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Competitor Products levels 1 to 3 are not linked to competitors. Competitor Products level 4 are linked to a parent competitor. 

• Competitor Capacity

This object makes the link between a competitor site and a competitor product to store competitive information on Marketable capacity, capacity variation, etc.

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Competitive Insight Header & Detail Visibility and Rights

A sales representative can see and edit only his own combinations (customer/product) corresponding to his sales and his own combinations corresponding to his opportunities (he is the owner). The Commercial Insight data is GBU restricted.

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2) The total potential can  be be set as for recurrent business.

3) For each Header, the user can create one or more line of competitive insight detail.

• Prospect:

1) Headers are created manually with a button on account.

2) For each Header the Total Potential can be filled.

3) For each Header, the user can create one or more line of competitive insight detail.

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Note: Recurrent business headers are displayed in green while growth business , growth business headers are displayed in blue, and prospect headers are displayed in orange. 

From an Account 

When the user is consulting an account, he can easily check the competitive insights associated by clicking on the button Update Competitive Insight. This will open a new window displaying all competitive insights pre-filtered on the account.

Note: Recurrent business headers are displayed in green, growth business headers are displayed in blue, and prospect headers are displayed in orange.  

From a Visit Report 

When the user is creating or editing a visit report, he can easily go to his competitive insight by check the competitive insights associated by clicking on the button Update Competitive Insight. This will open a new window displaying all competitive insights pre-filtered on the account of the visit report, and with the user as owner.

Note: Recurrent business headers are displayed in green, growth business headers are displayed in blue, and prospect headers are displayed in orange.  

From an Opportunity

When the user is creating or editing an opportunity, he can check the competitive insights associated by clicking on the button Update Competitive Insight. This will open a new window displaying all competitive insights pre-filtered on the account of the opportunity.

Note: Recurrent business headers are displayed in green while , growth business headers are displayed in blue, and prospect headers are displayed in orange. 

From an Opportunity Product

When the user is creating or editing an opportunity product, he can easily go to his competitive insight easilycheck the competitive insights associated by clicking on the button Update Competitive Insight. This will open a new window displaying all competitive insights pre-filtered on the combination account of the opportunity / opportunity product, and with the user as owner.

Note: Recurrent business headers are displayed in green, growth business headers are displayed in blue, and prospect headers are displayed in orange. 

From an Quote

When the user is creating or editing a quote, he can easily go to his check the competitive insights associated on the button Update Competitive Insight. This will open a new window displaying all competitive insights pre-filtered on the account of the quote.

Note: Recurrent business headers are displayed in green while , growth business headers are displayed in blue, and prospect headers are displayed in orange. 

From an Quote Line Item

When the user is creating or editing a quote line item, he can easily go to his check the competitive insights by associated by clicking on the button Update Competitive Insight. This will open a new window displaying all competitive insights pre-filtered on the combination account of the quote/ quote line tiem, and with the user as owner.

Note: Recurrent business headers are displayed in green while , growth business headers are displayed in blue, and prospect headers are displayed in orange.  

4. History

Previously we had an object Competitive Insight designed to store competitive data with mainly text field. We will kill this object as soon as the existing data will be transferred to the new object.

Lightning

Visibility of components is based on Current User GBU, and compared to CIH GBU.

Account/Visit report

In CI tab on Account, and Visit report there is a table of market share by product. The tables are ordered by CIH total potential descending, and filtered on the Account. The user can filter on the Year, using the button "Show Current Year" / " Show Previous year".

• Product: CIH product + CIH total potential
• Detail (Competitor, Estimated Volume, Estimated Price, Incoterm come from the CI detail)
  • CI detail correspoinding to Solvay Sales in 1st position.
  • The 3 main competitor CI details ordered by Estimated Volume descending.
  • If there are more CI details, aggregate them in a line "OTHERS" and sum the Estimated Volume.
• Share of wallet: each portion is calculated with "Estimated volume/Total potential"

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•  Clicking on "Manage CI" you can access the tab Competitive Insights.

Opportunity

In CI tab of opportunity there are two tables

1st is CI opportunity related: for each opportunity product, we display the CI lines associated to the CI header (growth business) linked to the opportunity (Year=Current Year)

2nd is CI region/opportunity product related or region/end use (a switch allows to select the right query)
 

• Opportunity Product = CIH product
• Opportunity region = CIH Region
• Opportunity Sold To <> CIH Sold To
• CIH business type = recurrent business
• CIH year = Current Year OR Previous Year

For each opportunity product, we display the last 5 CI details corresponding, ordered by created date descending (Competitor, Estimated Volume, Estimated Price, Incoterm, created date come from the CI detail).

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Note : Tab Competitive Insights has been removed from the Opportunity record

Quote

In CI tab of quote there are two tables

1st is CI Account/quote line item related: it is the same component as in Account/Visit report but filtered on quote line items.

2nd is CI region/quote line item related:

• • Quote Line item Product (if level 4) = CIH product OR Level 4 associated to the Quote Line item Product (if level 5) = CIH product
  • Quote region = CIH Region
  • Quote Sold To <> CIH Sold To
  • CIH year = Previous Year

For each Quote line Item, we display the last 5 CI details corresponding, ordered by created date descending (Competitor, Estimated Volume, Estimated Price, Incoterm, created date come from the CI detail).

Global Interface

The user goes directly to competitive insight tab:

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1. There is a filter section to filter competitive insights headers (see filter in screenshot above). Click on Search to apply filters.
   
   
2. In Competitive Insights section:
   1. Edit button: the user can add or remove competitive insight detail lines, using the dedicated buttons.
   2. Clicking on the CI Header name, the user can access header details

Note: Recurrent business headers are displayed in green, growth business headers are displayed in blue, and prospect headers are displayed in orange. 

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