This article shares how to apply conditional formatting to reports.
- First, you need to activate conditional formatting to use with Upsales Insights. Click Analytics → Upsales Insights → Reports
- Select a report, click the cog icon, and click Edit:
- This opens the Visualisation toolbar. Select Edit, click the Formatting tab, and switch on Enable Conditional Formatting:
Numbers don’t have to be black & white
Table charts are great for displaying simple data in ranking order. Typically, we think of basic lists that might not express the same level of enthusiasm the creator had when building the report. By adding a bit of colour with conditional formatting, a table or list chart immediately becomes more engaging and insightful.
To apply conditional formatting, you must be an administrator or be granted access by an administrator.
What is conditional formatting?
Conditional formatting is a rule applied to a field (a measure) based on a given criterion. For example, orders with a sales value greater than 0 can appear in green. It can also be used to create more complex rule sets across multiple color formats.
When would I use this?
This is a great tool for highlighting and differentiating threshold KPIs. A common example is tracking delivery time. For example as unsigned contracts, late projects, or on-time delivery for key commitments.
Let’s apply this
Suppose one of your most important KPIs is average deal size. Add dimensions for company name, sales rep, stage name, and order description. Then add Sales value as your measure. In the Visualization tab, click the cogwheel on the right and go to Conditional Formatting → On → Add Rule.
Formatting example
If the value is less than 200,000, set the font colour to red (see image). You can apply multiple rules to different fields based on your criteria.
Another use case is cleaning up your database. You may have many dormant offers or quotes in your pipeline. Create a report with company name, order description, order stage, and close date. Then add a table calculation to count how late the opportunity is based on the expected close date.
Type diff_days, then now(), followed by the close date, and select the recommended dimension. This returns the number of days since the expected close date for each row.
Then go to the cogwheel in the Visualizations tab → Conditional Formatting → On → Format → From Low to High: