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
yesterday

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
2 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. 

 

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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
JL22
Member

This would be AWESOME!!!!

glaurain
Contributor

Please be sure to upvote so HubSpot Dev team can start developing this. 

It's been  ~18 months and 34 upvotes since this was originally requested.  Any luck with progress on this prioritizing @Hubspot product team?

jennagadelha
Member

PLEASE, PLEASE, PLEEEEEASE let me customize the deal cards on the board view of my deals. Right now I'm having to name my deals ridiculously long names because I get two things - The deal name and the close date. Just having the option to add another field or two would make the user world a better place. 

 

The bonus would be this: If my next contact date is today, the deal card will be highlighted or in a different color or some type of flag to show that deal needs to be touched today. But that's just a bonus. I really just want to have the next contact date there because I live in this view.

 

Thanks in advance for dropping everything you're doing and making this lowly little HubSpot user your top priority! Smiley Very Happy

louisedizazzo
Participant

I alos would like to be able to customize my Dash Board to better manage my team. I don't like having a limited selection that was pre determined for me.. We should have full use of reporting to be able to get the most out of this program.

stevenewton
Member

Hubspot - let's make this happen!

Damien
Contributor | Gold Partner

Very surprised this is not a built in feature. Setting up deals for a new client right now and they had a very basic request that the deal name is shown BEFORE the deal amount, which I discovered is impossible to customise. Seems like it would be a simple and obvious feature to be able to choose the information from a deal that's important to you so it's shown in the various default views of the deals. 

joaquinmendoza
Member

De acuerdo que se debe de poder actualizar la vista.

meatlemon
Member

Agree with the original idea in this thread. What makes hubspot so nice to work with is the level of customization that is possible. That this isn't, just seems a bit silly.

Perhaps it is conciously chosen not to implement this idea, as it could mess with the general layout that won't be uniform for all users anymore, but there's always a solution to think of i reckon.

Colours and tags on a deal would also be great.

giordanacycling
Member

Agreed, in the same way that a user has control over which columns are shown in the list view (Actions ––> Edit Columns), it would be great to have the ability to customize which pieces of info about the Deal appear in the card on the board view. In addition, we'd like these pieces of info to be stage-specific, meaning for example, that when a Deal card is moved into the final Closed Won stage, it triggers the Close Date to automatically be replaced with the Delivery Date, since that then becomes the most relevant piece of info. Thanks for considering! 

JWHBarton
Participant

YES! Great idea

AndrewCox
Member

I completelyagree with this suggestion.  We'd much rather have the option of which field is shown on the Deals Board.  For example 'Net Meeting Date' would be of much more use to us.  Is this in the development pipline yet?

CallMeAl1995
Member

This idea is 2 years old but still super relevant. We run all our sales meetings off this view and Close date is much less important than 'Next Step' date for example. Ability to edit this would be huge, I'm actually shocked it's not a feature already.

 

 

Neele_D
Member

This would be such a useful addition to both the ticket and the deal dashboards!

AndreaBalducci
Participant

UP!

AndreaBalducci
Participant

UP

JoMezz
Member

I am new to hubspot but think it would be hugely benficial to be able to colour co-ordinate deals based on their owner so it is clear who belongs to who

glaurain
Contributor

Note that you could accomplish this via Filters i.e. 

Hubspot / Sales / Deals / 

Click on 'Filter' on Left side, select 'Deal Owner' from properties and then you can see all the deals for sales rep 'x'.

 

For the color coding, it's probably best that HubSpot development enable the functionality to color-code deals, but let the designation be determined by the user i.e. to color code deals that are 'Hot', 'Warm', or 'Cold', or deals that are 'all systems go' vs. 'some issues' vs. 'in jeopardy' etc.

OfferZenBrett
Participant

Yes please! Is this ever going to happen @AndyPitre ? 

OfferZenBrett
Participant

Is this ever gong to happen? 

OfferZenBrett
Participant

Is this ever going to happen?