Analyze competitor performance and patterns in CRM opportunity data.
---
name: competitive-intelligence
description: Analyzes opportunity data and activity notes to generate competitive intelligence including win/loss rates by competitor, patterns, and rep-ready battlecard talking points. Use when user asks "how are we doing against [competitor]", "competitive analysis", "competitor win rate", "battlecard for [competitor]", "competitive landscape", "why are we losing to [competitor]", or "competitor intelligence".
metadata:
author: Dataverse
version: 1.0.0
category: sales-analytics
---
# Competitive Intelligence
Competitive insights are often locked in deal notes, lost opportunity records, and anecdotal rep knowledge. This skill mines Dataverse to surface structured competitive intelligence: which competitors appear most frequently, where deals are being lost to them, what deal patterns correlate with wins vs losses, and what talking points reps should use. This is the Dataverse-internal equivalent of competitive research — drawing from closed deal history rather than external sources.
## Instructions
### Step 1: Identify Competitor or Analysis Scope
Accept input from the user:
- **Specific competitor name** (to analyze one rival)
- **All competitors** (for a full competitive landscape view)
- **Time range** (default: last 12 months)
- **Segment filter** (by owner, territory, deal size, or industry)
Calculate date range for analysis: `createdon >= '[start_date]'`
#### Step 2: Identify Lost Deals with Competitor Information… install to load the full skill