> ## 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.

# Sales Insights

> AI-powered analysis of every deal to extract win-loss insights

## 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.

## 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](/integrations/salesforce-integration) and [HubSpot Integration](/integrations/hubspot-integration) for CRM sync details.

## 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](/platform/review/deal-reviews) for detailed information on how Hindsight analyzes deals.

## Set Up Guide

<Steps>
  <Step icon="plug" title="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:**

    * **Salesforce or HubSpot**: Automatic deal import and
      analysis. See [Salesforce Integration](/integrations/salesforce-integration) [HubSpot Integration](/integrations/hubspot-integration)
    * **Gong, Clari, Outreach, Fathom**: Sales call transcription and insights. See [Gong Integration](/integrations/gong)
    * **API**: Push any document or transcript straight onto a deal — useful for sources Hindsight doesn't integrate with natively. See [Upload to a deal](/integrations/api#upload-to-deal).

    <Info>
      **Control what comes across from the [CRM Settings page](https://app.usehindsight.com/settings/properties).** Define which deals get pulled, which objects and properties are imported, and where Hindsight writes insights back to your CRM.
    </Info>
  </Step>

  <Step icon="sliders" title="Customize Analysis">
    Tailor Hindsight's analysis to match your business needs.

    <Frame caption="Metric scores over time and answer rollups aggregated across all analyzed deals.">
      <img alt="Metric scores and answer rollups" src="https://mintcdn.com/hindsight/sJYOlRrz88T-cF2H/images/analyze/analyze-metrics-answers.png?fit=max&auto=format&n=sJYOlRrz88T-cF2H&q=85&s=3691b3299f5709be6a6589d5fcf05e5a" width="1909" height="1166" data-path="images/analyze/analyze-metrics-answers.png" />
    </Frame>

    **Add Custom [Answers](https://app.usehindsight.com/settings/custom-answers) & [Metrics](https://app.usehindsight.com/settings/custom-metrics) from Library:**

    * Browse our pre-built library of [answers](https://app.usehindsight.com/settings/custom-answers) and [metrics](https://app.usehindsight.com/settings/custom-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](https://app.usehindsight.com/settings/features)**: Define product capabilities to track across deals
    * **[Decision Drivers](https://app.usehindsight.com/settings/reasons)**: Set up factors that influence buying decisions
    * **[Competitors](https://app.usehindsight.com/settings/competitors)**: Add competitors for automatic mention detection

    Hindsight will automatically detect and tag these elements in your deal conversations.

    <Frame caption="Product insights tag product gaps, advantages, and more from across your deals.">
      <img alt="Product insights" src="https://mintcdn.com/hindsight/sJYOlRrz88T-cF2H/images/analyze/analyze-feature-insights.png?fit=max&auto=format&n=sJYOlRrz88T-cF2H&q=85&s=f7c8afbc32ad58bf6f49e45ca97b7dc3" width="2092" height="1166" data-path="images/analyze/analyze-feature-insights.png" />
    </Frame>
  </Step>

  <Step icon="wand-magic-sparkles" title="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
  </Step>
</Steps>

## 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

## 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