Conditional Colors

Improve the look of your dashboard and get a better visual overview of your performance with conditional colors.

Last updated: Sept. 8, 2021

Instead of displaying monochrome numbers on your dashboard, try giving it a fresh look by using Plecto's conditional colors! Not only it makes your dashboard look better, but it also allows you to easier understand how far you've come to reach your targets.

Conditional colors

Plecto offers three conditional colors, and you can set them up when creating/editing a formula in the formula editor. Setting up conditional colors in the formula editor will automatically display them on your dashboard. Set your own conditions and choose different values for which you want the particular colors to be displayed. You don't have to use all three colors - you can choose to add just one or two - depending on your preference and set targets.

New Conditional Colors.png

Examples of adding different conditional color options in the formula editor.

Note: Since you are adding conditional colors to a specific formula, this will format the color depending on set values, but only for this formula.

Conditional colors as background

You can choose to use conditional colors as 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.

Conditional Colors as Background

An example of conditional colors used as background.

Custom conditional colors

You can enable "Use custom conditional colors" directly on the widget on your dashboard. This allows you to set custom conditions for how you want the results to be displayed. You can use custom conditional colors only on number boxes and speedometers.

Without target value

If you add a formula to the widget under actual value but leave out the target value, then the custom conditional colors function identically to how you would apply them in the formula editor. Only this time you set your custom targets directly in the widget settings.

Custom Conditional as Targets.png

An example of how to use custom conditional colors as targets.

Note: Selecting custom conditional colors will not alter the conditional colors in the formula, in case you have previously added any conditional colors in the formula editor.

With target value

If you add a target value to your widget, you automatically have data to measure your actual value up to, and you can therefore measure the progress and see how close you are to reaching the target. In this case, the custom conditional color boxes will convert to thinking in percentages and display the default parameters: 0% (red), 80% (yellow), 100% (green). Feel free to edit these 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%.

Custom Conditional Colors with Target Value.png

An example of custom conditional colors that compare the actual value to the target value with percentage targets set to 0%, 80%, and 100%.

conditional-colors-2.png

An example of custom conditional colors added to a speedometer.

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