Customized "Deal Cards" in Deals Dashboard

AndyPitre

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])

236 Replies
Neil
Member

Absolutely need this.

dgrover
Member

Definitely need. We are using a work around to display products in title, which in turn effects our reports. It's a lose-lose situation with this lack of functionality. 

jsto
Contributor

My sales team has asked for this feature twice now. As they merge away from their spreadsheets, having custom colors available for the deal stages would really help.

pzemansky
Member

Are u kidding me? Look at the amount of comments and upvotes... plus how long this topic has been engaged with by Hubspot customers similar to us. UPVOTE +1 here and please Hubspot... do something???

dan_bedard
Member

Another +1

SweetDesigns
Member

I have seen many threads on this topic, and it is clearly important to Hubspot users for years now.  This will make or break our decision to upgrade to a paid version of Hubspot, or go to Pipefy instead.

 

In the meantime, is there at least a view that shows only upcoming activity due dates?  I found how to sort deals by most recently due acitivites, but it shows the whole board.  If I could at least see a list of deals that only have tasks due today, for example, I could temporarily circumvent the need to have color coding and customizable propoerties on cards.

 

But in the long term, color coding for us is indispensible.  Last year, I used Trello for this reason.  Our customers are divided by local pickup, shipping or local delivery.  Each customer type is handeled differently, therefore color coding is a must.  I may either stick with Trello or go to Pipefy.

 

If anyone knows how to at least sort the deals by scheduled task date, that would be most appreciated!

daperlman
Member

There are 8 pages of results and the status says it is still not planned? What threshold has to be met?

MarcusWennmo
Contributor

Would it also be possible to remove the company logo from the deal in the board view? This doesn't add any value and take up alow of vertical space! 

CMR311
Member

I have had the same thought. Our deals can take up to a year or more to close. Maybe if we could even have the cards color-coded to signify Hot, Mild - still a prospect but may not happen this quarter/year, cold - they are not responding to our follow up but they are not dead yet. I rely on my deals page, but we can have so many deals in progress that I can't tell what may land this quarter. Makes meetings run long when you have to ask your salespeople about each and every deal. 

JL22
Member

This would be AWESOME!!!!

glaurain
Contributor

Please be sure to upvote so HubSpot Dev team can start developing this. 

It's been  ~18 months and 34 upvotes since this was originally requested.  Any luck with progress on this prioritizing @Hubspot product team?

jennagadelha
Member

PLEASE, PLEASE, PLEEEEEASE let me customize the deal cards on the board view of my deals. Right now I'm having to name my deals ridiculously long names because I get two things - The deal name and the close date. Just having the option to add another field or two would make the user world a better place. 

 

The bonus would be this: If my next contact date is today, the deal card will be highlighted or in a different color or some type of flag to show that deal needs to be touched today. But that's just a bonus. I really just want to have the next contact date there because I live in this view.

 

Thanks in advance for dropping everything you're doing and making this lowly little HubSpot user your top priority! Smiley Very Happy

stevenewton
Member

Hubspot - let's make this happen!

Damien
Participant | Gold Partner

Very surprised this is not a built in feature. Setting up deals for a new client right now and they had a very basic request that the deal name is shown BEFORE the deal amount, which I discovered is impossible to customise. Seems like it would be a simple and obvious feature to be able to choose the information from a deal that's important to you so it's shown in the various default views of the deals. 

JWHBarton
Participant

YES! Great idea

Neele_D
Member

This would be such a useful addition to both the ticket and the deal dashboards!

AndreaBalducci
Participant

UP!

AndreaBalducci
Participant

UP

JoMezz
Member

I am new to hubspot but think it would be hugely benficial to be able to colour co-ordinate deals based on their owner so it is clear who belongs to who

glaurain
Contributor

Note that you could accomplish this via Filters i.e. 

Hubspot / Sales / Deals / 

Click on 'Filter' on Left side, select 'Deal Owner' from properties and then you can see all the deals for sales rep 'x'.

 

For the color coding, it's probably best that HubSpot development enable the functionality to color-code deals, but let the designation be determined by the user i.e. to color code deals that are 'Hot', 'Warm', or 'Cold', or deals that are 'all systems go' vs. 'some issues' vs. 'in jeopardy' etc.