How to set up metric color coding

Metric color coding in your dashboard can be set up in several ways, based on your preference. You need a sufficient role to edit metric settings.

Open the color settings

• Open the metric settings

  Go to Metrics, click the edit pencil next to your metric and customize the Background Color section.

  

  

  

• Choose the metric type

  Choose the Type: Positive or Negative. The type drives the automatic color coding. Use Positive for metrics where it is good to be above the plan (e.g. revenue), and Negative for the opposite.

  

• Select the color coding mode

  Select the Color Coding Mode. The options are described below.

  

Color coding modes

• Simple mode

  With the Simple option, your metric is color-coded based on the Type you selected and on the Color Coding Priority (forecast or plan).

  

• Amber tolerance

  In simple mode, you can also set up amber color coding in the Tolerance Logic field. If the actual value is worse than the target but within the defined interval, the cell is displayed in amber instead of red.

  

• Advanced mode

  With the Advanced option, you can customize your Color Coding Rules. With this option, the plan or forecast values do not need to be entered.

  Set up your Condition (add the formulas needed), Intervals, Value is and Color.

  

• Manual mode

  With the Manual option, you set up and modify the color manually, directly in your cell and its pop-up window.

  

Customize colors per dashboard

• Customize the dashboard setup

  The color coding and tolerance selected in your metric settings are applied and displayed by default in all dashboards where the metric is used.

  However, you can also customize both directly in your dashboard or template if needed. If you customize them at the dashboard level, the setup applies only to that specific dashboard, or to all the dashboards included in the template.

  

• Customize the template setup

  The same customization is available in the template setup.

  

• View the colored cells

  Once your color coding preference is set up, the cell background is colored accordingly.