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
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

241 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
Member

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. 

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.

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])


 

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!

Katya
Member

I really don't know why this isn't implemented yet!

Yoshi
HubSpot Employee

It would be great if we can edit the deal card. 

The reason being is, we have a property that indicates "order received date", and "delivery date". 

It would be easier if we can display custom contact property on the deal card. 

everest8878
Member

Absolutely.  This would be huge for sales managers - we all depend and key on different variables for different stages.

 

I did just discover the "order by" functionality, so at the very least I can see the least recent activity at the top of the stage.

Kimberly
Participant

I am on board with wanting to customize deals, color code, etc.! Would love to have our VIP clients display in a different color. 

Rockow
Member

This would be a great option.  Currently can't see what Company the deal relates to if they dont have a logo.

 

Cheers!

basil
Key Advisor

+1

GL
Member

+10!!