CEO Juice news & info

ID587 - Contracts lost & won -  What competitor are you losing to?

Posted by Gary Lavin on Jan 31, 2019 7:59:18 AM

ID587 is our report to show contracts lost and won (


ID587 Graph

It's important that you are tracking contract termination codes so that we know what contract's were lost to a competitor versus upgraded, versus went out of business etc. We are thinking of showing which competitor you are losing deals to. We would do this by adding a custom property to the Contract with a LookUp to Customers and have you add a list of your competitors, perhaps with a Customer Type of Competitor.

Checking to see who thinks this is a good idea and would take the time? Post below please.

[edit] We have come up with a new list of suggested termination codes, see here.

Subscribe Here!

Recent Posts