, unadjusted values, comparisons, formulas, and time offsets.Layout Options & Indicators
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How to configure Workbench view layouts — standard vs. stacked, total columns, grouping display — and visual indicators like progress bars, change markers, and coverage ratios.Saved & Shared Views
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How to save Workbench views and share them with individuals, groups, or roles in your Salesforce org.Formula Library
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How to use the prebuilt formula library in Workbench — adding, reviewing, and customizing formula fields for your views.Formula Editor
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How to create custom formulas in Workbench — using forecast fields, operators, functions, and custom data to build calculations.History & Time-Based Data
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How to view historical forecast data in Workbench — the as-of date feature, time-offset fields, and using time offsets in formulas for trend analysis.