Competitor Intelligence & Win-Loss Cockpit
Tag the competitor on a deal once - see who is beating you, where, and why. Win rate and pipeline exposure per competitor, the stage you lose most, and the play to run this week. On one live cockpit. Optional AI. Bring your own API key.
Who's beating you, where, and why — on one screen.
- No idea which competitor costs you the most
- No idea where in the pipeline you lose to them
- Nobody notices a slide until the quarter is over
- Win rate and value lost per competitor
- The stage you lose most in, per rival
- A trend that catches a slide early
It reads deals from standard CRM — nothing to map per instance.
One field, one habit
There is nothing to configure to start. A field called Competitors sits right under Tags on the opportunity form you already use. Tag who else is in the running - the cockpit turns that single habit into standings, win rate and exposure, automatically.
Tag it, see it, act on it
Add the competitor to any opportunity, the moment you learn who else is bidding.
Win rate, value lost, open exposure and the losing stage - per competitor, computed for you.
Know the biggest threat before the next deal against them - and the play to run.
The standings
Every competitor you have ever faced, ranked by value lost: win rate, won/lost/open counts, the stage you lose most at, and whether it is getting better or worse. One click opens the competitor.
The full standings list
A sortable, filterable list of every competitor with a progress-bar win rate and one-click access to the record - filter to "Has losses" and see exactly who is costing you.
Your standing, at a glance
Competitors tracked, overall win rate, value lost, open pipeline exposed and how much of your pipeline is even tagged - plus the who-beats-you-most chart.
AI competitive read — optional, your own key
Add your own Anthropic Claude or OpenAI key and get a short read of the single biggest competitive threat and the play to counter it, in your language. The module calls the provider directly from your Odoo: no data goes through a third party, and you control the model and the cost. The AI never posts or changes anything. Works standalone or with the author's AI Engine app — one key for the whole suite.
Set it up once
Choose the company, an optional sales team and the analysis window. If your Odoo already has a competitor field from Studio or another app, it is discovered automatically and combined with this app's own - nothing to re-tag.
Features
- One field, one habit — tag the competitor right on the opportunity form you already use.
- Win rate per competitor — won / (won + lost), computed automatically.
- Value lost & open exposure — how much revenue you have lost to each rival, and how much open pipeline is at risk right now.
- Where you lose — the stage each competitor beats you in most.
- Trend — losing more or less to a competitor lately, so you catch a slide early.
- Pipeline coverage — how much of your pipeline actually has a competitor tagged.
- Discovers existing data — picks up a pre-existing competitor field (Studio or another app) automatically, combined with its own.
- Live cockpit — the standings, updated on demand.
- Daily automatic refresh — a scheduled job keeps the standings current.
- AI competitive read (optional) — Anthropic Claude or OpenAI, your own key; the biggest threat and the play to counter it, in your language. Encrypted at rest.
- Works on any Odoo — reads deals from standard CRM. Community and Enterprise.
- Multilingual — English, Spanish, French, German, Italian and Portuguese (BR).
Perfect for sales managers and reps who want to know exactly who they are losing to, and what to do about it.
Keywords: competitor intelligence CRM, win loss analysis, sales win rate by competitor, competitive intelligence Odoo, CRM competitor tracking, deal competitor tags, sales battlecard, pipeline exposure, lost deal analysis, competitor win rate, sales competitive analysis, CRM pipeline analytics, AI sales insight, Claude CRM insight, OpenAI competitive analysis, opportunity competitor field, sales rep competitive intel, CRM Odoo.
Palabras clave: inteligencia de competencia CRM, análisis de ganado y perdido, tasa de éxito por competidor, inteligencia competitiva Odoo, seguimiento de competidores CRM, etiquetas de competidor en oportunidades, exposición de pipeline, análisis de oportunidades perdidas, IA, inteligencia artificial, Claude, OpenAI, análisis competitivo de ventas, CRM Odoo.
Permissions & data security
Built to respect Odoo's access model — audited so nothing leaks between users or companies.
- 🏢 Multi-company isolation. Every record and setting is tagged to its company; a user only ever sees the data of the companies they are allowed into. Cross-company access is impossible — verified.
- 🔑 AI key encrypted & admin-only. Your provider key is stored encrypted at rest (Fernet / AES) — the plaintext is never saved — and is readable or editable only by a system administrator.
- 👤 Role-based access. Standings are readable by every salesperson (a competitor's win rate is a team fact); only Sales Managers and admins can edit configuration. There is no portal or public exposure.
- ✅ Secure by design — multi-company isolation; AI key encrypted at rest and admin-only. Audited across the whole suite.
Requires the CRM app. Works with Odoo Community and Enterprise.
More from the author: Aski — ask your Odoo in natural language by chat or voice, and get real figures from your phone. https://aski.dev
Questions, or want a quick personalized demo? Email me at jhonrojas.dev@gmail.com — I am happy to answer questions or set up a short demo.
Support: jhonrojas.dev@gmail.com · License: OPL-1
About the author
Jhon Jairo Rojas Ortiz
Odoo developer · custom modules, integrations & business intelligence
5+ years of hands-on Odoo experience — building and shipping real modules, integrations and analytics for companies across LATAM and Europe. Every app I publish is maintained and supported personally.
Custom Odoo modulesIntegrations & APIsBI & analyticsOdoo 14–19
inConnect on LinkedIn →| Availability |
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| Odoo Apps Dependencies |
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CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1020 |
| Technical Name |
jjro_competitor_intel |
| License | OPL-1 |
| Website | https://aski.dev |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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