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Overview

Deal analysis is where Hindsight’s AI examines 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)
  2. AI Analysis: Extract insights using decision drivers, features, and custom metrics
  3. Pattern Recognition: Identify competitive dynamics and success factors
  4. Insight Generation: Create actionable findings and recommendations

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What Gets Analyzed

  • Decision Drivers: Key factors influencing buyer decisions
  • Competitive Dynamics: Which competitors were involved and how you positioned
  • Feature Discussions: Which capabilities customers cared about most
  • Custom Metrics: Business-specific scoring dimensions
  • Communication Patterns: Sentiment and engagement throughout the sales process

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Analysis Outputs

  • Win-Loss Scores: Quantified assessment across multiple dimensions
  • Key Insights: Written summaries of critical deal factors
  • Competitive Context: How competitive dynamics influenced the outcome
  • Recommendations: Specific guidance for similar future deals

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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