Formula to show Health of opportunity based on 2 status columns and due date

Theresa Bruns

I'm trying to write a formula that will change the Health column to B, G, Y, R depending on status of 2 columns and the due date.

When the OPP STATUS is Closed/Won, the SETUP STATUS and the START DATE will determine the color indicating the health of the opportunity.

I am grateful for all of the help I have received from this forum. Thank you!

Andrée Starå

Hi @Theresa Bruns

I hope you're well and safe!

Try something like this.

=IF(OR([OPP STATUS]@row = "", [SETUP STATUS]@row = "", [START DATE]@row = ""), "", 
IF([OPP STATUS]@row <> "Closed/Won", "", 
IF([SETUP STATUS]@row = "Complete", "Blue", 
IF([START DATE]@row >= TODAY(20), "Green", 
IF([START DATE]@row < TODAY(18), "Red", 
IF([START DATE]@row < TODAY(20), "Yellow")))))) 

(I've assumed that you wanted it to show Green when the Start Date is 20 or more days out)

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @Theresa Bruns

I hope you're well and safe!

Try something like this.

=IF(OR([OPP STATUS]@row = "", [SETUP STATUS]@row = "", [START DATE]@row = ""), "", 
IF([OPP STATUS]@row <> "Closed/Won", "", 
IF([SETUP STATUS]@row = "Complete", "Blue", 
IF([START DATE]@row >= TODAY(20), "Green", 
IF([START DATE]@row < TODAY(18), "Red", 
IF([START DATE]@row < TODAY(20), "Yellow")))))) 

(I've assumed that you wanted it to show Green when the Start Date is 20 or more days out)

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Theresa Bruns

THANK YOU! That works perfectly!

Andrée Starå

@Theresa Bruns

Excellent!

You're more than welcome!