How to create a custom Sales board

Prefer not to use the default Sales board? Here's how to create a new board and choose the stages to include.

This article covers:

Click Settings → Pipeline → Sales board:
Click New sales board:
Give your Sales board a name. Turn on the Default toggle if you want it to display to users by default:

How to edit the columns

After choosing the name, add the first column. You can add up to 10 columns.

Under New column, click Select a cell type and choose what the column should list:

The name is displayed in the top section of your sales board along with the sum of the column:

These vary depending on the type you chose in Step 1. Order and opportunity columns need at least one stage.

Order: Under Opportunity stages, choose stages for lost or won orders, meaning they have a probability of either 0% or 100%.

Opportunity: Under Opportunity stages, choose which opportunity stages to show. You can pick any stage below 100%.

Appointment: Under Appointment types, choose which appointment types to show (only showing first appointments is often used). Leave it empty to show all appointment types.

Choose whether to limit the timeframe that the column will display data for. The field is called Date range, or Close date on order columns.

Select Any time to show every entry.

Select Other to add a custom time limit:

You can also define how data in your column is sorted. Click Add sorting and click an option:

Enter how many cards the column loads at a time in Items per page (1 to 100, default 15).

You can also add an image for each column. Click Select image to find or upload:

Click Done to add the column. Add more columns the same way.

Hover over the top of a column and then click and drag to move it around the Sales board:

When the columns are ready, click Save to save the Sales board.

Click Sales & CRM → Sales board and click the dropdown next to the Sales board name: