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
Aug 23, 2021

Hey community, here's a link to KB article detailing how to customize board card properties: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

Status updated to: Delivered
Aug 11, 2021

Status updated to: Delivered
Aug 11, 2021

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

435 Replies
nrodes
Member | Partner

Please add it soon!

Sherif
Member

It an important idea , will be very useful to have such a feature

Status updated to: In Planning
bkeller
HubSpot Product Team

This idea, along with https://community.hubspot.com/t5/HubSpot-Ideas/Customized-quot-Deal-Cards-quot-in-Deals-Dashboard/id... are currently in the design and development process. We expect to launch this feature during Q3 of this year. 

 

 

Status updated to: In Planning
bkeller
HubSpot Product Team
 
RKtruoptik
Member

Upvote - Pls add this functionality!

StuGold
Member

This is very important ... we just had a meeting and after having Hubspot for a number of years are starting to feel that Hubspot is not as useful as we need it to be. 

 

This inability to change the information on the views of the cards is a key element in this decision.  It is clear that different Hubspot users want different info so we can't figure out why they restrict us to what Hubspot deems most important (deal amount & close date).  I'd like to have the Client Name, Client Contact Name, my Sales Rep Name, and the Customer Prioritization Level on the card.  And being able to color code the cards to track them in other, customized ways would be a massive enhancement and of great value.  It seems years have gone by since some of these ideas were first proposed and Hubspot has done nothing to address.  We're starting to look at other tools now.

sstaicer
Member

Ability to add deal owner profile pictures to the deal card. 

paladinodeimari
Member | Partner

We also start to look at other tools.

Customisation of deal's tabs is a key feature.

ctrimde
Member

Each Company has a different ways to "understand" deal cards. Its a "must have" that Deal cards can be customized!

nrodes
Member | Partner

I guess its shouldnt be that complex to do fields and views are alredy there, We are also exploring other options since we find this kind of shortcomings all the time and its not a good answer wait 6 months to make a simple tweak while spending the same or more than other tools that already do. 

gsbrindley
Member

I'd like to include a custom field "Bid Date" in place of "Close Date".

bojanski
Member

This would be amazing. We do a daily walkthrough of our pipelines but we have to click into each deal to see 1-2 fields that we need to check. 

Nickabr
Participant

How this is not already an option is beyond me. Such a simple but necessary function. Please resolve ASAP.

amberleemaya
Contributor

I hope this is implemented soon. Would be so helpful to our sales team.

Jusbut99
Member

great idea! colour code altering as last activity goes further into the past.

TribePayments
Member

Hi,

 

We have just clarified this with our onboarding specialsit as colour coded tiles would be hugely useful. Scoring does not work as effectively in board mode in my opinion. 

 

Thanks!

dstone15
Member

Yes, I need this asap. It is an essential feature I must have in a CRM platform. Other popular ones have this and I'd like to stay with Hubspot if possible. 

F_Cacciapuoti
Member

We would need to be able to see the company name on the card, instead of just the logo.
Surely being able to customize the information on the deal cards would be the best option!

CLWorking
Participant

This customization for other pipelines as well. Example: Service pipeline be able to see custom property associated with the ticket.

HRStrategies
Member

We concur. It would be ideal to customize distinctly for each funnel.  Each funnel has distinct priorities.