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Access

Step 1 - Click Reports.



Step 2 - Click Competitor Report.



Step 3 - Click the icon (A) next to Lead Management: Competitor Report and you’ll be brought back to Step 2. Confirm the date range listed (B) and use the filter option (C) to narrow your report, including updating the date range. You can export the report to another program by clicking (D).



Report Structure

Explanation

Location (A) - all locations you have on your account. Each row contains location-specific data

Leads (B) - total Leads that have been lost 

Lost (C) - number of Leads that have been cancelled with the manager selecting Lost to Competitors as the cancellation reason

Competitors (D) - top 3 competitors, in the given date range, that you lost the most Leads