HubSpot Ideas

KBoehmer

Deals insights should be added to all Deal Views

I love the new Deals Insights - I would like those same insights to be available in the other Deal Views as well. Not just the default view. This would allow for easy understanding of the stats in the views that are important to me - such as quickly comparing LY to TY deals as one factor.

HubSpot Updates
Delivered
August 29, 2024 09:26 PM

Hey all! Some of you already caught this, but this change has been made! More to come on some other feedback for Deal Insights, but they are now on custom views. Here's the update: https://app.hubspot.com/l/product-updates/?update=13942220

 

Thanks for the feedback! We love to hear it. 

40 Replies
KEREMBARAN
Member

Upwoting this

KWenz
Member

Agreed, upper management has asked for this specifically.

VQuinn
Participant

absolutely would be useful on all boards

KCHICHE
Member

Agree

DBrazil
Contributor

This needs to be implemented - would be a massive timesaver to have this in my custom view...Upvoting as this would be helpful for customers to also be able to see this information on the custom views!

goodjuj
Member

DO it do it!!! Need this asap!! 

Jon_Pittham
Member | Diamond Partner

We've a client asking for this so it would be a great addition!

Niall-Ronspot
Participant

Agreed. We need it too as most of the team look at custom views and not the default all/my views. 

GregoryMcC
Member

Definitely a much needed addition here -- the insights are an essential big picture view into deal segments. 

DStanley83
Member

This would be very useful for us, i think it would need to be optional as not every view would need it

Tarei
Member

This should be a thing, especially considering higher tier plans add custom view quotas, which are actually LESS insightful than default views.

dsingh
Member

Seems a bug that the insight data dissapears the moment you save any of the default views that have this. What is the point of saving if you are going to change what it looks like ? Not having it is a deal killer. 

walterl
Participant | Platinum Partner

Functionality will be major win as sales hub gets more use(sales teams and regions,  insights are a "state" you want to save as a part of the filters and views. If server resources are a concern,  set the default to off..

So not every view takes these calculations .

FPalmisano
Contributor

This looks great - thank you for the Beta.

Any chance we could implement it in multiple currencies, not only company one?

lfontana
HubSpot Employee

Upvoting

6303158
Member

Please make this available for custom deal board views.

ads_preferabli
Member

Woo Hoo!  It's here.  Don't know why no one sent out a notification but when I looked at a non-All view of deals, the insights are there.  Thank you HS.

Niall-Ronspot
Participant

lol. Indeed it is @ads_preferabli, well spotted !!  I didn't notice even though I've been using it! 🤣 🎉

SJonas
Participant

It*s great to see that we are heard! Thank you!

HBoyd
HubSpot Product Team

Hey all! Some of you already caught this, but this change has been made! More to come on some other feedback for Deal Insights, but they are now on custom views. Here's the update: https://app.hubspot.com/l/product-updates/?update=13942220

 

Thanks for the feedback! We love to hear it.