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Overview

Hindsight collects sales data from every aspect of your deals to extract actionable win-loss insights. This automated process reviews CRM data, call transcripts, emails, and other sources to understand deal outcomes.

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Analysis Process

  1. Data Gathering: Collect all deal-related information (CRM, calls, emails, notes, win-loss interviews) during daily syncs with your sales tools
  2. AI Analysis: Hindsight uses AI to review data and extract insights using decision drivers, competitors, features, and custom metrics
  3. Pattern Recognition: Data is visualized in dashboards, reports, and via the Chat interface
See Salesforce Integration and HubSpot Integration for CRM sync details.

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What Hindsight Looks For

  • Decision Drivers: Key factors influencing buyer decisions in wins or losses
  • Competitive Dynamics: Which competitors were involved and how you positioned
  • Product Fit: Which capabilities customers cared about most
  • Sales Execution: How well the sales process was managed
  • Pricing Fit: How well the pricing strategy aligned with customer expectations
  • Sentiment and Engagement: Sentiment and engagement throughout the sales process
See Deal Reviews for detailed information on how Hindsight analyzes deals.

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Set Up Guide

Connect Integrations

Connect your sales tools to automatically import deals, calls, and customer data. Hindsight integrates with all major CRM and sales platforms. Popular Integrations:

Create Decision Drivers

Set up decision drivers - the key factors that influence your customers’ buying decisions. Choose from our pre-built library of 35 drivers or create custom ones. Navigate to Decision Drivers and click “Add Drivers” to:
  • Browse Pre-built Library: Instantly select from 35 curated drivers across 6 categories
  • Search & Filter: Find relevant drivers by category (Sales, Pricing, Product, etc.)
  • Bulk Selection: Add multiple drivers at once
  • Custom Drivers: Create industry-specific factors unique to your business

Add Features

Define the product features you want to track across deals and competitive analysis. Features help you understand what capabilities customers care about most. Go to Features to set up your feature catalog:
  • CSV Import: Upload up to 50 features at once using our template
  • Manual Creation: Add individual features with descriptions and categorization
  • Product Organization: Group features by product and product area
  • AI Detection: Features will be automatically detected in deal conversations

Import and Analyze Deals

Start importing your deals for AI-powered analysis. Hindsight will automatically extract competitive insights, decision drivers, and feature mentions. Import Options:
  • Automatic Import: Connected CRM deals sync automatically
  • Manual Import: Add specific deals for analysis
  • Bulk Upload: Import multiple deals at once Once imported, Hindsight analyzes each deal to identify:
  • Competitor mentions and competitive dynamics
  • Decision driver sentiment and influence
  • Feature requests and pain points
  • Win/loss factors and patterns

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Automation Rules

  • Trigger Conditions: When analysis should run (deal stage, amount, etc.)
  • Analysis Depth: How comprehensive the analysis should be
  • Output Format: What insights to generate for different deal types
  • Notification Settings: Who gets notified when analysis completes

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Quality Assurance

  • Review Process: How to validate and refine AI insights
  • Feedback Loop: Training the AI based on team input
  • Override Capabilities: Manual adjustments to AI assessments
  • Confidence Scoring: Understanding AI certainty levels