> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usehindsight.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Analyze Deals
> Connect your sales tools and set up AI-powered deal analysis in 4 steps
Deal analysis is the foundation of Hindsight. Connect your sources and Hindsight aggregates the calls, emails, CRM records, and documents for each deal into **one verified record** — a *Deal Review* — that powers everything else: your library, the Compete Agent, custom AI, and Plays.
Connect your sales tools to automatically import deals, calls, and customer
data. Hindsight integrates with all major CRM and sales platforms. **Popular
Integrations:**
* **Salesforce or HubSpot**: Automatic deal import and
analysis. See [Salesforce Integration](/integrations/salesforce-integration) [HubSpot Integration](/integrations/hubspot-integration)
* **Gong, Clari, Outreach, Fathom**: Sales call transcription and insights. See [Gong Integration](/integrations/gong)
* **API**: Push any document or transcript straight onto a deal — useful for sources Hindsight doesn't integrate with natively. See [Upload to a deal](/integrations/api#upload-to-deal).
**Control what comes across from the [CRM Settings page](https://app.usehindsight.com/settings/properties).** Define which deals get pulled, which objects and properties are imported, and where Hindsight writes insights back to your CRM.
Tailor Hindsight's analysis to match your business needs.
**Add Custom [Answers](https://app.usehindsight.com/settings/custom-answers) & [Metrics](https://app.usehindsight.com/settings/custom-metrics) from Library:**
* Browse our pre-built library of [answers](https://app.usehindsight.com/settings/custom-answers) and [metrics](https://app.usehindsight.com/settings/custom-metrics)
* Select the insights most relevant to your sales process and win-loss objectives
* Customize how data is extracted and displayed
**Optional: Add Your Own Tags (We'll Auto-Detect):**
* **[Features](https://app.usehindsight.com/settings/features)**: Define product capabilities to track across deals
* **[Decision Drivers](https://app.usehindsight.com/settings/reasons)**: Set up factors that influence buying decisions
* **[Competitors](https://app.usehindsight.com/settings/competitors)**: Add competitors for automatic mention detection
Hindsight will automatically detect and tag these elements in your deal conversations.
Put your insights into action with recipes and automated workflows.
**Recipes:**
* Run pre-built analysis recipes on your deals
* Generate battlecards, reports, and competitive insights
* Extract specific data points across multiple deals
**Workflows:**
* Automate recurring analysis tasks
* Set up triggers based on deal events
* Schedule regular reports and updates
***
## Sources for deal context
Hindsight builds each Deal Review from whatever you connect. Your CRM is the only required source; everything else is optional enrichment.
| Type | Sources |
| -------------- | ---------------------------------------------------- |
| CRM (required) | Salesforce, HubSpot |
| Calls | Gong, Clari, Outreach Kaia, Fathom, Fireflies, Avoma |
| API | Push any document or transcript directly onto a deal |
Need to bring in a source Hindsight doesn't integrate with natively — a data warehouse export, a custom note-taker, an internal tool? Use the **API** to attach documents and transcripts to a deal by `deal_id`, `salesforce_id`, or `hubspot_id`. PDFs, Office files, Markdown, audio, and video are all accepted, and recordings are transcribed automatically. See [Upload to a deal](/integrations/api#upload-to-deal).
***
## When & how Deal Reviews run
Deal analysis runs automatically — you don't trigger each review by hand.
* **Sync cadence** — Hindsight pulls the latest from your connected integrations **every 12 hours** while a deal is open, and continues for **14 days after it closes**, so late-arriving calls and notes still make it in.
* **Re-analysis triggers** — a Deal Review re-runs on **every stage change** (including a move to *Closed Won* / *Closed Lost*), when a deal meets your **auto-import criteria**, and whenever **new context is added** — an uploaded document, an API push, or a completed win-loss interview.
* **Manual runs** — you can re-analyze any deal on demand after new information lands, or backfill historical deals that were never analyzed.
Each review produces a structured deal story — executive summary, timeline, stakeholders, decision drivers, competitive landscape, key quotes, and lessons learned — and can sync win/loss reasons and custom fields back to your CRM. See the full [Deal Reviews guide](/platform/review/deal-reviews) for the complete breakdown.
***
## Ways to analyze your deals
Once your deals are analyzed, there are two ways to get insight out of them — pick based on whether you want an open-ended answer or a standing view.
### 1. Ask AI
Query the verified layer in natural language and let Hindsight pick the right tools across your deals, library, and the web.
* **In-app** — use [Chat](https://app.usehindsight.com/chat) for ad-hoc questions ("why did we lose enterprise deals to Crayon last quarter?").
* **Over MCP** — point Claude, ChatGPT, or your own agent at Hindsight's tools and analyze deals from inside your existing workflow. See [MCP](/integrations/mcp).
* **Compose & schedule** — save a working prompt as a **Recipe** and run it on demand or on a recurring cadence, delivered to Slack or email. See [Build Your Custom AI](/guides/build-custom-ai).
### 2. Dashboard
For standing metrics, the dashboard turns your analyzed deals into **pre-built charts** — no prompting required. Filter by date, segment, or competitor and read win rate, revenue, and the drivers behind outcomes at a glance.
The dashboard also rolls up your custom **metric scores** and **answers** across every analyzed deal, so configured rubrics and free-form questions become trended, aggregate views.
***
### What's Next?
Seed the competitor-scoped knowledge base your AI draws from for battlecards and answers.
Create competitive assets like battlecards, comparison sheets, and objection handlers.
Set up automated win-loss interviews to gather deeper insights from your deals.