PERSUIT’s Opportunity Report helps firm users identify market opportunities and understand where their firm operates across sectors, practice areas, and locations based on invitation history. Firm Plus users unlock deeper analytics and export capabilities for more comprehensive market insights.
In this article, you’ll learn about:
- Navigating to the Opportunity Report
- The Opportunity Report
- Sections Available to Free Profiles and Firm Plus
- Sections Available to only Firm Plus Profiles
Navigating to the Opportunity Report
You’ll find the Opportunity Report in the expanding, main menu to the left of any page.
The Opportunity Report
The Opportunity Report is available to all firm users however certain sections are only available for users with Firm Plus.
- Filters and Exporting
- Sections Available to Free Profiles and Firm Plus
- Sections Available to only Firm Plus Profiles
Filters and Exporting
At the top of this page, both users with free profiles and Firm Plus will be able to filter the available information to focus the presented information.
Click Filters at the top right to expand the Filter menu. You can filter by Date Range, Peer Group Scope, and Metric.
Users with Firm Plus are also able to export this report. They can do so by clicking the Export Data button.
Sections Available to Free Profiles and Firm Plus
At a Glance
The At a Glance section gives an overview of your firm’s market presence. Both firm users with free accounts and Firm Plus will be able to view this section.
Your Firm’s Expertise Profile
This section highlights how your firm is resourced across Matter Type, Areas of Law and Locations based on your firm's invitation history. The bubble size represents where clients direct the most dollar value to your firm. Both firm users with free accounts and Firm Plus will be able to view this section.
Sections Available to Only Firm Plus Profiles
Where the Work Is
This section provides visibility into requests within your market. You can filter by matter type, practice area, and location to identify where your firm has competed historically and benchmark against your current invitation pipeline.
Market Trends
The Market Trends section shows your firm’s wallet share on PERSUIT by client sector. Data is sorted by ‘Total Value’ metrics which represent all firms; and by ‘Invited’ metrics which show only requests your firm received during the selected period.
Panel Utilization
The Panel Utilization section shows where your firm is listed on active panels in PERSUIT. Only requests sent after a panel's establishment date are included. This visibility helps you understand your panel positioning and identify where you're gaining traction.
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