> ## 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.

# Custom Reports

> Create tailored reports to analyze sales data and performance

## 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.

## 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

### 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

## Building Your Dataset

### 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

<Note>
  You can analyze up to 100 deals at once for optimal AI performance and comprehensive insights.
</Note>

### 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

#### 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

## Generating Reports

### 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!)

## Customizing Your Analysis

### 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

## Managing Your Reports

### 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

### 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

## Advanced Features

### 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

### 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

## Best Practices

### 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

### 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

### 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

<Note>
  Custom Reports is currently in beta. We're actively collecting feedback to improve the feature. Share your experience and suggestions with the Hindsight team.
</Note>