Waypoint

Shen Nan4 min read
dashboarddatametricsairtable
<!-- TODO: Add screenshot/video of Waypoint — show the pipeline funnel, SLA breach flags, and deal velocity charts -->

Why I built this

The team reviewed the pipeline weekly but had no single view of how deals were moving. Stage conversion rates, time-in-stage, and SLA breaches were scattered across Airtable views and spreadsheets. The question at every meeting was the same: "which deals need attention right now?" I built Waypoint to answer that question in a 30-second glance.

What it does

Waypoint tracks where every application stands in the investment pipeline. It shows stage-by-stage conversion rates, deal velocity metrics, and SLA flags — so the team knows how fast deals are moving and where bottlenecks form.

Data model

Pipeline stages

The pipeline follows a defined stage sequence, each with its own SLA:

StageSLA (days)Description
Inbox3New application, awaiting initial review
First Call7Scheduled or awaiting first partner call
Final Interview10GP-level interview scheduled or in progress
IC Review5Investment committee deliberation
Term Sheet14Offer extended, awaiting founder response

SLAs are configurable per batch (each cohort has different velocity targets). A deal breaching its stage SLA gets flagged with a red indicator and surfaces at the top of the dashboard.

Airtable sync

Waypoint pulls from the Applications table in Airtable via the REST API. The sync runs on page load with a 5-minute cache (Vercel KV). Each application record includes:

  • Current stage and stage entry timestamp
  • Partner assignments (inbox reviewer, first call partner, GP interviewer)
  • Batch identifier and application metadata
  • Stage transition history (computed from Airtable's Last Modified Time per stage field)

Computed metrics

From raw stage data, Waypoint computes:

  • Conversion rates — % of deals advancing between each stage pair, with batch-over-batch trend
  • Velocity — median time-in-stage per stage, flagging outliers beyond 1.5× the median
  • SLA compliance — % of deals currently within SLA per stage, with breach count
  • Partner load — deals per partner at each stage, for workload balancing

Dashboard design

What got cut

The first version had 12 widgets. By the third pipeline review meeting, only three were being referenced:

  • Cut: total deals ever (only goes up — nobody acts on it), source channel breakdown (useful quarterly, not weekly), geographic distribution (interesting but not actionable in a pipeline review), partner NPS scores (wrong meeting for this)
  • Kept: stage conversion funnel, deal age distribution with SLA flags, partner load heatmap

The principle: if a widget doesn't change how someone acts after the meeting, it's noise.

SLA as primary alert

Rather than color-coding every metric on a gradient (green → yellow → red), Waypoint uses binary SLA flags. A deal either needs attention or it doesn't. Defining "too long" per stage turned out to be more valuable than the dashboard widget itself — it forced the team to articulate what "healthy velocity" actually means.

Technical decisions

  • Vercel KV caching over real-time sync — Airtable's API has aggressive rate limits (5 req/sec). Caching with a 5-minute TTL gives near-real-time data without hitting limits during a meeting where 8 people load the dashboard simultaneously.
  • Server components over client-side fetching — all data fetching happens in Next.js server components. The client receives pre-rendered HTML with the latest metrics. No loading spinners, no waterfall fetches.
  • No charting library — the funnel and heatmap are CSS Grid + inline styles. Recharts or Chart.js would have been faster to build but harder to match the exact visual density the team wanted. Custom rendering gave full control over pixel-level layout.

Stack

Next.js 15, React 19, Airtable API, Vercel KV (caching), Tailwind CSS, CSS Grid (custom charts), Vercel

Shen Nan Wong

Sole engineer at Iterative (early-stage VC fund, SEA & South Asia), building data infrastructure and AI systems for investment operations. Founder of Fracxional — AI and data engineering education for enterprises and universities across Asia. Based in Ho Chi Minh City, Southeast Asia.