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Customize Chart Colors in Huddle and Call AI

Alyssa Elso avatar
Written by Alyssa Elso
Updated today

Chart color options allow you to control how data is visually displayed across Daily Huddle and Call AI dashboards. Adjusting chart colors can make trends easier to spot, improve readability for your team, and create a more comfortable viewing experience during daily and weekly reviews.

Chart color changes are visual only and do not impact your data, calculations, or reporting.


How Chart Color Options Work

Supported dashboards include a color palette selector in the top-right corner of the page. Selecting a palette instantly updates the colors used across charts on that dashboard.

Once selected:

  • The chosen palette applies to all supported charts on the dashboard

  • Charts update automatically—no page refresh required

  • Data values, totals, and trends remain unchanged


Chart Colors in Daily Huddle

The Daily Huddle is designed for quick, at-a-glance insights at the start of the day. Chart color options help make key metrics easier to scan and interpret.

Color palettes apply to charts such as:

  • Performance by Position (Doctor, Hygienist, Back Office)

  • Production by Provider

  • Production by Service Type

  • Production by Service Code

Using different color options can help teams quickly differentiate between roles, metrics, and performance trends during morning huddles.


Chart Colors in Call AI

All call-related chart color options are managed within Call AI.

A color palette can be selected from the top-right corner of any Call AI dashboard. Once chosen, that palette applies consistently across all Call AI charts, creating a unified visual experience as you move between pages.

This includes:

  • The Call Volume line chart on the Summary page

  • Call Distribution charts

  • Call Duration charts

  • Call Sentiment charts

Some charts—such as Call Volume—are displayed as line charts, while others may appear as bar or stacked charts. While chart types may vary, the selected color palette applies consistently across all Call AI visualizations.


What to Know About Chart Color Options

  • Visual changes only: Chart color updates do not affect data accuracy, calculations, filters, or KPIs

  • One selection, many charts: A single palette selection updates all supported charts on the dashboard

  • Consistent behavior: Color behavior remains consistent across different chart types

  • Availability may vary: Some charts may support different palette options as enhancements continue


Why Teams Use Chart Color Options

Practices commonly use chart color options to:

  • Improve clarity during daily huddles and team meetings

  • Make call trends easier to identify at a glance

  • Reduce visual fatigue when reviewing dashboards frequently

  • Support individual or team viewing preferences


Need Help?

If you have questions about chart colors or how they appear on a specific dashboard, contact Support for assistance.

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