Run your weekly pipeline review on a live Apollo deal board

Build me a pipeline review board that my sales manager and reps work out of during our weekly forecast call, so we stop exporting Apollo deals into a spreadsheet before every meeting. The whole point is that we review and correct deals live, on the board, while everyone is on the call.

The main view is a board of columns, one per deal stage, read with List Deal Stages in Apollo and kept in the stage order Apollo returns. Deals come from List All Deals and each one renders as a card in the column for its current stage. Every card shows the deal name, the amount, the close date, the owner and how many days it has been since the deal last moved. Owner names resolve through List Users, since deals carry an owner id and nobody wants to read ids in a meeting. Cache the user list for the session rather than looking it up per card.

Across the top of each column show running totals for that stage: the number of deals and the summed amount. These totals must respect the active filters, so they recalculate as the board is filtered. Give me two filters: owner, populated from List Users, and close month, populated from the close dates present in the data. Both should be easy to clear.

Cards get flagged automatically, and this is the most important part of the app. A deal is slipped when its close date is already in the past while the deal is still in an open stage. A deal is stale when it has not been touched for more than a configurable number of days, defaulting to 14, using the deal's last updated timestamp as the measure of when it last moved. Show both flags visibly on the card itself, not hidden behind a hover, and let me filter the board down to just flagged deals. Reviewing deals on stale information is the thing that makes these meetings useless, so the flags should be the first thing the eye lands on.

Treat stages as open unless they represent a closed won or closed lost outcome. Derive that from the stage data Apollo returns where possible, and give me a settings control to mark which stages count as closed if it cannot be determined reliably, since the slipped flag depends on getting this right.

Clicking a card opens a side panel for that deal. Load the full deal with View Deal, then show the linked account found with Search Accounts and the people at that account found with Search Contacts, so the manager can immediately see who we are actually talking to. In that same panel let me correct the stage, the amount and the close date inline, writing back through Update Deal. Edits should save without leaving the board and the card, the column it sits in and the stage totals should all update straight away. If an update fails, say so clearly on the panel and keep the entered values so nothing typed during a call is lost.

Put a Create Deal button on the board for anything the team discusses that was never logged. It should ask for the deal name, amount, close date, stage and owner, create the deal through Create Deal, and drop the new card into the right column immediately.

Track every change made during the session: which deals were edited, what the field went from and to, and which deals were created. An End review button posts a recap to Slack using Slack Bot Send a Message, into a channel I configure. The recap covers what changed during the session, deal by deal, and which deals are still flagged as slipped or stale at the end of the review, with their owners named so follow up has a clear home. Show me the recap before it posts so I can confirm it.

A few things to know. Deals are called opportunities in Apollo's API path, and every deal operation, along with List Users, requires an Apollo master API key, so surface a clear message if the connected key is not a master key rather than failing silently. This is a board people open and work in during a meeting, so nothing here runs on a schedule. Aim for density: a manager should see the whole pipeline at once without scrolling through half of it.