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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:

Customize Analysis

Tailor Hindsight’s analysis to match your business needs.Add Custom Answers & Metrics from Library:
  • Browse our pre-built library of answers and metrics
  • Select the insights most relevant to your sales process and win-loss objectives
  • Customize how data is extracted and displayed
Optional: Add Your Own Tags (We’ll Auto-Detect):
  • Features: Define product capabilities to track across deals
  • Decision Drivers: Set up factors that influence buying decisions
  • Competitors: Add competitors for automatic mention detection
Hindsight will automatically detect and tag these elements in your deal conversations.

Run Recipes & Create Workflows

Put your insights into action with recipes and automated workflows.Recipes:
  • Run pre-built analysis recipes on your deals
  • Generate battlecards, reports, and competitive insights
  • Extract specific data points across multiple deals
Workflows:
  • Automate recurring analysis tasks
  • Set up triggers based on deal events
  • Schedule regular reports and updates

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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