Customized "Deal Cards" in Deals Dashboard

to show the company in deal boards is a MUST, if not set as standard it must at least be customisable

This isn’t just an idea, it’s absolutely critical to rapid digestion of the deals board between team members.

‘Close Date’ doesn’t even make my Top 5 things I’d want to immediately know about a deal!

Looking forward to this being implemented ASAP.

Cheers

Pipedrive has a nice way to see and customize the Deal board. Would be very cool to have this in Hubspot.

I also need other important things on my Pipeline, such as products offered, comments and other kinds of information! Really think that this is A MUST feature to have.

Hope we could have this ASAP.

Definitely agree, Close Date would be pretty far down our list as well. I know you can use filters to filter by say Deal Type but if you can’t customise the information on the card, then should be able to save these filters as custom views.

I love the Board View, but sometimes I need to look it in different terms just as everyone else here has already stated.

Totally validate this idea, we have more important information than “closing date” and “amount” to display in the board view of the deals and would like to be able to customize this!

Upvoted & 100% supported. I really hope this feature goes into production soon.. Sounds like it’d help out almost all of us!

Great comment. Being able to customize these boxes would help immensely.

That would also be great to color the “deals” in different colors. That will help to differentiate deals visually

Hey all,
I’m working on a Hubspot CRM app that will solve some of this pain (we also experienced this in our company).
Below you can see a quick image preview. It currently enables me to:

What do you mean by app?

@Nicositter Hubspot has an integration platform (HubSpot Marketplace) - so my application would be one of these. But from user perspective, it would be practically invisible and just enhance the Hubspot CRM functionality. Feel free to reach out to me (jmarovt@gmail.com) if you’re interested in knowing more.

This functionality is a must - the close date for us is irrelevant with the way that we use the pipeline stages.

Our team really would like to see the ‘next task date’ or ‘in sequence’ in place of the ‘close date’ so that an overview can be seen in board view including being able to double check that the deal hasnt slipped through the cracks.

Please action this idea ASAP.

- to see the Company name would be helpful

and

- to flag the boards into different colors to see easier which Product group the deal belong

Easy solution (seen on a couple of other CRM pipelines) is to display on the board cards the first 4 columns defined in the Table view (which is customizable).

I would love this! My top features would include:
1. Are there any tasks assigned to that deal?

2. Is the deal a rush/priority? Could possibly be indicated by color?

3. Users assigned to deal (so management can get a full picture)

I spoke with Hubspot about this today, and they said that it is a highly requested feature, but that they want to make sure not to overcrowd the board with information. I think this is valid.

Maybe certain items can show up in icons in the board view, so that the information is condensed? Just a thought. My team is very visual :slightly_smiling_face:

I would love to be able to color code and set priority. How cool would it be to also show with a small icon that a task was overdue. AGREE!

Count me in to wanting the ability to format and specify what shows on the card (Board view). In our case, the default view doesn’t look all that great. I’d like to be able to add a hard return between ‘Amount’ and ‘Deal Name.’

Agree!