> ## 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. # Analytics > Actionable Insights: trends by decision drivers, competitors, and product features ## Overview Hindsight's dashboards turn your deal data into actionable win-loss insights. Track performance over time, understand why you win or lose, and drill into competitors, drivers, and features. Filter to specific segments to uncover patterns that improve win rates. ## Key insight types * **Win Rate & Trends**: Overall win rate and change vs. prior period * **Reasons & Themes**: Decision drivers with sentiment and evidence * **Competitor Impact**: Frequency, win rate vs. each competitor, affected revenue * **Deal Metrics**: Compare selected metrics across All/Won/Lost, with deltas vs. previous period (bar or line view) * **Feature Mentions**: Capabilities most associated with wins/losses ## Where this data comes from * **Deal Labeling**: Each analyzed deal is labeled with your organization’s configured taxonomy for: * Decision Drivers (with sentiment and estimated impact) * Competitors (with role such as Primary, Incumbent, Secondary) * Features (mentions and sentiment) * **User-Controlled Taxonomy**: Admins define and update drivers, competitors, and features; teams can review or adjust labels at the deal level. * **Impact Estimation & Rollups**: Per‑deal labels and impact scores are aggregated into the dashboard’s charts and KPIs (e.g., driver influence, competitor win rates, feature associations). * **Quantifiable Trends Over Time**: Insights are bucketed by close date and respect your filters, enabling time‑series analysis and comparisons to prior periods. ## Charts in this dashboard * **Win Rate (Pie)**: Overall Won vs. Lost for the current filter window. * **Competitor Win Rate (Bar, vertical list)**: * Sort by: Alphabetical, Deal count (total/won/lost), Win rate, Amount * Toggle: Primary competitor only * Shows win rate and affected revenue per competitor * **Competitive Deals Volume**: Deals involving each competitor (stacked Won/Lost) * **Decision Drivers**: * Bar chart: Positive / Neutral / Negative counts per driver * Scatter: Frequency vs. impact visualization for drivers * Table: Sortable driver table with supporting details * **Deal Metrics (Bar/Line)**: * Select one or more metrics (defaults + any custom metrics) * Compare All vs. Won vs. Lost averages * Deltas vs. the previous period (▲/▼) where available * Line view groups by day or month based on date range ## Filters & segmentation Use filters to isolate insights for specific contexts. Available filters include: * **Date Range (close\_date)**: From/To with automatic previous-period calculation * **Outcome / Status**: Won, Lost, specific stages, previous status * **Competitor**: Pick one or many; filter by **competitor\_role** (Primary, Incumbent, Secondary); or use **any\_competitor** * **Decision Drivers**: Filter by **driver** or a **single\_driver** with **sentiment** (positive/neutral/negative) * **Features & Mentions**: Filter by feature, mention, and product labels * **Deal Properties**: Amount (min/max), deal\_type, region, segment, industry * **People**: owner\_ids (reps), collaborators, teams * **Documents/Labels**: document, label, intel\_label/intel\_relevance (if enabled) * **CRM Filters**: * Salesforce/HubSpot deal property filters (salesforce\_filters, hubspot\_filters) * Salesforce/HubSpot account property filters (salesforce\_filters\_account, hubspot\_filters\_account) * **Analysis Flags**: deal\_analyzed, analysis\_verified, external All charts, tables, and KPIs respect the active filters. ### Examples * “Win rate vs. Competitor A for Enterprise (segment) in Q2, Primary competitor only.” * “Top negative decision drivers for Lost deals in EMEA last 90 days.” * “Compare deal metrics as a line chart month-by-month for SMB vs. Mid-Market.” * “Which features are most associated with wins in fintech?” ## Drill down and evidence * Hover for tooltips; sort competitor and driver views to explore patterns * Click into tables to review underlying deals and supporting evidence (quotes, docs) * Move from pattern to concrete examples for coaching and enablement ## Use with the AI Assistant * Ask the assistant to analyze the current segment (e.g., “Summarize why we lose vs. Competitor C in healthcare last quarter and draft an objection guide”). * Convert results into a shareable document with **Create Asset** and save to **Library → Documents**. * See: AI Assistant and Competitive Enablement. ## Best practices * Start broad, then add filters one at a time to isolate effects * Use the **Primary competitor only** toggle for apples-to-apples comparisons * Compare to the previous period to spot momentum (look for ▲/▼ deltas) * Validate insights by clicking through to example deals and quotes * Turn recurring findings into assets for sales coaching and PM feedback ## Getting started Ensure CRM and meeting tools are connected and deals are syncing. Set up Decision Drivers, Competitors, and (optionally) Features for richer analysis. Select a time range, apply segment filters, and explore the charts. Share findings, and use the assistant + Create Asset to publish enablement docs. ### Related How individual deals are analyzed and summarized. Ask questions, retrieve context, and create assets from chat. Ensure data quality and coverage for accurate analytics.