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
Status updated to: In Beta
2 weeks ago

Hey Hubspot community,

Thanks for all your patience. After a successful beta, we started rolling this feature out to all users at starter + yesterday. In the next week or so, all users at starter + will have access to CRM Card Customization, which will let you customize the properties displayed on board cards and record association cards.

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

411 Replies
Herschel
Top Contributor

Being able to select which properties display on the deal/ticket card in the pipeline board view (ideally individually per each separate ticket and deal pipeline) would be extremely helpful.

Herschel
Top Contributor
tikhontikhon202
Member

I support the idea

donnie721
Member

Please add this feature, I want the cards to reflect the information that is meaningful to me.

webeing
Member

+1 Completely Agree!

dcoburn
Member

I was just looking to see if this functionality existed and in finding this thread, I guess it doesn't currently exist.  This would be immensely beneficial for seeing deals at a glance and which ones require attention.  I agree with another poster that having the color change based on 'Last Activity Date' would be the most useful as it would highlight which deals need to be acted on first.

 

Please make this a priority HS.

davidhinkley
Member

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

how do I customise my deals by company view to add other data points like campaign name

jeffkahn
Member

For anyone serious about sales, this is essential. Pipedrive and Notion's board feature allow this.

JeffSchneider
Participant | Gold Partner

+1

HRHDavies
Member

This is a must have!  We are using Monday atm and there is no way we can move away form it until this functionality is in place. 

Daniel_Monsalve
Participant

This would really be a good advantage of HubSpot over other CRM's!!
I want to tag certain deals that's priority is "Hight" (I have "High", "Medium" and "Low") with a color!

 

Come on upvoting!! We are 60 now

Bartel_s
Member

+1 definitely useful when custom properties are added, it's because they're important

stigaskcody
Member

This is a needed feature in order to prioritize a large number of deals

 

Big upwote

TechEvangelist
Participant

Hi Hubspot.   This is a long time for a ticket to go unanswered.   Please can some comment be made at least as to when some for of solution might be put in place.   Thanks

michaelkruse
Member

Please, we need this feature asap 🧡

amylov
Member

We need this, too! 

bradytraeder
Contributor

Definitely need some customization regarding this. Would like to be able to show most recent deals at the top and adjust column widths and stuff like in the the contacts/company tables.  

bradytraeder
Contributor

https://community.hubspot.com/t5/HubSpot-Ideas/Create-and-print-postal-labels-in-HubSpot/idi-p/3219

 

Hey Everyone, if you could click the link above and upvote it, would be very much appreciated. Maybe you would benefit from this feature as well to print postal labels. 

erinhartje
Participant

Being able to change the properties on the cards and even change the card colors would be SO USEFUL! Please implement ASAP.

gthompson
Member

Agree! Last contact date is incredibly important to us and it's very cumbersome to have to open each deal and scroll through deal properties to find out.