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])

118 Commentaires
Contributeur occasionnel

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

Contributeur occasionnel

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

Nouveau contributeur

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. 

Contributeur de premier rang

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/

Nouveau contributeur

I support the idea

Nouveau contributeur

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

Nouveau contributeur

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

Regular Contributor | Gold Partner
Regular Contributor | Gold Partner

+1

Nouveau contributeur

+1 definitely useful when custom properties are added, it's because they're important

Visiteur régulier

Please, we need this feature asap 🧡

Visiteur occasionnel

Agree! Last contact date is incredibly important to us and it's very cumbersome to have to open each deal and scroll through deal properties to find out.

Visiteur occasionnel

Absolutely need this, please prioritise. 

Nouveau contributeur

Yes! This is a very critical feature.

Nouveau contributeur

This would be a great help, - yes please!

Nouveau contributeur

308 upvotes, I would consider a feature with so meny requests.

Nouveau contributeur

Along with so many other users, I would Love to be able to edit what fields show up on the Deals Board Card view along with color coding.  This would save so much time and aggravation.  The close date is useless to how we run our business.

 

Thanks!

Chris

Nouveau contributeur

+1

Visiteur occasionnel

We are trialling at the moment and need some sort of indication that this is going to be prioritised as a new feature

Contributeur occasionnel

My sales group is clamoring for this in order to make the deal board more meaningful in their planning and tracking.

Any word on when this will be done?  Seems like some very strong interest on this.

Équipe de développement de HubSpot
Équipe de développement de HubSpot
Statut mis à jour : In Planning