Customized "Deal Cards" in Deals Dashboard

Writting on behalf of an user:

It would be great if we can have a choice of showing the icons of associated contacts/companies in each deal cards. As for now, the size of each cards will change depends on the content of the deals and it may affect the visibility of deal board view.

Hello,

I think this is very critical to fix !
We sell shoes, so amount in ‘$’ is less relevant to us.

We want to see a quick overview with how many pairs involved per deal, so I created custom property ‘pairs’ but can’t put it in the overview. Close date is actually one of the least important things to me and most other users I guess…

Hopefully this gets fixed very soon! :grinning_face_with_smiling_eyes:

Eliaz

I need to be able to modify what I see in the boxes in the board view. I especially need to have the deal owner appear as we do not know whos leads are whos without going in to each deal. this is not convienent.

Thank you,

This issue needs prio ! :smiley:

i would love to be able to see next activity date or scheduled tasks on the board view

It would be great if you could change the display properties of the deals on the deals board. More specifically, the ability to change the closed date to a different data value i.e. I would like mine to be location based.

Agree, it would be extremely beneficial to allow users to customize what properties appear in the Board view.

Couldn’t agree more that there is a need to be able to change the close date in the board view. What I would really love to see is a metric that tracks the number of days in that stage of the pipleline. IE

John Smith

7 days in Stage 2

Would love if this was applied to the ticket board view as well in Service Hub!

- Posted on behalf of Apoorvi Patodia

Hi We also need this feature to vusually check the products that the lead wants to buy in the pipeline

It would be VERY valuable to edit the information displayed on the deal board! For example Date the Deal Moved to the current stage. Also We created a workflow to add this date to the Deal since even though Hubspot know the date there isn’t an easy way to figure it out. For example the Modified date includes Activity and the Activity date appears to not include when the deal moves through the stages.

This feature will make the board view so much more powerful!

Yes, being able to customize the card with some more information would be very useful. The board is great visual representation of a pipeline, but not very useful with the limited information included on the cards.

‘Close Date’ is irrelevant to our business and having it displayed on the Deals Board is disruptive to our business. We would like the simple option to hide the ‘Close Date’ from the Deals Board and or display another property, including custom properties.

Another vote here for this - I like that it’s clean with just a couple variables, but it would be nice to switch out “close date” for another metric that’s more appropriate for each team. I’d love to do “last contacted” instead - even though I can sort them in order of this parameter, another confirmation would be great. Or a little icon to show that there’s already a follow up task asigned to that deal!

I’ve been trying to figure out if there is anyway to customize the Board and then came across this thread. Very disappointed they haven’t done something for this yet. Seeing the Close Date is useless in my business, need better info available to make this snapshot of the pipeline useful.

This is frustrating for myself and the 13 reps as our sales funny does not follow a specific close date process. We value lead score, last activity as to making priority towards the prospects we want to reach out first. When looking at the deals board it is useless to me to find out who I should target first and prioritize for the day.

Exactly!

have you made any update for this?

I want to see the Deal Owner in the board view cards,

Thanks,

The current layout of the deals board makes setting percentages of confidence that a deal will come in useless. The interface doesn’t use this information anywhere. Not when totaling and not on the individual deals themselves. What is the point of ever entering a percentage if they don’t get applied anywhere?