Sales Insights - Hermios Developers

Sales Insights is installed in every Hermios workspace. It adds two things.

Account health

The Home tab of every company starts with an Account health panel:

Tile	What it shows
Open pipeline	Total amount of the company’s open opportunities, one tile per currency. Currencies are never added together.
Weighted	Open pipeline multiplied by the win probability of each deal’s stage.
Open deals	Open opportunities, plus how many are won and how many are at risk (their latest deal review says so).
Last contact	The latest email or meeting with anyone at the company. Shown in red when the company has open deals and nobody has been in touch for 14 days.
Activity, last 90 days	Email threads and meetings in the last 90 days.

Stage weights:

Stage	Weight
New	10%
Screening	20%
Meeting	40%
Proposal	60%
Customer	Won, not part of the open pipeline

Stages your workspace added itself count as open but are not weighted. The panel says how many deals that affects.

What each person sees

The panel runs with the viewer’s own permissions (intersected with the app’s read-only role). A member who cannot open a deal, an email or a meeting does not have it counted. Only dates of emails and meetings are read, never their content.

Deal reviews

Deal reviews (sidebar) lets a manager or peer review an opportunity:

Summary: one-line takeaway.
Verdict: Commit, Best case, Pipeline or At risk.
Confidence: 1 to 5 stars.
Coaching notes: risks and next steps for the deal owner.

Reviews appear on the opportunity they belong to. The reviewer is the record’s Created by. The newest review of each open deal feeds the “at risk” count on the company panel.

Through the API

Deal reviews are an ordinary object, dealReview / dealReviews:

curl -X POST "https://api.hermios.app/rest/dealReviews" \
  -H "Authorization: Bearer $HERMIOS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "summary": "Champion left; procurement stalled",
    "verdict": "AT_RISK",
    "confidence": "RATING_2",
    "notes": "Find a new sponsor before the quarter ends.",
    "opportunityId": "<opportunity id>"
  }'

​Account health

​What each person sees

​Deal reviews

​Through the API

Account health

What each person sees

Deal reviews

Through the API