Add Color to Your Reports

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:

Red/Yellow/Green Traffic Light files


Formula used in this how-to

IMAGE(IF(CloseDate - TODAY() >= 30,"GREEN_URL",

IF(CloseDate - TODAY() >= 15,"YELLOW_URL",

IF(CloseDate - TODAY() >= 0,"RED_URL",

"RED_URL"))),"Status")

Alternate formula to clear ‘traffic light’ when opportunity is 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")))


How-To on creating an Einstein Analytics Salesforce instance


December 20, 2020 - Update: Thank you to @davidpcarnes3 for suggesting the following resource of Sample Image Link Formulas!

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