Make your KPIs stand out. Improve the look of your dashboard and get a better visual overview of your performance with conditional colors.
Add conditions such as milestones or targets and see the dashboard widgets change color based on your progress. Plecto offers three conditional colors, and you can add them when creating or editing a formula in the formula editor. The conditional colors will appear on your dashboard automatically.
Examples of adding different conditional color options in the formula editor.
- Go to KPI management > Formulas in Plecto.
- Create new or open an existing formula.
- Here you can set your own conditions - both number and text - and choose the color they should match. You don't have to use all three colors - you can add just one or two, depending on your preference and targets.
You can choose to use conditional colors as your widget background. This option works for the number box and speedometer widgets. To add conditional colors as background, click "Edit" on the widget and tick the "Use conditional colors as background" option.
An example of conditional colors used as background.
You can add custom conditions directly on the number box and speedometer widgets by enabling the "Use custom conditional colors" option in the widget settings. This way, you can customize the look of your widget without applying conditional colors to the entire formula.
Custom conditions work in two ways, depending on if you only add actual value (one formula) or actual and target values (two formulas) to the widget:
1) Custom conditional colors on widgets showing only the actual value
If you add a formula under the actual value but leave out the target value, the custom conditional colors function as custom targets that you add directly to the widget. It is essentially the same as adding them in the formula editor.
An example of how to use custom conditional colors as targets.
Be aware: The custom conditional colors you add to a widget do not update the conditional colors in your formulas. If you add a formula that has conditional colors and you enable custom conditional colors on the widget, the widget will only display the custom conditional colors.
2) Custom conditional colors on widgets showing the actual and target values
If you add a target value to your widget, you have something against which to measure your actual value. The custom conditional colors will then convert to thinking in percentages and display the default parameters: 0% (red), 80% (yellow), 100% (green). You can edit the targets according to your needs.
For example, if you have achieved 158 new leads in the current day and your target value shows 200, with the custom conditional colors set to 0%, 80%, and 100%, the conditional color will display the number in red, since 158 is 79% of 200 and the margin for displaying yellow is 80%.
An example of custom conditional colors that compare the actual value to the target value with percentage targets set to 0%, 80%, and 100%.
An example of custom conditional colors added to a speedometer.