Ready to know which prospects are worth your time? We certainly are - that’s why we created Deal Insights!
With Deal Insights, you can forecast more accurately, spot coaching opportunities in seconds, and most importantly, focus on the deals that matter. It’s your central hub for understanding pipeline activity, deal health, and where to take action.
Your Source of Truth for Engagement
Deal Insights gives you full visibility into your pipeline by tracking all activities and engagement per opportunity — including emails, calls and meetings. You’ll see exactly how often your team interacts with prospects and clients, helping you uncover valuable details and trends.
You can use Ask Jiminny on each deal to help you manage your pipeline more effectively.
What gets pulled into Deal Insights?
Emails sent and received (linked to CRM contacts)
Video meetings
Voice calls
SMS (for Jiminny Voice users)
Note: Each user who is working on deals should allow Jiminny to access their email so we can link their emails to the corresponding deals and show them in Deal Insights. More on this can be found in this article.
CRM Integration & Field Customization
You can view and update deal data directly from your CRM within Deal Insights.
Any changes automatically sync back to your CRM, so you don’t have to bounce between platforms.
More information on how to set this up can be found in this article.
Automatically identify risks across your deals with real-time alerts based on key warning signs:
No activity in the past 14 days
No future activity scheduled
No response from the client in 14 days
Deal close date has passed
Deal value decreased by 30%
Competitor mentioned in conversation
Note: Risk timelines can be customized by team to fit your sales process. This is done in Organisation Settings > Teams > Deal Risk.
Filter, Prioritize & Win More Deals
Use filters to view open, closed-won, and closed-lost deals for a specific time period. You can also filter by team, date, or even down to an individual rep to identify trends and coaching opportunities.
Choose the timeline on which you want to focus on - this month, this quarter, last quester etc, and you can even search and find the deal you are looking for.
You can do pipeline reviews in Deal Insights based on Closed date or Created date of your deals. This depends on how you operate your business. This can be changed from the Settings on the top right corner.
Drill down into a Specific Deal
While doing your pipeline review you can drill down to each deal to get a better understanding on how it is going and how likely it is to close. Just click on Ask Jiminny or any of the dots in the timeline and you will be presented with the Deal View.
In there you can:
see a detailed breakdown of the timeline
see the contacts related to this deal and determine whether the right stakeholders are involved
see all the CRM fields for the deal and whether they are populated by the sales rep or not. Pro tip - you can use Ask Jiminny to give you the answer and then copy paste it into the field. We will save it instantly to your CRM.
Follow a Deal
By Following a deal you will get daily email updates on what new has happened on it:
any new risks that have come up
any new emails
any new calls and meetings with a summary for each one
Every morning at 7am we will send you an email for each deal you are following. We will only notify you if anything new has come up on that deal.
Note: To calculate when the email should be send we will use the time zone you have set in your profile.
At Jiminny, our mission is to make life easier for you — and help you win. 🏆
Deal Insights puts everything you need in one place so you can focus on closing more deals with confidence and clarity.
💡 Learn more about Deal Insights: