> ## 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.

# Deal Reviews

> Learn from every deal with win/loss insights

## Overview

Use AI to analyze your closed deals to generate structured win-loss insights. AI analyzes all your deal documents, CRM data, and conversations to create detailed deal stories with actionable recommendations.

## How Deal Analysis Works

### Data Sources Processing

Hindsight analyzes multiple data sources from each deal:

* **CRM Properties**: Deal stage history, custom fields, and opportunity data
* **Meeting Recordings**: Gong calls, Zoom transcripts, customer conversations
* **Deal Documents**: Proposals, contracts, emails, notes, and attachments
* **Win-Loss Interviews**: Structured feedback from buyers and internal teams

Deal data is synced automatically every 12 hours for the deals you select to import for analysis. Auto-import rules can be configured to automate the win-loss analysis process end-to-end.

### Outputs

For every analyzed deal, Hindsight creates a comprehensive deal story containing:

* **Executive Summary**
* **Timeline**
* **Stakeholders**
* **Decision Drivers Analysis**
* **Competitive Landscape**
* **Key Quotes & Evidence**
* **Lessons Learned & Recommendations**

## Structured Insights Extraction

### Decision Driver Analysis

Hindsight maps deal conversations to your organization's decision drivers:

* **Automated Detection**: AI identifies mentions of your configured decision drivers
* **Sentiment Analysis**: Positive, negative, or neutral perception of each driver
* **Impact Scoring**: Relative importance of each driver in the decision
* **Supporting Evidence**: Specific quotes and context for each driver

### Feature Tracking

Track which product capabilities influenced the deal:

* **Feature Mentions**: Automatic detection of product feature discussions
* **Customer Sentiment**: How buyers perceived specific capabilities
* **Competitive Context**: Features compared against competitor offerings

### Competitive Intelligence

Comprehensive competitor analysis for every deal:

* **Competitor Identification**: Automatic detection and tagging of competitors
* **Precision Tagging**: Automatically classify if competitors were incumbents, primary, or secondary
* **Outcome Classification**: Whether competitors were mentioned, evaluated, or selected
* **Positioning Analysis**: How competitors were positioned vs. your solution

### Custom Insights:

Create custom prompts to extract specific insights:

* **Metrics**: AI evaluates deals against a 1-5 scale rubric
* **Answers**: Free-form answers with configurable prompts, length, and format

## CRM Integration & Sync-Back

### Automated CRM Updates

Hindsight automatically syncs insights back to your CRM

* **Win/Loss Reasons**: Populate standardized win/loss reasons
* **Deal Summary**: Executive summary in deal notes
* **Competitors**: Update competitor fields with detected competitors
* **Features**: Populate features discussed in the deal
* **Custom Fields**: Sync custom metrics and answers to CRM fields

Requires HubSpot or Salesforce integration with Admin / Write access.

## Analysis Triggers & Automation

### Automatic Analysis

Deals are automatically analyzed when:

* Deal stage changes to "Closed Won" or "Closed Lost"
* Deal meets auto-import criteria (configured in settings)
* New deal data is available (win-loss interviews, CRM properties)

### Manual Analysis

You can also trigger analysis manually:

* For deals that need re-analysis after new information
* To focus on specific decision drivers or competitors
* When filtering by particular document types
* For historical deals that weren't previously analyzed

### Automated Feedback Collection

Collect feedback from stakeholders with automated win-loss interviews:

* Internal team feedback requests via Slack and email
* External buyer feedback through automated surveys

## Getting Started with Deal Reviews

### Setup Requirements

1. **CRM Integration**: Connect HubSpot or Salesforce for deal data
2. **Analysis Configuration**: Configure your organization's Drivers, Features, and Competitors