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How To: Add Competition to an Opportunity

Modified on: Mon, Jun 12 2023 3:49 PM

The following steps outlines the process for adding Competition on your Opportunities. If you are aware of your Competition at any stage throughout the Opportunity's lifecycle process, please go into the Opportunity record to add your Competitors. Knowing and understanding who your competition is provides valuable insights that enables the team to better tailor proposals, differentiate our firm, and develop a competitive pricing structure for future related efforts. 


Step 1: In the Opportunity record, click on the "More" drop down and click on Competition.


Step 2: Under the Competition section, click on "+ Associate Company"


Step 3: Search for the Competitor's company record to select the company you are looking for. If the company is not populating, please create a new company record before proceeding with next steps.


Step 4: Assign all Competition Attributes that apply to your pursuit

  1. Competitive Threat - ranges from 1 (very low) to 5 (very high)
  2. Status - won, loss, active, inactive
  3. Bid $ - total bid value submitted
  4. Rank - the competitor's final rank based on final scores
  5. Adjusted Score - points from the adjusted score (if applicable)
  6. Technical Score - points from the final technical score 
  7. Bid Fee % (if known)
  8. Comments - any clarifying or helpful notes to reference 


Step 5: Hit Save

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