ProductOSDocs

Sales Intel

Sales Canvas

Composite single-page sales view: open blockers and revenue at risk, win/loss tally, battle-card review status.

The Sales Canvas pulls the most-used sales-intel surfaces onto one page for cross-functional reviews: pipeline review meetings, board updates, eng-sales syncs.

What you'll see

  • Deal blockers tile: open count, critical-priority count, and revenue at risk (sum of revenue_impact across blockers)
  • Win/loss tile: win rate, won and lost counts, total deal value
  • Battle cards tile: active / total counts, plus a review status that flags active cards not reviewed in the last 30 days as stale

Common actions

  • Click any tile → jumps to the source surface
  • Use the browser's native print (Ctrl/⌘+P) for a paper-friendly copy

There are no share links or Print / Export PNG actions; the canvas is an in-app composite for screen-shared reviews, so use the browser's print for a paper copy.

Last reviewed 2026-09-22