Hindsight

Every closed deal investigated. Automatically.

Hindsight turns the calls, emails, CRM, and interviews behind every deal into one verified, structured record — so you know why you win and lose, across 100% of deals.

Your commercial model

Built around how your business actually works.

Hindsight learns your products, buyers, competitors, sales motions and playbooks. It maps the different language used across calls, CRM and buyer feedback into one shared model—so every deal is interpreted and compared consistently.

Your context

Connect your CRM, warehouse, call recordings, and other tools in a few clicks.

Your language

Products, features, personas and use cases organized the way your teams define them.

Your process

Every deal evaluated in the context of the right sales motion, criteria and playbook.

One verified record for every deal.

Analyze reads everything tied to a deal and produces a structured, evidence-backed record — not a transcript dump.

Deal ReviewMeridian Health
SalesforceGongGmailHindsight
Closed Lost$240K ARR

Exec Summary

Meridian Health selected Frontline by Ormandy over Hindsight despite an active evaluation. The $240K ARR deal was lost primarily due to a perceived integration gap with their existing QuickBooks Online setup and concerns about migration risk. The rep marked loss reason as 'pricing' in Salesforce — buyer interviews revealed integration confidence was the real driver.

Decision Drivers

Integration ConfidenceCritical

Buyer cited the absence of a native QuickBooks connector as the deciding factor. Three separate calls referenced it unprompted.

Migration RiskMedium

Champion flagged the complexity of migrating existing job history. No migration playbook was presented during evaluation.

PricingLow

Mentioned once in email. CRM recorded this as the primary loss reason — interviews do not support that conclusion.

Scorecard

Configure Rubrics
Product Fit
3/5
Sales Execution
2/5
Relationship Strength
2/5
Pricing Fit
4/5
Competitive Perf.
2/5
Messaging Fit
3/5

Competitors

Frontline by Ormandy

Winner

Selected. Had incumbent advantage and a native QuickBooks integration. Positioning focused on low-friction migration.

Manual processes

Evaluated

Status quo was considered briefly. Dismissed early — not a real competitive threat in this deal.

Features

QuickBooks Integration

Gap3

Buyer required a native connector. Hindsight does not have one — this was the deal's turning point.

Service Workflow Automation

Love2

Buyer was impressed by the automation demo. Not enough to overcome the integration concern.

Job & Project Management

Request2

Buyer asked whether job-level deal tracking was on the roadmap. Rep did not have an answer.

Answers

Configure Prompts

Decision Maker

Persona

IT Decision Maker

Primary Needs

Native integrations with existing finance and operations stack. Low-friction onboarding with minimal disruption to active service workflows. Confidence in vendor support during migration.

Gong tells me how often things come up. Hindsight tells me how the win rate changes when we talk about that topic. The platform lets me structure data on every opportunity that I can then analyze from any angle. It’s been a tremendous unlock.
Toby Laforest
Toby LaforestSr. Director of Market Insights, Ironclad

On every deal. Every time. Without being asked.

Decision Drivers

What actually moved the buyer's decision. Each driver labeled, explained, and scored. No more one-word loss reasons.

Influence scoreConfidence scoreEvidence chain

Competitors

Every competitor that touched the deal and the role it played — incumbent, new entrant, point solution, suite, partner, or build-vs-buy alternative.

Contextual roleOutcome taggingConfidence score

Features

Features that impacted the decision. Labeled by type: gap, request, love, confusion, competitive comparison. Great for product roadmapping.

Gap / Request / LoveSentiment scoredCitations

Deal Metrics

Multi-dimensional scorecard across product fit, competitive position, pricing fit, sales execution, relationship, and more — tailored to your business.

6 dimensionsScore explanationsCited sources

Exec Summary

One clean narrative that ties it all together. The full deal story in plain language — what happened, why, and what would have changed the outcome.

Plain languageFull narrativeActionable conclusions

Custom Answers

Ask it to assess a deal against your own criteria, extract a specific fact, or fill a field your team cares about. Maps directly to CRM fields on close.

Custom analysisShared modelCRM field mapping

You stay in control. Hindsight does the heavy lifting.

01

Every deal investigated automatically.

The Deal Review Agent pulls every call, email, and CRM record within 48 hours of close. It cross-references them, flags contradictions, and builds a verified picture of what actually happened. Every deal. Not a sample.

100%of deals analyzed within 12 hours of close
Integrates with
HubSpot
Salesforce
Gong
Clari
Outreach
+more
02

Buyer interviews at scale. No scheduling required.

Hindsight sends personalized AI interviews to reps via Slack and buyers via email while the deal is still fresh. Questions are specific to that deal. Responses are synthesized automatically. You get primary source data on every deal without chasing a single calendar invite.

10–15%buyer interview response rate
Integrates with
Slack
Gmail
03

Your analysis model, applied consistently to every deal.

Define the dimensions that matter to your business: product lines, use cases, buyer roles, sales motions, decision drivers, and execution criteria. Hindsight maps inconsistent language from calls and CRM into that shared structure while preserving the source evidence.

1shared model across every deal and team
Integrates with
Salesforce
Gong
Gmail
04

Insights on demand. Sliced the way your business works.

Every deal becomes a verified record your whole team can query. Ask about win rates by competitor, decision drivers by segment, product gaps by deal size, or any other cut that matters. You get the answer. No export required. No analyst needed.

−86 daysfaster time-to-insight than traditional programs
Integrates with
Claude
Glean
OpenAI
+ API, MCP

Not a summary.
An investigation.

Reasoning Thread · Deal #2847⚠ Contradiction
Checking loss reasonChecking

CRM field: “Loss reason: Pricing”

Cross-referencing sourcesContradicts

3 calls reviewed. Pricing: 1 mention. Email negotiation: none.

Searching for true driverCorroborates

QuickBooks integration gap: 6× across 3 calls.

Resolved & VerifiedInterview ↗

Pricing: LOW · Integration gap: HIGH · Buyer interview triggered

Confidence
92%

Insights delivered before anyone asks.

Set a prompt once — win rates, new competitor mentions, product-gap summaries — and Hindsight delivers it on your cadence to Slack, email, or your CRM. No one has to ask you first.

Configure WorkflowRecipe Builder
Summarize win rates, new competitor mentions, and battlecard updates from the past 7 days. Format for Slack.
Runs everyMondayat9:00 AM
Slack channel
Slack channel
#competitive-intel

See what your deal data is actually telling you.

Connect your CRM and get your first verified deal analysis within hours. No setup fees. No analyst to hire.