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
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"))
&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"))
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 )
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 .



No comments:
Post a Comment