HubSpot Deal Cards: The Community's Plea for Smarter Sidebar Filtering by Labels

Hey ESHOPMAN community!

One of the best things about the HubSpot ecosystem is its vibrant community. It's a place where real-world challenges meet innovative ideas, and occasionally, a discussion pops up that makes you think, "Yes! Why isn't this a thing already?" Recently, we stumbled upon a gem of a thread that perfectly illustrates the desire for more intelligent CRM views, especially for those of us managing complex sales pipelines and e-commerce relationships.

The Challenge: A Cluttered Deal Sidebar

Picture this: you're in a contact or company record in HubSpot. On the right sidebar, you see a list of associated deals. Great, right? But what if that list is long? What if a single contact is tied to a "New Business" deal, an "Upsell" opportunity, and a "Renewal" contract, all mixed together in one scrollable block? This is precisely the problem a community member highlighted, articulating a common pain point for many HubSpot users, particularly those with sophisticated sales processes or who've grown beyond simpler CRM setups.

The original poster brought up a crucial point: HubSpot already allows us to use labels to define the nature of the relationship between a contact and associated deals (e.g., “Decision Maker,” “Influencer,” “Renewal,” “Upsell”). These labels are incredibly powerful for data modeling, helping us understand the 'who' and 'why' behind each association. However, the current HubSpot UI doesn't leverage these labels to structure deal visibility within the sidebar. The result? A single, undifferentiated list of all associated deals, making it surprisingly difficult to quickly distinguish between different types of relationships at a glance.

The Proposed Solution: Smart, Filtered Deal Cards

The solution proposed by the community member is elegant and intuitive: allow users to configure multiple deal cards in the right sidebar, with each card tied to a specific label or set of labels. Imagine the clarity!

Here’s how it could work in practice, based on their excellent example setup:

• Deal Card 1: Configured to show only deals with the label “New Business.”
• Deal Card 2: Displays deals with the label “Upsell.”
• Deal Card 3: Shows deals with the label “Renewal.”

Each card would dynamically display only the deals relevant to that specific relationship type. This isn't just about filtering; it's about creating a structured, immediately understandable overview of your deals. No more sifting through a long list to find that one renewal deal; it would be neatly categorized and visible.

Why This Matters for Your RevOps and E-commerce Strategy

This idea isn't just a minor UI tweak; it's a significant enhancement for anyone serious about RevOps, sales efficiency, and customer relationship management. For e-commerce businesses using HubSpot for their CRM and sales, especially those who might have transitioned from a less robust platform, perhaps a Weebly alternative, the need for sophisticated organization grows exponentially with scale. As your customer base expands and deal types diversify, the ability to quickly grasp the context of each deal becomes paramount.

The key insight here is that since labels already define the relationship between contacts/companies and deals, it's a natural extension to allow filtering directly on this relation. This transforms the sidebar from a mere list of associations into a powerful, structured view of relationship types. Think about the value:

• Structured and Intuitive Overview: Instantly see deal categories.
• Immediate Context: Understand the relationship type without digging.
• Reduced Cognitive Load: Less mental effort to find what you need.
• Aligned UI: The interface finally mirrors how you already model your data with labels.

The proposed features include the ability to add multiple cards, per-card configuration of label-based filters (supporting single or multiple labels), independent sorting and display settings per card, and optional custom naming for each card (e.g., “Upsell Deals,” “Renewals”). This would build directly on existing association labels, significantly increasing their practical value and making them truly actionable in the UI.

Taking it to HubSpot Ideas

The beauty of the HubSpot Community is that great ideas don't just sit there. A senior community moderator quickly recognized the value in the original poster's suggestion and encouraged them to post it directly in the HubSpot Ideas Forum. This is where the product team actively looks for user feedback and upvoted suggestions. The original poster followed through, and the idea is now awaiting community support to gain traction.

ESHOPMAN Team Comment

We at ESHOPMAN wholeheartedly agree with the need for this feature. Being able to filter deal cards by association labels would be a game-changer for sales efficiency and CRM clarity, especially for businesses leveraging HubSpot for their e-commerce storefront. This enhancement would allow sales teams to instantly prioritize and understand the context of each deal, reducing friction and accelerating the sales cycle. It's a logical and powerful extension of HubSpot's existing data modeling capabilities, making the platform even more robust for managing diverse customer relationships.

This kind of granular control is exactly what modern businesses need to thrive. If this sounds like something that would benefit your team, we encourage you to head over to the HubSpot Ideas Forum and give it an upvote! Let's help make this valuable improvement a reality for all HubSpot users.