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
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! 

changed to: In Planning
Mar 23, 2020

changed to: Not Currently Planned
Apr 4, 2017

148 Replies
Occasional Contributor

Since posting this it has seen a lot of upvotes (Thanks!) and support. 

 

Since one of the most commented-on frustration is the inability to edit the close date, I thought I would share my work-around:

 

Since the last update, you can require fields to be updated when moving a deal from stage to stage (pipeline settings).  I now require the Close Date field to be updated in order to move a deal to a new stage.

 

Even though it's not the original goal of the request (allow us to update which fields are shown on the Deal summary card in Board view, at least stages and deals are sorted by the (previously useless) Close Date, which informs my Deal Forecast report.

Occasional Contributor

I require the same.  It helps to see at a glance what date the deal entered that deal stage.  It also helps with prioritizing deals that came in first.  

 

I would like to be able to keep the "date" but change the title "close date" to be customizable and to show or not show in preview/deal stage. 

New Contributor

PLEASE DO THIS!!! Please! Would be so useful!

New Contributor

another plus +

New Contributor

This would be a great feature for us as "Close Date" isn't really relevant for us as they move through the pipeline. 

Regular Contributor

This would be handy!

Regular Visitor

This feature should be available across modules (Deals & Service).  This is a very basic feature that should be available in this type of software.

Occasional Contributor

This is a feature that would be handy for all cards (deals, tickets, contacts). I'd also like to be able to edit the order the cards are shown. 

Occasional Contributor

Agree 100% on this. Have had multiple inquiries from clients about this. 

New Contributor

This is a must, please prioritize. 

New Contributor | Gold Partner

This would be so HELPFUL! Any sight of this on the roadmap?

Advisor | Gold Partner

This would be so helpful. Replying here to try and gain more traction. This has caused 2 customers to opt out of exploring the CRM further. Would love to talk about it. 

Occasional Contributor | Platinum Partner

This is critical! We've got a lot of clients that often ask about different ways to visualize deal cards (colors, in particular)

New Contributor

YESSS! This would be amazing. 

New Contributor

Yes!!! This is critical. It's hard to believe there hasn't been any movement on customization of the deal cards! 

New Contributor

Not currently planned? How is that possible? This is critical and seems like a very standard request. 

New Contributor

need this!

Occasional Contributor

This is a feature my company needs. We have deals that involve several types of revenue over different periods of time. For example, a deal may have:

  • An upfront charge for immediate work
  • Monthly service fees
  • Future usage fees.

Right now we put these into a deal as products which add up to the whole deal amount. However, when looking at the cards in the deals board, only seeing the whole deal amount isn't enough. We would like the option to customize the fields we see on these cards so that the sales team can prioritize properly.

Occasional Contributor

As a sales ops in our company, I think that every single salesperson I our team asked me this at some point. Very frustrating to have to answer "this is not something that Hubspot allows me to customize for you" every time. It is definitely needed 🙂

Occasional Contributor

This is highly needed!  Please prioritize Hubspot!