Compare your Deals list view to how it looked on an earlier date. You'll see new deals, changed values, and deals that dropped out — no manual reporting needed.
Before you start:
- Hindsight is available on the Grow and Enterprise plans.
- You only see deals your visibility settings allow.
Compare to a Past Date
- Open a Deals list view.
- Click Compare at the top of the list, next to the share button.
- Select a date within the last six months.
Read the Comparison
Hindsight compares these columns: Actual Close, Age, Amount, Latest Activity Updated, Expected Close, Stage, and Status. Compared columns show an infinity symbol (∞) in the header.
You see
It means
Green + icon
The deal was created after the comparison date.
Green dash
The deal already existed but has newly entered this filtered view.
Orange line
A value in a compared column has changed since the comparison date.
Orange triangle in a cell
That value changed. Hover over the cell to see what it was on the comparison date.
No marker
Nothing changed.
See Removed and Deleted Deals
- Removed deals no longer match your list view's filters. They're listed at the bottom — click View Removed Deals for details.
- Deleted deals are in the Recycle Bin. Click View Recycle Bin at the bottom of the screen to preview, restore, or permanently delete them for up to 30 days. See Manage Deleted Records in the Recycle Bin.
Clear the Comparison
Click Clear Comparison below the Compared to button.
Good to Know
- You can't export a Hindsight comparison.
- Hindsight isn't saved with the list view. Apply it again each time you return.
- SuperShare users can't use Hindsight.
Need help? Contact support at customercare@pipelinecrm.com.