The Scenario
Your VP of Sales has a theory: the company keeps losing deals to two specific competitors, and the pattern isn't showing up in pipeline reviews because nobody has ever pulled the data together. You've been asked to build a competitive loss analysis — which competitors appear most often in lost deals, ranked by loss count. The data lives in Nutshell's competitor maps. The analysis needs to be in an Excel workbook by Wednesday.
The bad version:
- You go into Nutshell and open the leads report. There is no column for competitor. You search the help docs.
- You find that competitor data is attached to individual lead records, not exposed in bulk exports. So you start clicking into lost deals one by one, noting the competitor in a worksheet.
- An hour in, you've covered 30 leads and you're not sure Nutshell is showing you all of them. You have no idea how many more there are.
The analysis is a legitimate strategic ask. The data collection is a grind that shouldn't exist.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and, through its built-in Nutshell integration, can pull competitor maps from lost leads and summarize them — without you clicking through individual records.
Open SheetXAI in the sidebar and ask:
List all Nutshell competitors, then for each competitor fetch the count of leads lost to them and write a summary table into my Excel win-loss sheet with competitor name and loss count, sorted by loss count descending
What You Get
- A ranked summary table with competitor name and loss count, sorted from most losses to fewest.
- All competitors that appear in Nutshell's lost lead records surfaced — not just the ones you would have found by clicking.
- A total loss count row at the bottom so you can see the full scope.
- Any leads with no competitor mapped excluded, keeping the table focused on attributable losses.
What If the Data Is Not Quite Ready
You need win rate against each competitor, not just loss count
Fetch all Nutshell leads with a competitor map — both won and lost — group by competitor name, and write a summary showing competitor name, leads won, leads lost, and win rate percentage, sorted by total appearances descending
Some competitors appear under slightly different name spellings
Fetch all Nutshell competitor maps from lost deals — group rows where competitor names differ only by capitalization or punctuation as the same competitor — then write the merged summary with clean competitor names and loss counts
You want row-level detail alongside the summary
Fetch all Nutshell lost leads with a competitor mapped — write row-level detail into the Detail worksheet with lead ID, lead description, and competitor name — and write the ranked summary table into the Summary worksheet
Full competitive analysis in one shot
Fetch all Nutshell leads with a competitor map (both won and lost), normalize competitor name variations, calculate win rate against each, write the full row-level detail into the Detail worksheet and a summary table sorted by total appearances into the Summary worksheet
When the VP asks for the competitive picture and the data is locked inside individual lead records, describe the full pull and summary in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook before your next competitive review — then ask it to pull the Nutshell competitor data and build the summary. You can also pull a won/lost conversion report by rep or export the full open pipeline for a QBR.