Custom Colors in Insight Reports

Scott Ochander
Scott Ochander Member Posts: 10
5 Up Votes First Comment
edited December 2023 in Ideas and Product Feedback #1

The insight reports can be customized to show a lot of helpful information. One issue I have found is that I can run 2 reports involving similar data, and the colors for the categories change from report to report. I would love to be able to assign certain colors to certain sales people, products, etc.....so that there could be some uniformity when viewing insight reports. 

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Comments

  • Guénolé PALUD_2430
    Guénolé PALUD_2430 Member Posts: 6
    First Comment
    edited July 2022 #2

    Hi,
    Is there a way to set owner's color to make report more readable and avoid this color to change between two consecutive graphics ?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
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    edited November 2023 #3

    Hi @Guénolé PALUD 

    It's currently not possible, but I'm passing on your suggestion with our team internally here!

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 847
    5 Likes First Anniversary First Answer Combo Breaker
    edited November 2023 #4

    No, there is no way to change the colors.

  • Alex Giess
    Alex Giess Member Posts: 16
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    edited November 2023 #5

    Please make this a PO. Otherwise it makes reporting more cumbersome and less effective when sharing this with stakeholders

  • Tony_4209
    Tony_4209 Member Posts: 1
    First Comment
    edited November 2023 #6

    A more readable color print option would be helpful for our board packets when we report out. Also, would be nice to be able to color/highlight specific deals for call out discussions.

  • Inês Batata
    Inês Batata Posts: 2,077 PIPEDRIVE TEAM
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    edited July 2021 #7

    Hi @Scott Ochander , we're happy to hear you're enjoying the Insights feature! It's still under development, so new abilities will be coming in the future. Stay tuned!

    I have forwarded your suggestion internally to our team so they can take it into consideration. I suggest you join our Research and Beta Testing channel to be the first to know what's coming up next and for the chance to try out early versions of new and improved features we have lined up.

  • Clarissa Silvino
    Clarissa Silvino Pipedrive Team Posts: 80 PIPEDRIVE TEAM
    First Comment Pipedrive Team
    edited September 2021 #8

    Hey Scott, thank you for pointing this out. I'm afraid for now it is expected, but it's an excellent feedback and I'll make sure to share with the team. Insights is still on Beta flag, so every feedback you can provide it's important for us to improve the feature.

  • Geoff Wilkie
    Geoff Wilkie Member Posts: 8
    First Comment
    edited July 2022 #9

    Hi there,

    Maybe I missed it, but is there a way to change the colours on the graphs? 

    I have a dashboard of column graphs and they are all green!

    Thanks

     

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
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    edited November 2023 #10

    Hi @Geoff Wilkie 

    There's not at the moment unfortunately. However, can you share with me how yours is looking like, how you'd like it to be and why that would mainly help you? I can then share those insights with our team 

  • Nicole Kooij
    Nicole Kooij Member Posts: 1
    edited September 2021 #11

    Hi Clarissa / Scott,

    Thank you for the update and pointing it out! It would be great if we could assign colours for uniformity. Right now, I have multiple reports where value X is blue in the first and orange in the second (and value Y vice versa). It's a bit confusing when you see them in one dashboard. 

    Furthermore, great tool and really helpful.
    Looking forward to the update!

    Nicole
     

  • Richard Tilden
    Richard Tilden Member Posts: 1
    First Comment
    edited November 2023 #12

    This would  be a very useful feature when reviewing reports...  

  • Collin Sloan
    Collin Sloan Member Posts: 6
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    edited February 2022 #13

    I have exactly the same issue. For my divisional reports, Division 1 is blue, for the second report, Division 1 is green and so on. 

  • Vladimir Dubakin
    Vladimir Dubakin Posts: 60
    First Comment Pipedrive Team
    edited September 2021 #14

    I have exactly the same issue. For my divisional reports, Division 1 is blue, for the second report, Division 1 is green and so on. 

    Thank you, Collin!

    Even though I am not sure there is a plan already to be able to custom assign colours to your Insights reports - I made sure to pass the feedback over to the product manager.

    Thank you again,

    Kind regards,

    Vladimir

  • Greg Bishop
    Greg Bishop Member Posts: 1
    edited February 2022 #15

    Agreed - I have the same issue.

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
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    edited July 2021 #16

    Agreed - I have the same issue.

    Thank you @Greg Bishop,
    I will share this feedback with our Product team so they can take into account for the future improvements. 

  • Stacey Nerz
    Stacey Nerz Member Posts: 6
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    edited February 2022 #17

    I have the same issue. Insights is always changing which makes it impossible to make comparison charts or requires just about the same amount of time altering it within Excel to get a finished result. Additionally, and what I find more problematic as shown below is that an entire chart can't fit on one page. This means you have to click the arrows to see the rest of the chart and then it changes the colors that are assigned from the first page event though it is the same chart. This is highly confusing. I hope this is something that is changed relatively soon as insights could be such a useful feature with just this change. 

    image
    Orange here is industrial trucks
    image

    Orange here is mobile robots, even thought this is the same chart just one slide over

  • Helio
    Helio Pipedrive Team Posts: 63 PIPEDRIVE TEAM
    First Comment Pipedrive Team
    edited July 2021 #18

    I have the same issue. Insights is always changing which makes it impossible to make comparison charts or requires just about the same amount of time altering it within Excel to get a finished result. Additionally, and what I find more problematic as shown below is that an entire chart can't fit on one page. This means you have to click the arrows to see the rest of the chart and then it changes the colors that are assigned from the first page event though it is the same chart. This is highly confusing. I hope this is something that is changed relatively soon as insights could be such a useful feature with just this change. 

    image
    Orange here is industrial trucks
    image

    Orange here is mobile robots, even thought this is the same chart just one slide over

    Hello @Stacey Nerz ,

     

    Thank you so much for your detailed feedback. I understand where you are coming from, therefore, I will add this to the already existing feedback to give it more visibility internally!

  • Matt_29795
    Matt_29795 Member Posts: 4
    First Comment First Anniversary Photogenic
    edited June 2021 #19

    Yes I have the same issue with insights. It makes it so much harder to extrapolate data.

  • Kate Nicolazzo
    Kate Nicolazzo Member Posts: 1
    edited February 2022 #20

    Just another vote for making this possible, we have four pipelines all with the same stages and I'd love to see the same colours for each stage so we can compare apples with apples! 

    image
  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Answer 5 Likes First Comment First Anniversary
    edited July 2022 #21

    There should be a way in Insights to have the same segment be represented by the same color across reports. I realize this could get complex with allowing custom fields to be used in reports, but at a basic level, if ever segmenting by deal owner the deal owner should be the same color across reports (see screenshot). When they vary report by report, it can become very difficult to read a whole dashboard quickly.

    Also, would be great if reports could be made color blind friendly - even if that was a toggle that could be turned on/off as needed.

  • Keith Greywood
    Keith Greywood Member Posts: 35
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    edited September 2021 #22

    Yeah, I would like to use brand colours + logo to make the dashboard look good on a flatscreen in the office

  • Keith Greywood
    Keith Greywood Member Posts: 35
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    edited September 2021 #23

    I have the same issue. Insights is always changing which makes it impossible to make comparison charts or requires just about the same amount of time altering it within Excel to get a finished result. Additionally, and what I find more problematic as shown below is that an entire chart can't fit on one page. This means you have to click the arrows to see the rest of the chart and then it changes the colors that are assigned from the first page event though it is the same chart. This is highly confusing. I hope this is something that is changed relatively soon as insights could be such a useful feature with just this change. 

    image
    Orange here is industrial trucks
    image

    Orange here is mobile robots, even thought this is the same chart just one slide over

    Oh yeah. I have a few weekly charts but it seems to default to showing the start of the year instead of the last 6 weeks or so and can't seem to change how it displays by default. 

  • cheryl.waldrup@aleutfederal.com
    edited October 2021 #24

    I see this question was asked last year, but I'm not seeing a resolution.  Is there a way to change colors and to have them be consistent from one report to another? Thanks

  • Thaddäus Leutzendorff_44345
    edited June 2022 #25

    Any update when this might be possible? 
    We have the same issue and its just confusing to have so many colours. 

  • Irina Iglesias
    Irina Iglesias Pipedrive Team Posts: 32 PIPEDRIVE TEAM
    First Anniversary Photogenic First Comment Pipedrive Team
    edited June 2022 #26

    Any update when this might be possible? 
    We have the same issue and its just confusing to have so many colours. 

    Hello @Thaddäus Leutzendorff 

    Unfortunately, there's no ETA for this just yet but I will make sure to update our team that this is still a high priority for our users. 

    Thank you.

  • JUAN RAMON MIGUELEZ
    JUAN RAMON MIGUELEZ Member Posts: 2
    edited February 2022 #27

    Just another vote for making this possible, we have four pipelines all with the same stages and I'd love to see the same colours for each stage so we can compare apples with apples! 

    image

    I endorse that request for the ability to change colors. It will be more than helpful: essential.

    Thanks in advance.

    Best regards

  • Nantiporn
    Nantiporn Member Posts: 1
    First Comment
    edited May 2022 #28

    My team has been tracking the same set of data by using the same filters and criteria for each year. When we set the reports, they come with the different color of the segmentation each year. That's very confuse my team when we measure and compare the same data in different color each year. So, it will be super helpful we can select the color of the segmentation in report.

    image

     

     

    6221e613d61aa4645e7ef7cb_66718.png
  • Alex Stueber
    Alex Stueber Member Posts: 89
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    edited November 2023 #29

    Totally agree!!! 

  • Daniel Nixon
    Daniel Nixon Member Posts: 1
    edited June 2022 #30

    Any update when this might be possible? 
    We have the same issue and its just confusing to have so many colours. 

    Its only been two years.  

  • Malcolm Ferguson_28749
    Malcolm Ferguson_28749 Member Posts: 6
    First Anniversary First Comment
    edited September 2023 #31

    This would make the Insights really valuable - e.g. choosing a consistent color for clients that match their corporate brand, would make it easier to read across the charts. Equally, it would make sense to assign a range of colors to the pipeline, so that filtering a chart by Stage is easy to read. Currently, the random colors mean I have to check the legend for every chart to see what the colors mean.

This discussion has been closed.