Custom Reports

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Overview

Custom Reports transforms your deal data into actionable insights through AI-powered analysis. Build custom datasets from your deals and let Hindsight’s AI analyze trends in sales execution, product feedback, competitive intelligence, and win/loss patterns.

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Getting Started

Navigate to the Reports tab in your Hindsight dashboard to access the report builder. The reports feature is designed around two key steps:

1. Dataset Creation: Filter and configure the deal data you want to analyze
2. AI Analysis: Let Hindsight’s AI extract insights and generate comprehensive reports

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Report Types

Choose from different analytical approaches:

• Win-Loss Overview: High-level insights for leadership consumption
• Sales Execution: Detailed findings for sales team action items
• Product Insights: Feature prioritization based on deal feedback
• Market Intelligence: Focus on market and competitor dynamics

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Building Your Dataset

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Applying Filters

Use the filter options to narrow down your analysis to the most relevant deals:

• Deal Status: Focus on closed won, closed lost, or open deals
• Time Period: Analyze deals from specific timeframes (last 30 days, quarter, etc.)
• Deal Segments: Filter by new business, expansion, renewal, or other segments
• Custom Properties: Include specific account or deal properties relevant to your analysis

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Configuring Columns

By default, Hindsight includes key fields that provide the richest analysis:

• Competition Drivers: Competitive factors that influenced the deal
• Features: Product capabilities discussed or requested
• Metrics: Deal size, timeline, and other quantitative data
• Explanations: Contextual information about deal outcomes

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Adding Custom Fields

Expand your analysis by including additional data points:

• Custom Answers: Specific questions you track in Hindsight
• Account Properties: Company size, industry, geography, and other firmographics
• Deal Properties: Sales rep, deal source, product line, and other deal-specific data

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Generating Reports

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Creating the Report

1. Configure your filters and columns to create the desired dataset
2. Click Create to generate your report
3. Review the CSV preview to verify your dataset is complete
4. Let the AI analyze your data using the built-in prompts (or edit and make it your own!)

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Customizing Your Analysis

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Prompt Editing

Before generating your report, you can customize the AI prompt to focus on specific areas. For example:

• Win/Loss Focus: Deep dive into factors driving deal outcomes
• Competitive Analysis: Emphasis on competitor-related insights
• Product Feedback: Focus on feature requests and product gaps
• Sales Methodology: Analysis of sales process and execution effectiveness

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Managing Your Reports

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Saving Reports

Once generated, save your reports to your Reports Library for:

• Future Reference: Easy access to historical analysis
• Ongoing Editing: Continue refining insights and analysis
• Team Collaboration: Share findings with stakeholders

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Continuing the Conversation

After generating a report, you can:

• Extend Analysis: Ask follow-up questions about specific insights
• Refine Focus: Drill down into particular aspects of the data
• Update Findings: Incorporate new deals or data points
• Extract Action Items: Generate specific recommendations for sales teams

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Advanced Features

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CSV Export

Download your configured dataset as a CSV for:

• Custom Analysis: Use your preferred analytics tools
• Data Sharing: Provide clean datasets to other stakeholders
• Backup & Archive: Maintain historical snapshots of deal data

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Integration with Other Features

Reports complement other Hindsight capabilities:

• Deal Insights: Use report findings to improve individual deal analysis
• Feature Tracking: Inform product roadmaps with aggregated feedback
• Sales Training: Identify coaching opportunities based on win/loss patterns

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Best Practices

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Dataset Selection

• Sufficient Sample Size: Include enough deals for meaningful analysis (minimum 10-15 deals recommended)
• Relevant Timeframes: Choose periods that reflect current market conditions
• Consistent Segments: Compare similar deal types for accurate insights
• Quality Data: Ensure deals have been analyzed in Hindsight for richer context

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Analysis Focus

• Specific Questions: Start with clear business questions you want to answer
• Actionable Insights: Look for findings that can drive immediate improvements
• Trend Identification: Focus on patterns rather than isolated incidents
• Cross-Reference Findings: Validate insights across multiple data points

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Report Sharing

• Stakeholder-Appropriate Content: Tailor sharing based on audience needs
• Regular Updates: Refresh analysis quarterly or after significant market changes
• Action Planning: Convert insights into specific next steps and owners
• Feedback Loop: Collect input on report usefulness and adjust future analysis