Saved & Shared Views
How to save Workbench views and share them with individuals, groups, or roles in your Salesforce org.
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Workbench Overview
An introduction to the RevWorks Workbench — your configurable analytics workspace for inspecting, analyzing, and exporting forecast data.
Forecast Deep Dive
How to drill into forecast data in the Workbench — AI insights, category breakdowns, trends, adjustments, and submission history.
Drill-Down Opportunity Lists
How to drill down from forecast data to the underlying opportunities — inline editing, change indicators, activity tracking, and flow analysis.
Opportunity Detail Panel
How to use the opportunity side panel to view AI insights, deal history, activity timeline, sales methodology, and product details.
