Formula Editor

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The Formula Editor lets you create your own custom formulas for use in Workbench views. This replaces the calculations you’d normally build in a spreadsheet — using the same forecast fields available in the View Builder, combined with operators and functions.

Creating a new formula

Click the Formula button in the toolbar, then click New Formula.

Name and description

Give the formula a clear name that describes what it calculates (e.g., “Manager Quota Attainment”). The name appears as the column header when the formula is added to a view.

Primary forecasting type

Select the forecasting type this formula applies to. The formula will be available in views that use this forecasting type or a compatible one.

Return type

Choose the return type — Number, Currency, or Percent. For percent, the formula returns a decimal value (0.75 = 75%), so you don’t need to multiply by 100 in the expression.

Building the formula expression

Click the center button to start adding elements. There are four types of elements:

Fields

All the same fields available in the View Builder — forecast categories, owner-only values, team roll-up values, unadjusted values, custom forecasting data fields, and more. For example, you can reference “Owner Only — Closed Amount” or “Custom Fields — Owner Quota.”

Numbers

Static numeric values to use in calculations.

Operators

• Add (+)
• Subtract (−)
• Multiply (×)
• Divide (÷)
• Group — Parentheses for controlling order of operations.

Functions

• Min — Minimum of two values.
• Max — Maximum of two values.
• Round — Round to a specified number of decimal places.
• Absolute Value — Convert negative values to positive.

Example: Manager quota attainment

A formula that shows a manager’s personal attainment against their own quota (separate from their team’s roll-up):

1. Add Owner Only — Closed Amount as the numerator.
2. Add the Divide operator.
3. Add Custom Fields — Owner Quota as the denominator.
4. Set the return type to Percent.

This gives you a metric that’s difficult to produce directly in Salesforce — isolating a manager’s own deals and own quota from their team’s numbers.

Editing elements

Hover over any element in the formula to see controls for inserting elements before or after it, or deleting it. You can build up the formula incrementally, adding placeholders and then replacing them.

Using the formula in views

Once saved, the formula appears in your active formula list and is available as a field in the View Builder. Add it to any compatible view just like any other field.

What’s next

See History & Time-Based Data to learn how to combine formulas with time offsets for trend analysis.