Visual Pipeline Board with Stage-Gate Checklists
Build a kanban-style sales pipeline where every deal must clear a stage's exit-criteria checklist before it can advance - so your pipeline shows reality, not optimism.
A login-protected pipeline board where deals move across stages, advancement is blocked until exit criteria are checked off and a manager confirms, every stage change is logged with a timestamp, and you can export a clean pipeline snapshot CSV.
Before you start
- A free Vercel account
- A free Supabase account
- A free Resend account (for stage-change notifications)
- Your current deals as a spreadsheet or CSV
- Your stage names and the exit criteria for each stage
The problem this kills
Your pipeline lives in a spreadsheet, and you don't trust it. A deal sits in "Proposal Sent" but nobody actually sent a proposal. Another is parked in "Negotiation" because a rep is optimistic, not because anything happened. Forecasts are guesses dressed up as numbers. When you ask "is this deal really at this stage?" the honest answer is "who knows."
The fix isn't more discipline nagging. It's a board where a deal physically cannot move to the next stage until the work that defines that stage is done - and a person confirms it.
What you'll build
A kanban-style pipeline board - columns for each of your sales stages, deal cards you move across them. But each stage has a gate: a checklist of exit criteria that must be ticked before a card can advance. Try to drag a deal forward with unmet criteria and the board blocks you and tells you what's missing. When the criteria are met, a manager (or the rep, per your rule) confirms the move, and the stage change is logged with who and when.
It tracks when each deal entered and left every stage, so you finally get real time-in-stage numbers. And it exports a clean pipeline snapshot to CSV whenever you need it.
What's inside the Implementation Plan
The plan is a complete, paste-and-build runbook for an AI coding agent. It opens by interviewing you about your business - your real stages, your exact exit criteria, your field names and deal-ID conventions, your volumes, who's allowed to confirm a stage change, and your messy exceptions (deals that skip stages, deals that go backward, duplicate deal names). It then shapes the data model, the validations, and every build step around your answers - so you get a tool tailored to how you actually sell, not a generic template you have to bend to fit.
From there it walks you step by step: set up the database and login, import your deals and stage model, build the board, wire up the stage-gate blocking logic, add the manager confirmation gate and the activity log, and finish with the CSV export.
The governance it includes (this is the point)
- Login so only your team can see and touch the pipeline.
- Row-level security so each organization only ever sees its own deals.
- A hard human-in-the-loop gate - a deal cannot advance until its exit criteria are checked and an authorized person confirms. The board proposes; a person commits.
- Versioned, admin-published stage definitions - exit criteria changes only take effect when an admin publishes a new version, so the rules don't shift under people mid-quarter.
- A complete audit trail - every stage entry and exit logged with who did it and when.
- Duplicate guards - deal ID is the dedupe key, and the board warns when two open deals share a name on the same account.
Who it's for
Sales managers and reps who run the pipeline in a spreadsheet and can never quite trust what stage a deal is "really" in. If you've ever stared at a forecast wondering how much of it is real, this is for you. No coding experience needed - you'll build it by talking to an AI agent.
You've got this - paste the first prompt and let the agent interview you.