Color coding the deal funnel

sm · April 2022

Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals.

Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click.

The user can create their own color system to help different types of deals that are in a certain status (like "Target Set") and let them choose colors. e.g. can be colored by geography or type of deal.

A few simple colors would be great as a start (maybe up to 5 choices).

jimt · September 2023

If a Pipedrive product manager ever wanted to see an example, I'd be happy to share a snapshot of our old color-coded spreadsheet. Pipedrive is better is every way, but a little bit of color can go a long way in the visual display of information.

kylejmont · December 2023

Color coding each chip would be great!

sm · December 2023

Looks like some GPTBots have gotten in the conversation.

jhollender · January 25

We would really like the ability to add colors to different deal stages. For example, we would like to have a light green background for the stage Sent Contract to easily visualize the step.

The deal cards need some updates also. Why is the deal owner just represented by a tiny icon? Please give us the ability to show their name, or at least show their initials, like on our profile icon in the top corner of Pipedrive. This should be much easier to distinguish at first glance without having to filter or hover over the icons. It would also be nice if we could reorder the fields shown on the cards