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. 

 

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

433 Replies
MathewG
Member

Deal Cards are very helpful "at a glance" summaries of Deals.

When viewing the Deal Cards, I would request to only see open deals, and hide any closed deals.

For example, If we could have a filter we could apply to the DEAL CARDS for the DEAL STAGE, I could then set the filter to hide deals in the DEAL CARD area that are already closed. 

If that is not possible, it would request to simply display Deals by:

  • Sorted by nearest to closing date
  • Sorted by deal most recently opened
FelipeFelix
Top Contributor

Would be nice if I could customize that Pipeline by pipeline.

My Sales team have a different need to my CSM team. The same for B2B2C companies.

HubSpotMaster
Key Advisor | Platinum Partner

This would be great to have by Deal or Ticket Pipeline. Right now it's a global setting. 

 

@AndyPitre 

Status updated to: Delivered
ybaptiste
HubSpot Product Team
 
Status updated to: Delivered
ybaptiste
HubSpot Product Team
 
SWilsonA4u
Contributor

Am I missing something, I see no extra ability to customise the card fields , views and colours??

 

Anyone help me out.

CMR311
Member

You know what would be awesome? Telling us how to use it.

DSchwalb
Member

Hello, I see this is Delivered but cannot find it, can you please send a knowledge link?

 

Thanks,

RobSal
Member

+1

ybaptiste
HubSpot Product Team

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

rwong
HubSpot Employee

Love the additional customisation available now! Just wanted to pass on feedback from a customer who hopes to include more properties (beyond the current 3) in the card within the board view. 

 

They need more info to be shown on their dashboard, and would still like the clean columns/visualisation provided in the board view as compared to the list view

MKomatsuzaki
Member

Hi! Thanks for this article, helpful to get navigated to land at this page: Customize record sidebars and preview cards

 

So I was able to customize which properties to show on board cards view although you can only show two, I still want to know 2 things on this topic: 

1. Can I customize which properties to show in board cards view by pipeline? 

2. Can I add color code the cards based on different criteria we set? 

 

 

EHirsch
Participant

I would like to include more properties (beyond the current 3) in the card within the board view.  One more would do the trick for me.