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
Thursday

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
3 weeks ago

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

412 Replies
sockclub_custom
Participant

I would love this! My top features would include:

1. Are there any tasks assigned to that deal?

2. Is the deal a rush/priority? Could possibly be indicated by color?

3. Users assigned to deal (so management can get a full picture)

 

I spoke with Hubspot about this today, and they said that it is a highly requested feature, but that they want to make sure not to overcrowd the board with information. I think this is valid. 

 

Maybe certain items can show up in icons in the board view, so that the information is condensed? Just a thought. My team is very visual 🙂

MW
Participant

I would love to be able to color code and set priority. How cool would it be to also show with a small icon that a task was overdue.  AGREE!

Pramod
Member

Hi, 

"And while you're at it, giving the option to make a card RED to highlight it as "Hot" would be great.  Other colour codes would work, too."

I need something similar.  Would need a color code to 'Flag' certain deals within the stage itself. Although we have custom filters we need better UI to make certain deals flashy & intuitive for our team.

agambina
Contributor

Count me in to wanting the ability to format and specify what shows on the card (Board view).  In our case, the default view doesn't look all that great. I'd like to be able to add a hard return between 'Amount' and 'Deal Name.'

 

cards.jpg

Stig
Participant | Elite Partner

Agree!

natsumimori
Community Manager

Writting on behalf of an user:

 

It would be great if we can have a choice of showing the icons of associated contacts/companies in each deal cards. As for now, the size of each cards will change depends on the content of the deals and it may affect the visibility of deal board view.

Jemma
Participant

This would be a great feature for us as "Close Date" isn't really relevant for us as they move through the pipeline. 

JPowell1
Participant

This would be handy!

LiahF
Member

This feature should be available across modules (Deals & Service).  This is a very basic feature that should be available in this type of software.

Eliaz
Member

Hello, 

 

I think this is very critical to fix !
We sell shoes, so amount in '$' is less relevant to us.

We want to see a quick overview with how many pairs involved per deal, so I created custom property 'pairs' but can't put it in the overview. Close date is actually one of the least important things to me and most other users I guess...

 

Hopefully this gets fixed very soon! 😄

Eliaz

NetCents
Member

I need to be able to modify what I see in the boxes in the board view. I especially need to have the deal owner appear as we do not know whos leads are whos without going in to each deal. this is not convienent.

 

Thank you,

Eliaz
Member

This issue needs prio ! 😃

karinamariotti
Participant

This is a feature that would be handy for all cards (deals, tickets, contacts). I'd also like to be able to edit the order the cards are shown. 

Sinead
Member

i would love to be able to see next activity date or scheduled tasks on the board view

RyanCaracciolo
Participant | Platinum Partner

Agree 100% on this. Have had multiple inquiries from clients about this. 

micbor
Member

It would be great if you could change the display properties of the deals on the deals board. More specifically, the ability to change the closed date to a different data value i.e. I would like mine to be location based.

krobb
Participant

Agree, it would be extremely beneficial to allow users to customize what properties appear in the Board view. 

nickfarmers
Member

Couldn't agree more that there is a need to be able to change the close date in the board view.  What I would really love to see is a metric that tracks the number of days in that stage of the pipleline.  IE

 

John Smith

7 days in Stage 2 

alexyoung222
Member

Would be perfect!

nickrovisa
Member

This is a must, please prioritize.