Presenting Account Revenue indicators using custom images and formula field

Increasingly on the web, we find sites that are using images of gold or silver stars to provide reviews and to rank the quality or usefulness of various products and services.

It has become universally accepted that one or no star equates to something very poor and five stars is seen to be excellent. By building an incremental number of images, we can create an associated image list of say one to five that conveys a rating and ranking factor.

For this recipe, we are using a dollar image that will be repeated depending on the value of the Account Revenue amount to show revenue graphically.

The dollar image we are using is a custom image and is not provided by the Salesforce CRM application.

Using the value entered in the standard field Account Revenue, we will create a custom formula field to build a set of images, from one to five, whenever the Account Revenue amount meets a certain threshold criteria.

The thresholds that will formulate are:

• Greater than (or equal to) $100,000 = one dollar image
• Greater than (or equal to) $500,000 = two dollar images
• Greater than (or equal to) $1 million = three dollar images
• Greater than (or equal to) $2 million = four dollar images
• Greater than (or equal to) $5 million = five dollar images

Amounts less than $100,000 will have no images displayed.