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])

132 Comentários
Colaborador Ocasional

Since posting this it has seen a lot of upvotes (Thanks!) and support. 

 

Since one of the most commented-on frustration is the inability to edit the close date, I thought I would share my work-around:

 

Since the last update, you can require fields to be updated when moving a deal from stage to stage (pipeline settings).  I now require the Close Date field to be updated in order to move a deal to a new stage.

 

Even though it's not the original goal of the request (allow us to update which fields are shown on the Deal summary card in Board view, at least stages and deals are sorted by the (previously useless) Close Date, which informs my Deal Forecast report.

Colaborador Ocasional

I require the same.  It helps to see at a glance what date the deal entered that deal stage.  It also helps with prioritizing deals that came in first.  

 

I would like to be able to keep the "date" but change the title "close date" to be customizable and to show or not show in preview/deal stage. 

Colaborador Iniciante

PLEASE DO THIS!!! Please! Would be so useful!

Colaborador Iniciante

another plus +

Colaborador Iniciante

This would be a great feature for us as "Close Date" isn't really relevant for us as they move through the pipeline. 

Colaborador Frequente

This would be handy!

Visitante Frequente

This feature should be available across modules (Deals & Service).  This is a very basic feature that should be available in this type of software.

Colaborador Ocasional

This is a feature that would be handy for all cards (deals, tickets, contacts). I'd also like to be able to edit the order the cards are shown. 

Colaborador Ocasional

Agree 100% on this. Have had multiple inquiries from clients about this. 

Colaborador Iniciante

This is a must, please prioritize. 

Colaborador Iniciante | Parceiro Ouro
Colaborador Iniciante | Parceiro Ouro

This would be so HELPFUL! Any sight of this on the roadmap?

Consultor

This would be so helpful. Replying here to try and gain more traction. This has caused 2 customers to opt out of exploring the CRM further. Would love to talk about it. 

Colaborador Ocasional | Parceiro Elite
Colaborador Ocasional | Parceiro Elite

This is critical! We've got a lot of clients that often ask about different ways to visualize deal cards (colors, in particular)

Colaborador Iniciante

YESSS! This would be amazing. 

Colaborador Iniciante

Yes!!! This is critical. It's hard to believe there hasn't been any movement on customization of the deal cards! 

Colaborador Iniciante

Not currently planned? How is that possible? This is critical and seems like a very standard request. 

Colaborador Iniciante

need this!

Colaborador Iniciante

This is a feature my company needs. We have deals that involve several types of revenue over different periods of time. For example, a deal may have:

  • An upfront charge for immediate work
  • Monthly service fees
  • Future usage fees.

Right now we put these into a deal as products which add up to the whole deal amount. However, when looking at the cards in the deals board, only seeing the whole deal amount isn't enough. We would like the option to customize the fields we see on these cards so that the sales team can prioritize properly.

Colaborador Ocasional

As a sales ops in our company, I think that every single salesperson I our team asked me this at some point. Very frustrating to have to answer "this is not something that Hubspot allows me to customize for you" every time. It is definitely needed Smiley feliz

Colaborador Ocasional

This is highly needed!  Please prioritize Hubspot!