Deal Insights is an admin-enabled feature with a component placement step. The work upstream is enabling the activity-capture features that supply its signal.
- Enable Einstein Activity Capture first
Deal Insights depends on activity data. Without EAC capturing email and calendar engagement, the signal is thin and many cards never surface. Enable EAC before Deal Insights.
- Enable Deal Insights in Setup
Setup, Einstein Sales, Deal Insights. Toggle the feature on. The platform begins computing benchmarks against the historical pipeline.
- Place the Deal Insights component on the Opportunity layout
In App Builder, add the Deal Insights component to the Opportunity page. Most teams put it on the main tab where the rep already looks for pipeline updates.
- Train reps to read the cards as prompts, not commandments
The cards are signals, not directives. A rep should review and decide. Training reps on which cards are usually accurate and which to question prevents resentment of the product.
- Build a manager-level adoption report
Track how often cards are surfaced versus acted on. Low action rate signals the cards are not useful, the reps are not trained, or both. The manager view is essential for sustained adoption.
The Deal Insights component lives on the Opportunity page. Place it where the rep already looks during deal review.
The rolling past period used for similar-deal comparisons. Default 12 months; not customer-tunable.
Stall, single-threading, engagement decay, predictive context. Each can surface or stay quiet based on the opportunity profile.
EAC supplies the freshest signal. Without EAC, Deal Insights falls back to CRM-only activity, which is thinner.
Scoring provides the probability; Deal Insights provides the diagnosis. Most teams run both.
- Deal Insights depends on activity data. Without EAC, the signal is thin and the product underdelivers.
- Benchmarks blend the full historical window. Seasonal sales motions can produce misleading comparisons during peak or off-peak periods.
- Some cards feel obvious in isolation. The value is across a portfolio of 30 deals, not on any single record. Train reps to use the product accordingly.
- The recommendations are suggestions, not directives. Reps who treat them as orders complain when the suggestion does not fit the deal context.
- Card categories are platform-managed; admins do not add custom cards. Customization happens through the surrounding features (Scoring, Pipeline Inspection), not Deal Insights itself.