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])

147 Replies
New Contributor

we would love this to.  Seems to be a basic function that would make the view much more useable.  Our priority is on ship date and this would be useful for a "operations and logistics view"

 

 

Is there anywhere we can actually see a roadmap?  

New Contributor

I would love to be able to view the customers mobile phone number not email when in a deal and looking at the contact details on the right hand side.

New Contributor

+1 on this request.

In our case we'd like to see internal priorities.

Hubspot team, could you please revisit prioritization?

Thanks

New Member

+1 to this.  We are finding it hard to use the Deal board view with no custom fields.

New Member

+1 This is a very important feature!

Occasional Contributor

Yeah, for example: close date is not relevant for us as we built our pipeline 🙂

It would be better to be able to view another strategic date: 'last sending date' 

New Contributor

This feature would be wonderful!

Occasional Contributor

Absolutely need this.

Occasional Contributor

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. 

Occasional Contributor

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???

New Contributor

Another +1

New 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!

New Contributor | Gold Partner

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

Occasional 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! 

New Contributor

Hubspot - let's make this happen!

Regular Contributor | 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. 

New Contributor

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

Occasional Contributor

UP!

Regular Contributor

Yes please! Is this ever going to happen @AndyPitre ? 

New Contributor

I'd liek to add my suport to this request - it's really important to be able to customise this view, happy to keep the "baked" fields there but need to be able to view others at a glance. Thanks, Tamsin