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 the 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, and what the win rate against each looks like. The data lives in Nutshell's competitor maps. The analysis needs to be in a Google Sheet 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 spreadsheet.
- 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 Google Sheet. It reads the sheet 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:
Fetch all competitor maps from Nutshell for leads with a lost outcome and write lead ID, lead description, competitor name, and outcome into this sheet
What You Get
- One row per lost lead with a competitor mapped — lead ID, description, competitor name, and outcome.
- All competitor-linked lost deals surfaced, not just the ones you would have found by clicking.
- Clean column output ready for a pivot or summary calculation.
- Leads with no competitor mapped excluded by default, so the data is signal, not noise.
What If the Data Is Not Quite Ready
You want a summary table, not a row-per-lead view
List all Nutshell competitors, then for each competitor fetch the count of leads lost to them and write a summary table into my Google Sheet with competitor name and loss count, sorted by loss count descending
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
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 sheet tab "Detail" and a summary table into sheet tab "Summary" sorted by total appearances descending
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 sheet 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 the same way.