Planner Navigator Competitive Set Planners Filter

We're excited to announce a new Planner Navigator feature, the Competitive Set Planners Filter!

NEW Expected Release Date: November 13, 2024

What is the Competitive Set Planners Filter?

A new "Competitive Set" filter under the "Planners" category on the filtering panel will only display planners who have sent an RFP to any venue within your competitive set. This can be applied to both Planners To Meet and Planners You Know results.

Property Level users will have a new "Competitive Set" checkbox, shown below, and Above Property Level users will have a new multi-select dropdown filter where they will be able to view all of their properties' primary competitive sets.

Why should you use the Competitive Set Planners Filter?

This new filter enables sales managers to identify planners who would likely source their venue since their competitive set consists of venues similar to their own. With this new simple checkbox filter, users can quickly identify those planners saving you valuable prospecting time.

Note: If your venue has multiple competitive sets, it will only filter based on the competitive set designated as "Primary". To view which venues are in your competitive set, use the info icon next to this filter, as shown below, or go to our Knowledge Base article for more information: https://support.cvent.com/s/communityarticle/Meet-the-New-Venue-Dashboard

Visit our Cvent Community with questions

Questions about anything we’ve rolled out in this window? As always, you can get product questions answered in the Cvent Community via the Open Forum. Also, attend our Product Update webinars, where our Cvent product experts are available to answer your questions!