ActiveCampaign pipeline review board for Monday deal reviews

Build me an interactive pipeline review board for ActiveCampaign. My sales manager opens it every Monday to run our deal review live, working the deals on screen during the meeting instead of reading out a report. It is a single board: open deals laid out as cards in columns, one column per pipeline stage.

Load the board with List Deals, limited to open deals. Build the columns from the stage information that comes back on the deals themselves, since there is no separate stage directory operation to read from. If only stage identifiers come back rather than names, let the manager label each column once and remember those labels. Enrich every card with its contact from List Contacts and its company from List Accounts. Do not call those per card. ActiveCampaign allows only 5 requests per second per account and answers with 429 plus a Retry-After header when you go over, so pull contacts and accounts in batched pages, join them onto the deals in memory by id, and back off for the number of seconds Retry-After asks for. Paginate with limit and offset until offset reaches meta.total.

Each card shows the deal title, the deal value in dollars, the owner, the contact name, the company name, and a days-since-last-update badge. ActiveCampaign stores money in cents, so divide by 100 for everything you display and multiply by 100 for everything you write back: 10000 is $100.00. The badge counts days since the deal was last modified and turns red once that passes 14 days, which is our signal that a deal has gone cold.

Dragging a card into another column moves that deal to the new stage through Update Deal. Move the card optimistically so the board feels immediate during a live meeting, and roll it back with a visible error if the write fails. Request bodies wrap the payload in a resource key, so an update sends { "deal": { ... } }.

The manager can also correct a deal's value or its owner inline on the card, each saving through Update Deal. Value is typed in dollars and converted back to cents on save.

Every card has an inline note box. Typing a review note and saving it calls Create Deal Note against that deal, so the thinking from the review lands on the CRM record instead of dying in a separate meeting doc. Show the note as saved on the card once it is written.

The board tracks which deals have been reviewed during the current week. Marking a deal reviewed, or moving it to another stage, greys the card out so the manager can see at a glance what is still left to cover. Store this per user and key it to the Monday of the current week, so it resets by itself every Monday and each manager sees their own coverage. The deals themselves, along with their stages, values, and notes, are shared because they live in ActiveCampaign.

A Post recap button sends a session summary to our sales channel using Slack Bot Send a Message. The recap covers the deals moved and where they moved to, the total value at risk across the open deals still on the board, and the deals still unreviewed this week. Let the manager pick the channel, remembering the last one used.

Across the top of the board put an owner filter and a stage filter, the Post recap button, and a running count of deals reviewed versus total for the week. The filters narrow the cards already loaded rather than refetching everything, to stay well inside the rate limit.