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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot CRM lacks built-in competitor tracking and win/loss analysis capabilities, making it impossible to analyze win/loss patterns against specific competitors using native reporting tools.
Here’s how to build sophisticated competitor win/loss analysis that reveals which competitors you consistently win or lose against and why.
Create comprehensive competitor win/loss analysis using Coefficient
Coefficient enables sophisticated competitor win/loss analysis by combining HubSpot data with advanced HubSpot spreadsheet analytics. You can track competitive patterns that are impossible to see with HubSpot’s native tools.
How to make it work
Step 1. Set up competitor tracking in HubSpot.
Create custom deal properties for “Primary Competitor” and “Lost to Competitor” in your HubSpot deal records. This gives you the data foundation needed for competitive analysis.
Step 2. Import comprehensive deal data with competitor information.
Use Coefficient to pull deals with outcome, competitor fields, deal value, industry, and sales rep information. Apply filters to focus on specific time periods or deal segments for targeted analysis.
Step 3. Build competitor win/loss matrix analysis.
Create pivot tables showing win rates against each competitor, broken down by deal size, industry, or sales rep. Use formulas like =COUNTIFS(Competitor,”CompetitorX”,Outcome,”Won”)/COUNTIFS(Competitor,”CompetitorX”) to calculate win rates by competitor.
Step 4. Calculate competitive performance metrics.
Analyze average deal size when competing against specific vendors, time-to-close differences, and discount patterns. Set up automated competitive intelligence with scheduled imports and email alerts when you lose deals to specific competitors.
Start winning more competitive deals
This approach provides detailed competitive analysis that helps you identify which competitors pose the biggest threat and adjust your sales strategies accordingly. Build your competitive intelligence system today.
