HubSpot Ideas

JoeMayall

Color Code the Deal Boards View

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...

HubSpot-Updates
April 21, 2023 11:10 AM

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

 

April 05, 2023 01:37 PM

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.  

Status aktualisiert zu: Delivered
April 04, 2023 11:22 AM

👋 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

March 01, 2023 08:15 AM

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

February 28, 2023 03:01 PM

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!

February 28, 2023 02:57 PM

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. 

February 27, 2023 11:06 AM

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. 

Status aktualisiert zu: In Beta
February 27, 2023 10:25 AM

👋 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

Status aktualisiert zu: In Planning
February 06, 2023 01:33 PM

👋 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. 😊 

Status aktualisiert zu: Being Reviewed
August 23, 2022 12:44 PM

👋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!

 

91 Kommentare
JeannieN
HubSpot-Produktteam

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!

jj12stars
Mitwirkender/Mitwirkende

One more thing - We have tags that only make sense when deals are still in open status. Can deal stage be added to the filters? For example, sometimes our team forgets to change the close date on open deals, so we created a tag called "past close date". Obviously that tag does not make sense on closed deals. 

JeannieN
HubSpot-Produktteam

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

Status aktualisiert zu: Delivered
JeannieN
HubSpot-Produktteam

👋 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

jj12stars
Mitwirkender/Mitwirkende

@JeannieN  Why is deal stage a filter choice? One of my tags is "past close date", so every deal in my closed stages has this flag (there are hundreds of them). 

 

JeannieN
HubSpot-Produktteam

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.  

CTrifu
Mitglied

Super helpful for us as well! Would be handier instead of workarounds. 

JeannieN
HubSpot-Produktteam

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

 

jj12stars
Mitwirkender/Mitwirkende

This is great. Thanks @JeannieN !

CMace5
Mitglied

Hubspot Team - presenation of this data is important.   The audience needs to clearly read the board.  Currently the white on white makes it look like a list.

 

Also, ability to customize what is shown in the "coupon" would be helpful.

 

Cheers

Chad

SPennwood
Teilnehmer/-in

Find deal tags useful - especially for quick identification of categorised deals - however an improvement could be changing the colour of the actual card based on certain criteria.

 

- Too long in a deal stage? Go red.

- Too many days since last activity? Go orange.

 

etc.