I suggest you ...

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])

146 votes
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    Chris MurphyChris Murphy shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    7 comments

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      • Amber WelchertAmber Welchert commented  ·   ·  Flag as inappropriate

        I would love to have the ability to customize what is shown on my deal card. It would be beneficial for me to have the location of the deal as I work with 150+ markets across the country.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Ability to color code any card (ether by value like $ amount or date, etc. or manually) would be extremely helpful to sales manager trying to get a pipeline view. If you want to start beating SFDC, then allow some customization!

      • Thomas PATOUILLAUDThomas PATOUILLAUD commented  ·   ·  Flag as inappropriate

        Yes, and for us, most import of all, see Task Date on the deal card (with red color for example to mention that I'm late !)

        Thank you

      • NinaNina commented  ·   ·  Flag as inappropriate

        I 100% agree with Chris and I'd also like for these deals to be moveable within the stage so that we can organize the deals at each stage by priority

      • Anonymous commented  ·   ·  Flag as inappropriate

        I'd also like to be able to remove the logo (so that the cards are smaller and I can see more on screen)

      • Richard GeschiereRichard Geschiere commented  ·   ·  Flag as inappropriate

        Agreed. For me 2 would do; especially being able to add the Product Type and Country. I know you can add filters but just missing the overview.
        Coloring would be nice.

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