topic Re: Deal stage tracker in Sales Hub Tools

Deal stage tracker

Patti_R — Fri, 25 Apr 2025 15:37:45 GMT

Hello! How do I get the Deal Stage Tracker that appears when working in the sales workspace added to the Deal property?

Re: Deal stage tracker

RubenBurdin — Fri, 25 Apr 2025 23:48:02 GMT

Hi @Patti_R,

That tracker is a standard sidebar card—you just have to add it to the deal-record layout your reps use.

Add “Deal stage tracker” to a layout

Settings → Objects → Deals
Open Record customization (or Layouts in the older UI).
Choose the layout you’re editing (Default layout or a team layout) → Left sidebar tab.
Click Add card ➜ search for Deal stage tracker ➜ Add.
Drag it where you want in the sidebar and Save.

Anyone whose profile uses that layout will see the stage-progress bar, the “stage for X days” chip, and the activity/next-step summary exactly like the one in your screenshot.

Hope I helped You.!

Ruben Burdin

Real-Time Data Sync Between any CRM or Database | Founder @Stacksync (YC W24)

Re: Deal stage tracker

karstenkoehler — Sat, 26 Apr 2025 05:50:28 GMT

Hi @Patti_R,

You can find this in the deal record customization: https://knowledge.hubspot.com/object-settings/customize-records

Best regards!

Re: Deal stage tracker

karstenkoehler — Sat, 26 Apr 2025 05:52:54 GMT

@RubenBurdin wrote:

Choose the layout you’re editing (Default layout or a team layout) → Left sidebar tab.

As far as I know, the left sidebar does not support a stage tracker. Was this a gen AI slip-up, Ruben? If so, please keep in mind that the community guidelines require a disclaimer on generative AI answers.