Color Scheme Set Up Guide

This article serves as a complete step-by-step guide on how to configure your Client Dashboard color scheme. Effectively promoting your services to clients is key. Given the number of options, we went and tested all of them so you don't have to.

To set up or edit an existing branding to include in a Client dashboard, you will first head to the 'Manage Brandings' option from the drop-down menu under the Preferences icon, which is always located in the top right-hand side of the screen next to the 'Logout' button.

The 'Manage Brandings' window will appear where you can select an option between creating a new branding, or editing an existing branding you have previously created from the list.

Underneath the Report and Dashboard logo options is a checkbox to include a color scheme. After checking this box, you will see the all of the different options you have to make changes to the color scheme utilized in a Client Dashboard.

Another thing to note is that Client Dashboard brandings can, and usually are, uniformly applied to all business clients, but they can also be set up individually for each business client as there is no limit on the amount of brandings you can create.

For your convenience, we have listed the steps below or you can download this slideshow to assist you in designing your Client Dashboard(s).

Base 1:

Base1a

Changes made to 'Base 1' color will be reflected in the 'Logout' button, the tab you are currently in, and displayed in any charts.

Base1b

Base 1 Highlighted:

Base1Ha

Changes made to 'Base 1 Highlighted' color will be reflected this way:

Base1Hb

Base 2:

Base2a

Changes made to 'Base 2' color will be reflected this way:

Base2b

Base 2 Highlighted:

Screen Shot 2019-02-13 at 10.30.16 AM

Changes made to 'Base 2 Highlighted' will be reflected this way:

Screen Shot 2019-02-13 at 10.25.12 AM

Link:

Link1a

Changes made to the 'Link' color will be reflected this way. Any links within ProfitSee will be displayed in this color:

Screen Shot 2019-01-29 at 1.21.49 PM

Link Highlighted:

Screen Shot 2019-01-29 at 11.57.33 AM

Changes made to the 'Link Highlighted' will be reflected this way. When you hover your mouse over a link within ProfitSee, the link will change to this color:

Screen Shot 2019-01-22 at 2.28.36 PM

Neutral:

Screen Shot 2019-01-22 at 2.33.19 PM

Changes made to 'Neutral' will be reflected this way:

Screen Shot 2019-01-22 at 2.31.16 PM

Neutral Highlighted:

Screen Shot 2019-01-29 at 1.44.52 PM

Changes made to the 'Neutral Highlighted' will be reflected this way:

Screen Shot 2019-01-29 at 1.42.36 PM

Error:

Screen Shot 2019-01-22 at 2.05.23 PM

Changes made to 'Error' will be reflected this way:

Screen Shot 2019-01-29 at 1.28.31 PM

Error Highlighted:

Screen Shot 2019-01-29 at 1.34.34 PM

Changes made to 'Error Highlighted' will be reflected this way:

Screen Shot 2019-01-29 at 1.34.03 PM

State: Good, Bad, Balanced

Screen Shot 2019-01-22 at 2.47.51 PM

Changes made to the 'State: Good, Bad, Balanced' will be reflected as it is below. These will be used as status indicators for the KPIs you track, and in the Analyst feature.

Screen Shot 2019-01-22 at 2.47.20 PM

Panel Background:

Screen Shot 2019-01-22 at 2.06.29 PM

Changes made to the 'Panel Background' will be reflected this way:

Screen Shot 2019-01-29 at 1.49.14 PM

Panel Head:

Screen Shot 2019-01-29 at 1.54.24 PM

Changes made to the 'Panel Head' will be reflected this way:

Screen Shot 2019-01-29 at 1.53.41 PM

Panel Border:

Screen Shot 2019-01-22 at 2.06.55 PM

Changes made to the 'Panel Border' will be reflected this way:

Screen Shot 2019-01-22 at 2.58.14 PM

Chart Panel:

Screen Shot 2019-01-22 at 2.07.06 PM

Changes made to the 'Chart panel' will be reflected this way:

Screen Shot 2019-01-29 at 2.07.19 PM

Table Background:

Screen Shot 2019-01-22 at 2.07.18 PM

Changes made to the 'Table Background' will be reflected this way:

Screen Shot 2019-01-22 at 3.07.10 PM

Table Head:

Screen Shot 2019-01-22 at 2.07.32 PM

Changes made to the 'Table Head' will be reflected this way:

Screen Shot 2019-01-22 at 3.08.40 PM

Table Border:

Screen Shot 2019-01-22 at 2.07.43 PM

Changes to 'Table Border' will be shown in the application this way:

Screen Shot 2019-01-29 at 2.14.35 PM

Scrollbar:

Screen Shot 2019-01-22 at 3.12.32 PM

Changes made to the 'Scrollbar' will be reflected this way:

Screen Shot 2019-01-22 at 3.12.05 PM

Now that your Client Dashboard is consistent with your branding and color scheme, it is ready to be embedded on your website! As always, if you come across any questions please don't hesitate to reach out to your account manager or support@myprofitsee.com.