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

418 Replies
joshkidd
Member

This isn't just an idea, it's absolutely critical to rapid digestion of the deals board between team members.

 

'Close Date' doesn't even make my Top 5 things I'd want to immediately know about a deal!

 

Looking forward to this being implemented ASAP.

 

Cheers

GreenSlate
Participant

I too would like to control my own attributes that show on deals in the board view.  Please let me know if this is something HubSpot can implement in the future.  Thanks!

Chrisk
Member

Attaching Contacts an make call and annotation possible in the deal pipline dashboard would be very vital for our sales process.

 

Please make cusomization of the deal pipeline cards possible.

Chrisk
Member

I came across this issue again today.

 

Customization – adding phone numbers or postal codes – to the deal pipeline cards and the table view would be absolutely vital to improve our sales process and keep our deal processes seamlessly.

 

Please make possible to add properties (phone number, postal code, address) to deal pipeline cards and as columns in the table view.

 

Best

Chris

celebiary
Participant

VERY MUCH NEEDED ASAP!!!!!!!!!!!!!!!!!!!!

slucas
Contributor

Agreed- It's great that we can now build products directly into the deals, and we're using this  as a requirement on all deals.  However, with the release of this feature we stopped using all of the custom properties we'd built to capture this information previously. 

 

However, now we're a bit blind; we can't see the products in a deal view, and the data isn't accessible in any export or useful dashboard view. What does show up in the dashboard seems to be significantly delayed and not showing the full range of products being applied to deals - though that's difficult to validate when we're unable to see the products applied without individually pulling up all of the deals and manually tallying what's being sold.

 

Is there any ETA for when the deal properties will be more accessible and the dashboards will be better customizable?

Randall
Participant

Deal Cards and Deal Reporting. All for this. Surprised that HubSpot doesn't seem to have any deal level reporting to include deal properties. We have deal reviews with the executive team and I now have to duplicate all deal data into another format (the dreaded powerpoint slide) for a deal review. It's forcing us to work outside the tool.

murta
Participant

Pipedrive has a nice way to see and customize the Deal board. Would be very cool to have this in Hubspot.

DDeZeeuw
Member

Considering you can edit columns in the Table view, this seems like a basic (and easy) thing to add to Hubspot CRM. By not including this as an option at any level, you are rendering the board nearly useless for about 40 percent of users. Our weekly sales meeting typically starts with our team examining/discussing a board of potential deals sorted by Owner, then by Priority/Amount. What is the point of being able to sort by Hubspot Owner on the board if you have no clue who owns the deal without clicking on it?

 

This is a must add.

MatiasEscobar
Member

I also need other important things on my Pipeline, such as products offered, comments and other kinds of information! Really think that this is A MUST feature to have.

Hope we could have this ASAP.

DWXFX
Participant

Definitely agree, Close Date would be pretty far down our list as well. I know you can use filters to filter by say Deal Type but if you can't customise the information on the card, then should be able to save these filters as custom views.

David1
Participant

I love the Board View, but sometimes I need to look it in different terms just as everyone else here has already stated.

Bret_LOGIQC
Member

Strongly support these ideas. 

ODWJohn
Member

Great Idea!  I would also love the ability to create my own CARD in the deal and COMPANY record. Right now I can only place properties into the ABOUT field.  With the ability to create a custom CARD on the left rail, I could segment out which properties appear where. 

Katya
Member

This annoyed us so much, we made our own CRM system with deals in house

Randall
Participant

Katya...yes we are doing so as well. Working with HubDB to capture deal level properties and report via landing page for deal reviews with executives. HubSpot cannot report at the deal level and it seems silly to have exec's login to HubSpot and learn a new system simply to get a status at the deal level.

IRAR
Member

Agreed!  I don't need a close date because we don't track deals monthly.  I should be able to set my close date based on my goal to close the account.  For me it would be 15 days and not by the end of the month. 

bacahoon
Member

We would really like to see this implemented.  Now that we are using Service Tickets the design problem is even more relevant.  

lizyork
Participant

My team and I agree 100%. We shifted our 15 person sales team from Pipedrive to HubSpot and while many features are similar or better, this is unfortunately one that is not. It has been asked of me every day by the team members and we would appreciate HubSpot's support in making this a feature. Given there are so many customizations in HubSpot, it is dissappointing that this is not one of them. Thanks for your support, HubSpot!

philadelphe
Member

Totally validate this idea, we have more important information than "closing date" and "amount" to display in the board view of the deals and would like to be able to customize this!