5a

Transaction pipeline — board and funnel

listing inventory (4a) executive dashboard (2a)

Both views read the same five stages and the same stale rule: a deal is stale when it has not changed stage within that stage's threshold — 10 days at initial offer, 5 at accepted, 3 at subject removal, 2 at deposit, 7 at completion — because a subject-removal deal sitting three days is a bigger problem than an offer sitting a week.

Option A — board
UNISON
Search deals, addresses, agents
Executive Alastair Boychuk AB
All three brokerages All offices Stalled only 6
Last refreshed 03:07 today · nightly

Transaction pipeline

64 open deals · $48.9M aggregate value · 6 stalled
Board Funnel
{{ s.name }} {{ s.count }}
{{ s.value }}
Threshold {{ s.threshold }} {{ s.stalledLabel }}
{{ d.address }}
{{ d.price }}
{{ d.agent }} {{ d.age }}
Stalled {{ d.stallNote }}
Option B — funnel
Pipeline funnel
Count and aggregate value at each stage · bar length is share of the largest stage
On pace Stalled portion
Initial offer
threshold 10 d
18
$14.62M
1 stalled
Accepted
threshold 5 d
15
$12.08M
2 stalled
Subject removal
threshold 3 d
13
$10.34M
3 stalled
Deposit
threshold 2 d
9
$6.98M
none
Completion
threshold 7 d
9
$4.88M
none
Open pipeline
64
Stage-to-stage conversion: 83% · 87% · 69% · 100%
$48.90M
6 stalled
Subject removal holds the most stalled value — $3.27M across 3 deals.
Which one for a manager scanning for stalls

The board wins, and it should be the default.

Stalling is a property of an individual deal, not of a stage. On the board every deal is a discrete object with an amber left rule and a day count, so a manager scans five short columns and lands on the specific address that needs a phone call — then acts on it, because the card is the thing you drag to the next stage. The stage header still carries the count, the aggregate value and the threshold, so nothing is lost.

The funnel answers a different question — where value is concentrated and where it leaks between stages. It is the better artefact for the weekly leadership review and for a printed page, because it fits five rows and totals into one glance. But it aggregates the stalls into a number ("3 stalled"), which means the manager has to click through to find out which deals those are. That extra step is exactly the friction you do not want at 8am.

Recommendation: board as the working view with the "Stalled only" filter in the scope bar, funnel as a widget on the executive dashboard. Same data, two jobs.

Stale rule

Thresholds are per stage and shorten as risk rises: 10 d at initial offer, 5 d accepted, 3 d subject removal, 2 d deposit, 7 d completion. A stalled card shows the amber rule, the badge, and the reason in plain words — “no stage change in 6 d, subjects lapse Aug 19”. Thresholds are set per office by the managing broker.