Pipeline review board for deals where the buyer went quiet

By General Input

Open one board before every pipeline review to see which open deals have had no buyer activity in weeks, sorted quietest first.

Integrations

  • Factors.ai
  • Salesforce
  • Slack

Type

App

Categories

  • Sales

Build me a pipeline inspector app that my AEs and our sales manager open before every pipeline review, so we can find the open deals where the buying account has actually gone quiet.

The main surface is a board of open opportunities. Load them with the Salesforce Get Many Opportunities operation, keeping amount, stage, close date and owner, and filtering to open deals only so closed won and closed lost stay off the board. Join each opportunity to its account with Salesforce Get Many Accounts so you can read that account's Website field, and derive a clean domain from it. For each domain, fetch the last 30 days of activity with the Factors.ai Get Account Journey operation. Factors accepts exactly one domain per lookup and has no pagination, so fan out one call per deal's account domain across a 30 day from/to window rather than trying to batch them.

Sort the board quietest first, by days since the account's last activity. Put a Gone dark badge on any deal that has had no account activity for 14 or more days while it is either sitting in a late stage or scheduled to close this quarter. Each card should show the deal facts, the days since last activity, and the badge when it applies.

Handle unmatched accounts explicitly. If an account's Website field is empty or cannot be parsed into a usable domain, that deal must render in a visible Cannot match state, and it must not be sorted or scored as if it were dark. A missing website is a data gap, not a silent buyer, and quietly rendering it as no activity would fabricate a dark deal signal that the team would then act on. Group or mark these clearly so someone can go fix the underlying account record.

Opening a deal shows a detail view with the engagement trend over the 30 day window beside the deal facts of amount, stage, close date and owner. Below that, show the timeline from the account journey: who from that company visited, which pages they read, and when they last appeared. Distinguish returning visitors from first-time ones, because three new people reading pricing at a stalled account is a very different and more valuable signal than the original champion checking in once. That distinction is the main thing a rep is trying to read on this screen, so make it visually obvious rather than burying it in the timeline.

Give each deal three direct actions. Create task creates a Salesforce task for the deal owner using Create Task. Log finding writes what the reviewer concluded back onto the deal with Add Note to Opportunity. Flag for review posts the deal summary to the team channel using the Slack Send a Message operation.

Draft a re-engagement plan kicks off a background agent scoped to that one deal. The agent reads the account journey plus the deal's stage and close date, decides whether this looks like renewed committee activity or true silence, and writes a recommended next play that references the specific pages and the specific people it saw in the journey. It attaches the finished plan to the deal with Add Note to Opportunity and returns it to the app so the plan is displayed in the deal view. Show that the agent is running while it works, and render the plan in place when it lands.

Finally, give the manager an owner filter on the board so a review meeting can walk one rep's deals at a time. Default the board to all owners, and keep the quietest-first sort and the Gone dark badges intact inside whatever filter is applied.

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