Card with criteria checklist

The code for this example can be used in the Markdown visualization to create a card with a list of criteria:

Example query

Example code

<style>
  /* Base styling */
  body {
    font-family: Inter, sans-serif;
    margin: 0;
    padding: 10px;
    background-color: #f5f5f5;
  }
  
  /* Report card table styling */
  .report-card-table {
    width: 100%;
    border-collapse: separate;
    border-spacing: 0 10px;
    margin-bottom: 10px;
  }
  
  /* Opportunity row styling */
  .opportunity-row {
    background-color: white;
    box-shadow: 0 2px 2px rgba(0,0,0,0.1);
  }
  
  .opportunity-row > td {
    padding: 10px; /* Remove default padding */
  }
  
  .opportunity-row td:first-child {
    border-top-left-radius: 10px;
    border-bottom-left-radius: 10px;
    border-left: 4px solid #191970;
  }
  
  .opportunity-row td:last-child {
    border-top-right-radius: 10px;
    border-bottom-right-radius: 10px;
  }
  
  /* Priority indicators */
  .high-priority td:first-child {
    border-left-color: #907EFE;
  }
  
  .medium-priority td:first-child {
    border-left-color: #3943B7;
  }
  
  .low-priority td:first-child {
    border-left-color: #57A773;
  }
  
  /* Company info column styling */
  .company-info {
    width: 33%;
    padding: 20px 20px 20px 30px;
    vertical-align: top;
  }
  
  .company-header {
    display: flex;
    align-items: center;
    margin-bottom: 15px;
  }
  
  .company-title {
    font-weight: bold;
    font-size: 20px;
    color: #191970;
    margin-right: 15px;
  }
  
  .company-logo {
    width: 80px;
    height: 80px;
    border-radius: 10px;
    box-shadow: 0 2px 4px rgba(0,0,0,0.1);
    background-color: #f0f0f0;
    display: flex;
    justify-content: center;
    align-items: center;
    color: #999;
    font-size: 12px;
    margin-left: auto;
  }
  
  .company-logo img {
    width: 100%;
    height: 100%;
    object-fit: cover;
    border-radius: 10px;
  }
  
  .company-meta {
    margin-bottom: 18px;
    display: grid;
    grid-template-columns: repeat(3, 1fr);
    gap: 15px;
  }
  
  .meta-item {
    font-size: 14px;
    color: #555;
    background-color: #f8f8f8;
    padding: 12px;
    border-radius: 8px;
  }
  
  .meta-value {
    display: block;
    font-weight: bold;
    color: #333;
    font-size: 16px;
    margin-top: 5px;
  }
  
  .company-tags {
    display: flex;
    flex-wrap: wrap;
    gap: 8px;
    margin-bottom: 20px;
  }
  
  .tag {
    display: inline-block;
    background-color: #E6E6FA;
    color: #191970;
    font-size: 12px;
    padding: 6px 12px;
    border-radius: 16px;
    font-weight: 500;
  }
  
  /* Assessment column styling */
  .assessment-info {
    width: 67%;
    padding: 2px;
    vertical-align: top;
  }
  
  .criteria-section {
    background-color: #f9f9f9;
    border-radius: 0 10px 10px 0;
    padding: 15px;
    height: 100%;
  }

  .criteria-table-container {
    display: grid;
    grid-template-columns: 1fr 1fr;
    gap: 15px;
    margin-top: 5px;
  }
  
  .criteria-column {
    width: 100%;
  }
  
  .criteria-header {
    font-weight: bold;
    font-size: 16px;
    color: #191970;
    margin-bottom: 1px;
    display: flex;
    justify-content: space-between;
    align-items: center;
  }
  
  .criteria-score {
    background-color: #191970;
    color: white;
    border-radius: 10%;
    width: 60px;
    height: 40px;
    display: flex;
    justify-content: center;
    align-items: center;
    font-size: 16px;
    font-weight: bold;
  }
  
  .criteria-table {
    width: 100%;
    border-collapse: collapse;
    margin-top: 5px;
  }
  
  .criteria-table th {
    text-align: left;
    padding: 10px;
    font-size: 14px;
    font-weight: 600;
    color: #444;
    border-bottom: 2px solid #e0e0e0;
  }
  
  .criteria-table td {
    padding: 10px;
    border-bottom: 1px solid #e8e8e8;
    vertical-align: middle;
  }
  
  .criteria-table tr:last-child td {
    border-bottom: none;
  }
  
  .status-indicator {
    display: inline-block;
    width: 24px;
    height: 24px;
    border-radius: 50%;
    position: relative;
  }
  
  .status-true {
    background-color: #57A773;
  }
  
  .status-true:after {
    content: "✓";
    color: white;
    position: absolute;
    font-size: 14px;
    font-weight: bold;
    top: 50%;
    left: 50%;
    transform: translate(-50%, -50%);
  }
  
  .status-false {
    background-color: #E63946;
  }
  
  .status-false:after {
    content: "✗";
    color: white;
    position: absolute;
    font-size: 14px;
    font-weight: bold;
    top: 50%;
    left: 50%;
    transform: translate(-50%, -50%);
  }
  
  .criteria-label {
    font-size: 14px;
    color: #333;
    font-weight: 400;
  }
  
 /* Footer styling */
  .company-footer {
    font-size: 13px;
    color: #666;
    border-top: 1px solid #eee;
    padding-top: 10px;
    margin-top: 12px;
    display: flex;
    flex-wrap: wrap;
    gap: 10px;
    justify-content: space-between;
  }
  
  .company-footer span {
    word-wrap: break-word;
    overflow-wrap: break-word;
    white-space: normal;
    justify-content: space-between;
  }

/* Tooltip styling */
.tooltip-container {
  position: relative;
  display: inline-flex;
  align-items: center;
}

.tooltip-icon {
  display: inline-flex;
  justify-content: center;
  align-items: center;
  width: 16px;
  height: 16px;
  background-color: #ccc;
  color: white;
  border-radius: 50%;
  font-size: 12px;
  font-weight: bold;
  margin-left: 8px;
  cursor: help;
}

.tooltip-content {
  visibility: hidden;
  position: absolute;
  z-index: 100;
  bottom: 125%;
  left: 50%;
  transform: translateX(-50%);
  width: 240px;
  background-color: #333;
  color: white;
  text-align: left;
  border-radius: 6px;
  padding: 10px 15px;
  font-size: 12px;
  font-weight: normal;
  opacity: 0;
  transition: opacity 0.3s;
  box-shadow: 0 2px 8px rgba(0,0,0,0.2);
  line-height: 1.4;
  word-wrap: break-word;
  white-space: normal;
}

.tooltip-content::after {
  content: "";
  position: absolute;
  top: 100%;
  left: 50%;
  margin-left: -5px;
  border-width: 5px;
  border-style: solid;
  border-color: #333 transparent transparent transparent;
}

.tooltip-container:hover .tooltip-content {
  visibility: visible;
  opacity: 1;
}
</style>
<table class="report-card-table">
  <tbody>
    {{#result}}
    <tr class="opportunity-row {{priorityClass}}">
      <td class="company-info">
        <div class="company-header">
          <div class="company-title">{{opptys.opportunity_name.value_static}}</div>
          <div class="company-logo">
            <img src={{opptys.logo.value_static}} alt="N/A">
          </div>
        </div>
        <div class="company-meta">
          <div class="meta-item">ARR <span class="meta-value">{{opptys.arr.value_static}}</span></div>
          <div class="meta-item">Current Stage <span class="meta-value">{{opptys.stage_name.value_static}}</span></div>
          <div class="meta-item">Close Date <span class="meta-value">{{opptys.close_date.value_static}}</span></div>
          <!-- <div class="meta-item">Priority <span class="meta-value">{{priority}}</span></div> -->
        </div>
        <div class="company-tags">
          <span class="tag">{{opptys.type.value_static}}</span>
          <!-- <span class="tag">{{opportunities.product.value}}</span>
          <span class="tag">{{opportunities.opportunity_type.value}}</span> -->
        </div>
        <div class="company-footer">
          <span>Qualified At: {{opptys.qualified_at.value_static}}</span>
        </div>
        <div class="company-footer">
          <span>Next Steps: {{opptys.next_steps.value_static}}</span>
        </div>
        <div class="company-footer">
        </div>
      </td>
      <td class="assessment-info">
        <div class="criteria-section">
          <div class="criteria-header">
            <span>Assessment Criteria</span>
            <span class="criteria-score">{{opptys.score.value_static}}/10</span>
          </div>
          <table class="criteria-table">
            <thead>
              <tr>
                <th width="40">Status</th>
                <th>Criteria</th>
                <th width="40">Status</th>
                <th>Criteria</th>
              </tr>
            </thead>
            <tbody>
              <tr>
                <td><span class="status-indicator status-{{opptys.next_steps_populated.value_static}}"></span></td>
                <td class="criteria-label">
                  <div class="tooltip-container">
                    Next Steps Populated
                    <span class="tooltip-icon">i</span>
                    <span class="tooltip-content">Have next steps been set?</span>
                  </div>
                </td>
                <td><span class="status-indicator  status-{{opptys.roadmap_call_scheduled.value_static}}"></span></td>
                <td class="criteria-label">Roadmap Call Scheduled</td>
              </tr>
              <tr>
                <td><span class="status-indicator status-{{opptys.exec_sponsor_introduced.value_static}}"></span></td>
                <td class="criteria-label">Exec Sponsor Introduced</td>
                <td><span class="status-indicator  status-{{opptys.poc_scoped.value_static}}"></span></td>
                <td class="criteria-label">POC Scoped</td>
              </tr>
              <tr>
                <td><span class="status-indicator status-{{opptys.realistic_close_date_based_on_stage.value_static}}"></span></td>
                <td class="criteria-label">
                  <div class="tooltip-container">
                    Realistic Close Date Based On Stage
                    <span class="tooltip-icon">i</span>
                    <span class="tooltip-content">This flags if the opportunity is in "Qualifying" with a close date within 14 days, in "Scoping" with a close date within 7 days, or in "Evaluating" with a close date within 3 days</span>
                  </div>
                </td>
                <td><span class="status-indicator status-{{opptys.economic_buyer_identified.value_static}}"></span></td>
                <td class="criteria-label">
                  <div class="tooltip-container">
                    Economic Buyer Identified
                    <span class="tooltip-icon">i</span>
                    <span class="tooltip-content">Have we identified who will be making the final buying decision?</span>
                  </div>
                </td>
              </tr>
              <tr>
                <td><span class="status-indicator status-{{opptys.decision_criteria_identified.value_static}}"></span></td>
                <td class="criteria-label">Decision Criteria Set</td>
                <td><span class="status-indicator status-{{opptys.pain_identified.value_static}}"></span></td>
                <td class="criteria-label">Pain Identified</td>
              </tr>
              <tr>
                <td><span class="status-indicator status-{{opptys.champion_identified.value_static}}"></span></td>
                <td class="criteria-label">Champion Identified</td>
                <td></td>
                <td></td>
              </tr>
              <tr>
                <td><span class="status-indicator status-{{opptys.security_sign_off.value_static}}"></span></td>
                <td class="criteria-label">
                  <div class="tooltip-container">
                    Security Sign Off
                    <span class="tooltip-icon">i</span>
                    <span class="tooltip-content">Have we completed the security signoff process?</span>
                  </div>
                </td>
                <td></td>
                <td></td>
              </tr>
            </tbody>
          </table>
        </div>
      </td>
    </tr>
    {{/result}}
  </tbody>
</table>