Add a 'Trafic Light' 'RAG' Color Indicator Deal Property

beck

Please add a 'Field Type' option in 'Create a new property' for color indicator.

 

This would allow the use of a traffic light indicator for key properties on the deal, meaning the health of the deal would immediately be visible.

 

Even better! would be the adding of a 'Traffic Light Matrix' where you could enter a list of labels, each of which would have a selectable R/A/G color block next to it in the 'about this deal' section on the deal page.  

 

The option to use color reporting indicators in an form would be fantastic though!

 

Many thanks for reading and voting for this suggestion! 

 

6 Replies
Carly_Farlow
Contributor

I would love this at the Account level as well for Health Scores of customers.

Mel_ArtCloud
Member

This is an excellent idea and a great way for visual people to use boards more effectively! 

 

For our use case I would use the traffic light color coding to indicate if the customers started a trial account yet: no/red and yes/green.

EAllen
Member

I would use this all day to convey the health of a customer! 

AndrewShaw
Participant

This seems to me like a simple change that would have massive impact for displaying customer health (helping to position HuBSpot against the likes of Gainsight), contract status (highlighting contracts at risk of loss), deal prioritisation etc etc.  The list is endless.  I've seen it in the likes of Smatsheets (and Excel) - so I think it must be strightforward to do.

 

 

BByler
Participant

This would be a great value add for customer health reporting!

Leigh_Simpson
Contributor | Platinum Partner

Yes.  I'm a big fan of this idea.  We could use it across Deals, Tickets, Contacts and Companies to visually indicate health