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 Product Team
changed to: Not Currently Planned
04-04-2017

83 Replies
GreenSlate
Occasional Contributor

I too would like to control my own attributes that show on deals in the board view.  Please let me know if this is something HubSpot can implement in the future.  Thanks!

Chrisk
New Contributor

Attaching Contacts an make call and annotation possible in the deal pipline dashboard would be very vital for our sales process.

 

Please make cusomization of the deal pipeline cards possible.

Chrisk
New Contributor

I came across this issue again today.

 

Customization – adding phone numbers or postal codes – to the deal pipeline cards and the table view would be absolutely vital to improve our sales process and keep our deal processes seamlessly.

 

Please make possible to add properties (phone number, postal code, address) to deal pipeline cards and as columns in the table view.

 

Best

Chris

celebiary
New Contributor

VERY MUCH NEEDED ASAP!!!!!!!!!!!!!!!!!!!!

Randall
Occasional Contributor

Deal Cards and Deal Reporting. All for this. Surprised that HubSpot doesn't seem to have any deal level reporting to include deal properties. We have deal reviews with the executive team and I now have to duplicate all deal data into another format (the dreaded powerpoint slide) for a deal review. It's forcing us to work outside the tool.

DDeZeeuw
New Contributor

Considering you can edit columns in the Table view, this seems like a basic (and easy) thing to add to Hubspot CRM. By not including this as an option at any level, you are rendering the board nearly useless for about 40 percent of users. Our weekly sales meeting typically starts with our team examining/discussing a board of potential deals sorted by Owner, then by Priority/Amount. What is the point of being able to sort by Hubspot Owner on the board if you have no clue who owns the deal without clicking on it?

 

This is a must add.

Bret_LOGIQC
New Contributor

Strongly support these ideas. 

ODWJohn
Occasional Contributor

Great Idea!  I would also love the ability to create my own CARD in the deal and COMPANY record. Right now I can only place properties into the ABOUT field.  With the ability to create a custom CARD on the left rail, I could segment out which properties appear where. 

Katya
New Contributor

This annoyed us so much, we made our own CRM system with deals in house

Randall
Occasional Contributor

Katya...yes we are doing so as well. Working with HubDB to capture deal level properties and report via landing page for deal reviews with executives. HubSpot cannot report at the deal level and it seems silly to have exec's login to HubSpot and learn a new system simply to get a status at the deal level.