You'll learn how to: Use the Check Fit tab (the Deal Canvas's first tab) to triage where an opportunity stands and what to do next, without scrolling through every detail.
Time: 1-3 minutes per opportunity once you know what to look at.
Prereqs: An opportunity open in the canvas. Open an opportunity by clicking it on the Revenue board.
Where it is
Open any opportunity on Revenue. The Deal Canvas opens. The tab strip shows four tabs in order:
- Check Fit (you are here)
- Research & People
- Proposal
- Deal Room
Check Fit is the default. Use it as the daily-driver "what is this opportunity" view.
What's on the tab
Top to bottom:
AI Suggestions
Actionable insights the AI has generated from meeting analysis: "move stage to X", "add stakeholder Y", "watch out for Z". Each one has Accept / Reject. Approving an action applies it to the opportunity. Only appears for active opportunities (won / lost opportunities don't get fresh suggestions).
A count badge on the Check Fit tab label shows how many suggestions are pending.
What To Do Next (AI Brief)
A short AI-generated paragraph with the deal's current risk, momentum, and the single highest-leverage next move. Refresh with the icon in the section header. Collapsible.
Relationship Health
A small trend chart of how engagement with the primary contact has moved over the last few weeks. Useful for spotting deals that are warming up vs cooling off without realising. Collapsible.
Latest meeting outcome
If a meeting happened recently on this deal, this surfaces the AI-generated summary plus the suggested follow-up actions. Mark items handled or trigger follow-ups inline.
What They Said
Pulls quotes and signals from recorded meetings. The "voice of the buyer" condensed. Useful before drafting a proposal or follow-up. Collapsible.
Persistent Context Discussion
A structured discovery panel. Captures the buyer's Situation, Catalyst, Desired Outcomes, Indicators of Success, Perceived Risks, Value-Rational, Value-Emotional, Parameters, Persona, Communication Style, Key Challenges, Decision Process, Budget Context, Industry Context, and Current State. A checklist you fill in over time. Also has a "Regenerate from transcripts" action. Collapsible.
Other Options They May Compare
Competitive landscape summary. Shows competitors the AI has detected being mentioned in conversations, plus your win history against each. Collapsible.
Signatures
Status of any e-signature requests sent for this deal (proposal signed, contract pending, etc.). Collapsible.
Fit Details
Qualification fields (methodology-specific if you're using a methodology pipeline). Updates fit score based on what you've filled in. Includes days-until-close and the AI's latest insights timestamp.
Comments
Free-form team comments thread. Visible to teammates with deal access.
How to use it day-to-day
The fastest morning pass on an opportunity:
- Open the opportunity.
- Glance at What To Do Next. One sentence; usually enough.
- Scan AI Suggestions count. If non-zero, action them.
- If the opportunity has a meeting in the last 7 days, read Latest meeting outcome.
- Open the next opportunity.
Total: 90 seconds per opportunity. Move to the deeper tabs (Research & People / Proposal / Deal Room) only when you need them.
If something goes wrong
- Symptom: "AI Suggestions section is empty." → Fix: Either there are no fresh suggestions, or your plan doesn't include the AI agent that generates them. The section only renders for active opportunities.
- Symptom: "What To Do Next says 'Generating...'." → Fix: Brief generation can take a moment after a meeting or a stage change. Click the refresh icon in the section header if it stays stuck.
- Symptom: "Relationship Health chart is flat / empty." → Fix: Connect email and calendar so Nynch has activity to plot. Once connected and after a few weeks of data, the trend becomes informative.
- Symptom: "Comments aren't appearing for my teammate." → Fix: Check your workspace sharing policy and permissions. Only people with access to the opportunity see its comments.
Related: The deal canvas | Deal canvas: Proposal tab | Deal canvas: Deal Room tab | Your opportunity board.