When tracking Deals by Stage from your CRM in Databox, only stages with at least one deal will appear when setting the Data Source to Databox or when creating a new Custom Metric. If a stage has no active deals, it won’t be displayed until at least one deal is synced from that stage. This makes it harder to view the full sales process.
Some companies prefer to see all pipeline stages at all times, even if a stage is currently empty.
How to display all stages and customize the order
Navigate to Metric Builder and select your CRM as the Data Source.
Create a Custom Metric for each stage:
Set the Metric to Deals or Count of deals
Apply a filter for each specific Deal Stage you want to track (e.g., Qualification, Proposal Sent, Contract Signed)
Once you created all metrics, add them to a Pipeline Visualization and customize their order by manually dragging them to the right position. You can do this in the Datablock Editor on the right side.
This setup ensures all stages are always visible, even if no deals are currently present in certain stages, and gives you full control over the order.