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
OfferZenBrett
Participant

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

OfferZenBrett
Participant

Is this ever gong to happen? 

Tamsin
Member

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

Databro
Member

we need it too!

glaurain
Contributor

Be sure to upvote this, if you haven't already.  Right now we're at 39, let's get it over 50!

brhellman
Member

Yes please!!! This seems like a simple request that would make so many happy.

madibrown1
Participant | Gold Partner

I agree with colour codes or tags also the ability to show last contact date or next meeting date. Even a tagging system to indicate important followups etc.

 

Being able to include upcoming or over due tasks on the deal cards would make workflow a lot more efficent

Triton
Member

We use a variety of information on our deals which we are currently having to use custom properties that are located in the deal. However it would be very nice if we were able to view that information on the Deal name card. 

As well if there was a way to customize the coloration of the deal according to timeline or time in deal stage. 

 

I think this would be a great value in the tool aspect if the deal name cards were cusomtizable. 

CharlesHuurman
Member

I don´t know If this is how I put in my bote for this idea. But 1 bote from me

glaurain
Contributor

You need to go to the top of the post and click on the thumbs-up icon to "upvote" the idea.  it's the left of ## Upvotes

 

 

johnhenry
Contributor

I just upvoted this idea. Surely this idea goes ahead!

Herschel
Top Contributor

Being able to select which properties display on the deal/ticket card in the pipeline board view would be extremely helpful.

 

@AndyPitre can you provide any insight into why this is marked as "not currently planned"?

 

Should it be merged with this idea: https://community.hubspot.com/t5/HubSpot-Ideas/Customise-the-deals-board-view/idi-p/16557/

Herschel
Top Contributor
tikhontikhon202
Member

I support the idea

donnie721
Member

Please add this feature, I want the cards to reflect the information that is meaningful to me.

webeing
Member

+1 Completely Agree!

dcoburn
Member

I was just looking to see if this functionality existed and in finding this thread, I guess it doesn't currently exist.  This would be immensely beneficial for seeing deals at a glance and which ones require attention.  I agree with another poster that having the color change based on 'Last Activity Date' would be the most useful as it would highlight which deals need to be acted on first.

 

Please make this a priority HS.

jeffkahn
Member

For anyone serious about sales, this is essential. Pipedrive and Notion's board feature allow this.

JeffSchneider
Participant | Gold Partner

+1

Daniel_Monsalve
Participant

This would really be a good advantage of HubSpot over other CRM's!!
I want to tag certain deals that's priority is "Hight" (I have "High", "Medium" and "Low") with a color!

 

Come on upvoting!! We are 60 now