Market and Competitive Analysis Report Template

Why market analysis matters

Navigate Complexity with Clarity

Think of Market analysis as more than just gathering data. It's more about understanding the dynamics that shape your success. Here’s why it’s essential for researchers, designers, and marketers:

• Understand your audience: Learn what motivates your customers—their needs, preferences, and behaviors and use these insights to design better products and campaigns
• Assess market potential: Quantify opportunities using TAM, SAM, and SOM calculations to identify the most lucrative areas for growth
• Know your competition: Analyze competitors’ strategies, strengths, and weaknesses to identify opportunities for differentiation and strategic advantage
• Spot trends early: Identify emerging market trends and shifts that inform innovative product designs or marketing approaches
• Mitigate risks: Proactively address challenges like market saturation or changing customer expectations, helping you avoid costly missteps

Market analysis serves as a foundation for professionals who need to create data-driven strategies to make impactful decisions

Who is it for

This template is built for professionals who need structured, data-backed tools to analyze markets, understand trends, and create strategies that deliver measurable outcomes:

• Researchers: Gain structured tools to analyze customer needs, behaviors, and market dynamics with precision
• Product Designers: Uncover customer pain points and gaps in the market to develop user-focused products
• Marketers: Identify trends, refine positioning, and craft campaigns that resonate with your audience
• Consultants: Deliver polished, data-backed reports that guide clients to actionable solutions
• Growth Strategists: Spot untapped opportunities and align decisions with data for measurable results

What’s included

This template provides a comprehensive framework for conducting impactful market analysis:

• Pre-analysis checklist: Start strong by defining objectives, timelines, budgets, and key decision drivers. Perfect for researchers needing clarity before diving into data
• Primary and secondary research tools: Combine methods like customer interviews, surveys, and industry reports to gather well-rounded insights. Ideal for marketers refining campaigns or exploring new markets
• Market sizing guidance: Calculate TAM, SAM, and SOM with step-by-step instructions, helping growth strategists prioritize the most viable opportunities
• Competitive analysis frameworks: Profile competitors’ strengths, weaknesses, and market positions to uncover areas where your product or strategy can stand out
• Customer insights templates: Use tools like the Jobs-To-Be-Done framework to map customer pain points, goals, and decision criteria, giving product designers a roadmap for innovation
• Trend and risk analysis tools: Evaluate trends using frameworks like PEST analysis and mitigate potential risks with actionable plans
• Professional reporting templates: Create polished, easy-to-share summaries and visuals for stakeholders, saving time and effort

Step-by-step process

How this template simplifies your research

1. Define your goals

• Clarify your research objectives and decision drivers using the pre-analysis checklist
• Researchers can set clear parameters, while marketers and designers identify areas of focus like audience behaviors or market gaps

2. Gather data

• Combine customer interviews, surveys, and secondary research to get a complete view of your market
• Designers gain insights into customer needs, while marketers explore trends and competitive positioning

3. Analyze markets and competitors

• Use TAM, SAM, and SOM tools to assess market potential, and profile competitors to evaluate their strengths and gaps
• Growth strategists can prioritize the most promising opportunities for expansion

4. Understand customer needs

• Map customer journeys and use frameworks like Jobs-To-Be-Done to uncover pain points and preferences
• Product designers can create solutions that align with real user needs

5. Present your findings

• Use reporting templates to create actionable summaries, detailed analyses, and data-driven visuals that resonate with stakeholders
• Consultants can deliver reports that impress clients, and marketers can align campaigns with clear insights

Real-World applications

Practical Solutions for Your Challenges!

This template supports a wide range of business scenarios:

• Exploring new markets: Researchers can evaluate market potential and identify regions or segments worth targeting
• Refining product designs: Product designers can align features and usability with customer pain points and expectations
• Crafting targeted campaigns: Marketers can understand audience segments and tailor messaging that resonates
• Mitigating business risks: Growth strategists can proactively identify challenges and address them with mitigation plans
• Supporting strategic decisions: Consultants and analysts can create compelling reports that drive leadership buy-in.

Why this template works

We created this template to empower professionals by addressing the real challenges they face, such as navigating complex market data, identifying opportunities, analyzing competitors effectively, and presenting insights in a clear, stakeholder-ready format. Here’s how this template works:

• Actionable frameworks: From market sizing to customer insights, every tool is designed for practical use
• Comprehensive coverage: Covers the full spectrum of market analysis, ensuring no critical detail is overlooked
• Designed for collaboration: Easy-to-use templates and clear visuals make it perfect for sharing with teams or clients
• Industry-tested: Trusted by researchers, designers, and marketers to deliver reliable, actionable insights