Report Builder: Add ability to colorize widgets when displayed on a Dashboard

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  • Updated 3 months ago
This is both an aesthetic request and, I feel, a good way to be able to draw attention to certain data points on a dashboard.

For example, I created a widget that is the average Score for all accounts.  When I display this on a CSM dashboard or a Manager dashboard, they get the average score for all their accounts - it would be a nice touch if I could add in the color based on the score range.

This could also be used in situations where there are ARR ratios that determine a CSM's portfolio.  You could have a widget with the total ARR for a CSM and assign a color to it if it is getting close to or has gone past the preferred threshold for a CSM's book of business.

I'm sure there would be other use cases...besides the bonus of adding some "life" to dashboard views.
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Jeff Kirkpatrick, Champion

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Posted 6 months ago

  • 9
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Samantha Braastad, Champion

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I would love to see on this on widgets added to the "Summary" section of the C360/R360 as well. If we are showing a widget of the number of open cases on the account, it would be great to show it as RED if it gets within a certain threshold. Even better, be able to segment those thresholds based on attributes of the customer. 
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Jeff Kirkpatrick, Champion

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Love it!
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Being able to add conditional formatting to tabular report columns/rows would be great too! Heat maps or UI views can produce what I need sometimes, but not always. 
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Venkateswara Reddy Kasireddy, Product Manager

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@Jeff This is a very nice idea. I will add it to reporting backlog. Thanks for bringing this up.
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Jeanne Mitchell

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While we're talking about widgets, I agree with Jeff that it would be great to add some life to widgets. They tend to blend into the page and seem somewhat lifeless. In a future release, can you consider allowing us to customize our own widgets with colors choices and icons? We'd love to make these widgets pop!