Ability to view "All Pipelines" in Board-mode in "Deals"
In the menu "Sales" -> "Deals" it is possible to select "All Pipelines" or just one pipeline when filtering the view as Table-mode. However, the field "All Pipelines" is greyed out when you are viewing the Pipelines as Board-mode.
I would like to be able to see both all my pipelines at the same time in Board-mode as well as in Table-mode.
I agree! Perhaps it would look something more similar to a dahboard and instead of having multiple reports, you would have the differnt deal pipelines displayed in board view.
However I still think it is important to be able to view them by pipeline, seeing as not all sales reps would be working in all pipelines.
Thank you as always for your feedback. It helps us continously build a better product. The ability to view deals from multiple pipelines in board view is a request we hear a fair amount from customers. However, this is not planned.
Pipelines, in theory, should hold distinct processes, which means that stages should be different across pipelines. With that in mind, it would be challenging to support the display of deals from multiple pipelines on the board.
Understand some pipelines may contain diffferant stages. However, we are a multi channel business and need to report on the pipelines individually as well as in a combined total fasion.
We have the same stages across serveral pipelines eg, Wholesal, Direct and Channel and would love to have a consilodated view. Can this please be looked at again?
I would like to second the ideas that have been repeatedly mentioned. It seems imperative that we have the ability to see all pipelines in the board view. Especially for those of us who have the exact same stages throughout our pipelines.
I would love to hear why HubSpot does not think this would be beneficial to their customers.
Yes, please! Our business has many sales "channels" and our executive team wants to be able to see "all pipelines" within board view. It is much easier to see during team meetings, funnel reviews, etc.
I upvote this idea! We have two pipelines (Sales and Upsales) with the same stages, but different probabilities (that's why we need two). We absolutely need to be able to see them on the same board! Since columns are the same, it shouldn't be technically challenging.