The deal canvas

Updated June 2026

You'll learn how to: Open an opportunity, walk the four 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 opportunity.

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 board. The Deal Canvas opens as a full-screen overlay. The header shows the opportunity title, current stage, value, win %, decision date, and action buttons.

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

The four tabs

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

1. Check Fit

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

AI suggestions for the opportunity (stage moves, missing fields, risk flags). A small numbered badge on the tab shows how many pending suggestions you have.
ICP fit score (from persistent context).
Engagement trend so you can see whether this opportunity is heating up or going cold.
AI brief describing what the opportunity is about and what the AI thinks the next move should be, in 3-5 sentences.
Relationship Health trend chart.
Latest meeting outcome and follow-up actions.
What They Said (quotes from recorded meetings).
Context Discussion (structured discovery panel: Situation, Catalyst, Desired Outcomes, Indicators of Success, Perceived Risks, Value-Rational, Value-Emotional, Parameters).
Other Options They May Compare (competitive landscape).
Signatures status.

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

2. Research & People

Who matters in the room and what you know about their company:

Deal Structure toggle (Multi-person deal).
Primary Decision Maker with a Change button.
Stakeholder list: every stakeholder you've added, with their role (Economic Buyer, Champion, Coach, Influencer, Detractor).
Engagement strength bar per stakeholder.
Detected buying committee gaps: if the AI spots that you're missing an obvious decision-maker, it surfaces a suggestion.
Inline pickers for sending an email, scheduling a meeting, or messaging via LinkedIn to specific stakeholders.

Add stakeholders here. The Fear Matrix (what the AI thinks their fears about the change are, and what could counter them) lives here too.

3. Proposal

The proposal lifecycle for this opportunity:

AI-generated draft grounded in Research & People data.
Draft editor with inline revision commands.
Version history with deltas.
Send for signature flow.
Download as PDF.

This is the tab to open before drafting a proposal, so you can pull in real opportunity data.

4. Deal Room

A shareable workspace per opportunity. 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 opportunity needs a Deal Room. It's most useful for larger / longer opportunities with multiple stakeholders.

Header

The canvas header shows the current state at a glance:

Opportunity title (editable).
Stage with colour and probability (editable).
Value in your workspace currency (editable).
Win % (editable).
Decision date (editable).
Pipeline picker to move to a different pipeline.
Owner (editable).
Time-in-stage and overdue flag.
Action buttons: expand, close (X), Delete.

The header 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 opportunity. 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 opportunity at all, open your avatar (top-right) → Settings → Superbrain and turn off the relevant features.

Delete or close

The Delete button in the header runs the soft-delete flow with a 6-second undo toast. Closing the opportunity (Landed / Lost) is done via the stage selector or the stage rail on the left, not the Delete button. Landed and Lost stages require additional fields (closing value, close date, reason) before the opportunity will accept the change.

If something goes wrong

Symptom: "Canvas takes ages to open." → Fix: Big opportunities with lots of stakeholders can take a few seconds to assemble. The header appears first while the tabs stream 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 Landed." → Fix: Landed and Lost stages require closing reason + closing value. The dropdown rejects the move until those are filled. Use the stage rail on the left or re-open the header dropdown after filling required fields.
Symptom: "Research & 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: "Proposal draft looks generic." → Fix: Make sure Research & People has stakeholders and the Opportunity has a Primary Decision Maker set. The AI uses both to generate detailed proposals.