Sales Pipeline Dashboard
Your pipeline, your rules.
What changes when you build this
The gaps you're living with today,
and what this tool fixes.
Problems
- Reps update deal stages in 3+ places — CRM, spreadsheet, Slack — and none of them match
- Weekly pipeline reviews start with 20 minutes of "is this deal still active?"
- Manager has no real-time view of pipeline coverage against quota
- Close dates slip silently because nobody tracks aging deals
- RevOps spends hours pulling reports that are stale by the time they're shared
Solutions
- One board where every deal lives, updated in real time from a single source
- Pipeline coverage ratio visible at a glance, broken down by rep and stage
- Deals aging past threshold automatically flagged — no manual check needed
- Weekly reviews start with clean data instead of data cleanup
- Custom filters and views per role — reps see their deals, managers see the floor
Mistakes to avoid
These are the failure patterns teams hit most often
when building this.
Stale deal stagesFix: Add a 'last updated' column and flag deals untouched for 7+ days.
Stale deal stages
Fix:Add a 'last updated' column and flag deals untouched for 7+ days.
Vanity pipeline numbersFix: Auto-move deals to 'stalled' after 30 days without activity.
Vanity pipeline numbers
Fix:Auto-move deals to 'stalled' after 30 days without activity.
No activity linkageFix: Join activities table to opportunities so every deal shows last touch date.
No activity linkage
Fix:Join activities table to opportunities so every deal shows last touch date.
One-size-fits-all viewsFix: Build role-filtered views from day one — reps see their deals, managers see the floor.
One-size-fits-all views
Fix:Build role-filtered views from day one — reps see their deals, managers see the floor.
Manual reportingFix: Build the dashboard with live queries so the data is always current.
Manual reporting
Fix:Build the dashboard with live queries so the data is always current.