---
schema_version: "1"
id: e52c94ef840fb7d805ba638540931b3b94d622da271ca72eab02e6bb7d0fd180
title: Einstein Deal Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_inspection_einstein_deal_insights.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_einstein_deal_insights.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 15641060df76dd56eca34e2662847c9b8428cbbecb36b4a9578f70f4db7a37df
description: Einstein Deal Insights uses data science and machine learning to surface predictions about deal health in Pipeline Inspection, along with recommended actions to help sales teams move deals forward.
products:
  - Sales Cloud
release: "264"
---
# Einstein Deal Insights

Einstein Deal Insights uses data science and machine learning to surface predictions about deal health in Pipeline Inspection, along with recommended actions to help sales teams move deals forward.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Pipeline Inspection.">View supported editions</a>.</td></tr></tbody></table>

You can access deal insights on the Insights tab of the Pipeline Inspection side panel. For greater visibility directly in your flow of work, you can also add the Alerts column to the Pipeline Inspection view. The column shows a count of deal insights for an opportunity and highlights the three most urgent ones to address. Deal insights come from several sources, and what you see depends on the features enabled in your org.

## Insights from Einstein Opportunity Scoring

Show insights about deal progression and sales activities. To get the most out of these insights, use Einstein Activity Capture to connect your email, calendar, events, and contacts to Salesforce.

Einstein analyzes patterns in your data to build a data model. Insights appear in Pipeline Inspection if the Einstein Opportunity Scoring model determines that they’re influential in the deal’s likelihood to close. The insights can be positive or negative factors. Einstein analyzes the opportunity data weekly and refreshes the model. Then, the model is used multiple times daily to update the insights you see.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3596e70">Criteria Used to Generate Insights</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3596e73">Reasons Insights Aren't Shown</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Criteria Used to Generate Insights" class="slds-cell-wrap" style="vertical-align:top;" headers="d3596e70 ">
              <ul>
                <li>Standard opportunity fields, opportunity record history, tasks, and
                  activities</li>

                <li>Automatically synced email and calendar data (if Einstein Activity Capture is
                  enabled)</li>

              </ul>
            </td>

            <td data-label="Reasons Insights Aren't Shown" class="slds-cell-wrap" style="vertical-align:top;" headers="d3596e73 ">
              <ul>
                <li>An insight that’s generated isn’t one of the top supporting factors for the
                  opportunity score.</li>

                <li>There's not enough activity data. Einstein Activity Capture isn’t set up, or
                  not enough activity data is associated with the opportunity.</li>

                <li>The opportunity is closed, so insights are removed.</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## Insights about Service Cases

Show insights about service cases that can affect the progress of an opportunity.

When the Pipeline Inspection side panel is open, Salesforce checks for cases related to the opportunity. If service cases are found, insights are shown.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3596e137">Criteria Used to Generate Insights</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3596e140">Reasons Insights Aren't Shown</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Criteria Used to Generate Insights" class="slds-cell-wrap" style="vertical-align:top;" headers="d3596e137 ">
              <ul>
                <li>Cases for opportunity contacts, products, and the opportunity’s account</li>

                <li>Related cases within the last 30 days</li>

              </ul>
            </td>

            <td data-label="Reasons Insights Aren't Shown" class="slds-cell-wrap" style="vertical-align:top;" headers="d3596e140 ">
              <ul>
                <li>You don’t use cases.</li>

                <li>There are no cases within the last 30 days for an opportunity contact,
                  opportunity product, or an opportunity’s account.</li>

                <li>The opportunity is closed, so insights are removed.</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## Insights from Einstein Activity Capture and Einstein Email Insights

Show email-related insights that indicate whether contacts have raised concerns about competition or pricing. Einstein analyzes email sent to Einstein Activity Capture users only.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3596e201">Criteria Used to Generate Insights</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3596e204">Reasons Insights Aren't Shown</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Criteria Used to Generate Insights" class="slds-cell-wrap" style="vertical-align:top;" headers="d3596e201 ">
              <ul>
                <li>Competition Mentioned. An email where the sender mentions a competitive
                  business situation</li>

                <li>Pricing Discussed. An email where the sender discusses or asks for pricing or
                  billing information</li>

              </ul>
            </td>

            <td data-label="Reasons Insights Aren't Shown" class="slds-cell-wrap" style="vertical-align:top;" headers="d3596e204 ">
              <ul>
                <li>Einstein Activity Capture was turned off, and past emails were hidden. </li>

                <li>The user’s email isn’t connecting or syncing properly with Einstein Activity
                  Capture.</li>

                <li>There were no email insights within the last 7 days.</li>

                <li>Einstein Email Insights isn’t enabled.</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## Insights from Einstein Conversation Insights

Show insights based on call recordings that reveal specific customer concerns.

Einstein analyzes voice and video calls and shows conversation trends and insights. Calls are recorded and analyzed for mentions of specific keywords, phrases, and points of interest.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3596e272">Criteria Used to Generate Insights</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3596e275">Reasons Insights Aren't Shown</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Criteria Used to Generate Insights" class="slds-cell-wrap" style="vertical-align:top;" headers="d3596e272 ">
              <ul>
                <li>Objections related to budget, authority, need, or timing</li>

                <li>Mentions of specific competitor names, raised in the context of a
                  challenge</li>

                <li>Challenges related to topics such as trust, privacy, compliance, ethics, or
                  security</li>

                <li>Calls without any action items identified</li>

              </ul>
            </td>

            <td data-label="Reasons Insights Aren't Shown" class="slds-cell-wrap" style="vertical-align:top;" headers="d3596e275 ">
              <ul>
                <li>There were no insights from the most recent call within the last 7 days.</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## Insights about Buyers

Show insights based on contacts that are detractors on deals.

Einstein analyzes contacts across company levels on accounts and opportunities to discover key stakeholders, deal champions, and potential risks. Buyer insights are shown if a contact on the opportunity is marked as a detractor on the Buyer Attributes field.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3596e339">Criteria Used to Generate Insights</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3596e342">Reasons Insights Aren't Shown</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Criteria Used to Generate Insights" class="slds-cell-wrap" style="vertical-align:top;" headers="d3596e339 ">
              <ul>
                <li>Contacts marked as detractors on the opportunity</li>

              </ul>
            </td>

            <td data-label="Reasons Insights Aren't Shown" class="slds-cell-wrap" style="vertical-align:top;" headers="d3596e342 ">
              <ul>
                <li>The opportunity has no contacts.</li>

                <li> None of the contacts on the opportunity are marked as a detractor. </li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Tiered Einstein Opportunity Scores](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_tiered_opportunity_scores.htm&language=en_US)
- [Understand How Einstein Scores Your Opportunities](https://help.salesforce.com/articleView?id=einstein_sales_opportunity_scoring_how_it_works.htm&language=en_US)
- [Managing Pipelines with Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_managing_pipelines_overview.htm&language=en_US)
- [Automatic Contact Enhancements](https://help.salesforce.com/s/articleView?id=sales.automatic_contact_enhancements.htm&language=en_US)