The Dashboard is the first screen you see after logging in to Dealtree. It gives you a quick overview of your workspace and helps you understand your current account intelligence activity at a glance. From the Dashboard, you can review important account metrics, check recent activity, and take quick actions such as adding a new account or importing accounts.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
Use this file to discover all available pages before exploring further.
Pre-conditions
Before using the Dashboard, make sure you have:- Created a Dealtree account
- Logged in to your workspace
- Added at least one account, if you want to see account-related insights
Dashboard Overview
The Dashboard is designed to give you a quick summary of your workspace. You may see information such as:- Total accounts
- Buying committee coverage
- Active accounts
- Recent account activity
- Quick actions
- Account intelligence progress These insights help you understand how much work has been completed and what still needs attention.
Key Dashboard Sections
Total Accounts
This shows the number of accounts currently added to your workspace. Use this number to understand how many companies you are actively tracking or researching inside Dealtree.Buying Committee Coverage
This shows how much of your buying committee mapping has been completed across your accounts. A higher coverage means more key stakeholder roles have been identified, such as economic buyer, champion, technical buyer, end user, blocker, or procurement/legal.Active Accounts
This shows the number of accounts that are currently active in your workspace. Active accounts are the companies you are working on, researching, or preparing to engage.Recent Activity
The Recent Activity section shows the latest account-related actions in your workspace. This may include newly created accounts, updates to existing accounts, generated org charts, buying committee activity, or action plan updates.Quick Actions
The Dashboard may include quick action buttons to help you start common tasks faster. For example, you may be able to:- Add a new account
- Import accounts using a CSV file
- Review existing accounts
- Continue working on recent accounts
Steps to Use the Dashboard
Step 1: Log In to Dealtree
Go to:https://app.dealtree.io
Enter your email and password, then log in to your workspace.
Step 2: Review Your Account Summary
Once you land on the Dashboard, review the account summary cards. These cards help you quickly understand the current state of your workspace.Step 3: Check Buying Committee Coverage
Review the buying committee coverage to see whether your accounts have enough stakeholder information. If coverage is low, open the relevant account and generate or review the buying committee.Step 4: Review Recent Activity
Use the Recent Activity section to see what has recently changed in your workspace. This helps you continue from where you left off.Step 5: Take a Quick Action
Use the quick action buttons to add a new account, import accounts, or open the accounts list. This is useful when you want to start account research immediately.Important Notes
- The Dashboard gives a summary of your workspace, not the full details of each account.
- To view detailed account intelligence, open an account from the Accounts section.
- If your Dashboard looks empty, you may need to add your first account.
- Buying committee coverage depends on whether buying committee mapping has been generated for your accounts.
- Recent activity becomes more useful as you create, sync, and update more accounts.
- For best results, set up your seller context before generating buying committee insights or action plans.