Page Comparison

Access

Step 1 - Click Reports.

Step 2 - Click Competitor Report.

Step 3 - Click the icon (A) next to

Employee Evaluation Reports: Self and Peer Grade Detail and you’ll be brought back to Step 2.

The date range

selected (B)

. 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).

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