Add status red/yellow/green “traffic light” images to a Salesforce report via a formula field. This gives you a glimpse as to which opportunities are coming due, are past due, or are closing out at some point in the future.
Here are the resources referenced in this how-to:
Formula
IMAGE(IF(CloseDate - TODAY() >= 30,"GREEN_URL",
IF(CloseDate - TODAY() >= 15,"YELLOW_URL",
IF(CloseDate - TODAY() >= 0,"RED_URL",
"RED_URL"))),"Status")Alternate Formula (clears when closed)
IF(IsClosed, "",
(IMAGE( IF(CloseDate - TODAY() >= 30,"GREEN_URL",
IF(CloseDate - TODAY() >= 15,"YELLOW_URL",
IF(CloseDate - TODAY() >= 0,"RED_URL", "RED_URL"))),"Status")))Related: How-To on creating an Einstein Analytics Salesforce instance
December 20, 2020 – Update: Thank you to @davidpcarnes3 for suggesting Sample Image Link Formulas!
