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Sales automation

Competitor tracking: learn from every win and loss

Answer: Competitor tracking keeps a list of competitors with win/loss records and win-rate stats, so you know who you actually lose deals to.

Keep a list of competitors with win/loss tracking and win-rate stats, so you know who you actually lose deals to.

Competitor tracking answers one question that gut feeling gets wrong: who are you actually losing deals to? By recording competitors on deals and marking outcomes, LeadFlow builds real win-rate stats per competitor.

Add a competitor

  1. 1Open the Competitors view and click New competitor.
  2. 2Enter the competitor's name and website.
  3. 3Save — the row appears in the list with its stats.

Record wins and losses

As deals close, record which competitor you won against or lost to. LeadFlow updates each competitor's win rate and loss rate automatically, plus counts of active deals.

Pro tip: Use the Presence Audit compare mode to see exactly where you outshine a competitor — that evidence converts a nervous prospect better than any claim.

Manage the list

  • Edit — update a competitor's details from the row menu.
  • Delete — remove a competitor; LeadFlow unlinks it from any deals first so no records are orphaned.

Next steps