Color Code the Deal Boards View

[JoeMayall]

Submitted on behalf of a customer

It would be beneficial if the cards on the Deal Board view could be custom color-coded. This would help users organize their deal performance and understand it at a glance.

Other Deal Board customization can be found here: https://community.hubspot.com/t5/HubSpot-Ideas/Customized-quot-Deal-Cards-quot-in-Deals-Dashboard/id...

[JoeMayall]

👋 Hi fellow community members,

I'm excited to share that we've just finished releasing enhancements to our colour-coded object tags. We've moved the limits for these tags to the account level and introduced custom object tags.

See screenshot of the product update. Here's the Knowledge Base article with more details. 

I hope this latest release helps you continue to use these visual cues to help your users prioritize!

Best,

Jeannie

[JoeMayall]

Hi everyone, I wanted to share a recent update on Deal Tags.

You can now create deal tags that filter based on a property called "Is deal closed?" You can use this, to exclude filtering on closed deals. See here for more info.

Cheers,
Jeannie

[JoeMayall]

Hi @jj12stars, we're working on this, along with other enhancements. We wanted to get this out to everyone sooner than later, but rest assured, we will continue to iterate on it. 

In the meantime, users can collapse closed stages to hide them from their view.  

[JoeMayall]

👋 Hello community members,

As you probably know by now, we've fully released coloured deal tags. See here for more details.

We're currently working on extending coloured tags to other HubSpot defined objects as fast followers. 

As always, thanks for your feedback in helping us continuously improve your product experience. 

Cheers,
Jeannie

[JoeMayall]

@jj12stars, thanks for the additional feedback. That's interesting--I've noted this as well. Cheers!

[JoeMayall]

Hi @jj12stars, yes--it's in our plans to extend to other objects. We started with Deals for now.

Great feedback on how the tags appear on the board cards--I've noted all your feedback and appreciate it. 

Yes, any super admin user can change the order of the deal tags. In Deals > Pipelines Settings, navigate to the Deal Tags table, where you can drag and drop deal tags in whichever order you'd like. The order (from top to bottom) is what dictates the order of deal tags as they appear on a board card, when there are multiple tags on a card. Hope this helps!

[JoeMayall]

Hi @ABeian, thanks for your feedback! I had some of the same thoughts when we first started. 😄

We opted for an iterative approach, so we can get this exact type of feedback, in order to prioritize what's most important to users. We also wanted to balance getting something into the hands of our customers--folks like yourself. This way, you get to use the feature earlier, and can weigh in on how we can iterate on it. I've noted your feedback, and it will inform our next iterations that will follow.

Re: extending to other objects, not to worry--this is on our radar. We started with Deals and are only in beta right now. I absolutely see the value in extending to other objects and we plan to do so. 

[JoeMayall]

Hi @SMega, this feature is currently only available for the Deals object on Sales Hub Starter, Professional, and Enterprise plans.

If you're a super admin on one of the above plans and do not see the beta update, I'd suggest checking with our Support team. 

[JoeMayall]

👋 Hello Community Members,

Our team has heard your feedback and developed a new feature to address this idea, called Deal Tags--in beta today! 

To join our beta, have a super admin user navigate in their HubSpot account to: Product Updates > Early Access > Betas > click "Join beta"

Once you're a part of our beta, super admins will have access to create new deal tags, which will appear on the board view. 

We look forward to hearing your collective feedback!

Cheers,
Jeannie

[JoeMayall]

👋 Hello fellow Community Members!

I'm excited to share that we're working on this. 

We're looking to run a small early access group to provide feedback on the solution. If you're interested in participating, please sign up here.

Notes: 

• Only available to super admins on a Starter, Professional, or Enterprise plan
• Must be using Deal pipelines
• Signing up for early access does not guarantee you'll be selected, but rest assured--the goal is to make this feature more widely available. 😊 

[JoeMayall]

👋Hello HubSpot community members!

Thank you for your feedback. We're in the process of exploring this idea and I've read through all the comments here.

I'm curious to hear your thoughts on the existing "Priority" property. Current options for this property (available on Deals and Tickets) are:

• Low (green dot)
• Medium (yellow dot)
• High (red dot)

Has anyone tried using this property for colour-coding? What's working vs. what's missing?

Thank you again for sharing your feedback with us!

[BhavRandhawa]

I don't know how this isn't a feature. Adding a Colour Code would enable us to see the different groupings each Deal Card is in. This is a MUST

[NSaffell]

+1 from us. This would be a huge help to identify what deals need attention. 

[JNissen]

Is there any update from the DEV team on the status of this request? This would be a major upgrade for our team.

[MLozano88]

This would be very helpful to have a color code on the cards depending on a property.

[Helli]

This would be a real valuable feature. But not only for "deal cards." Also for contact cards, company cards, etc. 

The colour shopuld also be visible if you are in the deal/contact/company view to highliht a topic immediately when you enter the view.

[M4tr1xN30]

This is becoming more of a requirement for us from multiple teams. It would be super useful if this could be done.

[khookguy]

+1 I have a client who wants ths.

[KHazaka]

This will be very helpful if you have a big team which has to assist in different stages. 

[MattHomesearch]

I would very much like to see this happen. A simple RAG rating for "at risk" deals need colour to catch the attention of the team. 

[eugenio_rossi]

This would help a lot in so many cases: also field updatable via API would be nice!

[DGeorgia]

This is a crucial feature and should be insitutued asap. It would help our team tremendously to be able to color code Deals!

[MLohrum]

for us this would be an essential thing. we want to color the deals after inactivity. so e.g. blue after 5 days inactive and red after 10 days.

[MLarson-TWG]

This would be so helpful.  There are at least 5 different use cases where this would be amazing.  I could color code to denote different teams.  Color code to denote types of deals within a stage.  Color code to denote deals that are in trouble or need additional support.  Even color code to show what types of products/services are in each deal.  Each of these would be super helpful to get an idea at a glance of what is going on in the pipeline!

[ABischoff]

Yes, this is very needed!

[SMillerCCMC]

Yes!! We track red/yellow/green status and a color-coding option (even property text color) would be very helpful!

[UNIQSales]

This is successfully working in other crm-systems. It is much easier to deal with colors not letters. Weird this system doesn't have such a customization yet. It's very comfortable and useful. It's one of the reasons I would better choose another crm. 

[SimWellSteve]

+1 This would be a huge bonus. Our sales team has been wanting this functionality for a long time. We can save different views, but being able to see it all in one sho with different colors representing different deal types/geographic regions would be a game changer!

[TAlbertyn]

When will they introduce this in Hubspot? It's a Must have option!

[JeannieN]

👋Hello HubSpot community members!

Thank you for your feedback. We're in the process of exploring this idea and I've read through all the comments here.

I'm curious to hear your thoughts on the existing "Priority" property. Current options for this property (available on Deals and Tickets) are:

• Low (green dot)
• Medium (yellow dot)
• High (red dot)

Has anyone tried using this property for colour-coding? What's working vs. what's missing?

Thank you again for sharing your feedback with us!

[jj12stars]

Hi @JeannieN

We did use the colored dots and just instructed our team that each designation actually meant something that is meaningful to us. So, red might have meant "digital" and green meant "static". This worked ok for the immediate team, but people outside this particular team did not always know what the designations meant.

So, what I would like to see is the ability to either color code the entire card, or continue with the dots, but fully customizable (color, number, and label).

I would also like to have this functionality available in our custom objects, which we use quite extensively. Not just deals and tickets, please!