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. 

 

ybaptiste_0-1615930902112.png

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

423 Replies
ybaptiste
HubSpot Product Team

Hello HubSpot community,

 

Thank you for your continued feedback on this idea. 

 

I am happy to share that we are targeting a beta release for Feb 2021. Admins will be able to customize secondary properties (amount and close date for Deals and time open and owner for Tickets) for all users in a portal.

 

NickBailey
Member

I was directed to this thread by a support Agent after I had the enqurie about my specific case use of customising the card.

 

We have a dispatch team that relies on filtering order status from descending order (oldest first) for dispatch - I would love to be able to change the "Close Date" to ""Custom" Date" and have a property that allows it to be customised from x days when the status has been changed on the deal (from New order > Paid). In this scenario, "Custom" would be Dispatch, so our team would know when the advertised "3-5 business days" is coming up.

 

Would also +1 to colors, please. That would be able to categorise orders and add flair to VIP clients.

kcondellire
Member

We also need to be able to customize what amount is displayed at the bottom of the card view.  It would be very beneficial to be able to have an option of what amount you want to see at the bottom.

 

Thank You,



goldathletics
Member

I would also say the exact same for Ticket cards. Moving issue tickets thru the service pipeline is simplified and less time is spent searching through the ticket records for information that could be availsble at-a-glance.

Josefine
Member

As many have already mentioned: 
- A color coding system would be great- warning colors for example.
Green - all tasks are done and it looks good. Yellow- should take a look. Red- day to act.

- The opportunity to choose what you want to see on the card is a MUST- we need notes, the last activity in a short text so the sales person don´t need to click on the deal to know what to do or to answer when customer calling. 

- Tags- take a look at Trello

- Filter functions- all "Red" deals shown first- the sales person know where to act. 

- Rating system other than amount of deal. (Where should we spend the most time) Our most important leads are not always based on amounts.

We looking forward to this feature! If this is done, we do not need to look at other solutions.

KakarottoXR
Member

Why isn't this done yet!!!! It's been 3.5 years!!!!

JOkkinga
Member

Yes please! HubSpot, make this happen.

 
 
 
Stanz
Participant

@bkeller  Can you give an update on this feature as Q3 of last year was supposed to be the launch date? 

 

Is there any update on when we can expect it to be completed?

MBrun-Picard
Member

+1

warrendavey
Top Contributor | Platinum Partner

Let's make cards available for other objects too!

RBonney
Member

This needs to happen ASAP

Status updated to: In Planning
ybaptiste
HubSpot Product Team

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 Beta
ybaptiste
HubSpot Product Team

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
ybaptiste
HubSpot Product Team

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

HenrietteL
Member

It would be great to be able to change the properties of the deal card for each department using Hubspot. It would make the pipeline more accessible! 

KOverstreet
Member

I agree! I'd love to see an icon or color coded option available for each deal on the board that allows sales reps to quickly identify leads of high priority so they can better focus their efforts on the most valuable deals for their team. 

whitneyparker
Participant | Diamond Partner

Hi @ybaptiste -- I just tried access that Beta request form and it said it is unavailable. Could you check permissions on it? I'd love to get our client into this beta! 

warrendavey
Top Contributor | Platinum Partner

@ybaptiste @AndyPitre  - i just tried the form too and am getting an error for access. I don't think it was made public.

 

Screen Shot 2021-01-21 at 11.20.50 AM.png

YNew
Member

Great idea.

Additionaly, it would be very helpful if Jira issue properties could be made visible on card veiw of tickets in the service hub.

warrendavey
Top Contributor | Platinum Partner

Looks like the form is fixed.  Thanks team!