topic Re: Colour formatting / Conditional formatting on reports and lists in Dashboards & Reporting

Colour formatting / Conditional formatting on reports and lists

tillyvs21 — Fri, 20 May 2022 09:58:32 GMT

It would be great to make hubspot more visual either in Deal lists or in reports so that you can have colours for different fields to provide visual queues based on certain criteria.

Re: Colour formatting / Conditional formatting on reports and lists

karstenkoehler — Fri, 20 May 2022 10:43:17 GMT

Hi @tillyvs21,

The best place for these kinds of suggestions is the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

The product team reviews requests posted there based on their popularity.

Best regards!

Re: Colour formatting / Conditional formatting on reports and lists

ChrisoKlepke — Fri, 20 May 2022 10:57:13 GMT

Hey @tillyvs21 ,

color coding deals or lists in general aren't a thing in HubSpot, unfortunately. One of the things you could do however is prioritize you deals. Have a look at this post here by @karstenkoehler

https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Color-coding-deals/m-p/456602/highlight/true#M1891

There are also a couple of posts on the idea forum, like this one here, that you can upvote to maybe give this request a bit more traction.

https://community.hubspot.com/t5/HubSpot-Ideas/Color-Code-the-Deal-Boards-View/idi-p/427940

With reports, you have a lot more flexibility as war as colors of your individual metrics in charts go.

In the single object report builder, you can click in the top-right corner to change color themes or make complete own adjustments with Customize series.

In the new custom report builder, you can change colors by clicking on chart settings.

Hope that helps. If this answers your question, feel free to mark this response as a solution. This way, others in the community can find answers more easily to similar answers.

Cheers,

Chriso