Remove Closed Won/Lost Deals from card/sidebar view & add Deal Stage filter in Views

[TNadolski]

When viewing records in Hubspot, either in a Contact or Company record, it would be great to hide the deals associated with those records that are closed won & closed lost.  Ideally, we would only be able to see open deals since that's what they are managing day in and day out. 

If there were a way to set this as a default in the Deal-- record customization page that would be fantastic. 

Similarly, in Deal Views, it would be great if there could be a high level filter (similar to "create date", "last activity date", "close date") that would allow you to only show open deals. I understand we can save filters to remove these deal stages, but the lack of this high level filter (for all deal stages) seems like a missed opportunity. 

[ericmcarson]

The sidebar view that shows closed won/closed lost deals is really confusing to most of my staff. A CRM should allow a team to stay focused on only the deals that are currently in progress, especially in such a highly visible place as the sidebar. Please provide this customization

[diegeka]

would be great to have two cards in company/contact overview:

Deals - active

Deals - closed

[NicoleDemolee]

Would love a solution for this! Our company is fairly new to HubSpot (approximately 6 months of active use) and our sales team members are already requesting the ability to hide old Closed Won/Closed Lost deals from the company and contact screens. Can't imagine the frustration this is going to cause as we continue to use HubSpot...

[RShpilman]

Would be great to have a solution for that issue!
The sidebar view is indeed very confusing, as you can't sort the active deals in order to focus on them.

Please provide customization.

[PThibaud]

Yes this will be so usefull

[BMorrow21]

Upvoting as well, being able to filter deals in the sidebar would be hugely helpful.

[RolandH]

I can only reiterate the other comment in this thread. Our reps use case is simple; look up the contact (in our case a Dealer of our product), call them and dicuss all open/active deals, then move to the next contact. Closed Won/Lost is great data for sales analysts, but for the rep on the road it's visual noise.

[Neil_C]

Agree with the above - this needs to be done, else people will see 100s of irrelevant records

Options:

- side panel has a filter for certain deal stages

- side panel orders deals by deal stage (so at least the ones in the later stages are at the end)

[WvanderGarde]

@Neil_C that would solve so much!

[CateDuarte]

Filtering by pipeline would also be very important.  

[JPickles]

Great idea but let us use a filter in the panel so we can decide what is displayed.  For example, we like to see closed won and open deals but not closed lost.

ALso a filter option on data so I could say:
- deals any open or won stage

- date - all deals from date.

[ed-K]

same. I'm shocked this is not available and basically reduces the usibilty of the tool greatly.

[JBrater]

Absolutely agree... this view definately needs a filter

[czome]

Hi all - with the new Objects available in all Plans, we are finally enabled to reflect 1:N-relations during ongoing Business for additional Data-Types. - Hence, some records do get invalid over time. - Example: when you list properties in the new Object - at some point in time, the property will be sold and hence no longer available to any interested party. - This is reflected along Pipeline-Status - ie. <closed>. - Hence, any Pipeline-Status reflecting record as being closed should be filterable by default on Association-Screen from any other Object. - If this gets technically met, it will be solved for any Object - Deals included. - This would help getting more accurate data in HubSpot and further facilitate user-experience. - Thanks for making this happen.

[CMcRae-Thompson]

Upvoting for my org. Having a quick, clean view of all open deals listed first in the Deals cards is absolutely needed for reps during account reviews, customer service and cross-selling.