Tips, Tricks & Best Practices

MDubuc
Member

Deal view grouped by quarter

SOLVE

Hello 🙂

I searched the forum but could not find a solution?!

I am looking to create a view of my pipeline yet instead of seeing kanban view it by deal stage I would like to group those by quarter (ie see deal cards in swim lanes corresponding to quarters).

Is there a way to do this or a workaround ? I assume many are managing their business by quarter ... ?
Thank you so much

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal view grouped by quarter

SOLVE

Hi @MDubuc,

 

The deal index page / board view cannot be adjusted to a quarterly column view, this is unfortunately not possible.

 

You would have to create a custom report for a similar view: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

However, this would be a report, not giving you the editing options of the pipeline.

 

If you feel strongly about this being a feature, you can request it from the HubSpot product team by submitting a post in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal view grouped by quarter

SOLVE

Hi @MDubuc,

 

The deal index page / board view cannot be adjusted to a quarterly column view, this is unfortunately not possible.

 

You would have to create a custom report for a similar view: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

However, this would be a report, not giving you the editing options of the pipeline.

 

If you feel strongly about this being a feature, you can request it from the HubSpot product team by submitting a post in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes