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])

432 Replies
MathewG
Member

Deal Cards are very helpful "at a glance" summaries of Deals.

When viewing the Deal Cards, I would request to only see open deals, and hide any closed deals.

For example, If we could have a filter we could apply to the DEAL CARDS for the DEAL STAGE, I could then set the filter to hide deals in the DEAL CARD area that are already closed. 

If that is not possible, it would request to simply display Deals by:

  • Sorted by nearest to closing date
  • Sorted by deal most recently opened
FelipeFelix
Top Contributor

Would be nice if I could customize that Pipeline by pipeline.

My Sales team have a different need to my CSM team. The same for B2B2C companies.

HubSpotMaster
Key Advisor | Platinum Partner

This would be great to have by Deal or Ticket Pipeline. Right now it's a global setting. 

 

@AndyPitre 

Status updated to: Delivered
ybaptiste
HubSpot Product Team
 
Status updated to: Delivered
ybaptiste
HubSpot Product Team
 
SWilsonA4u
Contributor

Am I missing something, I see no extra ability to customise the card fields , views and colours??

 

Anyone help me out.

CMR311
Member

You know what would be awesome? Telling us how to use it.

DSchwalb
Member

Hello, I see this is Delivered but cannot find it, can you please send a knowledge link?

 

Thanks,

RobSal
Member

+1

ybaptiste
HubSpot Product Team

Hey community, here's a link to KB article detailing how to customize board card properties: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

rwong
HubSpot Employee

Love the additional customisation available now! Just wanted to pass on feedback from a customer who hopes to include more properties (beyond the current 3) in the card within the board view. 

 

They need more info to be shown on their dashboard, and would still like the clean columns/visualisation provided in the board view as compared to the list view

MKomatsuzaki
Member

Hi! Thanks for this article, helpful to get navigated to land at this page: Customize record sidebars and preview cards

 

So I was able to customize which properties to show on board cards view although you can only show two, I still want to know 2 things on this topic: 

1. Can I customize which properties to show in board cards view by pipeline? 

2. Can I add color code the cards based on different criteria we set?