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The Org Chart helps you understand the people and structure inside a specific account. Instead of researching stakeholders manually across different sources, Dealtree gives you a structured view of the company so you can identify relevant people, understand departments, and prepare a stronger account strategy.

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Pre-conditions

Before using the Org Chart, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Added at least one account
  • Opened the Account Workspace from the Accounts Dashboard
  • Synced the organization data, if the org chart is not available yet

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What is the Org Chart?

The Org Chart is a visual and structured map of people inside an account. It helps you see who works at the company, what roles they hold, and how different stakeholders may fit into the broader organization. The Org Chart is useful for account research, stakeholder discovery, buying committee mapping, and multi-threaded sales planning.

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Why the Org Chart Matters

In B2B sales, it is risky to rely on only one contact inside an account. Deals often involve multiple people across leadership, technical teams, end users, procurement, operations, and finance. The Org Chart helps you:
  • Discover relevant stakeholders
  • Understand company structure
  • Identify possible decision-makers
  • Find potential champions
  • Spot missing relationships
  • Prepare better outreach
  • Support buying committee mapping
  • Build a stronger multi-threaded sales strategy By reviewing the Org Chart, you can move from guessing the account structure to working with a clearer stakeholder map.

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What You Can Do in the Org Chart

From the Org Chart tab, you can:
  • View the master org chart
  • Browse departments
  • Review stakeholder profiles
  • Search for relevant people
  • Add stakeholders manually
  • Edit org chart information
  • Export stakeholders
  • Review account structure before generating the buying committee

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How the Org Chart Supports Other Features

The Org Chart is one of the foundations of Dealtree’s account intelligence. After reviewing or syncing the Org Chart, Dealtree can use the people data to support:
  • Buying committee mapping
  • Champion identification
  • Technical buyer identification
  • Blocker detection
  • Procurement or legal discovery
  • Action plan generation For example, if the Org Chart includes the CEO, CTO, sales leaders, product leaders, and operations leaders, Dealtree can use that structure to suggest who may influence the buying decision for your product.

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Steps to Access the Org Chart

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Step 1: Log In to Dealtree

Go to: https://app.dealtree.io Enter your email and password, then log in to your workspace.

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Step 2: Open the Accounts Section

From the left sidebar, click Accounts. This will open the Accounts Dashboard.

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Step 3: Select an Account

Click the company name or account row you want to review. This opens the Account Workspace.

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Step 4: Open the Org Chart Tab

Inside the Account Workspace, click the Org Chart tab. This will open the org chart view for that specific account.

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Step 5: Review the Organization Structure

Review the available stakeholders, departments, and reporting structure. Use this information to understand the account and decide which people may be relevant to your deal.

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Important Notes

  • The Org Chart is specific to each account.
  • If the Org Chart is empty or outdated, use Sync Organization to refresh the people data.
  • The Org Chart helps improve buying committee and action plan results.
  • Larger accounts may have more complex org charts and require deeper review.
  • You can add or edit stakeholder information if you have additional context.
  • Review the Org Chart before generating the buying committee for better account planning.