I finally have a chart I’m happy with the exception that the legend doesn’t populate for Deal Stages that do not have Deals. I can get the stages to show up in the legend if I enter 0 for the Forecast Amount but then my Deals couunts are off. Any suggestions? See sample below.
Hello @JSchmitz2
In HubSpot’s report builder the legend is data-driven only—it shows a segment (deal stage, lifecycle stage, owner, etc.) only if that segment has at least one row that returns a non-null value in the metric you’re plotting for the time period. If a stage has zero deals (no rows) HubSpot simply leaves it out; there’s no toggle to “show empty legend items.” That’s why entering a dummy $0 amount forces the stage to appear (because it’s no longer null), but it also bumps your deal count.
The platform doesn’t give us a true “force include” option, so your choices are basically work-arounds:
• Broaden the date filter so every stage has at least one deal row somewhere in the range—then drill into more recent weeks with the table below.
• Break the visualization into two pieces: keep the stacked bar for stages that are active, and add a static note/text module on the dashboard that lists the full stage progression so reps still have a reference.
• Export to an external BI tool (Looker Studio, Power BI, etc.) if you absolutely need a legend that shows all stages regardless of activity; those tools let you hard-code category lists.
Short of adding dummy records (which, as you’ve seen, throws the counts off) HubSpot just won’t render “zero-row” categories in the legend. Hopefully the ideas above at least keep the chart usable without compromising the numbers.
hope it helps
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Hi Ruben, those are some great suggestions. Thank you!
I thought of another way to show this info using a custom poperty. Is there a way to create a property that is equal to the Deal Count - 5? Can I create a $0 Deal in each stage (we have 5 stages) and substitute the Deal Count - 5 property for the Deal Count property I’m using to build the chart? If so, how do I create the custom property to accomplish this?