The forecast view your spreadsheet was trying to be.
Where RevOps builds the forecast views the team actually uses—and where leadership consumes them. Configurable, real-time, drillable. All inside Salesforce.
From two-hour Excel prep to ten-minute call prep.
Configurable views
Build once, share with everyone, see from rep to board. No more separate reports for every audience.
Trend and history
How the forecast has changed over 30, 60, 90 days—without rebuilding the analysis every quarter.
Deal-level drill-down
Click any number to see the deals underneath. Rollup to opportunity in one click.
Build the forecast view your team needs.
Any period. Any field. Your entire hierarchy.
Mix months, quarters, and years in a single view — blend period types however your team thinks about the forecast. Choose from dozens of fields spanning quotas, submissions, adjustments, custom data, and time-offset comparisons. The full role hierarchy is always there, drillable from org to rep to deal. Save views, share them across the team, export to spreadsheet, or let AI analyze the entire view for patterns and risks.
| Opportunity Revenue | April FY 2026 | FQ2 FY 2026 | ||||||
|---|---|---|---|---|---|---|---|---|
| Attain. | Quota | Closed | Commit | Attain. | Quota | Closed | Commit | |
| ▾ Guy Smiley VP Sales | 52% | $5.0M | $2.58M | $9.96M | 17% | $15.0M | $2.58M | $11.0M |
| ▾ Jamie Lee Direct Sales | 47% | $5.0M | $2.37M | $6.22M | 16% | $15.0M | $2.37M | $7.27M |
| ▸ Alex Johnson South | 0% | $2.0M | $0.0 | $0.0 | 0% | $6.0M | $0.0 | $1.71M |
| ▸ Avery Moore East | 473% | $0.5M | $2.37M | $2.37M | 158% | $1.5M | $2.37M | $6.29M |
| ▸ Rowan Adams North | 0% | $2.0M | $0.0 | $0.0 | 0% | $6.0M | $0.0 | $2.58M |
| ▸ Amelia Nash International | 0% | $0.1M | $0.0 | $0.0 | 0% | $0.3M | $0.0 | $0.0 |
30+ prebuilt formulas. Build your own.
Pipeline coverage, weighted pipeline, conversion rates, gap-to-quota—ready to add with one click. Need something custom? The formula builder lets you create any metric from Salesforce fields. Formulas live in the view, not in spreadsheets.
How the forecast has moved over 30, 60, 90 days.
No more rebuilding period-over-period analysis from snapshots. The Trend tab is always there, always current, always drillable to the deals that drove the change. See submission history, adjustments, and time-offset comparisons in a single view.
| Date | Closed Won | Adj. Commit | Unadj. Commit |
|---|---|---|---|
| Apr 20, 2026 | $605,026 | $1,919,892 | $1,919,892 |
| Apr 19, 2026 | $593,526 | $1,888,392 | $1,888,392 |
| Apr 18, 2026 | $593,526 | $1,888,392 | $1,888,392 |
| Apr 17, 2026 | $496,496 | $1,782,595 | $1,782,595 |
Click any number. See the deals.
From org to region to rep to individual deal—without leaving the view. See stage history, push history, activity timeline, and methodology stoplight for every opportunity. Numbers stop being abstractions and start being deals.
AI that reads the whole view — not just one deal.
Six AI capabilities surface directly in Workbench — from view-level analysis to deal-level coaching. Same Salesforce-native foundation, full object-model context. For the architecture behind it, see Akoonu AI.
View Insights
Analyze your entire Workbench view in one click. Surface patterns, risks, and opportunities across the full forecast — like a report analyst that reads every number on the screen.
Forecast Insights
AI-generated analysis of forecast movement — what changed, why it changed, and what it means for the commit.
Opportunity Insights
Deal-level risk signals and next-step recommendations surfaced in the drill-down. No context switching to get the full picture.
Sales Methodology
Methodology stoplight and AI-suggested field values appear in every opportunity drill-down — activity-based, one-click confirmation.
Deal Reviews
Structured AI-generated deal review covering risks, strengths, next steps, and competitive positioning — available for any deal in the view.
Submission Digests
AI-generated summary of what changed in each forecast submission — the key movements, notable calls, and risks worth discussing before the next review.
Where the forecast view becomes the meeting.
Rev call prep. Open the saved Workbench view. The forecast is already built. Spend the time on the conversation, not the compilation.
Manager review. Compare adjustments to subordinate rollup. Know who's sandbagging, who's stretching, where the real number lands.
Build the QBR from saved Workbench views. The Trend tab tells the quarter's story. Period comparisons are already there.
Every question you have about your pipeline: What opportunity values changed since last week? Which opportunities slipped out or moved in? Value of new deals entering my pipeline? All that information and more is front and center on intuitive configurable views.
I'd recommend it if you are creating any dashboards today for your Management Team to use for Weekly Forecast Reviews or 1:1s. It's very highly configurable and easy to use.
Workbench connects everything.
The single view where pipeline, forecasting, scenarios, and quotas come together. Every number traces back to live Salesforce data—same hierarchy, same fields, same source of truth your team already works in.
See Workbench in action.
Part of RevWorks Basic and RevWorks AI. Built for RevOps, used by everyone.
