Customized "Deal Cards" in Deals Dashboard

I'd like to be able to control which properties appear on the "card view" in the

 

Deals Dashboard. Default is...
- Deal Name
- Amount
- Close Date
- Attached Contacts

 

I'd like to be able to select my own 4 attributes, so that the at-a-glance feature is more meaningful to me.

 

In addition I'd like to be able to color-code Deal Cards based on attributes. (i.e. [if deal amount > $5,000; then color = green])

HubSpot updates
93 Replies
GreenSlate
Occasional Contributor

I too would like to control my own attributes that show on deals in the board view.  Please let me know if this is something HubSpot can implement in the future.  Thanks!

Chrisk
New Contributor

Attaching Contacts an make call and annotation possible in the deal pipline dashboard would be very vital for our sales process.

 

Please make cusomization of the deal pipeline cards possible.

Chrisk
New Contributor

I came across this issue again today.

 

Customization – adding phone numbers or postal codes – to the deal pipeline cards and the table view would be absolutely vital to improve our sales process and keep our deal processes seamlessly.

 

Please make possible to add properties (phone number, postal code, address) to deal pipeline cards and as columns in the table view.

 

Best

Chris

celebiary
New Contributor

VERY MUCH NEEDED ASAP!!!!!!!!!!!!!!!!!!!!

Randall
Occasional Contributor

Deal Cards and Deal Reporting. All for this. Surprised that HubSpot doesn't seem to have any deal level reporting to include deal properties. We have deal reviews with the executive team and I now have to duplicate all deal data into another format (the dreaded powerpoint slide) for a deal review. It's forcing us to work outside the tool.

DDeZeeuw
New Contributor

Considering you can edit columns in the Table view, this seems like a basic (and easy) thing to add to Hubspot CRM. By not including this as an option at any level, you are rendering the board nearly useless for about 40 percent of users. Our weekly sales meeting typically starts with our team examining/discussing a board of potential deals sorted by Owner, then by Priority/Amount. What is the point of being able to sort by Hubspot Owner on the board if you have no clue who owns the deal without clicking on it?

 

This is a must add.

Bret_LOGIQC
New Contributor

Strongly support these ideas. 

ODWJohn
Occasional Contributor

Great Idea!  I would also love the ability to create my own CARD in the deal and COMPANY record. Right now I can only place properties into the ABOUT field.  With the ability to create a custom CARD on the left rail, I could segment out which properties appear where. 

Katya
New Contributor

This annoyed us so much, we made our own CRM system with deals in house

Randall
Occasional Contributor

Katya...yes we are doing so as well. Working with HubDB to capture deal level properties and report via landing page for deal reviews with executives. HubSpot cannot report at the deal level and it seems silly to have exec's login to HubSpot and learn a new system simply to get a status at the deal level.

IRAR
Occasional Contributor

Agreed!  I don't need a close date because we don't track deals monthly.  I should be able to set my close date based on my goal to close the account.  For me it would be 15 days and not by the end of the month. 

bacahoon
New Contributor

We would really like to see this implemented.  Now that we are using Service Tickets the design problem is even more relevant.  

lizyork
Occasional Contributor

My team and I agree 100%. We shifted our 15 person sales team from Pipedrive to HubSpot and while many features are similar or better, this is unfortunately one that is not. It has been asked of me every day by the team members and we would appreciate HubSpot's support in making this a feature. Given there are so many customizations in HubSpot, it is dissappointing that this is not one of them. Thanks for your support, HubSpot!

CJU
Visitor

Hello, do we have an update regarding Customized "Deal Cards" in Deals Dashboard? I'm having challenges, we created a property and we wanted it substitute to one of the customized field in the deal card but I cannot find any way to do it. Is there a possibility to change it?

Thanks!

jmarovt
Occasional Contributor

I'm working on a Hubspot CRM app that would potentially solve some of this pain (we also experienced this in our company). Here's a quick preview.

Would love to get connected with some of you that have this problem and talk to you.

You can contact me directly on jmarovt@gmail.com. @CJU @liz2 @bacahoon @Randall @Katya @ODWJohn @DDeZeeuwScreenshot 2018-07-03 10.31.52.png

IRAR
Occasional Contributor

How did you get this in color???  

jmarovt
Occasional Contributor

Hey @EGirardet - as said above, I'm developing a Hubspot CRM app that helps me adjust a lot of preferences for the deal view. I would love to talk directly to more of you that have this problem - to see what to actually build first. Feel free to contact me on jmarovt@gmail.com 

zoliphant
New Contributor

I agree this would be nice to have the proper visual indicators that each unique business find the most value in. 

DDeZeeuw
New Contributor

Please start planning the production of this feature. Thank you.

Morgan-D
New Contributor

This is vital for us too. The close date that is displayed in 'board view' is meaningless  unless we edit it (automatically generated) and taking up valuable space!