Stop breaking pipeline reports by forgetting to move the deal stage

Create an attribute on the Task object: 'advances_deal_to_stage'. For each task template, define the deal stage that completion should advance to. Examples: 'Send proposal' → advances deal to Proposal stage if currently Demo or earlier; 'Contract sent' → advances to Closing if currently Proposal; 'POC kickoff' → advances to Technical Evaluation. Tasks not on this list don't trigger advancement (they're informational tasks, not stage-gates).

Create a workflow firing on task_completed. Step sequence: (1) check whether the task has 'advances_deal_to_stage' set; (2) look up the linked deal — IF the deal's current stage is earlier than the task's target stage, advance the deal via move_deal_stage; (3) if the deal is already at or past the target stage, skip (no regression, no double-advance); (4) on stage change, post a brief Slack notification to the AE owner ('Deal X advanced to Proposal — task Y completed') so they have realtime visibility; (5) if the advancement skips multiple stages (e.g. Discovery → Closing in one task), require human confirmation — don't auto-skip stages.

Compose a stage-hygiene dashboard: stage-advancement rate (deals advanced via task-completion auto-advance vs. manual stage edit by rep), tasks completed without expected stage advance (signal of wrong task→stage mapping, OR rep marking task complete without doing the work), and median time-in-stage by stage (should decrease with reliable auto-advancement). Auditing tool for RevOps to validate the mapping is sane and reps are using tasks honestly.