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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 Produkt-Team
changed to: Not Currently Planned
Apr 4, 2017

97 Comentários
brhellman
Berater

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

madibrown1
Berater

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
Mitwirkender

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
Stratege

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
Mitwirkender

I support the idea

donnie721
Mitwirkender

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

jeffkahn
Mitwirkender

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
Mitwirkender

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

michaelkruse
Stammgast

Please, we need this feature asap 🧡

gthompson
Besucher

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
Besucher

Absolutely need this, please prioritise. 

JohanP
Mitwirkender

Yes! This is a very critical feature.

cr62892
Besucher

This would be a great help, - yes please!

Anidride
Besucher

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

dulnikowski
Besucher

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
Besucher

+1