market research excel template

19 Best Free Marketing & Sales Templates for Microsoft Excel

Published: January 15, 2024

In my experience, sales and marketing Excel templates can help you expedite your data analysis and reporting.

To help those of you looking for a way to sharpen your Microsoft Excel skills , I've put together a detailed list of templates you can start using to simplify your sales and marketing tasks.

10 Excel Marketing Templates

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Marketing Excel Templates

Sales excel templates, project management excel templates, free excel spreadsheet templates.

• Marketing Planner Excel Template
• Excel Marketing Budget Templates
• Marketing Dashboard for Excel
• Excel Monthly Marketing Reporting Template
• SMART Goal Excel Marketing Template
• Excel On-Page SEO Template
• Google Ads Campaign Excel Tracker
• Excel Lead Tracker Template
• Excel Sales Conversion and Close Rate Calculator
• Excel KPI Dashboard Template
• Excel Ecommerce Planning Template
• Excel Contact List Template
• Excel Sales Forecasting Template
• Excel Sales Metrics Calculator Template
• Excel Social Media Planning Template
• Excel Blog Editorial Calendar Template
• Excel Work Log Template
• Excel Social Media Content Calendar Template
• Excel Product Launch Plan Template

Why use sales and marketing Excel templates?

Many of us can recall a time in high school when we were sitting in math class and thinking, “When am I ever going to use this stuff in the real world?”

And then we suddenly find ourselves in the real world, only to realize that numbers do play a pivotal role in what we do. At least that’s true for me when it comes to digital marketing and sales.

The trouble is, many Excel templates and spreadsheets are riddled with numbers and formulas that aren’t all that inviting. And making them from scratch can be especially intimidating.

While I won't argue with that, I will say that the advantages of using Excel to organize information and streamline tasks are unparalleled.

Free Excel Marketing Templates

10 free templates to help you master marketing with Excel.

• Marketing Reporting Template
• Email Planning Template
• SEO Template

You're all set!

Click this link to access this resource at any time.

Benefits of Microsoft Excel Templates

Microsoft Excel has many capabilities, formulas, and shortcuts :

• It stores data and has tools for data analysis.
• It performs calculations and allows you to use code for automation.
• It allows you to create social media schedules, editorial calendars, campaign trackers, and more.

Before I start talking about all things Excel templates, now’s your chance to refresh your knowledge with this helpful crash course on Microsoft Excel fundamentals .

Whether you need a source-of-truth for stakeholders to look at or a way to track the progress on a specific marketing plan or campaign, here’s a list of my favorite Excel templates to help get the job done.

1. Marketing Planner Excel Template

Download Your Free Excel Marketing Planner Template

This marketing planner template for Excel contains everything you need to plan a wide variety of email marketing campaigns . It contains specific columns for the emails’ topic, owner, status, and subject line.

You can supplement this template with a full-on marketing plan , written in Word or Google Docs format.

What I like: You can easily use this template to plan any other progressive marketing effort, such as blogging, content writing, or social media marketing. Simply change the titles of the columns to fit your specific marketing plan, and use the column to the left to track the dates of implementation.

Featured Resource: Microsoft Word Marketing Plan Template

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2. Excel Marketing Budget Templates

Download Free Marketing Budget Templates for Excel

If you want to avoid a budgeting mess at the end of the month or quarter, take a look at this collection of marketing budget templates designed to help you better organize your marketing spend.

Check out the master marketing budget template which allows you to generate a high-level visualization of your monthly and quarterly marketing budget.

What I like: From product marketing and website redesign to content marketing and events, these templates serve as a guide for marketers to visualize and track their expenses to avoid overspending.

3. Marketing Dashboard for Excel

Download Your Free Excel Marketing Dashboard

This particular tool allows you to enter metrics by campaign to auto-populate visual and easy-to-read charts. As a result, you can visualize the effectiveness of spending and activity across multiple initiatives.

You can also track the progress of different campaigns and marketing efforts, such as website content and email marketing, as well as ad spend and sales by platform.

What I like: There is no shortage of data to monitor when it comes to marketing. This template makes it easy to understand your marketing ROI and prove the effectiveness of your campaigns to stakeholders and leaders at your company.

4. Excel Monthly Marketing Reporting Template

Download Free Excel Marketing Reporting Templates

To simplify your reporting, check out these monthly marketing metrics templates and the corresponding PowerPoint template. Each month, you can update them quickly and easily to reflect your monthly visits, leads, customers, and conversion rates.

From there, you'll have everything you need to track and report on which channels are performing best.

What I like: I mean, come on — is there a feeling sweeter than hitting all of your goals for the month? Leadership loves to see ROI, and these spreadsheets can prepare comprehensive reports of your marketing metrics to send to your boss.

5. SMART Goal Excel Marketing Template

Download Your Free Excel SMART Goal Template

Whether you're planning for a new year, quarter, or month, defining a clear set of goals is critical for driving the direction of your marketing efforts..

Start with these SMART goal planning templates . Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will help you set your team up for success.

What I like: Its user-friendly and readable format makes it one of the most shareable options on this list. You can easily send it over to your stakeholders without worrying about formatting.

6. Excel On-Page SEO Template

Download Your Free Excel SEO Marketing Template

When it comes to SEO , there‘s a lot for marketers to remember to see results.If you’re looking for the light at the end of the tunnel, pull up this handy SEO template created in Excel .

Designed to make the process of managing your SEO efforts a whole lot easier, marketers can use this template to guide their strategy step-by-step or pass it off to their webmaster to serve as a helpful guide.

What I like: This template focuses on keywords and SEO best practices, while also providing tips and tricks to identify nuances and increase productivity.

7. Google Ads Campaign Excel Tracker

Download Your Free Excel PPC Campaign Tracker

If you’re doing your Google Ads campaigns right, they probably aren't “walks in the park.” This Google Ads tracking template is a marketing campaign template that can keep you on top of your Google Ads game.

It‘ll help you catch mistakes and implement best practices across all the different campaigns and ad groups you’re running — for the top, middle, and bottom of the funnel.

What I like: It’s a perfect complement to that SEO template you've started using. Plus, this tracker will help you get the most bang for your buck from all of those ad campaigns you’re running.

8. Excel Lead Tracker Template

Download Your Free Excel Marketing Template for Lead Tracking

It's no secret that sales and marketing have a pretty rocky relationship history.

With this customizable lead tracking template in your toolbox, you'll have the information you need to reduce tension and define a concrete monthly lead generation goal. You’ll also be able to track and measure the success of specific lead generation channels and keep close tabs on your current sales close rates.

What I like: You can easily supplement this lead tracker with a marketing-sales SLA template to better align your sales and marketing teams — and get one step closer to crushing your goals.

Featured Resource: Microsoft Word SLA Template for Marketing & Sales

9. excel sales conversion and close rate calculator.

Download Your Free Excel Conversion Calculator

You have to set a conversion goal, but you don't know where to start. It sounds like you could use a hand in calculating your leads and traffic goals. Luckily, there's an Excel template for that .

What I like: You won’t have to sort through these numbers on your own. This template will take care of the math and give you a clear picture of what you need to accomplish to achieve your conversion goals.

10. Excel KPI Dashboard Template

Download Your Free Excel KPI Dashboard

If you’re a fan of the monthly metrics template, you might want to grab a copy of this template as well. The essential KPI tracker, shown above, takes the metrics your marketing team has agreed to track and describes them in more detail.

What I like: Using this template, you can assign specific employees to each KPI, define the frequency at which you'll monitor each KPI’s performance, and assign each KPI a color that reflects the quality of that KPI’s performance.

For example: Let’s say one of my company’s KPIs is organic traffic. I could set up my template such that 100 page views per month are red (poor performance), 500 page views per month are yellow (stable performance), and 1000 page views per month are green (great performance).

Sales is a number-heavy field. Whether we’re talking about sales goals or closed-won ratios, here are a few of my top templates to help expedite the process.

11. Excel Ecommerce Planning Template

Download Your Free Excel Ecommerce Planner Template

Ecommerce stores come with many moving parts. This template, which also includes an ecommerce sales plan and go-to-market template, includes dedicated space for each of your ecommerce vendors.

The kit also includes a marketing plan that guides you through market research, target market analysis, channels and vendors, and more.

What I like: Once your ecommerce store is live and running, you can use the conversion template to track performance across vendors and platforms where products are listed to give you a holistic view of your efforts.

12. Excel Contact List Template

Download Your Free Excel Contact List Template

In a business, the most important people are your customer or client base. Although your current customers constantly need to be nurtured, focusing on your contact or prospect list is also essential.

The information needed to build a prospect list is elementary. You can use this template to start building this list with the person's name, title and company, location, and contact information. Additional information could include their industry, employee size, company description, and pain points.

What I like: Once you’ve used a template like this one, you’re ready to upgrade to a CRM , which stores the same information in a more user-friendly format.

13. Excel Sales Forecasting Template

Download Your Free Excel Template for Sales Forecasting

Sales forecasting is similar to weather forecasting. Without the proper tools, it’s impossible to get an accurate idea of what’s ahead.

Excel sales forecasting helps with business planning, budgeting, and risk management. Using this template will help you track business sales, accurately predict your sales revenue, and plan for future growth.

What I like: Sales forecasting is challenging, but this spreadsheet formula makes the process easier. Ultimately, it helps strengthen the sales strategy that you build for your company.

14. Excel Sales Metrics Calculator Template

Download Your Free Excel Sales Metrics Calculator

Sales are complex. Once you add sales metrics into the picture, the complications increase.

Not only does this template help you keep track of sales, but it keeps track of your salespeople too. With the sales metrics calculator template, you can calculate customer retention rate, win rates, product revenue, and employee turnover rate.

What I like: I know there are many numbers and figures to calculate, track, record, and document when it comes to sales. This interactive Excel spreadsheet will help you get the job done.

Specific projects require a specific setup, but sometimes, the setup itself can be the most exhausting part. I’ve compiled the following templates to help you manage general projects and track your progress for specific tasks.

15. Excel Social Media Planning Template

Download Your Free Excel Social Media Planner

You might already use a social media scheduler to manage and publish your posts every week, but you still need a place to draft your social copy and decide which posts will go to which social networks.

This social media posting schedule allows you to draft each social post — the time it will post, the message you want to publish, and any link you want to accompany your message (blog post, registration page, an ebook landing page, etc).

What I like: Most social media schedulers allow you to upload social post copy in bulk from a spreadsheet. Once you've drafted all of your social posts for the week, month, or quarter, you can easily sort them by social network and import them into your social media platform of choice.

16. Excel Blog Editorial Calendar Template

Download Your Free Excel Editorial Calendar Template

Blogging plays a significant role in your ability to attract visitors and leads to your website. But managing a blog is one of those responsibilities that's easier said than done.

Use this editorial calendar template as the starting point for keeping track of all of your business‘ content. It’ll help you be more mindful of topic selection, buyer personas, keyword inclusions, and CTA alignment.

What I like: When I’m struggling with ideation, consistency, or simply just lacking organization, an editorial calendar helps me refocus my blogging efforts to generate even more traffic and leads.

17. Excel Work Log Template

Download Your Free Excel Work Log Template

How do you keep track of the day-to-day progress of your company, especially when there are people, tasks, and timelines to monitor? A work log template is essential to keeping track.

This template provides you with a project overview that makes tracking easier than ever. The work log template tracks tasks, time, status, and comments.

What I like: If you’re not ready to commit to a project management software , you can still monitor the life cycle and progress of your projects with this spreadsheet.

18. Excel Social Media Content Calendar Template

Download Your Free Excel Social Media Calendar

Since you’re probably generating tons of clicks from your Google Ads campaigns and writing amazing content, I’d imagine you'll need some help figuring out how to spread the love on social media.

The social media calendar template is the perfect resource for helping you scale and streamline your social media marketing.

What I like: When you use Excel to break out separate worksheets for each social network you‘re using, you’ll be able to keep a repository of content ideas, so you‘re never struck by writer’s block and always have something to post.

19. Excel Product Launch Plan Template

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Market research templates: what they are and how to use them.

18 min read Interested in market research but need some templates to start with? In this guide, we unpack market research, survey planning best practice and share some of our best templates for brand, customer, product and employee research.

What is a market research template?

While you’re no doubt familiar with the concept of market research and how it can help you to reach your target audiences and improve your product or service , the real challenge is designing a market research plan that is conducive to excellent results.

All of this starts with the right market research template(s) to help you analyze specific target audiences, collect the right data and uncover insights that can drive actionable change.

In this article, we’re going to:

• talk about market research and its use cases,
• provide you with a standard template that allows you to plan your research,
• and share several other templates to help you with specific types of market research

You can also check out our free template library.

But first, let’s revisit market research.

What is market research?

Market research is the process of determining the viability of a new service or product through surveys and questionnaires with prospects and/or customers. It involves gathering information about market needs and prospect/customer preferences .

Through market research, you can discover and/or refine your target market, get opinions and feedback on what you provide to them and uncover further prospect/customer pain points and expectations of your service or product .

Market research can be conducted in-house, either by you and your research team, or through a third-party company that specializes in it (they will typically have their own research panels or be capable of creating a research panel to suit your requirements).

The four common types of market research

There are lots of different ways to conduct market research to collect customer data and feedback , test product concepts , and do brand research, but the four most common are:

The most commonly used form of market research, surveys are a form of qualitative research that asks respondents a series of open or closed-ended questions , delivered either as an on-screen questionnaire or email.

Surveys are incredibly popular because they’re cheap, easy to produce, and can capture data very quickly, leading to faster insights.

2) Focus groups

Why not bring together a carefully selected group of people in your target market using focus groups? Though more expensive and complex than surveys and interviews, focus groups can offer deeper insight into prospect and customer behavior – from how users experience your products and services to what marketing messages really resonate with them.

Of course, as a market research method that’s reliant on a moderator to steer conversation, it can be subject to bias (as different moderators might have preferred questions or be more forceful) and if you cut corners (not asking all the necessary questions or making assumptions based on responses), the data could get skewed.

3) Observation

As if you were a fly-on-the-wall, the observation market research method can be incredibly powerful. Rather than interviewing or surveying users, you simply take notes while someone from your target market/target audience engages with your product . How are they using it? What are they struggling with? Do they look as though they have concerns?

Observing your target audience/target market in this fashion is a great alternative to the other more traditional methods on this list. It’s less expensive and far more natural as it isn’t guided by a moderator or a predefined set of questions. The only issue is that you can’t get feedback directly from the mouth of the user, so it’s worth combining this type of research with interviews, surveys, and/or focus groups.

4) Interviews

Interviews allow for face-to-face discussions (both in-person and virtually), allowing for more natural conversations with participants.

For gleaning deeper insights (especially with non-verbal cues giving greater weight to opinions), there’s nothing better than face-to-face interviews. Any kind of interview will provide excellent information, helping you to better understand your prospects and target audience/target market.

Use cases for market research

When you want to understand your prospects and/or customers, but have no existing data to set a benchmark – or want to improve your products and services quickly – market research is often the go-to.

Market research (as mentioned above), helps you to discover how prospects and customers feel about your products and services, as well as what they would like to see .

But there are more use cases and benefits to market research than the above.

Reduce risk of product and business failure

With any new venture, there’s no guarantee that the new idea will be successful. As such, it’s up to you to establish the market’s appetite for your product or service. The easiest way to do this is through market research – you can understand the challenges prospects face and quickly identify where you can help. With the data from your market survey, you can then create a solution that addresses the needs and expectations of would-be customers.

Forecast future trends

Market research doesn’t just help you to understand the current market – it also helps you to forecast future needs. As you conduct your research and analyze the findings, you can identify trends – for example, how brands and businesses are adopting new technology to improve customer experiences or how sustainability is becoming a core focus for packaging. Whatever it is you’re looking to understand about the future of business in your market, comprehensive market research can help you to identify it.

Stay ahead of the competition

Understanding your market and what prospects and customers want from you will help to keep you ahead of the competition . The fact is that the top businesses frequently invest in market research to get an edge, and those that don’t tap into the insights of their audience are missing low-hanging fruit.

As well as helping you to stay in front, you can also use market research to identify gaps in the market, e.g. your competitors’ strengths and weaknesses . Just have participants answer questions about competitor products/services – or even use the products/services – and work out how you can refine your offerings to address these issues.

Plan more strategically

What’s the foundation of your business strategy? If it’s based on evidence, e.g. what people expect of your products and services, it’ll be much easier to deliver something that works. Rather than making assumptions about what you should do, market research gives you a clear, concrete understanding of what people want to see.

Check out our guide to market research for a more comprehensive breakdown.

How do you write a market research plan/template?

A market research plan is very similar to a brief in that it documents the most vital information and steps about your project. Consider it a blueprint that outlines your main objective (summary), key questions and outcomes, target audience and size, your timeline, budget, and other key variables.

Let’s talk about them in more detail.

Elements of a great market research plan

1) overview or summary.

Use the first section of your market research plan to outline the background to the problem that you are attempting to solve (this is usually your problem statement or problem question). Include background information on the study’s purpose and the business to provide context to those who would read the report, as well as the need for the research. Keep the overview simple and concise; focus on the most salient elements.

2) Objectives

What is it that you hope to achieve with this survey? Your objectives are the most important part of the survey. Make sure to list 3-5 of the decisions or initiatives that the research will influence.

For example:

Understand the most-used channels for customer engagement and purchasing to decide where to prioritize marketing and sales budget in Q1 2022. Determine what’s causing customer churn at the later stages of the buyer journey and implement a new retention and sales strategy to address it.

Your objectives should be smart, that is: Specific, Measurable, Attainable, Relevant, and Timely.

3) Deliverables (or outcomes)

This section should focus on what you expect to have at the end of the project. How many responses are you looking for? How will the data be presented? Who will the data be shared with? (Stakeholders, executives) What are your next steps? Make sure you state how you will collect and analyze the data once it’s available.

Products such as Qualtrics CoreXM make this process fast and incredibly easy to do, drastically reducing the time to insights so you can make more meaningful changes, faster.

4) Target audience

Not to be confused with your market research sample, your target audience represents who you want to research. Of course, your sample may include ideal buyers from your target audience. Here you want to define the main variables or factors of your audience: demographic , age, location , product interaction, experience, and so on. It’s worth building out your buyer personas (if you haven’t already) and including a quick breakdown of them here.

5) Sample plan

How many participants do you want to research and what kind of groups do you want to reach? Depending on these two variables, you may have to use qualitative, quantitative , or multi-method approaches.

6) Research methods

What methods will you use in your market research project? The insights (and the granularity of those insights) will depend on the methods and tools you choose. For example, and as mentioned earlier, surveys are often the go-to for many organizations as they’re affordable and straightforward, but if you want to get more personal views from your respondents, one-to-one interviews might be more applicable. You might even want to take a hands-off approach and simply observe participants as they use your products, or try a combination of research methods. Make sure to outline what methods you will use as part of your research plan.

7) Timeline

How long will your research project run? It’s worth putting together a Gantt chart to highlight key milestones in the project, along with dependencies, and to break down tasks as much as possible. Schedule in contingency time in case some tasks or research runs over – or you need more responses.

Set a budget for the overall program and list it in your plan. Though this might be the most difficult aspect of any research plan, it helps you to be more strategic about tasks and hold people accountable at each stage of the process. If costs go over, that’s good to know for future market research. If costs are lower than anticipated, you then have the opportunity to do further research or prop up other areas of the study.

9) Ethical concerns or conflicts of interest

One of the most important parts of your market research plan, you should highlight any ethical concerns. To begin with, it’s your duty to state whether or not responses will be kept confidential and anonymous as part of the study. It’s also important to allow participants to remain anonymous and ensure you protect their privacy at all times.

Another issue to consider is stereotyping. Any analysis of real populations needs to make approximations and place individuals into groups, but if conducted irresponsibly, stereotyping can lead to undesirable results.

Lastly, conflicts of interest – it may be that researchers have interests in the outcome of the project that lead to a personal advantage that might compromise the integrity of your market research project. You should clearly state in your market research report that any potential conflicts of interest are highlighted and addressed before continuing.

But I want a faster solution!

Well, there’s a quicker and far easier way to do all of the above and get the data you need – just use a market research survey template. In our next section, we’re going to share a whole list of templates that you can use.

Free market research survey templates

No matter what kind of research you want to conduct, we have templates that will remove the complexity of the task and empower you to get more from your data. Below we’ve compiled a list of templates for four key experience areas: Brand , Customer , Employee , and Product .

All of our research templates are free. All you need to do is sign up for a free Qualtrics account to access them.

Brand experience market research templates:

• Logo testing : Collect feedback to help you evaluate and iterate on your logo designs and concepts
• Brand awareness : Track the level of brand awareness in your target market, including current and potential future customers
• Ad testing : Evaluate your consumers’ reaction to an advertisement so you know which campaigns to deploy before you invest
• A/B testing : Quickly and easily compare to versions or options in a study, whether it’s a design, headline, color palette or a mock-up of your latest ad campaign

Customer experience market research templates

• Student satisfaction : Gather feedback on how your institution is delivering on the student experience
• Net promoter score (NPS) : Measure customer loyalty and understand how they feel about your product or service using one of the world’s best-recognized metrics
• Customer satisfaction : Evaluate how satisfied your customers are with your company, including the products and services you provide, and how they are treated when they buy from you
• Customer service : Gain insights into the contact center experience, so you can achieve and maintain optimum levels of customer experience (CX) performance
• Event feedback : Measure the effectiveness of your events and how well they meet attendee expectations so that you can continuously improve your offering
• IT help desk : Understand how satisfied your employees and customers are with your IT help desk experience
• Website suggestion box : Collect visitor feedback on how your website can be improved
• Website satisfaction : Find out how satisfied visitors are with your website’s design, usability, and performance
• Store purchase feedback : Capture customer experience data at the point of purchase to help you improve the in-store experience
• Online purchase feedback : Find out how well your online shopping experience performs against customer needs and expectations

Employee experience market research templates

• Employee satisfaction : Get an overview of your current employee experience
• Manager feedback : Improve your skills as a leader with valuable feedback from your team
• Employee engagement : Find out how employees find the current experience at your workplace with this entry-level engagement survey
• Employee exit interview : Understand why your employees are leaving and how they’ll speak about your company once they’re gone with this survey template
• Employee onboarding : Improve your onboarding program by understanding what’s working and what’s not
• Team event planning : Collect inputs from employees to plan a team event that works for everyone
• Meeting feedback : Check-in with team members after a meeting to see how well your company is running and what improvements can be made
• Interview feedback : Improve your candidate experience by gathering actionable insights about the interview process
• Employee suggestion box : Gather anonymous data to help address concerns and improve the employee experience in your organization
• Candidate experience : Improve your candidate experience to increase brand perception, offer acceptance rates, and hiring process efficiency with this single-touchpoint survey template
• Employee suggestion action : Take employee feedback a step further by working with your staff to quantify solutions based on their experience data

Product experience market research templates

• Product research : Evaluate your consumers’ reaction to a new product or product feature across every stage of the product development journey
• Pricing : Understand how to set the exact price point for your product or service, according to your target consumers
• Feature prioritization : Compare and contrast product features using conjoint analysis to find the optimal mix for your customers
• Product package testing : Collect feedback on your product packaging to see how well it meets the needs and expectations of your customers

Armed with the right market research templates, getting the information you need across brand, product, customer and employee disciplines — as well as beyond — is significantly easier.

But if you want help putting together complex market research and scaling your in-house research team to get agile insights, check out our guide to building an agile research function.

Insights are more important than ever, especially during times of change, but building a great team takes a lot of time and money.

In our eBook, we’ll explain how you can:

• Scale your research team
• Build a smart partner strategy
• Ensure you have the right technology for market research and data analysis

Tackle your market research with our agile market research eBook

Related resources

Market intelligence 10 min read, marketing insights 11 min read, ethnographic research 11 min read, qualitative vs quantitative research 13 min read, qualitative research questions 11 min read, qualitative research design 12 min read, primary vs secondary research 14 min read, request demo.

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Discover, Analyze, Succeed: 10 Best Market Research Templates

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

When promoting your products or launching new ones, it’s essential to understand the market, size up your competition, and have a crystal-clear picture of what your customers want. Once you’ve got that insight, you’re ready to set the stage with a marketing plan .

Market research might sound intimidating, considering the laborious process of collecting and analyzing data. But don’t fret—market research templates swoop in to save the day. They provide a structured roadmap that covers all the vital market research steps, from pinpointing your objectives to gathering and interpreting the data. 🗺️

Come along as we delve into the top 10 free market research templates . We’ll walk you through their unique features, making it a breeze to pick the perfect template that suits your needs.

What Is a Market Research Template? 

What are the key components of a market research template, 1. clickup market research template, 2. clickup market analysis template, 3. clickup business plan template, 4. clickup business development plan template, 5. clickup new product development template, 6. clickup product positioning template, 7. clickup competitive analysis template, 8. clickup customer journey map template, 9. word market research plan template by flexmr, 10. word general market survey template by businessinabox.

Market research is a vast, often time-consuming process that involves gathering essential information about a target market through surveys, interviews, and focus groups. It’s crucial for anticipating trends and maintaining a competitive edge over your rivals. 

A market research template is a pre-designed framework to bring structure to your research processes. It comes with questions and fields for collecting data relevant to specific markets or objectives.

It simplifies the whole exercise by providing a standard format that you can customize to align with your research goals.

Market research templates help you:

• Save time designing and planning your research project
• Save money by removing the need for external research firms
• Ensure consistency in data collection, analysis, and reporting

A market research template is like a recipe for conducting research. It tells you what you need and how to use it. Here are the key components you can find in this template:

• Research objectives : Clearly defined goals of the research project
• Data collection methods : Specific methods and tools for gathering information, such as surveys, interviews, or observations
• Research questions : A set of well-crafted questions to address the research objectives
• Sample selection : Guidelines for choosing the right target audience or sample group
• Data analysis : Instructions on how the gathered data will be analyzed and interpreted
• Reporting : A format for summarizing and presenting the research findings 
• Timeline : A schedule that outlines when you will conduct each research activity
• Budget : Estimated costs associated with the research project
• Contact information : Details of the individuals or teams responsible for the research

10 Best Market Research Templates

We’ve handpicked the most innovative market research templates from Word and ClickUp to help you discover, gather, and analyze data effortlessly. Now, let’s see what makes them stand out! 💖

Market research is your first ally when you want to enhance your brand management and gain insights into your competitors’ strategies. With the ClickUp Market Research Template , you get a user-friendly tool that simplifies the task of gathering and presenting crucial information about your target audience, the state of your product or service, and the broader industry landscape. 🌄

This Task template takes you through the ins and outs of research, covering your approach, data collection techniques, and the valuable insights you’ve gathered from your current or potential customers through Custom Fields.

Adapt the fields to document any information you see fit—add data links and attachments, or choose a research stage like Design , Preparation , and Execution .

Each task comes with a to-do subtask list to keep a record of research steps, like defining a research scope and setting up a research team. The assignees can use it to monitor each subtask’s progress through Custom Statuses like Open, Under Review, or Closed. 

If you’re curious about where your product stands among its competitors, look no further than the ClickUp Market Analysis Template . This tool assists you in identifying and assessing key market trends, gaining insights into customer needs, and examining competitor strategies and performances. ♟️

This extensive market research template sorts competitors into five main types: direct , indirect , potential , future , and replacement (for competitors offering a substitute product).

Use the Growth Share Whiteboard view to evaluate competitor products and decide where to invest your resources. Simply pick the competitor type from the legend, create a sticky note of the corresponding color, and place it on the desired spot. Use the horizontal Quality axis to measure the competitor’s Relative Market Share and the Y-axis to measure their Growth Rate.

The Price vs. Quality Whiteboard view functions similarly, but this time, you’re using a matrix to measure the relation between product quality and price. It gives you a visual grasp of your competitors’ pricing strategy, helping you tactically position your product in the market.

The Competitors List view is your central hub for competitor information, neatly categorized by analysis status like Direct , Indirect , or Potential . Additionally, leverage the Advertisements Board view to see your competitors’ promotional strategies.

Replace traditional, lengthy business plan documents with the ClickUp Business Plan Template and speed up the process. It’s a comprehensive toolkit for documenting every aspect of your business plan and streamlining the drafting process to ensure it’s polished on time. ⏰

This one-page Doc template is neatly divided into several key sections:

• Company description : Provides a company overview, your mission, and vision
• Market analysis : Explains the problem you’re solving, its solution, and the target market
• Sales and marketing strategy : Outlines products and marketing plans
• Operational plan : Covers aspects like your location, equipment, and financial forecasts
• Milestones and metrics : Displays targets and KPIs

Customize the template with your brand logo and contact information. Each section comes with helpful prompts suggesting how to present your data—through bullet lists, pictures, charts, or tables.

Open the Topics List view to see all the sections and subsections included in the comprehensive market research Doc, allowing you to assign them to team members, set due dates, and attach relevant documents.

To track task statuses, switch to the Status Board view and categorize them as To Do, In Progress, Needs Revision, or Complete. Open the Timeline view to monitor potential plan deviations.

Expanding or starting a business is like embarking on an adventure of challenges and surprises. However, a carefully laid-out plan can make this journey much more manageable.

No need to start from scratch, though! Introducing the ClickUp Business Development Plan Template —your business roadmap, equipped with pre-designed sections that will lead you through the entire process, making your path to success smoother. 🛤️

Whether you’re a startup or a growing business, this template offers handy Doc pages to help you document the following:

• Executive summary : For providing an overview of the business you’re growing, outlining the issues you’re addressing, and suggesting solutions
• Key people : For explaining who’s on the executive team and what each person does
• Operations : Lists your business locations and employee count. You can outline the cost of equipment and facilities and map out manufacturing processes on a Whiteboard
• Marketing : Enables sharing the market’s history and growth to foresee potential opportunities, decide on the target audience, and analyze the competitor’s strengths and weaknesses
• Financial plan : Gives an estimate of your cash flow and balance sheet, identifying the revenue point where you break even

Of the market research templates in this list, the one comes with ready-made tables and sheets with guidelines on how to fill them in. Feel free to customize any template section to match your business requirements.

Or you can include images to illustrate your plan, add or remove rows, choose your preferred color pallet, and rename the pages to make them your own—all within the target market research template.

Unlocking the path to a successful product launch boils down to one word: preparation. And guess what? The ClickUp New Product Development Template has got your back! 🙌

This comprehensive market research template streamlines the product development process , ensures alignment between your team and milestones, and keeps all tasks organized for seamless collaboration. All this is possible through Custom Fields, allowing you to explore your project from various viewpoints.

The Project Summary List view neatly organizes your tasks by their project phase , from Idea Generation to Product Launch , making it a breeze to track your progress. The list also clearly displays details like Task Complexity and Impact Level through Custom Fields that you can tailor to your needs.

To observe your tasks like a hawk, open the Process Kanban Board view , which turns tasks into cards and groups them by their phases. It’s your go-to spot to quickly identify which tasks are in the pipeline from conceptualization to launch. 

Use the Timeline view for a linear display of your tasks, grouped by the teams working on them and color-coded by phase. This view allows you to efficiently monitor your task schedules and durations by giving you control over your workflow!

You can drag a task to reschedule or tweak its duration by dragging its edges.

Your product’s value directly reflects what your customers think, right? That’s why it’s crucial to figure out where your product slots into the marketplace and how you want your customers to perceive it.

Discover the perfect shortcut to those answers—the ClickUp Product Positioning Template —to implement into your business strategy. This tool helps you better understand your product and find that ideal niche in your target market.

Start by evaluating the product you want to launch in the Product Positioning Assessment view , with pre-made fields like: 

• Product name and description
• Market segment
• Target launch date
• Unique selling points
• Pain points 

Customize the form by renaming the available fields or adding custom ones.

Distribute the form to your team members, and once completed, all the valuable information automatically appears in the Product List view . This view is where you can review the details covered in the form, assign tasks to team members, set priorities , and group tasks by status.

This template also offers a Product Positioning Map Whiteboard view . It features a graph as a visual aid for showcasing how your upcoming product stacks up in terms of value for money compared to the competition. 

Competitive analysis isn’t just a fancy term—it’s your secret weapon if you’re gearing up to introduce a fresh product or service. The ClickUp Competitive Analysis Template is your trusty sidekick for this mission. It assists in revealing competitor strengths and weaknesses, providing a comprehensive industry overview , and cooking up strategies to outshine the competition and nail down your target audience. 🌟

To start your competitive analysis , brainstorm a list of potential competitors. Think about where your customers might go if they didn’t choose your company. Keep it realistic—aim for a list of up to 10 names, leaving time for thorough market research.

After you’ve completed the research, use the provided Matrix to place the competitor’s product concerning the Market Presence and Satisfaction axes. Use the Legend to help you understand the product type , including:

• High market presence and high satisfaction
• High market presence and low satisfaction
• High satisfaction and low market presence
• Low satisfaction and low market presence

Duplicate a color-coded sticky note that matches your product type and drag it over to the quadrant where it fits the best. The Matrix is split into four sections to help you decide whether a product is a Contender , a Leader , a Niche , or a High Performer.

This business strategy template gives you the ultimate freedom to play around with its elements. Add, tweak, and place them wherever you like in the interactive Whiteboard view. 

Have you ever found yourself scratching your head, wondering what your customers want? The ClickUp Customer Journey Map Template is a handy tool that can help you out! 🛠️

Think of it as a guide to better understanding your ideal customer’s user persona . By mapping their journey, you can uncover their needs and expectations and come up with sensible strategies to improve your products and services for your target audience.

This Whiteboard template brims with handy question prompts about customer actions, experiences, touchpoints, and solutions. The template leads you through three key stages:

• Awareness : You introduce customers to your business and what it offers
• Consideration : They start considering your business as a solution to their needs, leading them to research your products or services and compare them to other options 
• Conversion : They go from pondering to action and become paying customers

Each of these stages comes with pre-made sticky notes to get you started, but you’ve got the creative license to add more. Give the Whiteboard a personal touch with freehand drawing, create shapes, insert images, use connectors, and add text from focus groups, customer research, or any market research examples you own. 

If you’re looking for a structured framework to streamline market research, the Word Market Research Plan Template by FlexMR is a handy solution. It’s divided into well-structured sections for every step and features tips and instructions on how to use them.

This Word template is fully customizable, allowing you to modify colors, change font and letter size, add rows and columns to pre-made tables or include graphs and charts. ✍🏻

Use its first section to provide a brief business background. Then, define the project’s scope and specify what you expect to achieve at the project’s conclusion, including target response numbers, data presentation guidelines, and the influence of data on future decision-making .

Additional details the template covers are:

• Target Audience : Describe the customers you aim to research, considering age, demographics, and interactions with the company or product
• Sample Plan : Detail the number of participants you intend to research
• Research Methods : Include qualitative and quantitative methods
• Timeline : Present a project timeline, breaking down tasks and accounting for variations in response rates
• Budget : Outline the budget, providing a cost breakdown and highlighting areas requiring investment
• Ethical Considerations : Address ethical and other considerations that may arise during the project, like conflict of interest with suppliers

To finish up, add Further Considerations to include anything the previous sections don’t cover.

One way to conduct effective market research is through a survey. If you’re unsure about the questions to include for optimal results or need a structured framework to streamline the process, try the Word General Market Survey Template by BusinessInABox. 

This two-page Word document contains open-ended and multiple-choice questions for an effective customer case study . They provide all the essential information to understand the market you’re involved in or planning to enter.

The questions in the template cover customer information like:

• Age and gender
• Education level
• Marital status
• Total annual income 

As this is a Word template, customize it however you like ! Add or tweak questions to dig into the specifics you’re curious about, and make the survey longer or shorter. Feeling fancy? Give it a personal touch by using a different font or changing the background color!

Crack the Code to Market Domination with These Essential Market Research Templates

Market research can be a wild ride, but these top-notch market research templates make it smooth sailing. From gaming insights into customer preferences to uncovering your competitor’s strategies, they provide a structured solution for every research step.

If you’re hungry for more research assets, dive into the ClickUp template library , where you’ll find over 1,000 user-friendly templates waiting to guide you on areas like mapping out customer journeys , performing competitor analysis , and nailing down product positioning with minimal effort. ✌

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Market research template: DIY guide, tips and examples

What is market research , why do you need to do market research , type of market research , market research methods , how to conduct market research, market research template .

We’ve covered specific areas of market research, for instance aimed at successful product development and for startups . But there are many more reasons to conduct market research, so today we’re taking a step back and looking at the complete picture.

What does solid market research project entail in 2021, when we’re using metrics and tools that are relevant nowadays?

In this article, you’ll find the basic concepts of market research linked to handy tools and a free market research template and survey templates that’ll help you put the knowledge into practice.

Market research comes in many different shapes and sizes. You’ll look at all or some aspects of the market: market share, competitors, trends, target audience and more.

You’ll combine these based on the goal of your research, to inform your marketing strategies. You can also focus on one aspect of market research. There’s no one-size-fits-all approach, but market research templates give you an awesome starting point.

You can identify gaps and opportunities by analysing consumers’ needs and preferences and comparing that to what is currently on the market. Or you evaluate trends to come up with a new business idea.

To guide your market research, or the parts of it, it can be helpful to divide it into different topics to make the scope of your research clear.

Here are some topics that are often used in market research:

• Analysing distribution : to find cheaper or faster alternatives, or enter new markets
• Consumer behaviour : how has this been developing over the years? What can you expect going forward, and how do you prepare your business for this?
• Competitor analysis : who is leading your market, and how are they perceived? How can you position your brand to win territory?
• Market Segmentation and Targeting : are there any target groups that are being overlooked? How can you reach your ideal customers more effectively?
• Internet Marketing : learn to work with the search engines — what keywords are important in your market? What social media channels and types of content are working well?

As you can see, market research doesn’t just involve marketing. It can be used for your logistics as well, your product development department and even your sales people will need it, if they want to be effective sellers. All in all, successful market research is your gateway to product, sales and marketing strategies that really work.

New to market research? Here’s our whistle-stop intro!

Even the biggest, most successful and established companies are still conducting market research. Coca-Cola doesn’t just assume their position, Apple stays on top of consumer behaviour and Mercedes needs to know how they can get millennials to drive the cars their parents used to own.

Market research can be done in different stages. Below we’ll look at two scenarios in which market research is relevant, and how you can use it.

Before starting a business or developing a product

In this case, market research is used to find out how likely you are to succeed and what needs you should address to put a successful product or service on the market. You gather data, using market research templates or your own research drafts, to minimise risks and potentially to convince investors that this idea of yours is worth pursuing.

Some things market research in this stage can help you with:

Minimising risks

Think your idea for a new product is great because you’ve never heard of it before? Going in blindly is a risk – even if you want to move fast. With market research, you can determine what competition really looks like and if there’s enough demand for you to benefit from.

Plus, it will help you calculate the real costs you are going to make upon entering the market to find out if the idea is really viable in the long run.

Attest gives us reliable and direct access to all of our audiences across 11 markets, reducing our risk by reliably delivering against all of our needs. Beatrice Ramelle-Rigollet, Research Manager, WorldRemit

Attracting investors

Try convincing investors of your idea without giving them some numbers. Even though market research doesn’t exactly predict the future, past trends and thorough research into consumers and competitors will give investors a clear picture of how likely you are to make some profits from your idea.

What is the sweet spot when it comes to pricing? By looking at your competitors and surveying your ideal customers, you can pinpoint the right price for your product or service.

Positioning

What areas of the market are crowded and what spots are still available – and are they interesting to look into? Market research can help you choose a strong positioning.

Product features

Don’t develop a product without ever talking to your target customers. They know what they really want, and market research surveys will help you find out how to create that.

Shaping your marketing mix

Your communication and messaging should come from your values, but it should also match the needs of the market.

Defining strategy

Combining everything above will help you create an unbeatable strategy for every aspect of your business.

Keep up to speed with your market

Attest’s intuitive platform helps showcase where and how you can win market share and unlock new sources of growth.

Ongoing market research

It might seem like an unnecessary extra workload, to have someone keep an eye on the market on a daily, weekly or monthly basis. But the alternative is more dangerous and, potentially, more costly.

If you don’t keep up to speed with the market, you will only notice changes when your sales are dropping. It’s important to be proactive, especially when you’re in a competitive market. Stay on top of what your rivals are doing, so you can make decisions and react accordingly faster.

Some things market research templates in this stage can help you with:

Keep an eye on how your own campaigns and ads are performing, but also check on your competitors. How does your target respond to their campaign? What can you learn from their successes and failures?

SEO and social listening

Search engines have become such an important part of ‘the market’ that they are a real part of market research. Keywords and search queries will teach you a lot about your market’s questions and needs.

Identify new opportunities

What’s the most dangerous phrase for any business? ‘We’ve always done it this way.’ With market research, you can proactively find gaps and opportunities in your market.

Keep the focus on current customers

Think you know your customers? Keep in mind that they are also growing older, and are being influenced by other things in your market and society. To stay relevant to them, check in regularly and perform ongoing buyer persona research and survey customer satisfaction.

We track shifting key metrics, like awareness and consideration very carefully and also how our brand is perceived… it helps us to identify areas of opportunity Charlotte Langley, Brand & Communications Director, Bloom & Wild

De-risk market expansion

Spot opportunities to maximise the effectiveness of your marketing strategies in new territories, by understanding the differences between consumers in each market.

Product improvement

In product reviews, and it doesn’t even have to be your own product, you can figure out pain points that customers have. With that information, you can build an unbeatable product.

Did your marketing research team or product designer pitch a crazy idea and you, kind of, like it? Dive into your target market to find background information that can help you find out if it’s worth further investigation.

Market research templates can be used in many ways — and there’s usually not one that is best. The trick is to combine the different types of market research, depending on the availability of data and what you already know about your industry.

We’ll break down some of the types of market research before we dive into the methods and a step-by-step plan. We’ll be comparing primary and secondary research and explain how quantitative and qualitative market research complement each other.

Quantitative market research

Quantitative market research is perfect for the data analysis part of your research. If focused on anything that can be measured, like market statistics, price developments and search volume.

Qualitative market research

You give your quantitative research more meaning and context with qualitative research, This supplements the dry data with motives and emotions, often from your customers.

Primary market research

Any data that you gather first-hand, whether directly from customers or by conducting completely new research, is considered primary data. This can come from surveys, focus groups or fresh research.

Secondary market research

Secondary research is done by data collection and analysing existing reports. You can look at historic data, surveys performed by other brands or trend reports from trusted sources.

Luckily, there are all kinds of tools and different types of methods you can combine to gather all the data on your target market using your market analysis template . We’ll dive into the methods that are commonly used in market research and give some suggestions on tools that make this a little easier.

Interviews 

You can interview either industry experts or customers, or even both – depending on what your research focuses on. This is a type of primary research that gives you in-depth information on things like buying reasons and preferences.

Experts on the other hand can help you give more context to dry market statistics and give you more information on the meaning of some of the market trends you spotted.

Focus groups 

With focus groups, you sit down with your potential customers and listen to what they have to say. You can either observe or actively engage with them. How do they use certain products? How do they react to different marketing campaigns? This method can help you optimise what you’re offering, either in your product or in your communication.

Trend reports and public domain data

What trends in the world can affect your market? If you use the right sources, market trend reports will give you invaluable insight on things like demand, and factors that influence your target group.

Social listening

When doing market research and brand tracking in 2021, you can’t skip social media. This is where customers are actively talking about brands and products, their needs and wishes and also what bothers them. Twitter and the comments under Instagram posts are incredibly valuable for some brands.

But it can seem impossible to keep track of all of that. Luckily, there are some handy tools that will help you stay updated on relevant keywords and topics within your market. In this blog, we list some of our favourite social listening tools.

Market research without surveys is a lot like guesswork. If you want to know what your target audience is really thinking, hoping, wishing and seeing, all you have to do is ask.

You can use a survey template for all types of market research. Find out what your target audience thinks of other brands, what product features they would love to see, and how much they’d be willing to pay for a certain product.

Don’t let the market get ahead of you

Understand your target market with our ready-to-use survey templates, global audience of 125 million and results in days, not weeks.

Observation

Whether staged or unstaged, observation can be a great tool to see how your product would perform in the real world. How do they react to marketing visuals? How do they behave in a store? These details can help you fine tune your product and tactics to a t.

Experiment and testing

If you never try, you never know. Experiments can be incredibly useful, especially with product development. Create a minimal viable product (MVP) and see how your target audience likes it. A/B tests can be used for a wide variety of things, from social media campaigns to discounts – so use them! Read more about concept testing.

Competitive analysis

One of the most important parts of market research is undoubtedly an analysis of your competitors . You can’t really analyse your target market without looking at who else is in it. If you think you’re alone, look at how markets similar to yours are developing to become aware of market trends to look out for.

If only you could tell an AI-powered robot your objectives and sit back and relax while he surveys and analyses your market.

While we’re not there yet, we’re certainly equipped with a wide variety of tools that will make conducting market research a whole lot easier.

While it’s important to note that there are several approaches to market research templates, depending on your specific situation, we’ll give you a generic framework to work within. If you follow these steps and add the methods you need for your research goals to it, you surely won’t miss a thing.

• Define the problem
• Define how you’re going to approach the problem
• Design your research
• Identify information types, gaps and sources
• Perform field work and collect data
• Prepare data
• Analyse insights
• Create a report on your market research 
• Communicate the results
• Turn your insight into action points

Step 1. Define the problem

Before you start, find out what you really need to know and why. The latter is very important. Sometimes you think you want to know more about what your competitors are doing to be successful, while in fact your customers are the one who could close the knowledge gap by telling you what features they are missing in a product.

Step 2. Design your research

Think about what path you should follow to find the knowledge you need. What types and methods of research templates should you combine to find the right data and give context to it?

Step 3. Identify information types, gaps and sources

For what parts of your research will you need to talk to customers, and what can be found in reports for market trends? Make this part of your research design. Identifying this beforehand will save you a lot of time in the process.

Step 4. Fieldwork and collecting data

Get to work! This is the part where you’ll be launching surveys and analysing data from tools and trend reports.

Step 5. Prepare and organise data

It can get a bit messy, so take your time to structure the insights you’ve collected – especially if you used a mixture of tools and methods. Don’t draw any conclusions just yet – you want to have the full picture.

Step 6. Analyse data

If you combine what your customers said during the focus group sessions with the market trends you’ve spotted in reports, what can you say about the market? What keywords have become increasingly important? How have the actions of your competitors influenced and changed the market?

Make decisions based on high-quality consumer insights

With Attest you can run multiple surveys across different markets and see results in days, not weeks.

Step 7. Create a report

Include all the relevant data in a report and also determine what needs further research.

Step 8. Communicate the results

Present the results of your research to whomever it’s relevant to. Investors, marketers, designers – make sure the information is readily available so they can make well-informed decisions.

Step 9. Turn your insights into action points

Nobody conducts a full market research to just let it sit on your desk gathering dust. If you go into the whole process with the intention of changing or improving, base your next steps on this report.

We’ll make market research a little easier for you with our market research templates. Our market analysis template is free and can be used in basically any market research plan, and is a key ingredient in a comprehensive market research program.

With this free market analysis template, you can ask your target customers up to 5 hyper-relevant research questions. You can reach people in the US or UK, or upgrade your plan to talk to the customers in the other 50+ countries we work in. And don’t worry about creating reports – we’ll help you analyse it within our platform.

Here’s what that’ll look like for your target audience:

Get started with your DIY market research templates – our free template could be the key to unlocking your next successful product or service.

The Experts’ Guide to Brand Tracking

How to look at the impact of things like audience reach, panel diversity, and survey design to help you decide whether your current brand tracker is up to scratch.

Nikos Nikolaidis

Senior Customer Research Manager 

Nikos joined Attest in 2019, with a strong background in psychology and market research. As part of Customer Research Team, Nikos focuses on helping brands uncover insights to achieve their objectives and open new opportunities for growth.

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6 Free Market Research Templates to Help Win Your Market

Market research templates save time and give clarity about what should and shouldn’t be included in any type of market research .

These days, doing regular market research is key. Particularly given how quickly consumer behaviors shift and companies change tactics to keep up with the ever-growing number of competitors in their industry.

In this post, I’m sharing six market research report templates to give you a head start and help steer your analysis in the right direction from the onset.

What is a market research template?

Market research templates provide questions and specific fields to fill out – relevant to specified market research objectives. You can add or remove fields according to what’s relevant to your market and research goal. It provides a framework to develop your own research methodology if you don’t want to go full-scale with a research firm.

What are the advantages of using market research templates?

There are many ways market research templates benefit organizations of any size.

• It costs less than hiring an external market research firm.
• Completion is often quicker because pre-set fields guide your research.
• Little to no professional training is required to complete a template.
• Templates can be easily shared with other business units.
• Files can be easily updated internally in the future.
• Research Intelligence tools like Similarweb make it much easier to access market research data than ever before.
• Using a template enables you to stay focused and organized.

Doing market research with a template can help you generate results faster than any agency can deliver. You set your priorities and start collecting information without untimely back-and-forth correspondence. This is particularly valuable for online companies in markets that develop and change quickly. You need real-time data to improve your results, so time is always of the essence.

In addition to time, you also save costs. Comprehensive market research usually demands additional financial resources. By using shareable templates, you can involve relevant internal business units at minimal extra cost.

This presents another advantage: You own your information. You can come back to the files, reuse, update, and compare whenever it’s relevant. This is particularly useful in the dynamic world of online business because you’ll want to research the market repeatedly to detect and adapt to changes.

What are market research templates used for?

Most types of market research templates provide a robust framework that steers market research efforts in the right direction. When we consider the “journeys” a market research report template can help with – most use cases aren’t merely one-time research projects but should include periodic monitoring and analysis.

• Assess your brand’s strength and influential power. Evaluate your market share , and measure which percentage of the market you reach and sell to.
• Launch a new product or enter a new market . Get to know the territory and the key players to avoid unnecessary risks and recognize new opportunities.
• Identify and keep tabs on your top competitors. Be aware of your competitor’s strengths and weaknesses to align your strategic planning.
• Understand your target audience. If you truly want people to resonate with your product or service, you need to take the time to get to know them, their interests, pain points, likes, and dislikes.
• Innovate your business model. Before applying changes to products or business strategies, understand user demand and need shifts.
• Drive more sales. Optimize product placement by identifying your product’s uniqueness and the specific value to boost your marketing campaigns.
• Fine-tune your digital advertising and analytics. Find and optimize the marketing channels and keywords with the highest potential and lowest competition .
• Find and follow emerging trends. Detect changes in the market development early and use them to your advantage.

Five things to do before using a market research analysis template

As you’ll soon discover, there are lots of tools and resources at your disposal – and you won’t need all of them to reach your goal. Your choices should depend on the goal of your research, something you’ll need to clarify before you start to use any type of market research report template.

Take a little time to do the following pre-planning steps 1-3 before you use any template in your research.

• Define the reason for your research and its goals.
• Identify the most suitable research types and methods.
• Prepare the materials you need to conduct the research, i.e., templates, tools, and market research questions ; then delegate responsibilities if applicable.
• Identify your market’s characteristics.
• Define your target audience and segments.
• Consider both qualitative and quantitative data points.
• Decide whether to use primary research, secondary research , or a mixture of both.
• Google Analytics vs. Similarweb
• Free online sources and tools
• Advanced competitor analysis
• Summarize your findings in a template and start to analyze.

Get a step-by-step roadmap for easy and comprehensive market research in our guide – Market Research: What It Is, Why It Matters, and How To Get It Right .

Types of market research templates

In this next section, I’m sharing the most important types of market research templates you need to fulfil your research goals. I’ll cover what each is and how a template can help with the research. In the final section of this post, I’ll share the quickest way to find the data you need to complete your template.

SWOT analysis template

Many of you will have heard of or used a SWOT analysis framework before. It’s a tried and trusted tool that helps organizations and individuals uncover the strengths, weaknesses, opportunities, and threats of their business and the competition. A template gives you pre-set fields to consider and complete, helping you know the essential metrics. Once complete, it shows a range of factors relevant to your business and market that can help you adapt for growth.

Use this type of market research analysis template to review your business, along with each of your competitors – analysis of the top four rivals is enough, but you might want to extend this up to eight. This market analysis template provides key questions to answer in each section to help guide your responses.

Market sizing template

Using a market analysis template shows you exactly how to do market sizing correctly. What’s more, it can ensure others within your organization are clear about how the figures have been calculated and provide a consistent and transparent framework for repeating the process in the future.

Use this simple market research template to get the formulas for the total addressable market (TAM), serviceable addressable market (SAM), and serviceable obtainable market (SOM).

Competitive analysis framework template

Pick between 2-4 direct and indirect competitors , then compile the same data and information about each. Start with company research, then customer research, and add information about products and marketing strategies to build the ultimate competitive framework. Collecting the same data points gives you a straightforward comparison and clear picture of the competitive landscape .

This market analysis template covers both B2C and B2B markets. It gives you a detailed framework that helps you map company, customer, product, go-to-market, and marketing channels for your business, and that of your rivals.

Further reading: this post covers seven different types of Competitive Analysis Frameworks that can be used for this form of market research.

Use this market research template for a business plan or as a base document to do regular checks on the state of the competitive landscape.

Trend analysis template

Completing regular market trend analysis is vital – particularly given how fast consumer behavior and markets change. Sure, you can set up news alerts and keep an ear close to the ground, but this is not necessarily the most effective way to future-proof a business and stay ahead of the curve. Rather, it’s a slow and unreliable way to access the intel you need, not just to survive but to flourish.

Early detection of fluctuations, shifts, and changes is key; and a trend analysis template, when done periodically, can help you quickly identify and prepare your business to react.

This market trend analysis template is designed specifically for those operating in the B2B space. It clearly guides you through industry research, historical competitive data, desktop vs. mobile trends , and seasonal keyword research ; each of which can help you discover market-specific trends effectively.

Further reading: Trendspotting: Why All the Market Leaders Are Doing It

Buyer persona template

Define the customer who would benefit most from your product or service. Based on what you’ve learned about consumers and your target market , characterize your ideal customer. Who are they, what are their pain points, and how can you help them?

This template shows you exactly what kind of data to include when you build a new buyer person. We’ve completed an example for you as a guide; but also given you empty slides you can fill-in yourself for your own business and market.

Further reading: How to Create Buyer Personas That Boost Conversions

Audience analysis template

An Audience analysis looks at a group of people in much the same way you examine your current customers. It can help you discover how to turn more of your audience into paying customers by segmenting visitor and behavioral characteristics.

This market analysis template will guide you through the different types of data you should collect from both your own and your rival’s channels. It takes into account various characteristics of company, product, purchase, consumers, interests, and more to help you form a clear and comprehensive view of your target audience.

It’s split into three tabs, each covering B2B, transactional, and informative businesses separately.

Further reading: If this is your first time doing audience analysis, read this guide to understand what a target audience is and how to analyze it .

Get started with all the free market research templates you need to succeed!

How to use Similarweb to help with market research templates

Similarweb Digital Research Intelligence can help you complete almost any market research project quickly and effectively. One of the most-cited reasons people choose tools like Similarweb is due to the accuracy and timeliness of data. Unlike other forms of market research, like secondary research; Similarweb’s information is always the most up-to-date there is.

• Benchmarking tool : Accelerate your new digital strategy and learn how you stack up against the competition and market leaders.
• Market research tool : Analyze market trends in near-real time so that you can take action when it matters most, not a quarter later.
• Company research : Take a closer look at any company’s digital performance and expose your competitor’s digital strategies.
• Audience analysis tool : Engage more deeply with your audience, explore new audience segments and expand your reach.
• Customer journey analytics : Understand your customers and explore bottom-of-the-funnel metrics to discover what makes them convert.
• Mobile app intelligence : See the impact of mobile apps in your market: spot trends and emerging players.

Wrapping up…..

Good market research shouldn’t have to take an age; but as a task that requires careful planning, meticulous attention, and focus – even with the best tools, you’ve got to know the right questions to ask, and the best places to uncover the best intel.

Using market research templates will save significant time in the market research process while providing a clear and comprehensive set of guidelines that can be easily replicated or revisited in the future.

Market analysis templates allow for consistency and provide a clear framework that allows the inexperienced market researcher to do the task with ease.

Use these templates to jumpstart your research efforts and make strategic decisions more effectively, and in a more informed way.

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What is the importance of market research?

Market research is important because you can’t succeed if you’re not aware of market conditions, potential obstacles, purported budget, and how to market your products effectively.

How do you write a market research document?

The simplest way to write a market research document is to obtain a free market research template to guide your content. It can prompt you with the right questions to ask, and shape research efforts and outcomes effectively.

Which type of market research should I use?

To employ a highly effective market research strategy, you should combine the two methods. We advise you to use secondary research as a preparation for your primary research.

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Market Research Plan

9 market research tutorials [ms word/exceltemplates].

This is a 10 part series on creating Market Research Plans .

• Market Research Planning 101
• Why Develop a Market Research Plan? Where’s the benefit?
• The 3 Key Ingredients in Every Market Research Plan
• Market Research For Small Business Owners
• Remember Pink iMacs?
• What Jose Mourinho Taught Me About Market Research
• Kickstart your Market Research
• Rocket Science, duh!
• Using Market Research To Develop Brand Loyalty

Feedback Form and Customer Ratings

Learn more about these Market Research Templates

Market Research 101

Before we start this course on Market Research , I’d like to share a little story.

A good friend ran an exclusive winery in France. Very successful. As his son was training to be a Winemaster, they sent him on a course to get his credentials . Nothing to worry about, right?

…after a week he came back.

Devastated.

They’d done a blind tasting and asked him to identify the wines.

He tasted four French wines and one German thrown in for good measure. Maybe it would be a Riesling…

After a few minutes, he identified the four French wines and rogue  German.

And that’s where things went wrong…

Like most young men, he was slightly over-confident of his abilities.

I’ll spare you the gory details but he mixed up the Red and White wines. For a young man with aspirations to be a Winemaster this was a disaster.

With his eyes open, he could see the wines and make a good ‘guesstimate’. But the blind tasting showed his true abilities or rather lack of them .

He couldn’t tell a Bordeaux from a Sauvignon Blanc. And word got out!

This experiment is interesting for those involved in Market Research as it illustrates several points :

• What you think you know about your product may not be true.
• How you determine your own abilities and skills can surprise even the best of us.
• Our pre-conceived ideas about a brand , product or service may not be correct.
• Our inability to see our own blindspots can be a sever liability unless it’s addressed.

This is where Market Research comes to our rescue.

Instead of making assumptions about a product, we can test that assumption. Instead of hoping your target customers will pay for a new product, we can gauge their interest. Instead of adding new features to a product because the Development team thinks it’s cool, we can ask customers what they really want and roll that into the product.

Market Research, as the name implies, is about researching your product’s position in the marketplace .

2. Why Develop a Market Research Plan?

The purpose of a Market Research Plan is to learn what your customers think about your product before you release it. Of course, you may have already released the product but want greater insights into your customer base before you release the next product.

It’s also about where to position it in the market, for example, against the main competitor or to look at new regions that have been under-developed.

There are other ways we can look at this.

How to change customer’s attitude towards our brand? How to price a product so it doesn’t cannibalize our product line? How to assess the interest customers would have in a new product. Useful to know before you start developing it! How to repair our brand if it’s been damaged? BP is a good example here. How do you make customers, the Government, media and partners trust you again?

Why is the product selling more in the West coast than the East?

Or if you offered them a premium version of the product, how much would they pay? Or what’s the one thing that they’d like you to change with the product.

3 Key Ingredients in Every Market Research Plan

There are three key areas in every Market Research Plan .

1. Gather data – what tools and methods do you use to gather the information you need? For example, you might develop surveys, questionnaires, and focus groups. 2. Record data – what tools, software and templates will you use to record the research material? This may include databases, excel Competitor Analysis Worksheet , spreadsheets and MS Word forms. 3. Analyze data – once you have the information in a format you can use, you can then analyze the feedback, look for anomalies, and then clean the data. After the data has been cleanses, you can begin to make chart the results and report on your key findings.

Of course, Market Research is not only to do with launching products.

It can also extend into other areas, for example:

Looking into brand awareness (how many customers know you’re in a specific market?), Customer satisfaction or What the public think of a political figure, new policy or current event. Learn more about these Market Research Templates

4. Market Research For Small Business Owners

For Small Business owners, you’re probably concerned with questions, such as:

Who are my current customers? How do I find new potential customers ? What payment method do they prefer? Some may prefer to pay upfront and get a discount, whereas others may prefer to stagger the payments over smaller payments. Word of Mouth – What makes customers recommend one product over another? How do you get to, ‘Try it, it’s great.’ Instead of investing in expensive marketing campaigns , companies are turning to social media to generate buzz and encourage fans to recommend their products. Trend Watching – When I grew up, TV was the medium advertisers used to get our attention. Today, we watch less TV than ever. But the web is always on. This is where more consumers go to when they want to research a new product. Where do they hear about new trends? Looking on the web is a start, but you have to dig deeper and see where on the web they congregate and how they interact. Status Anxiety – We all want others to respect us. We might deny this in public but in private we’re concerned with what our peers think of us. Note that I said peers not everyone. Many consumers, especially those that are more brand conscious, invest in products to raise their social status. It’s about positioning themselves within their social bracket.

Download Now for only 14.99!

5. Remember Pink iMacs?

When the iMacs were first released, there was a run on pink.

Not red, blue or green. Pink.

Pink sold out in a flash.

But not to teenage girls like you’d think.

Instead, it was up-market Indian families who bought them in droves. Many were never used but strategically placed as exclusive objects in their living rooms, no doubt to generate envy in less well-off (or more pragmatic) guests.

Status anxiety explains many irrational behaviour in consumer buying habits .

The iPad is another example.

It can’t multi-task and is very expensive.

More expensive than most large size laptops, which can multi-task and come with other great features.

But… such is the strength of Apple’s fanbase that the product is a best seller, regardless of price and limited functionality.

Well, it looks great for one thing and… most people can’t afford it.

In the coming weeks, we’ll look at other physiological triggers that influence the way consumers behave.

6. What Jose Mourinho Taught Me About Market Research

Do you think Jose Mourinho knows much about market research , brand segmentation, and customer profiling?

Think again…

Spreadsheets , surveys and focus groups may not be his specialty but he does know his market (the opposition) and does endless research. Ask anyone who’s worked with him at Chelsea, Barcelona or Real Madrid. Mourinho is notorious for gathering information about the opposition team, analyzing the data, and briefing his players. The results are impressive. When interviewed for the Chelsea vacancy, he prepared PowerPoint presentations showing where and how he would develop the team. Board members were blown away. Mourinho looked at the league table that way a General would a battle field. He assessed his troops (team), reviewed the enemy (Man United perhaps), and drew up plans to undermine the opposition. And it worked.

And the same can work for you.

Prepare for Battle

Market Research Planning is simple.

People make it complicated. Some make it complicated to make themselves look clever. It’s not.

The key to effective market research is to follow stick to the basics and define your goals.

What do I want to get out of this piece of work?

Write it down. It should be one sentence. No more.

I want to know…

To get to that point develop a Market Research Plan, which is a framework for getting to that answer.

5 Painless Ways to Kickstart your Market Research

Here are five ways to start your Market Research Planning activities.

Assess the Competition – Can you compete against the market leader? How many competitors are there in the marketplace? Could you partner with other companies and deliver a superior product offering? Mourinho identified three main threats and then went after them. One by one, they were dismantled. Identify your target market – gather information about the age, location and number of people who’ll be interested in the product. The more you know about your customers , the more you can tailor your product to their needs, spending habits and in relation to emerging trend. Mourinho said that his midfielders had to be 5’8’ minimum. Why? He was blessed with one of the best midfielders in the world with Claude Makelele (5’5’) and wanted to balance his lack of height with taller, more robust players. Other mid-size players were sold and powerhouses brought in. Determine Price – how much will the product cost? Will you sell it as part of a bundle? Do you offer discounts? How about international customers? Will the price be the same in the US as in Japan? And if customers find out, what next? The difficulty with pricing strategies is that what works in one country, or even one city, may be over-priced in another. How do you strike a balance? Sales channels – What’s best approach to selling the products ? Over the web, in the high street, through partners, direct mail? When I started my business, I sold training programs through the post. But I had to stop as shipping fees reduced my profit. Now I sell all my goods online with eJunkie and Clickbank. While I still get requests for hardcopies, I have to decline the offer as the time and effort would wipe out the profit margin. But, it’s not an easy decision. Who wants to say No to money. Volume – How many people are looking for this product? How confident are you that this figure is correct? Will this number increase or decrease over the next three years?

Looking for an example of how your luck can change?

Audible.com was facing bankruptcy a few years ago. No one was buying digital downloads. Then the internet gained traction. Mp3 players spread like wildfire. Suddenly the demand was there.

The next problem was how to keep up with demand .

Nice problem if you can get it.

6. Rocket Science

As you can see, there are many factors to consider when launching a product. Interviewing, running surveys and polls are different ways to get inside the head of your customers (or prospective customers) and see what they think.

Remember, Market Research is not an exact science.

What works in one area, may not work in another.

Likewise, you may have to run different surveys or workshop until you begin to see specific trends emerging, for example, that the price is too high for customers in France but fine for those in Seattle.

Or the user interface confuses customers and makes them leave the site.

Did you know?

More than 55% of customers who start the buying process (i.e. Click the Buy button) leave the site before they get to the Confirm button.

Wouldn’t you like to know why?

That’s where a discrete survey will help.

‘What’s the one thing on my Shopping Cart that you’d change?’

Or a poll. Or a focus group. Or a questionnaire.

It depends, doesn’t it?

SAD TUT aka USA TDT

I’ve made up a new buzzword to address this. SAD TUT. Or USA TDT. Whichever you prefer!

For small projects, you should be fine with Competitor Analysis Worksheets , spreadsheets, forms and checklists. You can use these to run surveys, ask questions, and gather feedback.

If you need more detailed information, then you’ll need to develop a Market Research Plan . This is ideal when you want a 360 understanding of how customers perceive your company, brand or customer service. It depends on your needs, budget and resources.

Assess the current marketplace.

Determine if there is a real need for your product or service. While you may feel that people MUST want to buy this, the research may show otherwise.

Size up the competition . Who are your main competitors? How can you beat them? Price, Innovation, and Customer Service are three starting points. Understand your Customers. Learn more about their shopping habits. What triggers them to make decisions? How much they usually spend on these types of products? What is their weekly disposable income , i.e. what’s left over when they pay the bills? Monitor Trends – understand how the market is shaping up. Are there new trends you need to watch? What has become passé? Define Achievable Targets – and, of course, you need to define your sales targets. How many of these do I need to sell in the next 12, 24 or 36 months to justify the decision to launch this product?

The over-arching goal is to learn more about your customers and how their spending habits, preferences and knowledge of your brand will impact your company’s progress.

In a nutshell

After you have completed the Market Research planning phase, you will have the answer to the question you identified at the start of the project.

For most of us, this is: who will buy my product, for how much, and why?

9. The Mystery of the Seven Sided Market Research Plan

Market Research is like a heptagon. Ok, that’s a bit pretentious. But, it is actually and here’s why.

The seven stages in the Market Research Plan look at:

• Why are you doing this?
• Who are you researching?
• What tools will you use to gather the information?
• Where will you collect the data?
• When and how will you analyze it?
• How to Report your findings?
• What Decisions will follow from this?

Market Research Templates, Forms and Tutorials

This  Market Research Template  pack includes  19 templates (5  Word   + 14 Excel) . You can use these  templates, forms, checklists, and questionnaires  to gather, record, and analyze data so you have the information you need to drive your Business Plan and Marketing strategies forward. This template pack includes:

• 4 x Market Research Templates (16 pages)  Use these template to capture Why You Need Market Research, Who You Want to Target, How to Plan, Collect Data, Analyze Data, Report Findings, and Make Decisions.
• Market Research Brief Template (6 pages)  Use this document to brief Consultants on your Market Research requirements.
• 14 Free Excel  Templates:  including Brand Loyalty Survey,  Competitor Analysis , Demographic Comparison, Demographic Profile, Industry Analysis Checklist, Market Planning Checklist, Cost Analysis, Market Research Spreadsheet, Market Survey.

MS Word Screenshots

Here are screenshots of the MS Word templates.

Standard cover page

Executive Summary to Market Research Plan

Instructions on how to write the Market Research Plan

Further details of the market research plan

Budget Plan

Market Research Project Plan

Market Survey Form

Excel Screenshots

Here are screenshots of the Excel templates.

Market Planning Checklist with conditional formatting

Competitor Assessment spreadsheets with different charts

Competitive Analysis spreadsheet

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15+ Marketing Research Templates –Word, Excel, PDF, Docs

Anyone who has worked in the field of marketing must have come across the term market research at least once! The marketing department of a certain company carries out market research analysis at regular intervals to find out about market trends, ups and downs, and other factors that could affect your company.

Marketing Research Gantt Chart Template

Marketing Research Mind Map Template

• Google Docs
• Google Sheets
• Apple Keynote

Market Research Report Template

• Apple Pages

Editable Cost Analysis of Market Research Method

Monthly Marketing Report Template

Why go for Marketing Research Templates?

Editable market survey template.

Printable Marketing Research Proposal Template

Free Printable Market Research Template

Free Simple Market Analysis Template

Free Marketing Campaign Sample Template

Free Statics for Marketing Research Template

• Word (2003 or higher)

Uses of Marketing Research Templates:

• A marketing research template is one of the great ways in which one can study the trends of the market.
• Such marketing research builds the very foundation of marketing. You can also see Marketing Strategy Templates.

Free Marketing Research Student Data Template

• Excel (2003 or higher)

Free Market Research Report Template

Free Market Research Progress Report Template

Tips for using Marketing Research Templates

• Choose a marketing research formal template that is both easy to use and understand.
• Look up customizable marketing research templates online.

Free DSCA Market Research Guide Template

> We are here to help!

General faqs, 1. what is meant by market research, 2. what is marketing process, 3. how can you develop a market research plan.

• Outline Your Plans and Objectives
• Develop an Overall Research Plan
• Gather and Analyze Information
• Present the Findings
• Use the Findings to Make a Decision

4. What is the Importance of Marketing Research?

5. what are the different types of market research.

• Market Segmentation
• Product Testing
• Advertising Testing
• Brand Awareness and Reach
• Satisfaction and Loyalty Analysis
• Pricing Research
• Data Collection

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10 Free Marketing Templates for Excel, Word and More

Having a successful marketing campaign involves the coordination of many different departments. Marketing plans manage research, design and copywriting, digital and print production, plus so much more. These separate departments all have to work together, sticking to a shared schedule and budget.

Managing all those marketing assets is challenging. Get a headstart on your next marketing project by using these 10 free marketing templates for Excel and Word. They’ll help you from the planning stage and budgeting to tracking your campaign to ensure you stay on schedule and within your budget. We have dozens of free project management templates to choose from. Here’s a selection of marketing-related templates.

1. Marketing Plan Template

Organize the phases of your marketing plan by downloading our free marketing plan template for Word. Our free marketing plan template gives you a place to define your strategy and how you intend to implement it over the month, quarter or year.

You can use the marketing plan template to highlight your goals and current position in the market. Use it to schedule tasks over a timeline with start and end dates, track KPIs and much more. A marketing plan offers a high-level view of the marketing campaign and helps you market your brand, product or service more effectively.

Use our free template to build a framework for your marketing plan within the context of the potential customers you want to target. It helps you reduce risk and increase the chances that your marketing will be successful.

2. Marketing Campaign Template

Using our free marketing campaign template will help you plan how you introduce your product or service across multiple platforms. The template helps you use market research to better map out a product or service launch and communicate the plan to everyone on your marketing team.

You can use the template to organize everything you need for a successful marketing campaign including the goals of the marketing campaign, who you’re going to target, the media plan and how you’ll execute it. Not only that, but you have the tools to keep track of the marketing campaign, including collecting key performance indicators (KPIs) .

Use our free marketing campaign template when the product or service you created is done but hasn’t launched. Our free marketing campaign template will help you successfully promote the product or service, connecting with your target audience. See your plan on our kanban board, which visualizes the workflow and gives marketing managers visibility into their team’s process. If they see issues, they can quickly reallocate resources to keep work moving forward uninterrupted. Teams can manage their backlog and collaboratively plan sprints.

3. Marketing Budget Template

Marketing costs money, but you don’t have unlimited funds. That’s why you need our free marketing budget template for Excel . It ensures you get a good return on your investment and don’t overspend on your marketing campaign.

The free marketing budget template outlines the financial investments related to your marketing project broken up by year or quarter. It helps you collect your costs, from paid advertising and sponsored web content to marketing personnel, software and more.

Using a marketing budget template goes hand-in-glove with the marketing plan , as it’s an integral part of the larger marketing plan. It helps you forecast what you need to spend to deliver a successful marketing campaign.

4. Marketing Calendar Template

Marketing calendars are essential pieces to a larger marketing plan. Marketing plans can be complicated, whereas a marketing calendar is easy to read at a glance to make sure you’re meeting the necessary milestones.

A marketing calendar template is also a great tool for communication with stakeholders . They don’t need to get into the weeds of your marketing campaign. They’re interested in your progress and your schedule, both of which can be tracked on a marketing calendar template.

5. Creative Brief Template

Marketing, advertising and design projects require project briefs just as construction, manufacturing or engineering projects do. Only they’re not called project briefs, they’re called creative briefs. If you’re managing one of these projects, then you need our free creative brief template for Word .

The creative brief is used to plan the project, define its objectives and keep everyone involved clear on what the project is about. It’s created at the beginning of the project but referred to throughout the project life cycle as a roadmap to keep everyone working together.

Our free creative brief template details the target audience, your competitors in the marketplace, what the key message is and how it should be delivered plus more. It’s the rule by which you measure the project requirements to ensure that you’re keeping to them.

6. Event Plan Template

Whether it’s a tradeshow, corporate retreat or networking party, events are projects and they need to be planned to be successful. Our free event plan template for Excel lays out everything you need to do and helps you avoid any glitches that will negatively impact your event.

You’ll find places to list the tasks you need to complete to have the event, including the resources you need to execute that work. Every task will have an owner, an estimated time it’ll take to complete and a checklist to mark if it’s been started and to note when completed.

This is your first step to scheduling your event and figuring out a feasible timetable to get everything ready. The more accurately you can forecast the amount of time it’ll take to prepare for the event, the less likely you’ll miss deadlines and threaten the success of the event.

7. Action Items Template

We’ve talked a lot about planning for campaigns or events, but we haven’t covered how you’ll go about accomplishing your goals. Our free action items template for Excel will help you outline the steps you have to take to successfully complete that marketing plan.

Action items are the steps you have to take to implement your marketing plan. In other words, they’re the activities or tasks that’ll carry the project over the finish line in time. This helps you figure out how you’re going to get the marketing project work done.

Once you have the action items laid out, you can then begin to assign them to the marketing team. Without first knowing what the action items for the marketing project are, it would be impossible to fully plan for either a small or larger project.

8. Project Timeline Template

All marketing initiatives have a deadline that you have to align with a product launch or campaign. Whatever the marketing project is, without a schedule you’ll never get it done in time. You can quickly schedule your marketing push with our free project timeline template for Excel .

A timeline is a visual tool to see your entire marketing campaign in one place. It helps you see when tasks need to be completed, which in turn can make you allocate resources more wisely. It’s also the backbone of any thorough marketing schedule.

When you’re done filling out our free project timeline template, you’ll see where your major deliverables and milestones are and have a better idea of how much the project will cost and the resources you’ll need to complete it.

9. Project Task Tracker Template

Of course, all of this planning and scheduling is for nothing if you’re unable to track the work as your marketing team is executing it. That’s why you need the free project task tracker template for Excel to know if your actual progress is keeping up with your planned progress.

Having a project task tracker template means you have the tools to see if you’re keeping to your schedule. If you’re not, then you have the opportunity to get back on track before it’s too late. Best of all, you can follow the task throughout the marketing project life cycle, from planning through execution.

Our free project task tracker lets you list all your tasks and describe them. You can add any dependent tasks that need to be done before, after or during. Plus, you can add the marketing team members assigned to that task. Then add priority, start and end dates, the actual end date and whether the status is opened or closed to keep track of your tasks.

10. Cost-Benefit Analysis Template

Not all marketing ideas are good ones. To know which to follow through on and which to skip you need to figure out if the benefit is greater than the cost of implementing the campaign. To do that, use our free cost-benefit analysis template for Excel .

Cost-benefit analysis works by comparing what you expect to pay against the benefits or opportunities you’ll get from the marketing project. It’s a way to determine if the investment is worth the return in terms of costs.

Using our free cost-benefit analysis template allows marketing executives to look at data when figuring out if the marketing push is worth the price they’ll be paying. Having this knowledge is a powerful tool for keeping your company financially viable.

Go Beyond Templates With ProjectManager

Download the above free marketing templates and you’ll be able to better manage your campaigns. However, templates can only take you so far. They are, after all, static documents. If you need to change anything, it’s time-consuming, and time shouldn’t be wasted in business. ProjectManager is online software that does what the free templates do and more, plus it does it in real time so you have more insight.

Use the Tools You Want to Collaborate

One thing templates can do is help you collaborate. You can’t have multiple marketing teams working on the same document or allow different versions to float around. Our software has multiple project views, all of which are updated in real time so you’re always working on the most current version. Managers can play on robust Gantt charts with timelines that can link dependencies, add milestones and set a baseline to track planned vs. actual effort in real time. Design teams can use kanban boards for a visual workflow and other teams can use task lists or calendars.

See How You’re Doing in Real Time

The task track template requires that you add to the document. Our real-time dashboard tracks the marketing project automatically. There’s no setup required as in competitors’ lightweight products. Our live dashboard collects data and displays it in colorful graphs giving you a high-level view of your costs, workload and more. We even have customizable reports for more detail, and they’re easy to share to update stakeholders.

Marketing teams, be they in copy, design or another department, need to collaborate across tools. Our collaborative platform allows them to comment at the task level, share files and tag anyone on the project team. Real-time communication is facilitated by email notifications and alerts in the tool so you don’t have to leave your work to stay in touch with team members in different departments or locations.

ProjectManager is award-winning software that empowers teams to work better together and gives managers the tools they need to plan, manage and track work in real time. Use task, resource and risk management features to further drive successful projects. Join teams at businesses as varied as Avis, Nestle and Siemens who use our software. Get started with ProjectManager today for free.

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• Product management
• Collections: Competitor analysis

9 competitor analysis templates (with example data)

Last updated: March 2024

Is competition always a good thing? It can certainly be a motivating factor — pushing you to think more creatively, stretch your limits, and keep growing. This is especially true for product managers . You are constantly working to differentiate your offering from others in the market and deliver greater customer value.

Gaining a deep understanding of your competitors is vital for product success and innovation. Strong competitive research and analysis can help you identify exciting opportunities and safeguard against potential threats. It also informs how you define your product strategy and address customer needs in a better way than competitors.

But understanding your competition takes real effort. A meaningful competitor analysis goes beyond listing out basic offerings and pricing structures — it requires a firm grasp of your market, the competitive landscape within it, and the one-of-a-kind value your product provides.

Done well, competitive research will become an integral piece of your product planning process . But it is important to note that competitors should only help inform your product's trajectory, not dictate it. Instead of making decisions about your product based only on getting ahead of the competition, use your research in conjunction with what you know is best for your customers and your company. What your customers want and need is your top priority — this is what will ultimately help you deliver a lovable product .

There is no way around it — your competitors are a consideration. But this is just one data point to use when you set your own strategy and roadmap. Brian de Haaff Aha! co-founder and CEO

The free Excel and PowerPoint competitive analysis templates in this guide make it easy to organize and communicate your competitive research . They are a huge time-saver. That said, Excel and PowerPoint templates require manual updates and are often disconnected from your daily product work. If you want to quickly capture and share competitive information, use a lightweight whiteboard template from the Aha! template library. If you are ready to go deeper, building product roadmaps , defining go-to-market strategies , and feature prioritization, try Aha! Roadmaps .

Use the template below — with a free trial .

Jump ahead to any section below:

What is a competitor analysis?

What are the types of competitor analysis, how to perform a competitive analysis, whiteboard template, aha roadmaps competitive analysis template, competitive landscape template, competitor profile template, competitor scorecard template, competitor overview template, capability analysis.

Feature analysis template

Imitability analysis template

Competitive differentiation analysis template

A competitor analysis is a useful tool to understand the market landscape. This helps you identify alternative ways prospective customers can solve their problems. It is also a great way to evaluate other vendors' strategies so you can assess their strengths and weaknesses . This gives you important insights into how other companies are trying to provide value to your target buyers.

Your competitive analysis should answer these core questions:

Who are the other companies vying for customers in your market?

What products and services do they offer?

What is each competitor’s market share?

What are their strengths and weaknesses?

How do your own products and services compare?

How can you differentiate your products and services?

Product and marketing teams use these findings to inform their strategic plans and determine what will make their product a success. It allows you to formulate an approach that considers the strengths and weaknesses of your own offering relative to the competition.

• How to define customer personas

50+ guided templates for product teams

There are many different types of competitor analysis. When considering which template to use, it is important to think about the factors you want to analyze and how you will share your findings.

Listed below are the pre-built examples included in this guide.

Surpass your competition by using these carefully selected templates to see where your product fits in the market.

Conducting a competitive analysis pushes you to consider all options available to your prospective customers. Through this research, you can ensure product differentiation and establish a sustainable competitive advantage.

Before we dig into the templates you can use to display these valuable findings, here are the basic steps involved in performing a competitive analysis .

Establish a list of direct and indirect competitors

Direct competitors offer a similar type of product within the same market. Indirect competitors offer a different type of product that serves the same need.

Research your identified competitors

Compile information by exploring the company's website, customer and product reviews, social media, financial information, sales collateral, videos, and press releases.

Test the product yourself

Sign up for a free trial or tour of the product. Experiment with the functionality and test run the features.

Document the user experience

Study the product's UX and empathize with the customer. Go through the steps and identify usability pros and cons.

Identify your competitor's vision and positioning

What do your competitors aim to achieve? Why does their product exist? How do they describe their offering in the market?

Define the differentiators

What distinguishes their product in the market? How do they stand out? Where do they fall short?

Create a competitor analysis report

The templates below provide a great starting point. Share your report with the product, sales, and marketing teams.

Maintain & update report

Make this process part of your strategic product planning. Assign a point person to keep the report updated throughout the year.

• Brainstorming techniques for product builders
• What is the Complete Product Experience (CPE)?

This whiteboard template in Aha! software lets you conduct a detailed competitor analysis in a streamlined view — so you organize key observations about multiple competitors in one space. Use sticky notes and sliding scorecards to help uncover opportunities to make your product stand out. Plus, since it is a whiteboard template, this one is great for collaborating live with your team.

Start using this template now

Use the Aha! Roadmaps competitive analysis template to track key competitors across your workspace hierarchy. Quickly capture important information including revenue, workforce, and product positioning. Then create a competitor chart — showing exactly how your products stack up — and share competitor profiles in an Aha! Roadmaps presentation . Maintaining competitor profiles in the same tool you use for roadmapping helps integrate strategic thinking into your planning process.

This PowerPoint template makes it easy to visualize your competitors in a single view. It is the perfect way to position the key players in the market and how they relate to each other. It is useful, for example, when you need to provide an overview of your competition to executives or advisory boards. You can easily customize the titles for each quadrant and change the values on the x and y axis to align with how your company assesses the market.

This Excel template makes it easy to build a detailed profile for each of your main competitors. It is great for capturing a wide range of information about their organization, customers, and products.

A well-defined competitor profile gives internal teams — such as marketing and sales — a better understanding of who they are up against. It provides insights into the strengths and weaknesses of each competitor so the team can position their own offering as the better solution to prospective customers.

Create a competitor scorecard to rank your competitors and measure the threats they represent to your business. It is a great way to assess your competitors using a consistent set of scoring metrics.

You decide which attributes you want to score. For example, you can assess organizational attributes, such as market awareness or ability to execute. Or you can rank product attributes, such as ease of use, unique features, and quality. This Excel template also provides a weighted scoring approach so you can rank the relative importance of each attribute from the customer's perspective.

Use this worksheet to gather important information about all of your competitors in one place. It allows you to capture details about each company, product, and their go-to-market strategies .

This Excel template is a useful tool to organize your research so you can easily find and access the information you need. It serves as the foundation of your competitive analysis and provides a consistent way to collect and analyze key data.

A capability analysis allows you to assess how your product and team compares to a competitor's. It is a great way to analyze the collective skills, abilities, expertise, and even how product features match up. This Excel template helps you define what your organization is good at and where you can improve. It also lets you rank the relative importance of each capability to customers. This keeps you focused on how effectively you are solving the customer's problem .

Features analysis template

Use this features analysis PowerPoint template to create a detailed comparison of the features that each product includes. It allows you to conduct a thorough assessment of competitive products so you can see how your own offering stacks up.

This helps you identify features that are unique to your product as well as any gaps in relation to what your competitors offer. A common approach is to use Harvey Balls to show the degree to which each feature is complete. This makes it easy for internal teams to understand the relative strengths and weaknesses of their product from the customer's perspective.

Imitability ladder template

The imitability ladder PowerPoint template helps you determine the uniqueness of your offering. It is a great tool to help you assess how easily your tangible resources (financial, physical, technological, and organizational) and intangible resources (human, innovation, creativity, and reputation) can be imitated. This helps you understand your competitive advantage and identify existing and potential weaknesses in your business strategy.

This PowerPoint template helps you define a product strategy that will set your company apart from the competition. It is perfect for identifying the basic, expected, augmented, and potential benefits of your product.

This makes it clear where you need to add value to your solution so you can create customer delight and lasting competitive advantage. You can include functional features and non-functional features (such as design or branding) that differentiate your product from competing solutions.

Staying informed on what options your current and prospective customers have will help inform your long-term product strategy. Remember to regularly update your competitive analysis and corresponding business models. This will help you identify changes in the market and respond quickly to new challenges and opportunities.

By integrating competitive research with a deep understanding of your goals and customers' needs, you will be in a strong position to make your offering a success.

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Competitive analysis template

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Market Analysis Excel Template

Creating visual market analysis in Excel. Enter your data regarding all demographics. Dynamically generate the market landscape. Ready to print.

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TEMPLATE DESCRIPTION

Do you need to make a demographic analysis of the market for your latest product or project? Our Market Analysis Template fixes all your problems about the visualization and preparation of a market review in all aspects. And it is all in Excel! So, you don’t need any extra software.

The market assessment is important for every industry and requires lots of preparation. Also, a nice-looking presentation will always affect the investors and managers! The market Analysis Template in Excel is ready to export to PowerPoint and fully printable.

Let’s dive into the details of the template!

Market Analysis Template in Excel Features

This template has two main sheets.

Dashboard is the first sheet that you will see in the market research template . It has all the visual market research analysis graphics and charts. Basically, there are three parts in this sheet. First, you will see two charts consequently named Market Size and Market Size Over the Years . These charts are great to establish the basic knowledge on the general market for the viewers.

Second part of the market analysis template dashboard displays 5 different market type and their criteria in a visual way. They are to show the compatibility of a market through 3 targets: TAM, SAM, and SOM.

• TAM: Total Addressable Market
• SAM: Serviceable Available Market
• SOM: Serviceable Obtainable Market

The ratio between these variables will determine if your market is compatible with your product or not.

And lastly, you will see the specific charts of your Customer Demographics . With these, you will comprehend your potential customers easily.

You need to input your own data in this sheet to create the charts in the dashboard of the Market Analysis Template. You can change the market names to the market names you wish to compare.

You will see that Barriers to Entry , Ability to Compete and Market Economics sections are filled with dropdown cells. Choose one of the Low, Medium, or High options.

Market Analysis Template in Excel Summary

• Competitive market evaluation dashboard
• Generate target market analysis
• Ready-to-use Excel template
• Ready for presentations
• No need for any installation
• Instructions included
• Works both on Mac and Windows
• No VBA codes or Macro

Market Analysis is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our Custom Services .

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Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

USER REVIEWS & COMMENTS

2 reviews for market analysis excel template.

David Rodriguez – June 2, 2023

PDF exporting is great! For creating attractive reports and share easily.. But I need clearer info for analyzing the data!

Someka – June 2, 2023

Hello David!

The sticky notes in the template provide detailed information. If you prefer more help, please contact us at any time! [email protected]

Stephanie Owens – June 1, 2023

This template’s features are dynamic and impressive. They make market analysis easier and save time.

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How to Use Excel for Market Analysis in 4 Simple Steps

In the ever-changing world of business, keeping a keen eye on your market is crucial for staying ahead of the curve. Whether you're an FP&A professional or a business leader, understanding how to use Excel for market analysis can help you make smart data-driven decisions and unlock countless growth opportunities . 

In this guide, we will examine the importance of market analysis and how to perform it with practical, hands-on tips . By learning how to use Excel for market analysis effectively, you'll be better equipped to identify trends, uncover hidden insights, and make strategic decisions. Finally, we will show you how to visualize your findings effectively to get a clear message across.  

Let’s get right to it. 

What is market analysis and why is it used? 

Market analysis is a comprehensive evaluation of market conditions, trends , and competitive landscape , aimed at understanding business dynamics. With a powerful tool like Excel, you can gain a better insight into the market and make informed decisions that drive growth.

But let's take a closer look at what makes market analysis an essential tool for businesses. For starters, the fact that it provides valuable insights into your competitors, customers, and overall industry. Also, it helps you identify your strong points, weaknesses, opportunities, and threats (SWOT) through benchmarking and competitive analysis. Comparing your company's performance to that of similar businesses can help you evaluate how well you're doing & make appropriate strategic adjustments. 

What's more, market analysis is essential to accurate forecasting . Here's the thing. Making meaningful predictions about your future performance and navigating the challenges ahead requires a deep understanding of market trends. Identifying market opportunities, understanding customer behavior, and segmenting the market are vital for conducting business and establishing yourself as an expert in your area. 

All in all, learning how to use Excel for market analysis provides you with the tools and knowledge you need to be able to make data-driven decisions, stay competitive, and set your business up for success.

How to do a market analysis in Excel

Using Excel for market analysis is like putting a scalpel in the hands of a surgeon; it allows for precise and accurate work that might otherwise be impossible. Let's take a look at how you can leverage it to analyze raw data and turn it into actionable insights step by step.

1. Define your market clearly

Before diving into the data, make sure to have a clear definition of your market , taking into account factors such as industry, product, geography, customer demographics, etc. This clarity will help you focus your analysis and ensure that you're working with the most relevant data.

2. Get your data into Excel & clean it

Collect data from trustworthy sources such as industry reports and government statistics. Ideally, you should obtain data in CSV or XLS format, which can be easily imported into Excel. If other formats are used, Power Query can help transform the data into a format that you can work with in Excel. Once you have the data, you need to clean and manage it properly . Remove duplicates, fill in the missing values, and format the data consistently to ensure accurate analysis going forward.

3. Analyze the data in Excel

With your data organized, it's time to dig into the numbers . Use common Excel functions like AVERAGE, COUNTIF, SUMIF, MIN, MAX, and MEDIAN to perform calculations and extract insights from your data. Pivot Tables are another powerful feature that can help you summarize, filter, and analyze data more efficiently. By exploring trends and patterns in your data, you can identify opportunities and threats in your market and make smart decisions.

4. Visualize market analysis results effectively

When you share your market analysis, it's super important to make sure the decision-makers understand what you're saying. It's the only way they'll be able to act upon the insights quickly. Visualizing your data not only makes it easier for them to digest and interpret but also enables you to identify patterns and trends that may not be visible from just the raw numbers. This is where Zebra BI for Office comes into play, taking your Excel-based market analysis and transforming it into actionable insights that will leave your stakeholders speechless.

Zebra BI – easily the best tool to visualize your market analysis

A picture is worth a thousand words. With IBCS -compliant interactive visualizations, Zebra BI can take that up to a million! By incorporating Zebra BI for Office into your Excel-based market analysis, you can clearly demonstrate industry trends and showcase how your company is performing against top competitors or the market average. And you can do it in just a few simple clicks . Have a look at how easy it is to visualize & navigate data with Zebra BI for Office.

Zebra BI for Office comes in the form of 2 add-ins for Excel (and also PowerPoint , by the way!) – Zebra BI Tables and Zebra BI Charts for Office . They enable you to:

• deliver actionable insights that your stakeholders can grasp at a single glance , and
• streamline your workflow , allowing you to get way more work done in just a fraction of the time.

And that's only the beginning. But let's have a look at how these add-ins can help you visualize your market analysis & deliver clear insights.

Zebra BI Tables for Office

Zebra BI Tables for Office is a versatile, powerful tool for visualizing tabular data in Excel . It allows you to easily showcase business performance compared to competitors and market averages.

As all Zebra BI visuals, Zebra BI Tables for Office features automatic variance calculations which, you've guessed it, calculate your variances automatically – and do so directly in the visual. This alone will save you a ton of time and effort that you otherwise put into manual work. The add-in also allows you to add comments to provide some necessary context to your numbers. several other next-level features that will make you look like a dataviz pro with the outputs you'll be getting.

Zebra BI Charts for Office

In short, the Zebra BI Charts for Office add-in offers a wide range of chart types to render in Excel, including column/bar charts, area charts, line, waterfall, variance, "hills & valleys", dot, and lollipop charts. You can switch between chart types by simply clicking on the chart slider , directly in the visual. What's important to note is that you can also add forecasts to your charts and easily render small multiples of any chart type to analyze trends over time. Interested in learning more? Check out what else the add-in has to offer .

All in all, Zebra BI for Office can take your market analysis to a whole new level, delivering a super illuminating and actionable final product that will absolutely WOW your stakeholders. Not just with stunning interactive visualizations but also clear, relevant and accurate insights they can understand immediately.

Combined with Excel, Zebra BI allows for a powerful, comprehensive approach to market analysis , enabling you to drive your business forward and achieve success in an ever-changing landscape.

Unlock the full potential of your Excel-based market analysis

Try Zebra BI for Office for free & receive a free instructional file that will help you get familiar with the add-ins. It's time to create visually stunning market analysis visualizations that inform and inspire. Let's get cracking.

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ChartExpo Survey

Survey Templates in Excel to Analyze Survey Data

Why use an Excel survey template? You ask.

Because who doesn’t enjoy spending countless hours sorting through mountains of messy data? Just kidding; nobody loves that.

Are you looking for a way to gather and analyze data fast and effectively? Excel survey templates are the ideal answer. They allow you to collect information, organize it, and make sense of it all without losing your mind.

Surveying people is hard enough. Don’t make analysis more challenging than it needs to be. Free Excel survey templates will save you time, energy – and sanity.

Plus, they’re way more reliable than asking your cat for feedback. Trust me on this one.

Don’t let your data fall apart; let Excel templates be the missing piece to your survey success. So put down the calculator and let Excel do the heavy lifting for you.

Table of Content:

What is an excel survey template, why use an excel survey template, best excel survey templates, how to create an excel survey template, how to analyze survey templates in excel.

An Excel survey template is a pre-made or custom-built spreadsheet designed to collect data from survey respondents. Think of it as a genie in a bottle, empowering you to create informative and entertaining surveys. These templates usually include questions and answer options. Also, they include formatting to make the survey visually appealing and easy to complete.

You can gather insightful feedback and opinions from your audience using an Excel survey template. Then use that to your advantage to make wise decisions and accomplish your goals. Use an Excel survey template for the following reasons.

• Customizability:  You can tailor Excel survey templates to fit your specific needs. This includes the types of questions asked, answer options, and formatting.
• Easy to Use:  Many people are accustomed to using Excel, which makes creating and completing surveys simple.
• Time-Saving:  Using a pre-made template or creating your own can save time than manually inputting data from paper surveys.
• Cost-Effective:  Excel survey templates are often free, unlike some online survey tools that require a subscription.
• Efficient:  Responses are automatically recorded in the spreadsheet, making data collection and analysis straightforward.
• Accessibility:  You can distribute Excel survey templates via email or social media or embed them on a website. This makes it easy to reach a wide audience.

The correct Excel survey template will assist you in achieving your objectives fast and efficiently. Below are some of the top Excel survey templates you can use.

Microsoft Forms

Microsoft Forms is a free Excel-integrated survey tool. It offers ready-to-use survey formats that you can modify with little effort. Microsoft Forms allows for easy data collection from surveys . Then you can visualize the results in Excel.

Survey Monkey

Survey Monkey is a popular online survey tool. It provides customizable templates, different question types, and data analysis tools. Exporting the responses to Excel allows for more in-depth analysis.

Typeform is a popular online survey software. It offers a wide range of questionnaire templates, form options, validations, and logic. You can use it to create surveys that can be exported to Excel. Furthermore, you can connect Typeform responses to an Excel Online workbook. Then you can create filtered views, add conditional formatting, and even turn your responses into charts and graphs.

Creating an Excel survey template is easier than you think. Follow these steps and turn your data into gold.

• Determine the purpose of the survey:  The questions you ask in your survey should serve a specific purpose.
• Create a new Excel workbook:  Open a new Excel workbook and create a new sheet for the survey.
• Add the survey questions:  Insert the survey questions into the sheet. Keep your queries focused and to the point.
• Format the survey:  Use formatting tools in Excel to ensure the survey is appealing and easy to read. You can also add validation rules to ensure the accuracy of the responses.
• Test the survey:  Before distributing the survey, test it yourself to ensure everything works as intended. Make sure the questions are clear and easy to understand.
• Distribute the survey:  Share the survey with the intended audience through email or other means.
• Analyze the survey results:  Once you have collected enough responses, analyze the data to glean valuable insights. Then use these insights in instances such as decision-making.

Nothing quite compares to the thrill of combing through rows and columns of data. All this in the quest for insights that will revolutionize your business strategy.

And what better tool to use than Excel? The beloved spreadsheet that has been satisfying number-crunchers for decades.

But wait, there’s more. Why settle for boring old graphs and charts when you can jazz up your data with ChartExpo?

This powerful Excel add-in will take your survey analysis to the next level. Transforming your numbers into eye-catching visuals that will make everyone say, “Wow, you really know your stuff!”

Benefits of Using ChartExpo

• ChartExpo is the magic wand that transforms mundane spreadsheets into exciting, insightful graphs and charts. You don’t need to be a tech-savvy wizard to use it.
• ChartExpo’s user-friendly interface allows you to conjure up fascinating visualizations with ease. From colors to annotations, you can customize everything to suit your style.
• ChartExpo is the perfect data visualization solution if you’re on a tight budget. You can try it out risk-free for 7 days. If you decide to subscribe, it’s only $10 per month.

How to Install ChartExpo in Excel?

• Open your Excel application.
• Open the worksheet and click the “ Insert ” menu.
• You’ll see “ My Apps ”.
• In the office Add-ins window, click “ Store ” and search for ChartExpo on my Apps Store.
• Click the “ Add ” button to install ChartExpo in your Excel.

ChartExpo  charts and graphs are available both in Google Sheets and Microsoft Excel. Please use the following CTA’s to install the tool of your choice and create  beautiful visualizations  in a few clicks in your favorite tool.

Let’s say you own a restaurant. You want customer satisfaction feedback on food quality, prices, and the menu. You create a survey results Excel template that consist of the following questions.

• Is our food quality up to the mark?
• Should we add more food items to our menu?
• Are our Food prices better than others?
• Will you recommend your friends to try our food?

Your respondents are to answer each question from the choices below.

• Strongly Disagree
• Neither agree nor disagree
• Strongly Agree

Assume your survey yielded the results below.

• To get started with ChartExpo, install ChartExpo in Excel .
• Now Click on My Apps from the INSERT menu.

• Choose ChartExpo from My Apps , then click Insert.

• Once ChartExpo is loaded. Click on “ Likert Scale Chart ” from the list of charts.

• Select the sheet holding your data and click the Create Chart from Sheet Data button, as shown below.

• Strongly Disagree=1
• Neither agree nor disagree=3
• Strongly Agree=5
• Once all is set, click the “ Create Chart ” button.

• The  Likert Scale Chart will look like as below.

• If you want to have the title of chart, click on  Edit Chart , as shown in the above image.
• To change the title of the chart, click on the pencil icon that is available very next to  Chart Header .
• It will open the properties dialog. Under the  Text section, you can add a heading in  Line 1  and enable the  Show  Give the appropriate title of your chart and click on  Apply button.

• Let’s say you want to add text responses instead of numbers against every emoji.
• Click the pencil icon next to the respective emoji. Expand the “ Label ” properties and write the required text. Then click the “ Apply All ” button.
• Click the “ Save Changes ” button to persist the changes.

• The final chart will look like as below.

• 70% agree that the food quality is good, but 20% disagree.
• 45% want to see more food items added to the menu. 40% do not want any more additions, and 15% have no opinion.
• Regarding food prices, 65% agree, 25% disagree, and 10% maintain neutrality.
• 50% of the customers agree to recommend the food to their friends. 35% disagree, and 15% have no opinion.
• 58% of the customers responded positively to the survey questions.
• 29% gave a negative response.
• 13% had no opinion.

How do I create a survey in Excel?

To create a survey in Excel:

• Choose the questions.
• Create a table in Excel with a column for each question.
• Add rows to record the replies.
• Create response options using Excel’s data validation tool.
• Distribute the survey and gather feedback.
• Analyze the feedback.

How do I summarize survey results in Excel?

Use pivot tables to summarize survey results in Excel. They can quickly count, average, or sum up survey responses by category or subcategory. This makes it easier to identify trends and patterns.

Can I use Excel survey templates for market research?

Yes, you can use Excel survey templates for market research. Excel offers various survey templates for varied survey needs, including market research. These templates precisely capture the data you need to help you with decision-making.

How do I know if my survey questions are effective?

To know if your survey questions are effective, ask yourself the following questions:

• Are the questions clear and easy to understand?
• Are the questions relevant to the research objectives?
• Are the questions unbiased and free from leading phrases?

Refrain from settling for mediocre survey results when you can have the best. Excel survey templates are like a secret weapon for data collection and analysis. It’s like having a personal survey superhero at your fingertips.

You can save time and money with Excel survey templates. They are simple to use, and you can tailor them to suit your brand. Furthermore, they facilitate and improve the effectiveness of survey analysis.

Remember that you don’t need sophisticated technical knowledge to design an Excel survey template. All you require is an effective tool. Then, you can create an Excel survey template and start gathering customer feedback in minutes.

You cannot, however, simply construct an Excel survey template. You must also understand how to analyze the data to attain your objectives.

Use ChartExpo.

With a few clicks, ChartExpo adds interactive visualizations to your spreadsheets. Therefore, you can create appealing and insightful visualizations of your data.

Why not give it a whirl and see the magic for yourself?

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Market Research Template

Paint a clear picture of your market

When designing a brand or rebranding a company, it's important to know your market inside-out. What are the trends, technologies and opportunities? And how can you position your brand to take advantage of them?

The market research template is the perfect way build a complete picture of your industry and audience. Use it to collect insights about the competitors, customer research, trends and more in one place.

In Milanote, your market research can be much more than a static document. You can add text, images, video, sketches and more to bring your work to life. When you're done, share it with your team and client to collaborate or get feedback.

• Add notes, images, video & more

Organize visually

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Collect everything in one place

Milanote is the visual way to collect everything that powers your creative work. Simple text editing & task management helps you organize your thoughts and plans. Upload images, video, files and more.

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Free Excel Balance Scorecard Templates & Examples

By Courtney Patterson | May 2, 2024

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We’ve compiled the top balanced scorecard templates in Excel to help you improve business operations and outcomes. Included on this page, you’ll find a balanced scorecard heatmap template , a strategy map template , a balanced scorecard dashboard template , and a list of related strategic management templates .

Excel Basic Balanced Scorecard Template

Download the Blank Basic Balanced Scorecard Template for Excel Download the Example Basic Balanced Scorecard Template for Excel  

When to Use This Template: Use this template, available with or without sample data, to develop a comprehensive management strategy for your organization. It allows you to balance financial measures with performance metrics in key areas, as well as set and evaluate targets across various aspects of business performance, from operational efficiency to employee development. Use this tool during strategic planning sessions to align goals and actions with the overall vision and mission of the company. Notable Template Features: For each strategic objective, you’ll find corresponding measures, five-year targets, and specific initiatives to achieve these goals. This provides a clear roadmap for success. The template also includes a vision statement at the top, so you can ensure that all objectives and measures fit with the company's desired direction and purpose.

Excel Balanced Scorecard Heatmap Template

Download the Blank Balanced Scorecard Heatmap Template for Excel Download the Example Balanced Scorecard Heatmap Template for Excel  

When to Use This Template: This balanced scorecard heatmap template allows you to closely monitor your organization’s performance against strategic targets and respond to any issues that arise. Use this template with or without sample data in monthly performance meetings or quarterly strategic reviews, or for ongoing performance management to drive continuous improvement. Notable Template Features: The heatmap feature visually indicates performance levels across different strategic areas, including financial, customer, internal processes, and innovation. Users can set monthly and year-to-date targets for each measure, and the results will appear color-coded in green, yellow, or red to reflect performance. This immediate visual feedback allows you to rapidly identify areas that are off-target for efficient decision-making.

Excel Balanced Scorecard Strategy Map Template

Download the Blank Balanced Scorecard Strategy Map Template for Excel Download the Example Balanced Scorecard Strategy Map Template for Excel  

When to Use This Template: Use this template with or without sample data when you are setting company direction and need to visualize how different objectives support the overarching mission and vision. Leaders can use this strategy map to align their teams around a common strategy and ensure everyone understands how their objectives contribute to the big picture. Notable Template Features: This template encapsulates strategic areas of business performance and highlights specific objectives that contribute to the mission and vision shown at the top of the map. The visual layout encourages systemic thinking and shows how improvements in one area can positively impact others. The map also facilitates communication with stakeholders by clearly illustrating how various goals connect to one another. The example strategy map illustrates how a transportation company might utilize the template.

Excel Weighted Balanced Scorecard Template

Download the Blank Weighted Balanced Scorecard Template for Excel Download the Example Weighted Balanced Scorecard Template for Excel  

When to Use This Template: Use this weighted balanced scorecard template to evaluate organizational performance with an emphasis on the relative importance of various objectives. The template is suited to organizations with a broad range of strategic priorities that impact success at different levels. Use this tool during evaluation periods to understand if you are meeting targets and how much each target contributes to the overall strategic goals. Notable Template Features: This template applies a weighting factor to each key performance indicator (KPI), which allows for a nuanced view of performance across different business areas: financial, customer, internal process, and learning. Each KPI has a column for target values and the actual value achieved. The template also calculates absolute performance, providing a clear and actionable snapshot of organizational health and progress.

Excel Balanced Scorecard Dashboard Template

Download the Blank Balanced Scorecard Dashboard Template for Excel Download the Example Balanced Scorecard Dashboard Template for Excel  

When to Use This Template: Use this dashboard template to track strategic performance across various business areas, pivot quickly in response to trends, and make data-driven decisions. This dashboard is ideal for monthly and annual reviews, and it allows you to assess and adjust strategies in real time to meet evolving business needs. Notable Template Features: This template offers a multifaceted view of performance, breaking down objectives into key areas with different sets of weighted objectives. The trend analysis graph compares actual results against targets over time, providing a visual representation of progress and highlighting patterns that might require attention or intervention.

Excel Balanced Scorecard KPI Template

Download the Blank Balanced Scorecard KPI Template for Excel Download the Example Balanced Scorecard KPI Template for Excel  

When to Use This Template: Use this template to select and develop the KPIs that you will use in your balanced scorecard framework. Create a measurable action plan that reflects your company's objectives across various perspectives. With or without sample data, this template is ideal for both initial strategy development and ongoing strategy refinement, and it ensures that all KPIs you are tracking align to the company’s broader vision. Notable Template Features: This template organizes KPI planning within four perspectives: financial, customer, internal processes, and innovation and learning. There is space to articulate the specific metrics associated with each perspective, with guiding questions to focus on what is most important for each. The template emphasizes how success in one area influences and supports success in others, which will help you create an integrated approach to performance management. Select the example template to see KPIs for a company developing digital healthcare solutions.

Excel Integrated Balanced Scorecard Template

Download the Blank Integrated Balanced Scorecard Template for Excel Download the Example Integrated Balanced Scorecard Template for Excel  

When to Use This Template: Choose this comprehensive template when your goal is to combine the clarity of a strategy map with the structure of a balanced scorecard. Communicate your organization's vision and translate it into actionable objectives and measurable results. With or without sample data, this template works well for annual planning sessions and when setting up new business strategies to ensure all team members are working toward the same goals. Notable Template Features: This template displays strategic objectives in a visual map and links them to KPIs and specific initiatives, so you can ensure strategic alignment across the organization. The template also includes sections for you to define the company’s vision, purpose, strategic priorities, and results, so you can create a comprehensive view of the strategy and its execution. Download the example version to see a sample balanced scorecard for a sustainable fashion business.

Excel Balanced Scorecard Tree Diagram Template

Download the Blank Balanced Scorecard Tree Diagram Template for Excel Download the Example Balanced Scorecard Tree Diagram Template for Excel  

When to Use This Template: Utilize this balanced scorecard tree diagram template when you need to structure your organization's strategic objectives into a clear hierarchy. This format is particularly helpful for businesses that want to break down long-term visions into short-term actionable measures and targets. This template is well-suited for strategic planning and performance management meetings where goal-oriented discussion and documentation are necessary. Notable Template Features: The template features a tree-like structure that organizes objectives into categories: financial, customer, internal process, and learning and growth. Each category branches out into specific strategic objectives, with corresponding measures and targets that provide quantifiable metrics for success. This layout is designed to visually link the organization's overarching vision to tangible performance indicators, offering a straightforward method for teams to align their efforts with strategic goals. The example version of this template shows a balanced scorecard tree diagram for a business selling eco-friendly home products.  See our full collection of  balanced scorecard templates and our in-depth  guide to balanced scorecards for additional resources.

Related Balance Scorecard Templates

Find more downloadable tools for strategic planning and management in the list below, including templates for developing a strategic vision, conducting business analysis, and tracking performance.

Strategic Business Plan Template

Outline the direction and objectives for your business with a  strategic business plan template . Customizable sections include market analysis, financial planning, product development, and risk factors to help guide decision-making.

Strategic Vision Template

Use a  strategic vision template to define the long-term goals and guiding principles of your organization. Articulate your vision statement, core values, and brand promises, along with strategic priorities across varying time frames, from the upcoming quarter to 10-year projections.

SWOT Analysis Strategy Template

Analyze internal and external factors involved in a project or business venture with a  SWOT analysis strategy template . Combine those factors to form actionable plans, such as leveraging strengths to capitalize on opportunities or overcoming weaknesses by addressing threats.

Operating Budget Template

Monitor your organization's financial health, forecast future performance, and allocate resources efficiently with an  operating budget template . You'll get a clear breakdown of revenue and expenditure categories, color-coded variances, and percentage changes year-over-year to help drive operational efficiency.

KPI Performance Dashboard Template

Get a visual summary of business performance and progress with a  KPI dashboard template . Track project health, financials, risks, and issues with color-coded progress bars, detailed monthly and quarterly revenue charts, and other customizable measures to aid in quick assessments and strategic planning. For more related resources, see our collection of free  project scorecard templates . 

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