Deal insights in new list view

Hi,

We have the lead insights on the standard list views of HubSpot:

If we create a new custom list view, it will not appear, is there any way to add it to the new view?:

Thanks! :grinning_face:

Hey @OBetzalel did you ensure you turned on deal insights on your pipeline settings?

@TomM2 Hi Tom,

Yes, I did. but it wont work for custom list views.

Hi @OBetzalel,

Unfortunately, this is not possible.

Please note: the data insights card is only displayed on default deal views (e.g., All deals, My deals, Forecast). It will not appear on custom deal views.”

The knowledge base article mentions this explicitly and there aren’t any workarounds I’m aware of: Review data metrics on deal views

Best regards!

@karstenkoehler Thank you very much my friend!! :crown:

Please be sure to upvote this idea: https://community.hubspot.com/t5/HubSpot-Ideas/Deals-insights-should-be-added-to-all-Deal-Views/idi-p/839572

Hi @OBetzalel,

This is now in beta :slightly_smiling_face:


Deal Insights on Custom Views

June 18, 2024

What is it?

Deal insights provide a quick overview of Deal information at the top of each of your Deal views.

With this update, when Insights are turned on for a portal, you will now be able to see the Deal Insight section across all of your Deal views on Index pages, instead of only seeing the data on Default Deal views :tada:

Why does it matter?

Customers have been clear that Deal Insights are super helpful, however, the issue was that they were only available on HubSpot provided Deal default views. This update makes Insights available across all Deal views while still letting individuals hide the Insights section without impacting others who may be using the insight data to aid in their work.

How does it work?

For customers who currently have ‘Deal Insights’ turned on for their portal, you will now see ‘Deal Insights’ automatically on all Deal views. You will also be able to see the ‘Deal Insights’ section on views that you clone!

Hiding Deal Insights:

You may opt to hide insights view by view to free up the space for your interaction with the view, or hide them at the portal level for all users across all views. Here’s how:

Hiding Insights as an Individual (assuming Insights are on for Portal)

1. Select the ‘Hide Insights’ icon on any Deal view

2. This will hide the insights section FOR YOU on a given view. Others who are utilizing the same view will continue to see the Insights section until they elect to ‘Hide’ it. .

Note: You will need to select ‘Hide Insights’ for each view you wish to hide it on.

Hiding Insights for Your Portal:

1. An Admin may navigate to Deal Setup in Portal Settings. Or select the 'Settings icon from any Deal Index view

2. Uncheck the icon next to ‘Show Deal Insights’

3. This will remove the Deal Insights section from all Default and Custom Deal views and remove the option to ‘Show / Hide insights’ on any given views for your team.

Who gets it?

Starter Customer Platform, Professional Customer Platform, Enterprise Customer Platform


You can find this beta here:

Best regards!