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])

53 Replies
HubSpot Product Team
HubSpot Product Team
updated to: Not Currently Planned
 
drafeedie3
Occasional Contributor

Seems like this should be the most basic of options! Much agree that this would make the table view far more useful. Being able to see time zone would also be excellent for companies operating across multiple geographies. 

SLintz
New Member

Custimization of this feature would make this tool a lot more useful!

At a glance I'd like to feature different attributes than the defalt view, lots of other features controlled in settings, but not this.

Agreed, a color coding system would also be benifical. 

gforan
New Contributor

For sure!  $ amount does not drive our deals, but last contact date is very important.  Also, When you have dozens of deals on the board, a colour code would be very helpfull.  The colour code could be based on the administartor's requirements--deals that go 3 days without a contact turn yellow, 5-days turn red.  This would be very powerful visually.

granthensel
Occasional Contributor

This is an incredibly important feature - not having this exact functionality is causing us to start looking at other CRM systems. Our sales team manages dozens of deals at a time, and having to click into each deal to see the next step instead of having, for example, a 'Follow Up Date' field dislayed on the deal card is a huge drag on productivity. 

znpm
Occasional Contributor

With this feature available it would expand the applicability of HubSpot's Deals to more organizations and their intricacies. Working in Sales and managing sales account's requires the ability to nagivate through dozens of deals during a conversation--which is currently not feasible with the current tools. Would love to see this change.

Katya
New Contributor

It's so hard to use deals right now because we only have a standard view for each card and that makes it pretty difficult to sort out the pipelines, epecially since there's not even any colour coding.

grabmjw
New Contributor

I agree 100%,

Custom fields on the deal cards, color coding, account manager, a rating system (other than $$) would make this program much more usable for my team.

estherdewinter1
Occasional Contributor

agree!


@AndyPitre wrote:

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])


 

winston
Occasional Contributor

Trello is a great system to look at for ideas with this implementation. Their basic layout with "Lists" as columns (equivalent of "Deal Stages" in HubSpot) and cards (Deals) and how they have a basic color label system and the ability to choose which fields will be displayed on the front of the card.

 

When customizing the deal fields it would be great to have a checkbox or way to determine which fields would appear on the front of the card. And not to mention, for heavens sake please give us the ability to disable automatically putting a close date on deals!!!