Customizing deal insights that appear at the top of the deal page

[RFeser]

Hello,

I am trying to find a way to not just show the deal insights at the top of the deal pipeline page, but customize what data I want to display there. Right now it shows Total Deal Amount, Weighted Deal Amount, etc. Can I select different data? If so, how?

[karstenkoehler · Accepted solution]

Hi @RFeser,

This is currently not possible. Other users have however requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-edit-the-Deal-Pipeline-Insights/idi-p/9897...

The product team reviews these requests based on popularity; I'd recommend upvoting and commenting.

Yiu can also make it easier for others to find this request (and drive upvotes) by accepting my reply as a solution. I'd appreciate it, too.

Have a great day!

[CAdams21]

This is excellent - I'm using it to see the total Forecast Amount for the quarter and it updates instantly when changes are made, unlike the reports.  One teething issue I've noticed - I wanted to see the number of new deals created in the last week rather than the average value.  I made these changes: 

But it's not accepting the change to the Secondary name and, although the number is correct, it still reports it as a Currency rather than just a number:

Apart from that, I'm loving it!

Thanks

Clare

[SkeeStylus]

Great news @RFeser This exact request is now available in Private Beta.  Check it out! Users can now customize deal insights to reflect the metrics that are most important to them and their business.
CC: @RobinHooker @PThomasFuelius 

Why does it matter?

Currently, the data well on the Deals index page provides a set of fixed metrics. While these give you a quick overview, we understand your business' needs are unique.

With this new feature, the data well can be tailored to show the metrics that are most important to your business. This allows you to see the data you need, right when you need it, allowing you to make faster, more informed decisions.

How does it work?

To edit the data well, navigate to a Deal view that you own and click the gear icon.

 

Within the customization modal, you can remove existing metrics or create your own.

Note: Views are only editable by the view owner or a super admin.

Who gets it?

Sales Professional, Sales Enterprise

@RobinHooker @PThomasFuelius 

[karstenkoehler · Accepted solution]

Hi @RFeser and everyone,

Good news! There is a beta which you might see under Settings > Product updates > All product updates: "Deal Insights Customization"

(If you're not seeing this yet, you'll have to be a bit more patient.)

---

What is it?

Users can now customize deal insights to reflect the metrics that are most important to them and their business.

Why does it matter?

Currently, the data well on the Deals index page provides a set of fixed metrics. While these give you a quick overview, we understand your business' needs are unique.

With this new feature, the data well can be tailored to show the metrics that are most important to your business. This allows you to see the data you need, right when you need it, allowing you to make faster, more informed decisions.

How does it work?

To edit the data well, navigate to a Deal view that you own and click the gear icon.

Within the customization modal, you can remove existing metrics or create your own.

Note: Views are only editable by the view owner or a super admin.

Who gets it?

Sales Professional, Sales Enterprise

---

Best regards

[PThomasFuelius]

+1 for this, would be incredible to customize which properties are displayed here.

[karstenkoehler · Accepted solution]

Hi @RFeser,

This is currently not possible. Other users have however requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-edit-the-Deal-Pipeline-Insights/idi-p/9897...

The product team reviews these requests based on popularity; I'd recommend upvoting and commenting.

Yiu can also make it easier for others to find this request (and drive upvotes) by accepting my reply as a solution. I'd appreciate it, too.

Have a great day!

[RobinHooker]

I agree, customization of the insights header would be good.  As a simple first step, showing the quantity of deals in addtion to what is already shown (total deal value and average) would great!