What the dossier tracks

The Live Dossier is the brief Dopia keeps on every deal. Instead of scrolling a raw timeline of emails and meetings, you open the dossier and read where the deal stands right now — and what just changed.

What it watches

The dossier is assembled from your unified context and stays current as new signals land. It tracks:

Where the deal stands

A running summary of the opportunity — who's involved, what they care about, and the state of the conversation — so anyone can get up to speed in seconds.

What's at risk

Signals that a deal needs attention: a thread that's gone quiet, a stage that's been stuck too long, an unanswered question. The dossier surfaces these so they don't slip.

What just happened

The latest meaningful moments — a meeting that shifted the deal, a reply that changed the temperature — pulled to the top so you're never out of the loop.

Reading it at a glance

Open any deal and the dossier sits at the top of the record. Skim it before a call, share the state of pipeline in a standup, or let it tell you which deals need you today — without reconstructing each one by hand.