Competitive Analysis Report Form

Competitive Analysis Report Form — Form Fields

This sales template includes 7 fields. Capture field intelligence from your sales reps about competitor activity in their deals. Aggregated competitive insights help sharpen your positioning and win more deals. Free to customize and use on ZenBuild.

• Your Name (text, required)
• Deal / Opportunity Name (text, required)
• Competitor Name (text, required)
• Deal Outcome (dropdown selection, required) — options: Won against this competitor, Lost to this competitor, Deal still open, Deal stalled / no decision
• Competitor strengths cited by prospect (checkboxes, optional) — options: Lower price, Better features, Existing relationship, Easier to implement, Brand recognition
• How strong was the competitive threat? (1 = minimal, 5 = very strong) (rating, required)
• Key Insights & Recommendations (long text, required)