> ## 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.

# Deals

> The foundation of win-loss analysis - how deals are structured and analyzed

## Overview

Deals are the core unit of analysis in Hindsight. Every deal becomes a rich source of intelligence about buyer behavior, competitive dynamics, and success factors that drive your revenue.

## Deal Structure

* **Basic Info**: Name, amount, stage, owner, close date
* **Contact Data**: Decision makers, influencers, and stakeholders involved
* **Activity History**: Calls, emails, meetings, and other touchpoints
* **Analysis Results**: AI-generated insights, scores, and recommendations

## Data Sources

* **CRM Integration**: Automatic sync of deal properties and history
* **Call Recordings**: Transcripts and analysis from Gong, Chorus, or other tools
* **Email Communication**: Relevant email threads and communication patterns
* **Meeting Notes**: Manual notes and observations from sales activities
* **Documents**: Proposals, contracts, and other deal-related materials

## Analysis Dimensions

* **Decision Drivers**: Key factors influencing the buyer's decision
* **Competitive Context**: Which competitors were involved and how
* **Feature Discussions**: Product capabilities that mattered to the buyer
* **Custom Metrics**: Business-specific scoring dimensions
* **Relationship Quality**: Strength of stakeholder relationships

## Deal Lifecycle

1. **Import**: Deal data flows in from CRM and other sources
2. **Analysis**: AI processes all available information
3. **Insight Generation**: Key findings and patterns identified
4. **Team Review**: Optional validation and refinement of insights
5. **Learning**: Insights feed back into future analysis and enablement

## Setup Requirements

* **CRM Connection**: Salesforce, HubSpot, or other CRM integration
* **Data Quality**: Clean, consistent deal data in your CRM
* **Activity Tracking**: Call recordings, emails, and meeting notes
* **Team Training**: Sales team understands how their data is analyzed

## Best Practices

* **Complete Data**: Ensure all deal activities are captured
* **Consistent Naming**: Use standardized deal naming conventions
* **Regular Updates**: Keep deal stages and close dates current
* **Rich Context**: Include detailed notes about buyer conversations