History & Time-Based Data

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Workbench provides three ways to work with time-based forecast data: viewing an entire view as of a past date, adding time-offset fields to show historical values alongside current ones, and using those offsets in formulas for automated trend calculations.

View as of a past date

Click the calendar button in the toolbar to change the as-of date for the entire view. Select a date — for example, 7 days ago — and the view redraws showing the data as it existed at that point in time.

This applies to every field and every user in the view. Click the calendar button again and reset to the current date to return to the live data.

This is useful for quick comparisons — checking what the forecast looked like before a particular event, meeting, or submission.

Time-offset fields

Instead of changing the entire view, you can add individual fields that show historical values alongside current ones.

In the View Builder, click on any field in the Selected Fields list and set the Time Offset to 7, 14, 30, 60, or 90 days ago. That field will then display the value from that many days in the past.

For example, you can have “Commit Forecast” showing the current value next to “Commit Forecast (7 days ago)” showing last week’s value. This makes changes immediately visible without switching views or dates.

Time offsets in formulas

The most powerful use of time-based data is combining time offsets with custom formulas. For example, a 7-Day Commit Change formula:

(Commit Forecast − Commit Forecast [7 days ago]) ÷ Commit Forecast [7 days ago]

This returns the percent change in the commit forecast over the last seven days, calculated automatically for every user in the hierarchy.

Add this formula as a field in your view, and you can instantly see who had the biggest forecast movement — positive or negative — over the past week.

Putting it together

Combining all three approaches gives you a comprehensive time-based analysis:

1. As-of date — Quick spot checks: “What did this look like last Friday?”
2. Time-offset fields — Persistent side-by-side comparison: current value next to the value from 7 or 30 days ago.
3. Formula with offsets — Automated trend metrics: percent change, absolute change, or any calculation comparing current to historical values.

This replaces the manual trend analysis that’s typically done by exporting data to a spreadsheet week after week and building comparison columns by hand.

What’s next

For more on building custom formulas, see Formula Editor. To learn about the AI analysis that can surface trends automatically, see AI View Insights.