Stalled-Deal & Pipeline-Rot Detector

The problem this kills

Every pipeline review starts the same way: you scroll the CRM deal by deal, squinting at close dates, trying to remember which deals haven't moved in weeks and which ones a rep has quietly pushed for the third month running. The rot is in there - you just can't see it without an hour of manual scanning, and by the time you find a deal that's been dead for six weeks, the quarter is already in trouble.

Worse, the signals that actually predict a deal going nowhere - no recent activity, blown-through close dates, sitting in one stage too long, pushed again and again - are scattered across columns nobody sorts by. So they hide in plain sight.

This tool surfaces the rot for you. It reads your deals export, applies your own pipeline rules, and hands every rep a short, prioritized "clean these up" list - biggest money-at-risk first.

What you'll build

A small private web app, just for your sales team, that:

• Imports a deals export (from a CSV or a Google Sheet) - no CRM integration required.
• Flags three kinds of rot: stalled (no activity in too long), overdue (past the close date), and over-pushed (close date moved more times than your limit allows).
• Counts each deal once even when it trips several flags - no double-counting.
• Ranks the flagged deals by amount-at-risk so the biggest problems sit at the top.
• Gives each rep and the manager a clean-up list, where they disposition every flagged deal: advance, push the close date (with a reason), mark lost, or keep.
• Stages those changes and waits for a human to approve them before anything is committed.
• Exports the approved updates as a CSV in your system's exact columns, and emails a manager digest of what changed.

What's inside the Implementation Plan

The plan opens by interviewing you about your business - your pipeline stages, what your deal fields are actually named, your real day-limits per stage, your typical and peak deal counts, and your messy edge cases. It reads a short tailored spec back to you and waits for your thumbs-up, so the tool you build matches how your team sells, not some generic template.

From there it walks you step by step - each step ends with a ready-to-paste prompt for your AI coding agent. You'll set up the database, build the import, write the flagging rules from your interview answers, build the ranked review screen, add the approval gate, and wire up the CSV export and the Resend digest email. It closes with a "how to know it works" checklist and the no-API CSV fallback path so you can ship today, even with zero CRM integration.

The governance it includes (this is the point)

This isn't a spreadsheet macro - it's a real internal tool with controls baked in:

• Login, so only your team can open it.
• Row-level security, so reps see their own deals and managers see the team - never another org's data.
• A full audit trail - who flagged what, who dispositioned it, what they chose, and when.
• A hard human-in-the-loop approval gate - the tool drafts the recommended action, but a person reviews and approves every change before it's written to the export.
• Duplicate guards - the same deal can't be flagged twice in one review cycle, and the same export can't be processed twice.

Who it's for

Sales managers who run pipeline reviews and are tired of scrolling the CRM to find the rot. If you can download a deals export and describe your own pipeline rules, you can build this - no developer required.

You've got this. Paste the first prompt and let the interview tailor the tool to your pipeline.