The deal canvas

Updated May 2026

You'll learn how to: Open an opportunity, walk the five tabs of the canvas, take the AI suggestions seriously, and use the canvas as a workflow rather than a record.

Time: 5 minutes to learn the tabs. The canvas is something you come back to many times per deal.

Prereqs: You have at least one opportunity in Nynch. New? See Create your first opportunity.

Open the canvas

In Revenue, click any card on the Kanban board or any row in List view. The deal canvas slides in as a side sheet covering the right side of the screen. The header shows the deal title, current stage, value, and a Pulse Bar with the most important workflow signals at a glance.

Close the canvas with Esc or by clicking the X. Your board scroll position and selection are preserved.

The five tabs

Across the top of the canvas: five numbered tabs. They're a workflow, not five flat views. Each tab is one stage in moving a deal from "we might do this" to "we're paid":

1. Check Fit

Should this deal even be in your pipeline? This tab surfaces:

AI suggestions for the deal (stage moves, missing fields, risk flags). A small numbered badge on the tab shows how many pending suggestions you have.
ICP fit score for the primary contact and the company, with a breakdown of which fit signals are strong and which are weak.
Engagement trend so you can see whether this opportunity is heating up or going cold.
AI brief describing what the deal is about and what the AI thinks the next move should be, in 3-5 sentences.

If Check Fit shows a low ICP score and no recent engagement, you have your answer: this isn't a real opportunity yet.

2. Research Account

The dossier on the buyer's company:

Company overview (industry, size, location, growth stage).
Recent signals (news, funding, hiring, leadership changes).
Competitive context: which other vendors they use, which they're moving off, what the buying landscape looks like.
Talking points the AI has extracted from public information.

You can re-build the dossier on demand if you suspect it's gone stale, and you can edit individual sections inline.

3. Map People

Who matters in the room? The committee:

Every stakeholder you've added, with their role (Economic Buyer, Champion, Coach, Influencer, Detractor).
Engagement strength bar per stakeholder (have they replied to recent emails, attended meetings, opened your messages).
Detected buying committee gaps: if the AI spots that you're missing an obvious decision-maker, it surfaces a suggestion to add them.
Inline pickers for sending an email, scheduling a meeting, or messaging on WhatsApp / LinkedIn to specific stakeholders.

The Fear Matrix lives here too. Click into any stakeholder to see what the AI thinks their fears about the change are, and what could counter them.

4. Proposal

The proposal lifecycle for this deal:

Linked proposal documents.
Send / track status.
E-signature summary if the proposal has been sent.
AI-generated improvement suggestions (sharpen the value, tighten scope, name the decision path).

This is the tab to open before the Proposal Teardown coaching canvas, so you can pull in real proposal text.

5. Deal Room

A shareable workspace per deal. You can:

Generate a shareable link for the buyer to see what you've shared, what's outstanding, and what's been signed.
Track which buyer-side stakeholders have viewed which assets.
Centralise the back-and-forth instead of losing context in email.

Not every deal needs a Deal Room. It's most useful for larger / longer deals with multiple stakeholders.

The Pulse Bar

Just below the tabs, a horizontal Pulse Bar shows the current state at a glance:

Stage chip with stage colour and probability.
Value in your workspace currency.
Stakeholder count combining committee + key stakeholders count.
Pending AI suggestions count (also appears as the badge on tab 1).
Primary contact name with a quick-open link.

The Pulse Bar updates live as you edit other fields, so you don't have to refresh to see changes.

Inline editing

Most fields on the canvas are editable inline. Click any value (title, value, stage, owner, source, service offered, close date) to edit it. Changes save automatically. Conflicts (someone else editing simultaneously) surface as a toast with the option to keep yours or take theirs.

AI suggestions

The number badge on the Check Fit tab tells you how many AI suggestions are pending for this deal. Click into Check Fit to see the list. Each suggestion has Accept / Reject buttons. Accepting applies the change immediately (stage move, field update, stakeholder addition, etc.). Rejecting silences that specific suggestion permanently.

If you don't want AI suggestions on this deal at all, open Settings to Growth Assistant and turn off the deal-suggestions feature.

Delete or close

The trash icon in the top-right of the canvas runs the soft-delete flow with a 6-second undo toast. Closing the deal (Won / Lost) is done via the stage selector, not the trash icon. Won and Lost stages require additional fields (closing value, close date, reason) before the deal will accept the change.

If something goes wrong

Symptom: "Canvas takes ages to open." → Fix: Big deals with lots of stakeholders and a complex dossier can take a few seconds to assemble. The Pulse Bar appears first while everything else streams in.
Symptom: "I see no pending AI suggestions but the badge says 3." → Fix: A few suggestions are filtered to other tabs. Open each tab and look for inline suggestions; they cluster around the relevant context.
Symptom: "Stage dropdown won't accept Won." → Fix: Won and Lost stages require closing reason + closing value. The dropdown rejects the move until those are filled. Use the Check Fit tab's inline edit or the dedicated Won/Lost dialog.
Symptom: "Map People tab is empty." → Fix: Add stakeholders via the inline picker. If a primary contact is set, the AI may also offer a "Detect buying committee" action that auto-suggests stakeholders.
Symptom: "Dossier is stale." → Fix: Each dossier section has an inline regenerate button. Click it to rebuild that section from the latest signals.
Symptom: "I'm in a methodology canvas (Whale Hunting, Sandler Submarine) and the tabs are different." → Fix: Methodology canvases use a different structure. This article describes the standard pipeline canvas. The methodology-specific canvases use the methodology's named stages directly.