GlobalSales/CRM

Competitor Battlecard & Win/Loss Analytics

Name: Competitor Battlecard & Win/Loss Analytics
Price: 39 USD

Competitor battlecards, loss-reason taxonomy and win/loss rate analytics for every opportunity

Odoo 20.0Odoo 19.0Odoo 18.0

Compatible with Odoo 18.0 · 19.0 · 20.0

OPL-1 license · 35+ languages · Community & Enterprise

Competitor Battlecard & Win/Loss Analytics

Competitor battlecards, loss-reason taxonomy and win/loss rate analytics for every opportunity

Competitor Battlecard & Win/Loss Analytics gives every sales rep the competitive intelligence they need at the exact moment a rival is flagged on a deal, and gives sales managers a clear, data-backed read on why deals are actually won or lost. A competitor library, structured battlecards with objection handling, a categorised loss-reason taxonomy and a framework-free win/loss analytics engine combine into a pivotable dashboard broken down by competitor, loss reason, team and salesperson.

Key Features

Competitor library

sales.competitor holds one record per rival with strengths, weaknesses, website and an at-a-glance count of open/won/lost opportunities flagged against it, computed live from the CRM pipeline.

Structured battlecard library

competitor.battlecard captures a positioning summary, key differentiators, pricing notes, a reusable list of objections with proven responses (competitor.battlecard.objection) and a ranked list of winning tips (competitor.battlecard.tip) per competitor.

Opportunity-level competitor flagging

Any crm.lead can flag one or more competitors; the applicable battlecards for those competitors are surfaced automatically and are one click away from the opportunity form.

Categorised win/loss reason taxonomy

win.loss.reason gives every closed deal a categorised reason (price, product gap, relationship, timing, budget, no decision, competitor, other), captured directly in the core Mark Lost wizard alongside the plain lost_reason_id.

Framework-free win/loss analytics engine

services/win_loss.py computes the overall win rate, per-competitor win rate, loss-reason distribution and a period-over-period trend from plain deal dicts, fully unit-tested without a database.

Competitor threat ranking

competitor_threat_ranking sorts rivals by loss rate and deal volume into high/medium/low threat levels, highlighting which competitor is costing the most deals so battlecard authoring effort can be prioritized.

Win/Loss dashboard backed by a SQL reporting view

competitor.win.loss.report is a dedicated SQL view unnesting the competitor many2many into one row per lead/competitor pair, feeding pivot and graph views broken down by competitor, loss reason, sales team and salesperson.

Live, never-stale competitive counters

Every competitor's and opportunity's win/loss/battlecard counts are computed on demand straight from the live crm.lead pipeline rather than stored, so they can never drift out of sync with the pipeline's real state.

Use Cases

✓Give a rep instant access to objection handling and winning tips the moment a competitor is flagged on an opportunity

✓Track which specific competitor is costing the sales team the most closed-lost deals

✓Capture a categorised loss reason at the exact moment a deal is marked lost, in the same wizard

✓Report win rate trends month over month, by sales team or by salesperson

✓Identify which competitor deserves a fresh battlecard based on a rising loss rate

✓See per-competitor win/loss counts directly from the competitor record without leaving the form

Screenshots

01 Win Loss Dashboard Pivot

02 Competitors List

03 Battlecard Form

04 Loss Reasons List

Why Choose This Module

Competitive intelligence usually lives in scattered docs or a rep's head, and win/loss analysis usually happens as a one-off spreadsheet exercise months after the fact. This module puts the playbook one click from the deal itself and keeps the analytics live against the real pipeline, with the actual rate and ranking maths in an independently tested engine so managers can trust the numbers behind every dashboard chart.