HubSpot Ideas

signehartung

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.

28 Replies
DeryaY
Member

We would like to view "All pipelines" at Board-mode as well. 

SteveAtContiem
Member

We have different pipelines for different divisions of the business - using the same structure. When people in the main office want to do forecasting, look at deal stages, etc aggregating this info on the list view is not easy. They want to see the kanban stlye board to visually understand where deals, strengths and weaknesses are - but need to be able to view this for the whole business.

M0
Participant

@ybaptiste It looks like your statement from December 01, 2020 does clearly state:

"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."

 

It has been almost 3 full years since that statement, and this need still exists. Even if it could only be a handful of pipelines that you view within the board view, that would be so extremely helpful and amazing. For example we have 1 sales pipeline for our SMB team, 1 for our MM team, and 1 for our Enterprise team. They all have the same stages, so there wouldn't even be an issue of having differing stages (which, if there was that issue, you could just add extra columns in a mixed pipeline board view). We need to see all of those in a board view where we can see each deal across all 3 pipelines, with the sum total of the deals, and the weighted forecast amount as well. Even if you didn't have a "all pipelines" option, if it was a select X number of pipelines to see in 1 board view, that would be amazing.

 

M0
Participant

mcraciun I saw you've also commented on this thread, any and all help here would be amazing

AlexaL
Member

Please make this idea into reality, having a consolidated view of the pipelines in board mode would be stellar for my sales team.

Hildegaard
Contributor

Big wish for X-mas

SXVSixteen
Member

Upvote

ABird1
Member

Upvote for this idea! My sales team are asking to see All pipelines in Board view to save them having to create dashboard reports!