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
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This report provides an overview of Leads that were lost to your competitors by each location(s).
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Report date ranges that include current or future dates will have incomplete data due to when reports are refreshed. We strongly recommend selecting a date range that only includes past dates.
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