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Competitor analysis template excel

Create a compact Excel workbook with these sheets: Overview, Competitors, Feature Matrix, Pricing, Scorecard, Sources.

Step-by-step:

  • Competitors sheet: columns — Competitor, URL, HQ, Founded, Employees, Segment, Market share, Monthly traffic, Notes. Fill basic facts.
  • Feature Matrix: row per competitor, column per feature (Feature A, B, C…). Use Yes/No or 1/0.
  • Scorecard: top row = weights for criteria (Features, Price, UX, Support). For each competitor, use weighted score: =SUMPRODUCT(B2:E2,$B$1:$E$1) (adjust ranges).
  • Pricing sheet: product tiers, list price, contract terms, discounts, hidden costs.
  • SWOT/Notes: short strengths, weaknesses, opportunities, threats.
  • Visuals & UX: add conditional formatting (heat map) to Feature Matrix and a bar chart for weighted scores and a radar chart for feature coverage.
  • Automation: use INDEX/MATCH or XLOOKUP to pull summary data into Overview. Keep a Sources sheet with URLs and last-checked dates.

Tell me how many competitors and which 3–5 metrics matter most to you so I can tailor the template.

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