Wins and Losses by Competitor
View contentsThe Wins and Losses by Competitor report shows a list of won and lost opportunities against a specific competitor between two date parameters.
Parameters
- Competitors - This lets you choose the competitor to show in the report.
- Sales grouping - This filters by the selected sales groupings. All groupings are selected by default.
- Start / End date - This filters the data between the two dates. They default to show the contract year to date.
Layout
The report shows a pie chart at the top showing the proportion and number of wins to losses in the timeframe. The table below the chart lists the wins and losses, along with the relevant salesperson, the total value of the item, the date the item was closed and any notes entered regarding the competitor's involvement with the item.
Won and lost opportunities are determined by the weighting percentage of the opportunity, with won items having a close date and weighting of 100% and lost items having a close date and a weighting of 0%.
Clicking on a salesperson will drill down to the Wins and Losses by Salesperson report. Clicking on an opportunity will drill down to the Pipeline Item Summary report.