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
May 13, 2021

Hey Hubspot community, 

 

Customizing board card properties AND associated card properties are now live to all portals at starter and above

 

You can follow the progress on color coding functionality for board cards here

Status updated to: In Beta
Apr 27, 2021

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

418 Replies
anthonycr
Member

Absolutely need this, please prioritise. 

JohanP
Member

Yes! This is a very critical feature.

JohanP
Member

I agree, this is really a must-have feature if you're working on multiple deals and need prioritization on a rather high level. Close date is not very useful in my business - we work a lot with tenders, and what I'd like to see in the board view is the tenders deadline for submitting a quote or perhaps last contact date.

 

I believe this request is also covered in the below thread so may be worth a shot to uplift and comment here.

https://community.hubspot.com/t5/HubSpot-Ideas/Customized-quot-Deal-Cards-quot-in-Deals-Dashboard/id...

 

cr62892
Member

This would be a great help, - yes please!

santkowiak
Member

I deal with several contacts at companies on various deals and this feature would be invaluable time saver. 

MissTipsi
Top Contributor

We are new here would definitely benefit from this. Can anyone shed light on what sort of number of votes are needed before Hubspot takes these things seriously? This was raised well over 2 years ago...

Herschel
Top Contributor

@MissTipsi I think @davidhinkley may have put it best when he asked:

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

In my experience is the latter. In other words: ¯\_(ツ)_/¯

oliverbrason1
Member

This is perfect for a business managing multiple brands.

Anidride
Member

308 upvotes, I would consider a feature with so meny requests.

CartonCloudGM
Member

Pipeline management requires the ability to separate deals from others from a visibility point of view. 

 

Colour coding yes is necessary otherwise at least a "hot" feature. 

 

dulnikowski
Member

Along with so many other users, I would Love to be able to edit what fields show up on the Deals Board Card view along with color coding.  This would save so much time and aggravation.  The close date is useless to how we run our business.

 

Thanks!

Chris

mortenstaal
Member | Platinum Partner

+1

mmoore85
Member

I agree. Arbitrary, projected close dates are not useful in our business. I would rather see at a glance: when the when the deal way created, or last contact date, or how many days since deal was first created. 

MarissaB
Member

When you have clients with monthly payment plans and annual payments it would be nice to be able to customize the board card to show which value the figure represents.

HRStrategies
Member

This is a great idea!  Currently it is set to show close date.  We use the board to review our RFP opportunities and it would be much more valuable for us to see RFP Due date than close date.

BPester
Participant

Brilliant Idea - We need to be able to colour projects that are running behind schedule

kusionowicz
Member

We are trialling at the moment and need some sort of indication that this is going to be prioritised as a new feature

Will_Sheldon
Member

Adding weight to this idea. For example being able to include deal owner to the board would be great so when looking at the board as a whole you could could easily see which deals were related to which person on the sales team. 

patorojasabalos
Member

Several fields and colored labels in cards are very important for us, please build it!

Hatchman
Participant

My sales group is clamoring for this in order to make the deal board more meaningful in their planning and tracking.

Any word on when this will be done?  Seems like some very strong interest on this.