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Stakeholder Profiles help you review individual people inside an account. After generating or syncing the org chart, Dealtree shows available stakeholders connected to that company. Each stakeholder profile gives you more context about a person, such as their role, department, seniority, and possible relevance to your deal.

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Pre-conditions

Before viewing stakeholder profiles, 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 a Stakeholder Profile?

A Stakeholder Profile is the individual people view inside an account. It helps you understand who a person is, what role they hold, and how they may fit into the buying process. Depending on the available data, a stakeholder profile may include:
  • Name
  • Job title
  • Department
  • Seniority
  • Company
  • LinkedIn profile, if available
  • Possible relevance to the account or deal

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Why Stakeholder Profiles Matter

The org chart gives you the broader account structure, but stakeholder profiles help you review people one by one. This is useful when you want to:
  • Understand a stakeholder’s role
  • Identify possible decision-makers
  • Review potential champions
  • Find technical buyers
  • Locate possible end users
  • Check if a person may influence the deal
  • Decide who to contact next
  • Prepare personalized outreach In complex B2B sales, understanding individual stakeholders is just as important as understanding the full account structure.

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Steps to View Stakeholder Profiles

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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: Find a Stakeholder

Browse the Master Org Chart or department views to find a stakeholder you want to review. You can use the person’s name, job title, department, or seniority to decide who to open.

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Step 6: Open the Stakeholder Profile

Click the stakeholder card, name, or profile option. This will open the stakeholder profile or show more details about that person.

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Step 7: Review the Stakeholder Details

Review the available information, such as name, title, department, and profile link if available. Use this information to decide whether the stakeholder may be relevant to your buying committee or action plan.

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What to Look For in a Stakeholder Profile

When reviewing a stakeholder profile, pay attention to:
  • Whether the person owns the business problem
  • Whether they may control budget
  • Whether they may evaluate technical fit
  • Whether they may use the product directly
  • Whether they may influence the champion
  • Whether they could become a blocker
  • Whether they are connected to your existing contact
  • Whether they should be included in your outreach or follow-up plan

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Important Notes

  • Stakeholder Profiles are based on the available people data for the account.
  • Some profiles may have more details than others.
  • If stakeholder information looks outdated, use Sync Organization to refresh the account data.
  • Not every stakeholder in the org chart will be relevant to your deal.
  • Use Seller Context and account notes to decide which stakeholders matter most.
  • Review key stakeholder profiles before generating the buying committee or action plan.