Before You Begin
- Grow plan required: Hindsight is available only for Grow plan accounts.
- Permissions: You’ll only see deals that match your visibility settings.
How to Use Hindsight
1. Apply the Hindsight Filter
- Click the Compare button, located at the top of the list, beside the 🔗 Share button.
- Select a date within the last 6 months to compare your pipeline.
2. Review the Results
- Only the fields below are supported:
- Actual Close
- Age
- Amount
- Latest Activity Updated
- Expected Close
- Stage
- Status
- To quickly identify which fields are filtered, look for a ♾️ symbol in the column header.
- Hover over any cell with an orange triangle to see its value on the comparison date.
3. Understand the Visual Indicators
- Green + icon: Deal created after the selected date.
- Green dash: The deal was previously created and is now newly available in the filtered view.
- Orange line: Data in supported columns changed since the past date.
- Orange triangle: Changes made to the record between the selected date and today.
- No triangle: Data has remained the same.
4. Remove the Hindsight Filter
Click "Clear Comparison" below the "Compared to" button.Deleted or Removed Deals
- Deals no longer matching your list view appear at the bottom. Click View Removed Deals for details.
- To view deleted deals, select "View Recycle Bin" at the bottom of the screen. You can restore, permanently delete, or preview deals for up to 30 days.
Click here for more information on using the Recycle Bin.
Things to Note
- Exporting: Hindsight views cannot be exported.
- Saving: You must reapply the filter each time you return to the list view.
- SuperShare: Hindsight is not available for SuperShare users.
- Deleted vs. Removed: Deleted deals are sent to the Recycle Bin; removed deals are no longer meeting the filter criteria.