Why Deal Analysis Matters
Most teams have unreliable CRM data—incomplete fields, inconsistent entries, and outdated information. This makes it nearly impossible to generate accurate reports, battlecards, or insights. Hindsight fixes this by automatically reviewing every deal and triangulating across multiple sources (CRM properties, emails, calls, notes, documents) to extract verified, accurate data. This clean data then powers all downstream workflows—reports, competitive intelligence, product insights, and more.How It Works
For each deal, Hindsight’s AI:- Aggregates sources — Pulls in CRM fields, call transcripts, emails, notes, and documents
- Cross-references — Compares what was said vs. what was logged to find the truth
- Extracts structured data — Populates standardized fields with accurate, sourced information
- Scores and explains — Provides confidence levels and evidence for each insight
Default Insights
Every analyzed deal automatically includes:| Category | What’s Extracted |
|---|---|
| Deal Summary | Concise overview of the opportunity, key stakeholders, and outcome |
| Competitors | Who competed, incumbent status, threat level, and positioning used |
| Features | Which product capabilities were discussed, their importance to the buyer |
| Decision Drivers | What mattered most to the buyer, why, and how important each factor was |
| Sales Execution | How well the sales process was run, key moments, and areas for improvement |
| Product Fit | How well your solution matched buyer requirements |
| Pricing Fit | Pricing dynamics, discount sensitivity, and commercial considerations |
| Relationship Strength | Champion presence, access to power, stakeholder engagement |
| Competitive Performance | Where you won or lost against each competitor and why |
Extending with Custom Insights
Beyond the defaults, you can define your own insights to match your specific workflows and methodologies.Custom Metrics (1–5 Scores)
AI evaluates a deal against a rubric you define and returns a score plus an explanation. Examples:- MEDDPIC completeness (M, E, D, D, P, I, C scored individually)
- Champion Strength
- Technical Validation Progress
- Procurement Risk
Custom Answers (Free-form Text)
AI returns a structured answer to a prompt you define. Examples:- Paper Process notes
- Security requirements summary
- Integration requirements
- Stakeholder map
Setting Up Custom Insights
1
Define the insight
Create a Custom Metric (score + rubric) or a Custom Answer (free-form). Write a clear prompt describing what to extract.
2
Add scoring rubric (for metrics)
Specify 1–5 criteria with concrete, observable thresholds. Include examples for edge cases.
3
Choose scope
Apply to all deals or specific segments. Run on initial analysis, re-analysis, or via backfill.
4
Map to CRM (optional)
Link each insight to a Salesforce/HubSpot field for reporting and automation.
5
Test & iterate
Run on a sample set, review the AI’s explanations, tune your prompts, then backfill historical deals.
Prompt and Rubric Tips
- Be explicit about what sources to prioritize (transcripts vs. CRM vs. emails)
- For metrics, define clear thresholds for each score level with examples
- Ask for a short explanation alongside scores to aid review
- Keep one insight per prompt to avoid ambiguity
- Specify the output format you want (bullet points, paragraph, etc.)
Review and Verification
- Explainability: Every insight includes an explanation and links to source evidence
- Verification: Mark fields as verified; filter by verification status in Analytics
- Manual overrides: Your edits persist—re-analysis won’t overwrite verified fields
- Audit trail: All outputs record when and how they were generated
Using Deal Analysis Data
Once deals are analyzed, the extracted data powers everything else in Hindsight:- Reports & Analytics: Filter and segment by any extracted field
- Battlecards: Competitive insights feed directly into competitive assets
- AI Chat: Ask questions and get answers grounded in verified deal data
- CRM Sync: Push clean data back to Salesforce/HubSpot
Getting Started
1
Review default insights
Check a few analyzed deals to see what Hindsight extracts out of the box.
2
Add custom insights
Start with 2–3 high-impact metrics or answers specific to your sales process.
3
Map to CRM
Connect insights to CRM fields for reporting and automation.
4
Backfill & validate
Run on historical deals, spot-check the results, and refine your prompts.