Weekly pipeline review board that captures every commitment

Build me an app I run my weekly pipeline review meeting out of, backed by General Input CRM. I am a sales manager with a handful of reps and thirty minutes. Today I run this off spreadsheet exports from the CRM, and the commitments people make in the room have evaporated by the following week. The app should let me walk the pipeline rep by rep, see why each deal is at risk, fix the record while we are talking, and capture what each rep commits to so it is still visible at next week's review.

When the app opens, show the workspace's pipelines using List Pipelines, which returns each pipeline with its stage and card counts, so I can pick the one we are reviewing. Remember my last pick and open straight to it next time.

Picking a pipeline loads the board with Get Pipeline Board, which returns the pipeline's open cards in board order. Do not lay it out stage by stage. Group the cards by owner so I walk rep by rep, one section per owner with a header showing that rep's open deal count and total amount, plus an unassigned group for cards with no owner.

Inside each rep's group, default to surfacing three to five priority deals rather than that rep's entire pipeline, ordered so the most at-risk deals surface first, with a show all control that expands to the rest. Rank with a risk score built from the card data: how many days the card has sat in its current stage, whether the expected close date is already in the past or lands inside the current period, and the amount as a tiebreaker so the bigger money surfaces first among equally stale deals.

Each card shows the deal name and company, the amount, the expected close date, the current stage, and how many days it has sat in that stage. Derive days in stage from the stage change timestamp on the board response if there is one, and otherwise from the most recent stage move in Get Card Timeline. Flag the risk states visually: past its expected close date, parked in one stage beyond the threshold, and no logged contact recently.

Clicking a card opens a detail panel with that deal's history from Get Card Timeline, which returns merged audit events and touchpoints, newest first. Render it as one chronological thread and call out the three things I actually ask about in the meeting: every stage move including moves backwards, every change to the expected close date so I can see a date that has been pushed three times, and the last genuine touchpoint so I know when the buyer was really last contacted rather than when someone last edited the record.

From that same panel I can act without leaving the meeting. Move Card moves the deal to a different stage and records the transition. Update Card corrects the amount or the expected close date inline. If a save is rejected because the card changed underneath me, reload the card and show me the current values instead of silently overwriting them.

The panel also captures the commitment. When a rep says what they will do, I type it once with a due date and the app writes it twice: as a dated task with Create Task pinned to that card, and as a Log Touchpoint entry on the same card recording the commitment. This double write is deliberate and not optional. This CRM can create tasks but has no operation that reads tasks back, so a task on its own is invisible to the app afterwards. Get Card Timeline is documented as merged audit events and touchpoints, which makes the logged touchpoint the only way a commitment is still on the board at next week's review. Do not build a task list view or any screen that tries to read tasks back.

Because commitments live on the timeline, surface last week's commitment touchpoints at the top of the card panel so the first thing I see when I open a deal is what the rep promised last time and whether anything happened since. Keep a running list of the commitments captured in this session somewhere visible in the app too, so I can see which reps we have covered and what they signed up for as the meeting runs.

Add an Inspect this deal button on the card panel that kicks off a background agent for that one deal. The agent reads the card's history with Get Card Timeline, then the account with Get Company and the contacts on it with List Company People, and writes a short risk read back onto the card with Create Note. The note answers three questions in a few sentences each: what stalled, meaning the specific stage move or pushed close date that explains the delay; whether the deal is single threaded, meaning the contact and touchpoints are concentrated on one person at a company that has several people on record; and a concrete next step I can accept as this week's commitment. The agent only writes the note. It never moves a card and never changes an amount. Show the run as in progress on the card, then display the returned note in the panel when it lands so I can read it in the meeting and turn its next step into a commitment with one click, which goes through the same task plus touchpoint write as anything I type myself.

Load the board first and rank from the card data, then fetch timelines only for the shortlisted priority deals and for whatever card I open, so the board stays fast on a large pipeline. Make it comfortable to share on a screen during a call: dense enough to see a rep's shortlist at once, readable from across a room, and quick to move between reps without hunting.