Dashboards & Reporting

tillyvs21
Participant

Colour formatting / Conditional formatting on reports and lists

SOLVE

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.

1 Accepted solution
Chriso-mwx
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Colour formatting / Conditional formatting on reports and lists

SOLVE

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/...

 

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.

 

Screen Shot 2022-05-20 at 12.49.09.pngScreen Shot 2022-05-20 at 12.49.35.png

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

Screen Shot 2022-05-20 at 12.55.40.pngScreen Shot 2022-05-20 at 12.53.23.png

  

  

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

View solution in original post

2 Replies 2
Chriso-mwx
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Colour formatting / Conditional formatting on reports and lists

SOLVE

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/...

 

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.

 

Screen Shot 2022-05-20 at 12.49.09.pngScreen Shot 2022-05-20 at 12.49.35.png

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

Screen Shot 2022-05-20 at 12.55.40.pngScreen Shot 2022-05-20 at 12.53.23.png

  

  

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

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Colour formatting / Conditional formatting on reports and lists

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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