Friday, July 18, 2014

Google Charts

By using simple formulas sales people easily track their business. Here are some examples 
1. Sales History :
Create two rollup summary Sold 2011, Sold 2012 fields on Account

Finally create a Sales History image formula 

if(max(Sold_2011__c,Sold_2012__c)>0, image("http://chart.apis.google.com/chart?cht=bvs&chf=bg,s,ffffff&chco=236FBD&chd=t:" 
&text( Sold_2011__c/max(Sold_2011__c,Sold_2012__c)*100 )&"," 
&text( Sold_2012__c/max(Sold_2011__c,Sold_2012__c)*100 )&"&chs=200x80&chl=2011|2012","history"), image("http://chart.apis.google.com/chart?cht=bvs&chf=bg,s,ffffff&chco=236FBD&chd=t:0,0,0,0&chs=200x80&chl=2011|2012","history"))

2. Sales vs Target:
Create "Sales Target This Year" currency field on Account , and create below formula field 

IF( Sales_target_this_year__c <> 0, image("http://chart.apis.google.com/chart?cht=gom&chd=t:"&TEXT(100 * Sold_2012__c / Sales_target_this_year__c )&"&chs=200x75&chco=CCCCCC,236FBD&chl=","Sales vs target"), 
image("http://chart.apis.google.com/chart?cht=gom&chco=CCCCCC,236FBD&chd=t:"&TEXT(0 )&"&chs=200x75&chl=","Sales vs target"))

3. Last Touch:
Create "Days since last update or Activity" formula 
if (today() - LastActivityDate >=0, 
min(today() - LastActivityDate , now() - LastModifiedDate ),now() - LastModifiedDate )

and create Last Touch image formula
image("http://chart.apis.google.com/chart?cht=gom&chd=t:"&TEXT(100- Days_since_last_update_or_activity__c )&"&chs=200x75&chco=cccccc,236FBD&chxt=x,y&chxl=0:||1:|old|recent","Last touch")

Now finally add above 3 image formulas on Account Page Layout in a section .







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