The one rule: every deal is moving, or accounted for

Moving, due, overdue, held

Every stage has a typical number of days. A deal that has sat in its stage longer than that is Overdue - "advance or account for it". Today ranks the book in four bands: Overdue, Due to move, Held (accounted for) and Moving (nothing needed), and the momentum strip above them totals the value that is Unaccounted for. An overdue deal is excluded from the forecast until someone deals with it.

Two ways to account for a deal

The first is Advance. One tap moves the deal to its next stage, and the board, the ledger and the forecast update themselves.

The second is What's in the way? - a category, one line of context, and 2-3 moves, each with an owner and a due date. The deal moves to the Held band and from Commit to Best case in the forecast until every move lands. Then the card reads "Every move landed - this deal is ready to advance", and it stays Held until you advance it. Holds roll up on Blockers by category, so a manager sees what is stalling the pipeline without asking.

There is a third exit, for pipeline reviews. On Forecast, a manager can answer "Why is this fine?" with a date and a reason, and the deal counts in Commit until that date passes. It is a lease, not an exemption: it expires on its own, it carries the name of whoever said it, and a stage change or a hold clears it.