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 DetailLead Management: Competitor Report 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
