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])

400 Replies
anthonycr
Member

Absolutely need this, please prioritise. 

JohanP
Member

Yes! This is a very critical feature.

JohanP
Member

I agree, this is really a must-have feature if you're working on multiple deals and need prioritization on a rather high level. Close date is not very useful in my business - we work a lot with tenders, and what I'd like to see in the board view is the tenders deadline for submitting a quote or perhaps last contact date.

 

I believe this request is also covered in the below thread so may be worth a shot to uplift and comment here.

https://community.hubspot.com/t5/HubSpot-Ideas/Customized-quot-Deal-Cards-quot-in-Deals-Dashboard/id...

 

cr62892
Member

This would be a great help, - yes please!

santkowiak
Member

I deal with several contacts at companies on various deals and this feature would be invaluable time saver. 

MissTipsi
Top Contributor

We are new here would definitely benefit from this. Can anyone shed light on what sort of number of votes are needed before Hubspot takes these things seriously? This was raised well over 2 years ago...

Herschel
Top Contributor

@MissTipsi I think @davidhinkley may have put it best when he asked:

Is this a forum where we can expect helpful answers or is it a wishing well that is too deep to see what you are looking for.

In my experience is the latter. In other words: ¯\_(ツ)_/¯

oliverbrason1
Member

This is perfect for a business managing multiple brands.

Anidride
Member

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

CartonCloudGM
Member

Pipeline management requires the ability to separate deals from others from a visibility point of view. 

 

Colour coding yes is necessary otherwise at least a "hot" feature. 

 

dulnikowski
Member

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

mortenstaal
Member | Platinum Partner

+1

mmoore85
Member

I agree. Arbitrary, projected close dates are not useful in our business. I would rather see at a glance: when the when the deal way created, or last contact date, or how many days since deal was first created. 

MarissaB
Member

When you have clients with monthly payment plans and annual payments it would be nice to be able to customize the board card to show which value the figure represents.

HRStrategies
Member

This is a great idea!  Currently it is set to show close date.  We use the board to review our RFP opportunities and it would be much more valuable for us to see RFP Due date than close date.

BPester
Participant

Brilliant Idea - We need to be able to colour projects that are running behind schedule

kusionowicz
Member

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

Will_Sheldon
Member

Adding weight to this idea. For example being able to include deal owner to the board would be great so when looking at the board as a whole you could could easily see which deals were related to which person on the sales team. 

patorojasabalos
Member

Several fields and colored labels in cards are very important for us, please build it!

Hatchman
Participant

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.