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
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

411 Replies
AndrewCox
Member

Yes, can HubSpot at least give us an idea of when it will be considered for development?

Tamsin
Member

I'd liek to add my suport to this request - it's really important to be able to customise this view, happy to keep the "baked" fields there but need to be able to view others at a glance. Thanks, Tamsin

Databro
Member

we need it too!

glaurain
Contributor

Be sure to upvote this, if you haven't already.  Right now we're at 39, let's get it over 50!

Jericho
Member

I totally agree that this needs to be able to be customized. The board view is not as helpful if you have to click through too much to get more details.

CallumW
Member

This feature would be perfect, surprised it's not a feature by default

bschleicher
Member

Would be much appreciated to have more flexiblility in which informations you can see for every single deal on the deal board view

Hayato
Member

Agree. Not all users of Hubspot are willing to refer to every single "ticket" or "deal" page for the details.

Some just want the key points.

To be able to customize the settings for the board view is almost mandatory for me to satisfy those people.

kclaire
Member

I completely agree! I'm shocked we don't already have this functionality! 

Our team likes to use the deals page for pipeline review but the way it's currently set, each tile requires a deep dive or guided tour to fully understand where it's at.

To be able to just look and see pertinent information would be amazing!

brhellman
Member

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

madibrown1
Participant | Gold Partner

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

bradytraeder
Contributor

agreed

Triton
Member

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. 

CharlesHuurman
Member

I don´t know If this is how I put in my bote for this idea. But 1 bote from me

glaurain
Contributor

You need to go to the top of the post and click on the thumbs-up icon to "upvote" the idea.  it's the left of ## Upvotes

 

 

dacm1121
Participant

I am concerned that this idea has been posted since 2017 and no progress has been done.

 

mpherr
Participant

Indeed, since 2017 and not even a comment from Hubspot - giving at least a perspective

bradytraeder
Contributor

@hroberts can you help with this?

johnhenry
Contributor

I just upvoted this idea. Surely this idea goes ahead!

Herschel
Top Contributor

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/