AI Insights & Cross-Deal Analysis
Every team you compete with is working from the deals their reps happen to remember. You have all 48 your team closed last quarter, analyzed as each one landed, so you can name the objection that stalls your Enterprise deals, what it has cost you, and the play that got past it.
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From the whole quarter down to one buyer's sentence
Four steps down: the quarter, the drivers that keep recurring, the deals under one of them, and the sentence a named buyer said. Every step is one you could take yourself.
A quarter, a segment, a competitor, a pipeline. The counts, the win rate, and the pipeline lost are queried with Opine SQL over your own warehoused deal data, so the header is a database answer rather than an estimate.
From the whole quarter down to one buyer's sentence
Four steps down: the quarter, the drivers that keep recurring, the deals under one of them, and the sentence a named buyer said. Every step is one you could take yourself.
- 1
Pick the quarter, not the deal
A quarter, a segment, a competitor, a pipeline. The counts, the win rate, and the pipeline lost are queried with Opine SQL over your own warehoused deal data, so the header is a database answer rather than an estimate.
- 2
What keeps costing you deals, and the play for it
Three drivers accounted for 20 of the quarter's 23 losses, and each one arrives with the play the analysis names against it. Read from the deals themselves rather than the one picklist field a rep filled at close.
- 3
Any driver opens into its deals
The eight deals security review cost you, with their amounts and segments. This is where a theme stops being a word in a deck and becomes a list you can hand to the two reps who need it on Monday.
- 4
And any deal opens onto the sentence
The conversation the driver was read from, quoted as it was said, attributed to the person who said it, at the timestamp they said it. Extracted when the deal closed, not assembled when you asked.
Anyone can buy the model. Nobody else has your closed deals.
Any capable model will answer a question about your quarter. With nothing underneath it, it reads a sample and writes something plausible, and you find that out in the meeting where someone asks which deals. Opine does the expensive part first: every conversation is analyzed into structured insights as it happens, and every closed deal produces its own analysis minutes after it closes. That record is what nobody can buy their way to, and it compounds — every deal your team runs makes the next portfolio answer sharper, and the counts on top of it run as Opine SQL against warehoused data rather than as an estimate. Two years in, you know things about how your deals are won that your competitors will not know about theirs.
An answer in the meeting, or the whole quarter in writing
Portfolio questions come back in chat while you're still in the room. The report-grade synthesis is a run you kick off and read later. Both stand on the same per-deal analysis, and the numbers on both are queried.
Ask the portfolio question in the meeting
Status, risk, and trend questions across your deals, answered in chat with the reason on each deal. Mention the deals or accounts you care about with @ and the answer gets sharper, which is what the docs recommend.
Or get the quarter written up, plays included
The cross-deal analysis profiles the cohort, reads every per-deal report underneath it, and writes the executive version: themed drivers, competitor cross-tabs, deal storylines, a quote bank, and a named playbook of the plays that won. It's a real run, and it lands as a document.
The work was done before you asked
Every conversation is analyzed into structured insights as it lands, and every closed deal produces its own report minutes later. Nothing waits for you to ask, which is why the roll-up isn't a sample.
The counts are queries, not estimates
Quantitative cross-deal questions run as Opine SQL against warehoused deal data, read-only and scoped to your own. Ask the same question next week and the number matches.
What changes once the whole team knows what the quarter knows
A pattern nobody acts on is trivia. These are the three places the quarter's read actually lands.
They walk in knowing how this one goes
The rep on the other side of the table has done a handful of deals like this. Your sales engineer has the read on 48, so the security package goes out in week one rather than after the pilot stalls. That's a play, drawn from the deals that won it, not a lesson learned the expensive way for the fourth time.
You see it coming in week two, not at close
Twenty of last quarter's 23 losses ran through three drivers. Those drivers are visible on the deals working right now, which turns a post-mortem into a forecast you can still do something about. The deal doesn't have to close for the pattern to be useful.
You set the plays instead of relitigating deals
You know the security review cost you eight deals and $2.9M last quarter, and you know which sentence each buyer said. So the conversation stops being whether it's a real pattern and starts being what the team does differently, which is the only version of that meeting worth having.
Asked in real demos
What comes up when a leader stops asking about one deal and starts asking about the quarter.
Have one we didn’t cover? Bring it to the demo →
ThemesI care about the themes around why we win and why we lose, not individual deals. Can I get that?
That's what the cross-deal analysis is for. It rolls a quarter or a segment into themed drivers, competitor cross-tabs, deal storylines, and a named playbook, all grounded in the per-deal reports underneath it. Leaders use it the way you would hope: to change how they coach, with the evidence sitting next to the claim.
Doing it by handCan it find patterns across many deals at once, at the team level, instead of me doing it manually?
Yes, because the manual part is already done. Every deal's conversations are analyzed into structured insights as they happen, and every closed deal gets its own report. Portfolio questions in chat draw on those, and the cross-deal analysis does the deep synthesis across a whole cohort. The work you would otherwise do deal by deal, incompletely, has happened before you ask.
SamplingAcross a whole quarter of deals, won't the AI just read a few and guess?
That's the failure mode the architecture is built around. The numbers come from Opine SQL over warehoused data, and the narrative comes from analyses that were computed per deal at close, not from stuffing fifty transcripts into one prompt. It's the reason the per-deal reports exist at all: an accurate roll-up needs the individual analysis first.
Precise listsCan I ask the chat for a precise list, every deal that needs an action from me, with links?
Ask it as an analytics question and it runs as SQL. That path is deterministic, complete, and saveable to a dashboard so the list stays live. Free-form chat handles the broader portfolio questions, and the docs recommend @-scoping to specific deals or accounts for the sharpest answers. Making unscoped chat excel at precise action-list queries is a prioritized open item on our roadmap, so we would rather you knew that now than found it in a trial.
SpeedCan I get this during a call, or do I have to wait for it?
Two different surfaces, two different speeds. Status and risk questions across your deals come back in chat while you're in the meeting. The report-grade themed analysis is a deep research run over a whole cohort: you kick it off and read the document when it lands. Anyone promising you a 30-page portfolio synthesis in four seconds is promising you a sample.
CriteriaCan I see which things buyers actually evaluate us on, across deals?
That's the Criteria Metrics report. It shows which success criteria come up most across your deals and how they correlate with outcomes, which is the pattern behind how your team scopes an evaluation rather than why one deal went sideways.
AccessWho can see this? Some of these deals aren't everyone's business.
Your per-user CRM visibility carries through. Reports, dashboards, and portfolio answers all respect what each viewer is allowed to see in the CRM, so a cross-deal question asked by two people can honestly return two different answers.
Data qualityOur closed-lost reasons in the CRM are junk. Does that poison this?
It's the reason this works at all. The drivers are read from the deal's actual conversations, evaluation record, and timeline, not from the one picklist field a rep filled at close. That field is usually the least reliable thing on the record, and nothing here depends on it.
Proven in the field
Technical sales teams run their deal strategy on Opine. The results are public.
“I’ve used countless presales tools over the years, and I can confirm that not a single one comes close to what Opine is doing. Because of their platform, win rates are up, SEs are more efficient, and leadership has access to never-before-seen pipeline intelligence. It’s amazing.”
Shaun Dolan
Director of Solutions Engineering at Orca Security
