Refine

Refine

Sales Pipeline Dashboard

Your pipeline, your rules.

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What changes when you build this

The gaps you're living with today,
and what this tool fixes.

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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
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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

What the data model looks like

Refine generates this table structure from your
prompt. Edit columns, types, and relationships after.

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100%

Mistakes to avoid

These are the failure patterns teams hit most often
when building this.

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Stale deal stagesFix: Add a 'last updated' column and flag deals untouched for 7+ days.
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Vanity pipeline numbersFix: Auto-move deals to 'stalled' after 30 days without activity.
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No activity linkageFix: Join activities table to opportunities so every deal shows last touch date.
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One-size-fits-all viewsFix: Build role-filtered views from day one — reps see their deals, managers see the floor.
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Manual reportingFix: Build the dashboard with live queries so the data is always current.

Frequently asked questions

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