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Customized "Deal Cards" in Deals Dashboard

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
Customized "Deal Cards" in Deals DashboardHubSpot製品開発チーム
changed to: Not Currently Planned
Apr 4, 2017

97件のコメント
brhellman
一般投稿者

Yes please!!! This seems like a simple request that would make so many happy.

madibrown1
一般投稿者

I agree with colour codes or tags also the ability to show last contact date or next meeting date. Even a tagging system to indicate important followups etc.

 

Being able to include upcoming or over due tasks on the deal cards would make workflow a lot more efficent

Triton
新規投稿者

We use a variety of information on our deals which we are currently having to use custom properties that are located in the deal. However it would be very nice if we were able to view that information on the Deal name card. 

As well if there was a way to customize the coloration of the deal according to timeline or time in deal stage. 

 

I think this would be a great value in the tool aspect if the deal name cards were cusomtizable. 

Herschel
トップ投稿者

Being able to select which properties display on the deal/ticket card in the pipeline board view would be extremely helpful.

 

@AndyPitre can you provide any insight into why this is marked as "not currently planned"?

 

Should it be merged with this idea: https://community.hubspot.com/t5/HubSpot-Ideas/Customise-the-deals-board-view/idi-p/16557/

tikhontikhon202
新規投稿者

I support the idea

donnie721
新規投稿者

Please add this feature, I want the cards to reflect the information that is meaningful to me.

jeffkahn
新規投稿者

For anyone serious about sales, this is essential. Pipedrive and Notion's board feature allow this.

JeffSchneider Regular Contributor | Gold Partner
Regular Contributor | Gold Partner

+1

Bartel_s
新規投稿者

+1 definitely useful when custom properties are added, it's because they're important

michaelkruse
常連ユーザー

Please, we need this feature asap 🧡

gthompson
ユーザー

Agree! Last contact date is incredibly important to us and it's very cumbersome to have to open each deal and scroll through deal properties to find out.

anthonycr
ユーザー

Absolutely need this, please prioritise. 

JohanP
新規投稿者

Yes! This is a very critical feature.

cr62892
ユーザー

This would be a great help, - yes please!

Anidride
ユーザー

308 upvotes, I would consider a feature with so meny requests.

dulnikowski
ユーザー

Along with so many other users, I would Love to be able to edit what fields show up on the Deals Board Card view along with color coding.  This would save so much time and aggravation.  The close date is useless to how we run our business.

 

Thanks!

Chris

mortenstaal
新規投稿者

+1