As your team and Planhat usage grows, the data platform becomes increasingly important. Ensuring data quality, ease of use, and simplicity of analytics is essential.
To help you focus on what matters, you can now create "red flags" (to highlight key fields) and "heat maps" (to compare and contrast multiple fields) with conditional colouring! Find a walkthrough below:
Conditional colouring
For custom fields of type number, lists and dates, as well as the system fields Last Touch, Next Touch, and Last Seen, Renewal (Date), Renewal (in days), MRR/ARR, Accumulated Revenue, Accumulated Sale, Accumulated MRR/ARR, Monthly Revenue you can now add conditional colouring logic from the field editor. When set up, it enables you to gain insight into data tables in a much simpler and more visual way.
Navigate to the "Data" Global Tool in the top-left of your Planhat tenant. (Note that typically, only admins have access to this. Permissions are set within Roles.)
Ensure your desired model is selected in the list on the left-hand side, and that the "Fields" tab is selected
Click on your field of choice, and review/edit the "Color conditions".
For a list field (like pictured above), you can click on a colored or empty circle to select a color for each value. For number fields, you can create rules to define colors, like in the example below
