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])

HubSpot updates
Customized "Deal Cards" in Deals DashboardHubSpot Product Team
changed to: Not Currently Planned
04-04-2017

88 Replies
HubSpot Product Team
HubSpot Product Team
updated to: Not Currently Planned
 
drafeedie3
Occasional Contributor

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
New 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
New Contributor

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
Occasional Contributor

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
New Contributor

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
New Contributor

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
New Contributor

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
Occasional Contributor

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
Occasional Contributor

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
Occasional Contributor

@winston 100% agree!

Katya
New Contributor

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

HubSpot Employee
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
Occasional Contributor

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
Regular Contributor

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
New 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
Advisor

+1

GL
New Contributor

+10!!

avavich
New Member

This would be excellent, yes please!

charlieb
New Contributor

Yes please! Otherwise I'll be forced to look elsewhere...