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The Master Org Chart gives you a complete view of the people data available for a specific account inside Dealtree. It acts as the main organizational map for the account. From this view, you can explore stakeholders, understand departments, identify relevant people, and prepare for buying committee mapping or action plan generation.

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Pre-conditions

Before using the Master 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
  • Generated or synced the organization data for the account

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What is the Master Org Chart?

The Master Org Chart is the primary org chart view inside an account. It shows the available people and structure for that company based on the organization data Dealtree has collected or enriched. You can use the Master Org Chart to understand:
  • Who works at the company
  • Which departments are represented
  • Which stakeholders may be relevant to your deal
  • How leadership, technical, operational, and user roles may fit into the account
  • Where you may need more stakeholder coverage

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Why the Master Org Chart Matters

The Master Org Chart helps you move beyond a single-contact sales approach. Instead of relying only on the person you already know, you can use the org chart to discover other people who may influence the deal. This is especially important in mid-market and enterprise sales, where buying decisions often involve multiple stakeholders. The Master Org Chart can help you:
  • Identify possible decision-makers
  • Find potential champions
  • Discover technical evaluators
  • Locate end users
  • Spot possible blockers
  • Understand which departments may be involved
  • Plan a stronger multi-threaded sales motion

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How to Read the Master Org Chart

When reviewing the Master Org Chart, look for the people and departments most relevant to your product or service. For example, if you sell a sales intelligence platform, you may want to look for people in sales, revenue, growth, marketing, operations, RevOps, or leadership roles. If you sell a technical product, you may want to focus on engineering, product, IT, security, or technical leadership. The goal is not only to find names. The goal is to understand which people may influence the buying process.

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Steps to View the Master 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 opens the org chart view for that specific account.

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Step 5: Select the Master Org Chart View

Open the Master Org Chart view if it is not already selected. This will show the broader people structure available for the account.

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Step 6: Review Stakeholders and Departments

Review the available stakeholders, job titles, departments, and any visible structure. Use this information to understand the account and decide which people may be important for your deal.

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What to Look For in the Master Org Chart

When reviewing the Master Org Chart, pay attention to:
  • Senior leaders who may control budget
  • Department heads who may own the business problem
  • Technical leaders who may evaluate implementation or security
  • End users who may use the product directly
  • Operations or RevOps roles who may influence process change
  • Procurement, finance, or legal contacts who may be involved later
  • People connected to your champion or existing contact These signals can help you prepare a stronger buying committee map and action plan.

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Important Notes

  • The Master Org Chart is specific to one account.
  • The org chart depends on the people data available for that company.
  • If the Master Org Chart looks outdated, use Sync Organization to refresh the data.
  • Larger companies may have more complex org charts and more stakeholders to review.
  • Not every person in the org chart will be relevant to your deal.
  • Use your Seller Context and account notes to decide which stakeholders matter most.
  • Review the Master Org Chart before generating the buying committee for better results.