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])

HubSpot updates
Mar 16, 2021

Hey Community. 

 

Thanks for the continued feedback. 

 

A bit of an update here. We now have a small private beta going for board card customization, which lets you change the properties displayed on the Kanban board view for both Deals and Tickets. 

 

With the private beta, we identified a few improvement areas, which we are currently tackling. While making the improvements, we are also making it possible for users to customize properties that appear on association cards--see below. 

 

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We expect to have these improvement done by end of month, after which everyone who completed this form will be added to the beta. 

 

We also want to make it clear that this beta is only for customizing the information that is display on cards, not color coding cards. Color coding is on the team's radar and we are planning to slot this work in the coming quarters. 

 

Thanks for the patient as we work to make this feature awesome. We are looking forward to giving you all access soon. 

Status updated to: In Beta
Feb 24, 2021

Hello HubSpot community,

 

Excited news. Board Card Property customization is in private beta. We are giving early access to portals, at the appropriate tier, who filled out this form. If you provided contact information in the form, you will recieve an email once your portal has been granted access to the feature. This will happen in the next few days, so please be patient. 

 

Again, thanks for the continued feedback, HubSpot community.

 

Status updated to: In Beta
Jan 20, 2021

Hello HubSpot Community 

 

Thank you for your incredible patience here. The team is happy to announce that we will be releasing board card property customization, which will allow admins to customize properties on board cards, to private beta shortly. If you have a starter, professional, and/or enterprise plan and would like to get early access to this feature, please fill out this form

Status updated to: In Planning
Jan 20, 2021

Hello HubSpot Community 

 

Thank you for your incredible patience here. The team is happy to announce that we will be releasing board card property customization, which will allow admins to customize properties on board cards, to private beta shortly. If you have a starter, professional, and/or enterprise plan and would like to get early access to this feature, please fill out this form

Status updated to: In Planning
Nov 2, 2020

Hello, HubSpot community,

 

Thank you for your continued input on this idea--and your patience.

 

We are happy to say that the idea is in development. We are working on making it possible for admins to customize board card properties for all users in a portal in properties settings--both for Tickets and Deals. The selected properties will serve as the default displayed properties on all board cards in the portal.

Again, thank you all for your input here and for your help in making HubSpot a better product.

Sep 17, 2020

Hello HubSpot community, 


Thank you for your continued input on this idea! We're looking to learn more from you to ensure we deliver the best solution to meet the needs of your business. Could you please take this short survey? 

As for the status of this idea, this is something we're talking about a lot these days at HubSpot. So, with some good feedback here I'm optimistic we'll be able to start building a solution here shortly. 

Thank you in advance! 

Status updated to: In Planning
Mar 23, 2020

Status updated to: Not Currently Planned
Apr 4, 2017

401 Replies
imartin_1983
Member

Hi,

it'd be great to cluster different client groups. Also I find it much easier to have colors on leads, since it helps with visual representation of the stage they are in.

Status updated to: Not Currently Planned
AndyPitre
HubSpot Product Team
 
drafeedie3
Participant

Seems like this should be the most basic of options! Much agree that this would make the table view far more useful. Being able to see time zone would also be excellent for companies operating across multiple geographies. 

SLintz
Member

Custimization of this feature would make this tool a lot more useful!

At a glance I'd like to feature different attributes than the defalt view, lots of other features controlled in settings, but not this.

Agreed, a color coding system would also be benifical. 

usmankhan
Member

Sales users should have the ability to customise the deal boards i.e. what information is displayed on the board. Currently it's set by default to show the deal name, close date and an associated contact tag. User should be able to either select from a list or better yet, drag and drop the fields that wish to see on the deal boards.

aeuston
Member

Agreed. Seeing an arbitrary guess at a Close Date is not useful information for me. I'd rather quicly see when the last contact was made, or, like you say, choose whatever I want to be included there. 

mariemoesgaard
Member

It would be super valuable to see whether a task is scheduled or not


@usmankhan wrote:

Sales users should have the ability to customise the deal boards i.e. what information is displayed on the board. Currently it's set by default to show the deal name, close date and an associated contact tag. User should be able to either select from a list or better yet, drag and drop the fields that wish to see on the deal boards.


 

skc
Member

I would like to be able to see something other than Total $ at the bottom of each stage.  We measure our volume by units rather than dollars at this point, so it would be nice to be able to show total opportunity in units.


gforan
Member

Why not make the information that shows on the Deal Board card up to the administator.  For us, the $ amount is not so important as the "Last Activity Date".  I'd change it in a heart-beat if I could.

 

And while you're at it, giving the option to make a card RED to highlight it as "Hot" would be great.  Other colour codes would work, too.

gforan
Member

For sure!  $ amount does not drive our deals, but last contact date is very important.  Also, When you have dozens of deals on the board, a colour code would be very helpfull.  The colour code could be based on the administartor's requirements--deals that go 3 days without a contact turn yellow, 5-days turn red.  This would be very powerful visually.

granthensel
Member

This is an incredibly important feature - not having this exact functionality is causing us to start looking at other CRM systems. Our sales team manages dozens of deals at a time, and having to click into each deal to see the next step instead of having, for example, a 'Follow Up Date' field dislayed on the deal card is a huge drag on productivity. 

znpm
Member

With this feature available it would expand the applicability of HubSpot's Deals to more organizations and their intricacies. Working in Sales and managing sales account's requires the ability to nagivate through dozens of deals during a conversation--which is currently not feasible with the current tools. Would love to see this change.

Jeffress
Member

Apologies if this is somewhere else in ideas! Please merge if applicable....

 

I think it should be possible to customize which fields display on the cards in each pipeline on the Deals Board, similar to how we can now require different information for each stage (in each pipeline). Our company focuses one pipeline on new sales and a different one on renewals, and because of this the "close date" is only relevant in one of those two. Just to point out, I know this is simply a Deals Board issue, but the Board is far and away better for our team. Please do not lump this in with functionality in Table view.

 

The fields on the cards in the Deals Board are simply pulling information from other filled-in fields. It should be quite easy to allow our team to redirect this pull. Thank you!

Lea
Participant

We would like to be able to see in the deal view the contact associated to the deal. Currently if a deal is associated to a company and to a contact, the row "associated with" will show teh company only. But we should be able to see both or to choose which one we want to display 

Katya
Member

It's so hard to use deals right now because we only have a standard view for each card and that makes it pretty difficult to sort out the pipelines, epecially since there's not even any colour coding.

grabmjw
Member

I agree 100%,

Custom fields on the deal cards, color coding, account manager, a rating system (other than $$) would make this program much more usable for my team.

estherdewinter1
Participant

agree!


@AndyPitre wrote:

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])


 

Nateliekriel
Member

I completely agree - If there were custome deal fields per pipeline it would make the flow alot more accurate, instead of duplicating information

winston
Participant

Trello is a great system to look at for ideas with this implementation. Their basic layout with "Lists" as columns (equivalent of "Deal Stages" in HubSpot) and cards (Deals) and how they have a basic color label system and the ability to choose which fields will be displayed on the front of the card.

 

When customizing the deal fields it would be great to have a checkbox or way to determine which fields would appear on the front of the card. And not to mention, for heavens sake please give us the ability to disable automatically putting a close date on deals!!!

estherdewinter1
Participant

@winston 100% agree!