Market research & analysis

01What is it?
Comprehensive market research and analysis skill. Use when sizing markets, conducting competitive analysis, generating professional market research reports, analyzing consumer behavior, or identifying market. Its edge is a particular angle on competitive research, giving the agent tighter constraints than a plain market research & analysis request.
02Inputs
Context for competitive research: your goals, audience, constraints, and any source material the skill asks for.
03Output
A ready-to-use result for competitive research: the analysis, copy, or recommendations the agent produces.
Install-only

Install as a package

Installs this one skill package for your coding agent, including any supporting files that skill ships with — not every skill in the repository. Read the tutorial.

Terminal
$ npx skills add manojbajaj95/claude-gtm-plugin --skill market-research-analysis

Skill instructions

The instruction file for this skill. The skill also includes other files you need to install to use it.

SKILL.md

Market Research & Analysis

Workspace Context

Read bootstrap context before asking questions: strategy/brand.md for brand, audience, offer, channels, tools, constraints, and metrics; about/me.md for personal voice; content/ideas.md and content/calendar.md for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md, and route durable learnings back to strategy/brand.md, about/me.md, or content/ideas.md.

Operating Contract

This skill is self-contained for its frontmatter scope: use its local instructions, references, scripts, and assets as the playbook; ask only for missing task-specific inputs; hand off to adjacent skills instead of expanding scope; and return an actionable artifact, decision, plan, draft, or diagnostic.

Expert market research skill — from market sizing and competitive analysis through consumer research and professional consulting-grade reports with LaTeX formatting and visual generation.


Quick Start

Choose your workflow:

  1. Market Sizing — TAM/SAM/SOM calculations
  2. Competitive Analysis — Landscape mapping and positioning
  3. Consumer Research — Surveys, interviews, behavior analysis
  4. Professional Report — 50+ page consulting-style report with LaTeX + visuals

Market Sizing (TAM → SAM → SOM)

Step 1: Define Scope

  • Product/service being analyzed
  • Geography (target regions)
  • Customer segment (who specifically)
  • Time frame (current year or 5-year projection)

Step 2: Calculate TAM (Top-Down)

TAM = Total market demand at 100% market share
= (Total potential customer base) × (avg contract value)

Data sources: Gartner, Forrester, IBISWorld, government statistics, trade associations

Step 3: Calculate SAM

SAM = Portion of TAM you can realistically serve
Apply filters: geographic constraints, product limitations, customer size constraints
Typically 5-20% of TAM

Step 4: Calculate SOM

SOM = Realistic near-term market share (1-3 years)
Conservative benchmarks:
  Year 1: 0.1-0.5% of SAM
  Year 2: 0.5-2% of SAM
  Year 3: 1-5% of SAM

Step 5: Bottom-Up Validation

Bottom-up = (realistic target customers) × (conversion rate) × (ACV)
If top-down SOM / bottom-up > 3x → revisit top-down assumptions

Competitive Landscape Analysis

Competitor Categories

TypeDefinitionExample
DirectSame product, same customerAsana vs Monday.com
IndirectDifferent product, same problemAsana vs Excel
SubstituteAlternative way to address needAsana vs consultants
PotentialCould enter market easilyMicrosoft, Google

Competitive Intelligence Sources

  • Company websites (pricing, features, positioning)
  • App store reviews (G2, Capterra — look for "appears X times" keywords)
  • Crunchbase (funding, valuation, growth trajectory)
  • Job postings (what they're investing in)
  • LinkedIn (employee count trends, key hires)
  • Gartner Magic Quadrant (market positioning)

Positioning Map Template

Create a 2D matrix:

  • X-axis: Price (Low → High)
  • Y-axis: Feature complexity / target segment (Simple → Advanced)

Plot all competitors. Look for gaps — unserved or underserved quadrants = market opportunity.


Core Analysis Frameworks

Porter's Five Forces (rate each High / Medium / Low)

  1. Threat of New Entrants — Barriers to entry, capital requirements, brand loyalty
  2. Supplier Power — Concentration, switching costs, substitute inputs
  3. Buyer Power — Concentration, price sensitivity, switching costs
  4. Threat of Substitutes — Alternatives, switching costs, price/performance tradeoff
  5. Competitive Rivalry — Number of competitors, industry growth, differentiation

PESTLE Analysis

DimensionKey Questions
PoliticalRegulatory environment, trade policies
EconomicGrowth rates, inflation, currency risks
SocialDemographics, consumer behavior shifts
TechnologicalDisruptive technologies, R&D activity
LegalCompliance requirements, IP landscape
EnvironmentalSustainability trends, regulations

SWOT + BCG Matrix

For competitive landscape: map competitors on BCG Matrix (market growth vs market share) to identify Stars, Cash Cows, Question Marks, Dogs.


Consumer Research

Survey Design

Van Westendorp Pricing: Ask customers 4 questions to find optimal price point:

  1. At what price is this too expensive to consider?
  2. At what price is this so cheap you doubt the quality?
  3. At what price does this start to feel expensive (but not off the table)?
  4. At what price is this a great value/bargain?

Plot cumulative % — OPP (Optimal Price Point) = intersection of "too expensive" and "too cheap."

Anti-pattern: Never use leading questions ("Don't you think our innovative product..."). Always include negative response options.

Interview Framework

For qualitative research:

  • Define clear research objectives first
  • Minimum 5-10 interviews for directional insight, 15-20 for patterns
  • Focus on jobs to be done and pain points, not feature preferences
  • Capture verbatim language — exact phrases are more valuable than summaries

Quality Checklist

  • Research objectives clearly defined and measurable
  • Sample is representative of target market
  • Mix of qualitative (why) and quantitative (how many) methods
  • No leading or biased questions
  • Insights are actionable, not just "interesting facts"
  • Limitations acknowledged

Professional Market Research Reports

Generates consulting-grade reports (50+ pages) modeled on McKinsey, BCG, Gartner deliverables.

Report Structure (~66 pages target)

Front Matter (~5 pages): Cover page · Table of Contents · Executive Summary (investment thesis, key findings, top 5 recommendations)

Core Analysis (~35 pages):

ChapterPagesKey Frameworks
Market Overview & Definition4-5Industry structure
Market Size & Growth6-8TAM/SAM/SOM, regional breakdown
Industry Drivers & Trends5-6PESTLE, driver impact matrix
Competitive Landscape6-8Porter's Five Forces, positioning matrix
Customer Analysis4-5Segmentation, customer journey
Technology & Innovation4-5Technology roadmap, adoption curve
Regulatory & Policy3-4Regulatory timeline
Risk Analysis3-4Risk heatmap, mitigation matrix

Strategic Recommendations (~10 pages): Opportunity matrix · Implementation roadmap · Investment thesis

Back Matter (~5 pages): Methodology · Data tables · Company profiles · Bibliography

Visual Generation (generate 6 priority visuals first)

# Batch generate all core visuals
python scripts/generate_market_visuals.py \
  --topic "[MARKET NAME]" --output-dir figures/
PriorityVisualTool
1Market growth trajectoryscientific-schematics
2TAM/SAM/SOM concentric circlesscientific-schematics
3Porter's Five Forcesscientific-schematics
4Competitive positioning matrix (2×2)scientific-schematics
5Risk heatmapscientific-schematics
6Executive summary infographicgenerate-image

LaTeX Compilation

# Initialize project structure
writing_outputs/YYYYMMDD_HHMMSS_market_report_[topic]/
├── drafts/v1_market_report.tex  ← use assets/market_report_template.tex as base
├── figures/
├── references/references.bib
└── final/

# Compile
cd drafts/
xelatex v1_market_report.tex && bibtex v1_market_report
xelatex v1_market_report.tex && xelatex v1_market_report.tex

Use \usepackage{market_research} (from assets/market_research.sty).

Colored box environments:

\begin{keyinsightbox}[Key Finding]...\end{keyinsightbox}       % blue
\begin{marketdatabox}[Market Snapshot]...\end{marketdatabox}   % green
\begin{riskbox}[Critical Risk]...\end{riskbox}                 % orange
\begin{recommendationbox}[Recommendation]...\end{recommendationbox} % purple

See assets/FORMATTING_GUIDE.md for complete LaTeX reference. See assets/market_report_template.tex for the full report template.

Report Quality Standards

  • Data: No older than 2 years; all statistics attributed; projections state assumptions
  • Writing: Specific numbers over vague qualifiers; insights first, then data; active voice
  • Visuals: 300 DPI minimum; colorblind-friendly palette; all axes/legends labeled; sources in captions
  • Length: 50+ pages — if under, expand appendix data tables and add regional breakdowns

Pre-Submission Checklist

  • Cover page, ToC, List of Figures, Executive Summary
  • All 11 chapters present (no placeholder sections)
  • 6 core visuals generated and rendering
  • All statistics sourced; projections include assumptions
  • PDF compiles without errors; cross-references work
  • Page count >50

References & Assets

  • scripts/generate_market_visuals.py — Batch visual generation for reports
  • assets/market_research.sty — LaTeX style package
  • assets/market_report_template.tex — Full report template
  • assets/FORMATTING_GUIDE.md — Complete LaTeX formatting reference
  • references/report_structure_guide.md — Detailed chapter-by-chapter guidance
  • references/data_analysis_patterns.md — Analysis patterns and common calculations
  • references/visual_generation_guide.md — Visual creation workflows

Related Skills

  • marketing-strategy — Market opportunity within product strategy
  • go-to-market-strategy — Applying market research to launch planning
  • pricing-strategy — Using market research for pricing decisions

Supporting file: assets/FORMATTING_GUIDE.md

Market Research Report Formatting Guide

Quick reference for using the market_research.sty style package.

Color Palette

Primary Colors

Color NameRGBHexUsage
primaryblue(0, 51, 102)#003366Headers, titles, links
secondaryblue(51, 102, 153)#336699Subsections, secondary elements
lightblue(173, 216, 230)#ADD8E6Key insight box backgrounds
accentblue(0, 120, 215)#0078D7Accent highlights, opportunity boxes

Secondary Colors

Color NameRGBHexUsage
accentgreen(0, 128, 96)#008060Market data boxes, positive indicators
lightgreen(200, 230, 201)#C8E6C9Market data box backgrounds
warningorange(255, 140, 0)#FF8C00Risk boxes, warnings
alertred(198, 40, 40)#C62828Critical risks
recommendpurple(103, 58, 183)#673AB7Recommendation boxes

Neutral Colors

Color NameRGBHexUsage
darkgray(66, 66, 66)#424242Body text
mediumgray(117, 117, 117)#757575Secondary text
lightgray(240, 240, 240)#F0F0F0Backgrounds, callout boxes
tablealt(245, 247, 250)#F5F7FAAlternating table rows

Box Environments

Key Insight Box (Blue)

For major findings, insights, and important discoveries.

\begin{keyinsightbox}[Custom Title]
The market is projected to grow at 15.3% CAGR through 2030, driven by
increasing enterprise adoption and favorable regulatory conditions.
\end{keyinsightbox}

Market Data Box (Green)

For market statistics, metrics, and data highlights.

\begin{marketdatabox}[Market Snapshot]
\begin{itemize}
    \item \textbf{Market Size (2024):} \marketsize{45.2 billion}
    \item \textbf{Projected Size (2030):} \marketsize{98.7 billion}
    \item \textbf{CAGR:} \growthrate{15.3}
\end{itemize}
\end{marketdatabox}

Risk Box (Orange/Warning)

For risk factors, warnings, and cautions.

\begin{riskbox}[Market Risk]
Regulatory changes in the European Union could impact 40% of market
participants within the next 18 months.
\end{riskbox}

Critical Risk Box (Red)

For high-severity or critical risks.

\begin{criticalriskbox}[Critical: Supply Chain Disruption]
A major supply chain disruption could result in 6-12 month delays
and 30% cost increases.
\end{criticalriskbox}

Recommendation Box (Purple)

For strategic recommendations and action items.

\begin{recommendationbox}[Strategic Recommendation]
\begin{enumerate}
    \item Prioritize market entry in Asia-Pacific region
    \item Develop strategic partnerships with local distributors
    \item Invest in localization of product offerings
\end{enumerate}
\end{recommendationbox}

Callout Box (Gray)

For definitions, notes, and supplementary information.

\begin{calloutbox}[Definition: TAM]
Total Addressable Market (TAM) represents the total revenue opportunity
available if 100% market share was achieved.
\end{calloutbox}

Executive Summary Box

Special styling for executive summary highlights.

\begin{executivesummarybox}[Executive Summary]
Key findings and highlights of the report...
\end{executivesummarybox}

Opportunity Box (Teal/Accent Blue)

For opportunities and positive findings.

\begin{opportunitybox}[Growth Opportunity]
The Asia-Pacific market represents a \$15 billion opportunity
growing at 22% CAGR.
\end{opportunitybox}

Framework Boxes

For strategic analysis frameworks.

% SWOT Analysis
\begin{swotbox}[SWOT Analysis Summary]
Content...
\end{swotbox}

% Porter's Five Forces
\begin{porterbox}[Porter's Five Forces Analysis]
Content...
\end{porterbox}

Pull Quotes

For highlighting important statistics or quotes.

\begin{pullquote}
"The convergence of AI and healthcare represents a \$199 billion
opportunity by 2034."
\end{pullquote}

Stat Boxes

For highlighting key statistics (use in rows of 3).

\begin{center}
\statbox{\$45.2B}{Market Size 2024}
\statbox{15.3\%}{CAGR 2024-2030}
\statbox{23\%}{Market Leader Share}
\end{center}

Custom Commands

Highlighting Text

\highlight{Important text}  % Blue bold

Market Size Formatting

\marketsize{45.2 billion}   % Outputs: $45.2 billion in green

Growth Rate Formatting

\growthrate{15.3}           % Outputs: 15.3% in green

Risk Indicators

\riskhigh{}     % Outputs: HIGH in red
\riskmedium{}   % Outputs: MEDIUM in orange
\risklow{}      % Outputs: LOW in green

Rating Stars (1-5)

\rating{4}      % Outputs: ★★★★☆

Trend Indicators

\trendup{}      % Green up triangle
\trenddown{}    % Red down triangle
\trendflat{}    % Gray right arrow

Table Formatting

Standard Table with Alternating Rows

\begin{table}[htbp]
\centering
\caption{Market Size by Region}
\begin{tabular}{@{}lrrr@{}}
\toprule
\textbf{Region} & \textbf{Size} & \textbf{Share} & \textbf{CAGR} \\
\midrule
North America & \$18.2B & 40.3\% & 12.5\% \\
\rowcolor{tablealt} Europe & \$12.1B & 26.8\% & 14.2\% \\
Asia-Pacific & \$10.5B & 23.2\% & 18.7\% \\
\rowcolor{tablealt} Rest of World & \$4.4B & 9.7\% & 11.3\% \\
\midrule
\textbf{Total} & \textbf{\$45.2B} & \textbf{100\%} & \textbf{15.3\%} \\
\bottomrule
\end{tabular}
\label{tab:regional}
\end{table}

Table with Trend Indicators

\begin{tabular}{@{}lrrl@{}}
\toprule
\textbf{Company} & \textbf{Revenue} & \textbf{Share} & \textbf{Trend} \\
\midrule
Company A & \$5.2B & 15.3\% & \trendup{} +12\% \\
Company B & \$4.8B & 14.1\% & \trenddown{} -3\% \\
Company C & \$4.2B & 12.4\% & \trendflat{} +1\% \\
\bottomrule
\end{tabular}

Figure Formatting

Standard Figure

\begin{figure}[htbp]
\centering
\includegraphics[width=0.9\textwidth]{../figures/market_growth.png}
\caption{Market Growth Trajectory (2020-2030)}
\label{fig:growth}
\end{figure}

Figure with Source Attribution

\begin{figure}[htbp]
\centering
\includegraphics[width=0.85\textwidth]{../figures/market_share.png}
\caption{Market Share Distribution (2024)}
\figuresource{Company annual reports, industry analysis}
\label{fig:market_share}
\end{figure}

List Formatting

Bullet Lists

\begin{itemize}
    \item First item with automatic blue bullet
    \item Second item
    \item Third item
\end{itemize}

Numbered Lists

\begin{enumerate}
    \item First item with blue number
    \item Second item
    \item Third item
\end{enumerate}

Nested Lists

\begin{itemize}
    \item Main point
    \begin{itemize}
        \item Sub-point A
        \item Sub-point B
    \end{itemize}
    \item Another main point
\end{itemize}

Title Page

Using the Custom Title Command

\makemarketreporttitle
    {Market Title}              % Report title
    {Subtitle Here}             % Subtitle
    {../figures/cover.png}      % Hero image (leave empty for no image)
    {January 2025}              % Date
    {Market Intelligence Team}  % Author/prepared by

Manual Title Page

See the template for full manual title page code.


Appendix Sections

\appendix

\chapter{Methodology}

\appendixsection{Data Sources}
Content that appears in table of contents...

Common Patterns

Market Snapshot Section

\begin{marketdatabox}[Market Snapshot]
\begin{itemize}
    \item \textbf{Current Market Size:} \marketsize{45.2 billion}
    \item \textbf{Projected Size (2030):} \marketsize{98.7 billion}
    \item \textbf{CAGR:} \growthrate{15.3}
    \item \textbf{Largest Segment:} Enterprise (42\% share)
    \item \textbf{Fastest Growing Region:} APAC (\growthrate{22.1} CAGR)
\end{itemize}
\end{marketdatabox}

Risk Register Summary

\begin{table}[htbp]
\centering
\caption{Risk Assessment Summary}
\begin{tabular}{@{}llccl@{}}
\toprule
\textbf{Risk} & \textbf{Category} & \textbf{Prob.} & \textbf{Impact} & \textbf{Rating} \\
\midrule
Market disruption & Market & High & High & \riskhigh{} \\
\rowcolor{tablealt} Regulatory change & Regulatory & Med & High & \riskhigh{} \\
New entrant & Competitive & Med & Med & \riskmedium{} \\
\rowcolor{tablealt} Tech obsolescence & Technology & Low & High & \riskmedium{} \\
Currency fluctuation & Financial & Med & Low & \risklow{} \\
\bottomrule
\end{tabular}
\end{table}

Competitive Comparison Table

\begin{table}[htbp]
\centering
\caption{Competitive Comparison}
\begin{tabular}{@{}lccccc@{}}
\toprule
\textbf{Factor} & \textbf{Co. A} & \textbf{Co. B} & \textbf{Co. C} & \textbf{Co. D} \\
\midrule
Market Share & \rating{5} & \rating{4} & \rating{3} & \rating{2} \\
\rowcolor{tablealt} Product Quality & \rating{4} & \rating{5} & \rating{3} & \rating{4} \\
Price Competitiveness & \rating{3} & \rating{3} & \rating{5} & \rating{4} \\
\rowcolor{tablealt} Innovation & \rating{5} & \rating{4} & \rating{2} & \rating{3} \\
Customer Service & \rating{4} & \rating{4} & \rating{4} & \rating{5} \\
\bottomrule
\end{tabular}
\end{table}

Troubleshooting

Box Overflow

If box content overflows the page, break into multiple boxes or use page breaks:

\newpage
\begin{keyinsightbox}[Continued...]

Figure Placement

Use [htbp] for flexible placement, or [H] (requires float package) for exact placement:

\begin{figure}[H]  % Requires \usepackage{float}

Table Too Wide

Use \resizebox or adjustbox:

\resizebox{\textwidth}{!}{
\begin{tabular}{...}
...
\end{tabular}
}

Color Not Appearing

Ensure xcolor package is loaded with [table] option (already included in style file).


Compilation

Compile with XeLaTeX for best results:

xelatex report.tex
bibtex report
xelatex report.tex
xelatex report.tex

Or use latexmk:

latexmk -xelatex report.tex

Supporting file: references/data_analysis_patterns.md

Data Analysis Patterns for Market Research

Templates and frameworks for conducting rigorous market analysis.


Market Sizing Frameworks

TAM/SAM/SOM Analysis

Total Addressable Market (TAM) represents the total revenue opportunity if 100% market share was achieved.

Top-Down Approach

TAM = Total Industry Revenue (from market research reports)

Example:
- Global AI Software Market (2024): $184 billion
- Source: Gartner, IDC, or similar

Bottom-Up Approach

TAM = Number of Potential Customers × Average Revenue per Customer

Example:
- Number of enterprises globally: 400 million
- Target segment (large enterprises): 50,000
- Average annual spend on solution: $500,000
- TAM = 50,000 × $500,000 = $25 billion

Serviceable Addressable Market (SAM) represents the portion of TAM that can be served given product/service capabilities.

SAM = TAM × Applicable Segment %

Example:
- TAM: $25 billion
- Geographic constraint (North America only): 40%
- Product fit (enterprise only): 60%
- SAM = $25B × 40% × 60% = $6 billion

Serviceable Obtainable Market (SOM) represents realistic market share capture.

SOM = SAM × Achievable Market Share %

Example:
- SAM: $6 billion
- Conservative market share (5%): $300 million
- Base case market share (10%): $600 million
- Optimistic market share (15%): $900 million

Growth Rate Calculation

CAGR (Compound Annual Growth Rate)

CAGR = (End Value / Start Value)^(1/n) - 1

Where n = number of years

Example:
- 2020 market size: $10 billion
- 2024 market size: $18 billion
- n = 4 years
- CAGR = (18/10)^(1/4) - 1 = 15.8%

Year-over-Year Growth

YoY Growth = (Current Year - Previous Year) / Previous Year × 100

Example:
- 2023: $15 billion
- 2024: $18 billion
- YoY Growth = (18-15)/15 × 100 = 20%

Porter's Five Forces Analysis

Framework Template

For each force, assess: HIGH, MEDIUM, or LOW

1. Threat of New Entrants

Factors to evaluate:

FactorAssessmentNotes
Capital requirementsHigh/Med/Low$ required to enter
Economies of scaleStrong/Moderate/WeakIncumbent advantages
Brand loyaltyHigh/Med/LowCustomer switching cost
Access to distributionEasy/Moderate/DifficultChannel availability
Regulatory barriersHigh/Med/LowLicensing, certifications
Proprietary technologyCritical/Important/MinorIP and know-how
Expected retaliationAggressive/Moderate/PassiveIncumbent response

Overall Assessment: [HIGH/MEDIUM/LOW]

Key Insights: [Summary of implications]

2. Bargaining Power of Suppliers

Factors to evaluate:

FactorAssessmentNotes
Supplier concentrationHigh/Med/LowNumber of suppliers
Switching costsHigh/Med/LowCost to change suppliers
Supplier differentiationHigh/Med/LowUniqueness of inputs
Forward integration threatHigh/Med/LowCan suppliers compete?
Importance to supplierCritical/Important/MinorYour share of their revenue
Substitute inputsMany/Some/FewAlternatives available

Overall Assessment: [HIGH/MEDIUM/LOW]

3. Bargaining Power of Buyers

Factors to evaluate:

FactorAssessmentNotes
Buyer concentrationHigh/Med/LowFew large vs. many small
Purchase volumeLarge/Medium/SmallRelative importance
Switching costsLow/Med/HighCost to change vendors
Price sensitivityHigh/Med/LowFocus on price vs. value
Backward integration threatHigh/Med/LowCan buyers self-supply?
Information availabilityFull/Partial/LimitedMarket transparency

Overall Assessment: [HIGH/MEDIUM/LOW]

4. Threat of Substitutes

Factors to evaluate:

FactorAssessmentNotes
Substitute availabilityMany/Some/FewNumber of alternatives
Price-performance ratioBetter/Same/WorseValue comparison
Switching costsLow/Med/HighFriction to substitute
Buyer propensity to switchHigh/Med/LowWillingness to change
Perceived differentiationLow/Med/HighUnique value

Overall Assessment: [HIGH/MEDIUM/LOW]

5. Competitive Rivalry

Factors to evaluate:

FactorAssessmentNotes
Number of competitorsMany/Several/FewMarket fragmentation
Industry growthSlow/Moderate/FastGrowth rate impact
Fixed costsHigh/Med/LowPressure to fill capacity
Product differentiationLow/Med/HighCommoditization level
Exit barriersHigh/Med/LowDifficulty leaving market
Strategic stakesHigh/Med/LowImportance to competitors

Overall Assessment: [HIGH/MEDIUM/LOW]

Five Forces Summary Table

ForceRatingKey DriversImplications
New Entrants[H/M/L][Top factors][Strategic impact]
Supplier Power[H/M/L][Top factors][Strategic impact]
Buyer Power[H/M/L][Top factors][Strategic impact]
Substitutes[H/M/L][Top factors][Strategic impact]
Rivalry[H/M/L][Top factors][Strategic impact]

Overall Industry Attractiveness: [ATTRACTIVE / MODERATE / UNATTRACTIVE]


PESTLE Analysis

Framework Template

Political Factors

FactorCurrent StateTrendImpactTime Horizon
Government stability↑ ↓ →H/M/LShort/Med/Long
Trade policies↑ ↓ →H/M/L
Tax regulations↑ ↓ →H/M/L
Government support↑ ↓ →H/M/L
Political relations↑ ↓ →H/M/L

Key Political Implications: [Summary]

Economic Factors

FactorCurrent StateTrendImpactTime Horizon
GDP growthX.X%↑ ↓ →H/M/L
Interest ratesX.X%↑ ↓ →H/M/L
InflationX.X%↑ ↓ →H/M/L
Exchange rates↑ ↓ →H/M/L
Consumer spending↑ ↓ →H/M/L
UnemploymentX.X%↑ ↓ →H/M/L

Key Economic Implications: [Summary]

Social Factors

FactorCurrent StateTrendImpactTime Horizon
Demographics↑ ↓ →H/M/L
Cultural attitudes↑ ↓ →H/M/L
Consumer behavior↑ ↓ →H/M/L
Education levels↑ ↓ →H/M/L
Health consciousness↑ ↓ →H/M/L
Work-life balance↑ ↓ →H/M/L

Key Social Implications: [Summary]

Technological Factors

FactorCurrent StateTrendImpactTime Horizon
R&D activity↑ ↓ →H/M/L
Technology adoption↑ ↓ →H/M/L
Automation↑ ↓ →H/M/L
Digital infrastructure↑ ↓ →H/M/L
Innovation rate↑ ↓ →H/M/L
Disruptive tech↑ ↓ →H/M/L

Key Technological Implications: [Summary]

Legal Factors

FactorCurrent StateTrendImpactTime Horizon
Industry regulations↑ ↓ →H/M/L
Data protection↑ ↓ →H/M/L
Employment law↑ ↓ →H/M/L
Consumer protection↑ ↓ →H/M/L
IP rights↑ ↓ →H/M/L
Antitrust↑ ↓ →H/M/L

Key Legal Implications: [Summary]

Environmental Factors

FactorCurrent StateTrendImpactTime Horizon
Climate change↑ ↓ →H/M/L
Sustainability reqs↑ ↓ →H/M/L
Resource availability↑ ↓ →H/M/L
Waste management↑ ↓ →H/M/L
Carbon regulations↑ ↓ →H/M/L
Environmental awareness↑ ↓ →H/M/L

Key Environmental Implications: [Summary]


SWOT Analysis

Framework Template

Strengths (Internal, Positive)

StrengthEvidenceStrategic Value
[Strength 1][Data/proof]High/Med/Low
[Strength 2][Data/proof]High/Med/Low
[Strength 3][Data/proof]High/Med/Low

Core Strengths Summary: [2-3 sentence synthesis]

Weaknesses (Internal, Negative)

WeaknessEvidenceSeverity
[Weakness 1][Data/proof]Critical/Moderate/Minor
[Weakness 2][Data/proof]Critical/Moderate/Minor
[Weakness 3][Data/proof]Critical/Moderate/Minor

Key Vulnerabilities Summary: [2-3 sentence synthesis]

Opportunities (External, Positive)

OpportunitySize/PotentialTimeframe
[Opportunity 1]$X / High/Med/LowShort/Med/Long
[Opportunity 2]$X / High/Med/LowShort/Med/Long
[Opportunity 3]$X / High/Med/LowShort/Med/Long

Priority Opportunities Summary: [2-3 sentence synthesis]

Threats (External, Negative)

ThreatLikelihoodImpact
[Threat 1]High/Med/LowHigh/Med/Low
[Threat 2]High/Med/LowHigh/Med/Low
[Threat 3]High/Med/LowHigh/Med/Low

Critical Threats Summary: [2-3 sentence synthesis]

SWOT Strategy Matrix

StrengthsWeaknesses
OpportunitiesSO Strategies (use strengths to capture opportunities)WO Strategies (overcome weaknesses to capture opportunities)
ThreatsST Strategies (use strengths to mitigate threats)WT Strategies (minimize weaknesses and avoid threats)

BCG Growth-Share Matrix

Framework Template

Axes:

  • X-axis: Relative Market Share (High → Low, logarithmic scale)
  • Y-axis: Market Growth Rate (High → Low, typically 10% as midpoint)

Quadrant Definitions

QuadrantGrowthShareCharacteristicsStrategy
StarsHighHighMarket leaders in growing marketsInvest to maintain position
Cash CowsLowHighMarket leaders in mature marketsHarvest for cash flow
Question MarksHighLowSmall share in growing marketsInvest selectively or divest
DogsLowLowSmall share in mature marketsDivest or minimize investment

Product/Business Unit Analysis

Product/BUMarket GrowthRelative ShareQuadrantRecommended Strategy
[Product A]X.X%X.XStar/Cow/QM/Dog[Strategy]
[Product B]X.X%X.XStar/Cow/QM/Dog[Strategy]
[Product C]X.X%X.XStar/Cow/QM/Dog[Strategy]

Portfolio Balance Assessment

QuadrantNumber of ProductsRevenue %Investment Priority
StarsXX%High
Cash CowsXX%Maintain
Question MarksXX%Selective
DogsXX%Low/Divest

Value Chain Analysis

Framework Template

Primary Activities

ActivityDescriptionValue CreatedCostCompetitive Position
Inbound LogisticsReceiving, storing, inventory$XStrong/Average/Weak
OperationsManufacturing, assembly$XStrong/Average/Weak
Outbound LogisticsDistribution, delivery$XStrong/Average/Weak
Marketing & SalesPromotion, sales force$XStrong/Average/Weak
ServiceInstallation, support, repair$XStrong/Average/Weak

Support Activities

ActivityDescriptionValue CreatedCostCompetitive Position
InfrastructureManagement, finance, legal$XStrong/Average/Weak
HR ManagementRecruiting, training, comp$XStrong/Average/Weak
Technology DevR&D, process improvement$XStrong/Average/Weak
ProcurementPurchasing, supplier mgmt$XStrong/Average/Weak

Value Chain Margin Analysis

Total Revenue:           $XXX
- Inbound Logistics:     ($XX)
- Operations:            ($XX)
- Outbound Logistics:    ($XX)
- Marketing & Sales:     ($XX)
- Service:               ($XX)
- Support Activities:    ($XX)
= Margin:                $XX (X%)

Competitive Comparison

ActivityCompanyIndustry AvgBest-in-ClassGap
[Activity]X%Y%Z%+/-X%

Competitive Positioning Analysis

Framework Template

Positioning Dimensions

Common positioning dimension pairs:

  • Price vs. Quality
  • Market Focus (Niche vs. Broad)
  • Solution Type (Product vs. Platform)
  • Geographic Scope (Regional vs. Global)
  • Customer Focus (Enterprise vs. SMB vs. Consumer)
  • Innovation Level (Leader vs. Follower)

Competitor Mapping

CompetitorDimension 1 Score (1-10)Dimension 2 Score (1-10)Market ShareNotes
Company AXXX%[Position description]
Company BXXX%[Position description]
Company CXXX%[Position description]

Strategic Group Identification

Strategic GroupCompaniesCharacteristicsMarket Share
Group 1: [Name]A, B, C[Description]X%
Group 2: [Name]D, E[Description]X%
Group 3: [Name]F, G, H[Description]X%

Risk Assessment Framework

Risk Identification

Risk Categories

  1. Market Risks: Demand changes, price pressure, market shifts
  2. Competitive Risks: New entrants, competitor moves, disruption
  3. Regulatory Risks: New regulations, compliance requirements
  4. Technology Risks: Obsolescence, security, integration
  5. Operational Risks: Supply chain, quality, capacity
  6. Financial Risks: Currency, interest rates, credit
  7. Reputational Risks: Brand damage, social media, ethics

Risk Assessment Matrix

Risk IDRisk DescriptionCategoryProbabilityImpactScorePriority
R1[Description]Market1-51-5P×IH/M/L
R2[Description]Competitive1-51-5P×IH/M/L

Scoring Guide:

  • Probability: 1=Very Unlikely, 2=Unlikely, 3=Possible, 4=Likely, 5=Very Likely
  • Impact: 1=Minimal, 2=Minor, 3=Moderate, 4=Major, 5=Severe
  • Priority: Score 15-25=High, 8-14=Medium, 1-7=Low

Risk Mitigation Planning

Risk IDRiskMitigation StrategyOwnerTimelineCost
R1[Risk][Prevention + Response][Name][Date]$X

Financial Analysis Patterns

Revenue Projection Model

Year N Revenue = Year N-1 Revenue × (1 + Growth Rate)

Or bottom-up:
Revenue = Customers × Revenue per Customer × Retention Rate
        + New Customers × Revenue per Customer × (1 - Churn Rate)

Scenario Analysis Template

MetricConservativeBase CaseOptimistic
Market GrowthX%Y%Z%
Market ShareX%Y%Z%
Pricing$X$Y$Z
Gross MarginX%Y%Z%
Revenue Y5$X$Y$Z
EBITDA Y5$X$Y$Z

Key Financial Metrics

MetricFormulaTarget
Gross Margin(Revenue - COGS) / RevenueX%
EBITDA MarginEBITDA / RevenueX%
Customer Acquisition CostSales & Marketing / New Customers$X
Lifetime ValueARPU × Gross Margin × Lifetime$X
LTV/CAC RatioLTV / CAC>3x
Payback PeriodCAC / (ARPU × Gross Margin × 12)<X months

Data Collection Checklist

Market Size Data

  • Current market size (with year and source)
  • Historical market size (5-10 years)
  • Market growth projections (5-10 years)
  • CAGR (historical and projected)
  • Regional breakdown
  • Segment breakdown

Competitive Data

  • Market share by company (top 10)
  • Revenue by competitor
  • Growth rates by competitor
  • Strategic moves (M&A, partnerships, launches)
  • Pricing information
  • Product/service offerings

Customer Data

  • Customer segments and sizes
  • Segment growth rates
  • Average deal size by segment
  • Customer acquisition cost
  • Customer lifetime value
  • Churn rates

Industry Data

  • Key industry trends
  • Regulatory developments
  • Technology trends
  • Economic indicators
  • Demographic trends

Research Sources

Primary Research

  • Customer interviews
  • Expert interviews
  • Surveys
  • Focus groups

Secondary Research

  • Market research reports (Gartner, Forrester, IDC, McKinsey)
  • Industry associations
  • Government statistics
  • Company annual reports
  • SEC filings (10-K, 10-Q)
  • Earnings call transcripts
  • Trade publications
  • Academic journals
  • News articles

Data Validation

  • Cross-reference multiple sources
  • Check date currency (prefer <2 years old)
  • Verify methodology
  • Note confidence levels
  • Document assumptions

Supporting file: references/report_structure_guide.md

Market Research Report Structure Guide

Detailed guidance for writing each section of a comprehensive market research report.


Front Matter

Cover Page

Purpose: Create a strong first impression and communicate report scope.

Required Elements:

  • Report title (clear, specific to market being analyzed)
  • Subtitle (e.g., "Comprehensive Market Analysis Report")
  • Hero visualization (executive summary infographic or market-relevant image)
  • Date of publication
  • Prepared by / Author organization
  • Classification (Confidential, Internal Use, Public)
  • Report type identifier

Best Practices:

  • Title should include market name and geography if relevant
  • Use professional, high-quality hero image
  • Keep design clean and uncluttered
  • Include version number if applicable

Table of Contents

Auto-generated in LaTeX. Ensure all chapters, sections, and subsections use proper commands for inclusion.

Include:

  • List of Figures (all visualizations with page numbers)
  • List of Tables (all data tables with page numbers)

Executive Summary (2-3 pages)

Purpose: Provide a standalone summary that allows busy executives to understand key findings without reading the full report.

Required Sections:

Market Snapshot Box

Key metrics displayed prominently:

  • Current market size with year
  • Projected market size with year
  • CAGR (compound annual growth rate)
  • Largest segment and market share
  • Fastest growing region and growth rate
  • Key adoption/penetration metrics

Investment Thesis / Why This Matters

3-5 bullet points explaining:

  • Why this market is attractive
  • Key factors driving opportunity
  • Timing considerations
  • Risk-adjusted assessment

Key Findings Summary

Organized by theme:

  • Market Dynamics (2-3 points)
  • Competitive Landscape (2-3 points)
  • Growth Drivers (2-3 points)
  • Risk Factors (2-3 points)

Strategic Recommendations

Top 5 actionable recommendations, each with:

  • Clear action statement
  • Expected outcome
  • Priority level (immediate, near-term, medium-term)

Visual Requirements:

  • 1-2 visuals maximum
  • Executive summary infographic strongly recommended
  • Key metrics visualization

Writing Guidelines:

  • Write this section LAST after completing all analysis
  • Every statement should be supported by analysis in the main report
  • Use specific numbers, not vague qualifiers
  • Lead with most important findings
  • Keep paragraphs short (2-4 sentences)

Core Analysis Chapters

Chapter 1: Market Overview & Definition (4-5 pages)

Purpose: Establish clear boundaries and context for the analysis.

Section 1.1: Market Definition

Content Requirements:

  • Precise definition of the market being analyzed
  • Products/services included in scope
  • Products/services explicitly excluded
  • Industry classification codes (NAICS, SIC, GICS if applicable)
  • Relationship to adjacent markets

Writing Approach:

  • Begin with a clear, one-paragraph definition
  • Use a callout box to highlight the formal definition
  • Explain the rationale for scope decisions
  • Address common misconceptions about market boundaries

Section 1.2: Scope and Boundaries

Cover:

  • Geographic scope (global, regional, specific countries)
  • Product/service scope with specific categories
  • Time horizon (historical period + forecast period)
  • Customer segments included

Section 1.3: Industry Ecosystem

Content Requirements:

  • Value chain from inputs to end users
  • Key stakeholders at each stage
  • Relationships and dependencies between stakeholders
  • Information flows
  • Money flows
  • Power dynamics

Required Visual: Industry ecosystem/value chain diagram

Writing Approach:

  • Start with overview of the ecosystem
  • Describe each stakeholder category in detail
  • Explain how value is created and captured
  • Identify where power concentrates in the value chain

Section 1.4: Market Structure

Content Requirements:

  • Market concentration analysis (HHI, CR4, CR8)
  • Industry lifecycle stage assessment
  • Market fragmentation analysis
  • Vertical integration analysis

Section 1.5: Historical Context

Content Requirements:

  • When the market emerged
  • Key milestones in market development
  • Major disruptions and shifts
  • Evolution of competitive dynamics
  • How customer needs have changed

Required Visuals (2 total):

  1. Industry ecosystem diagram
  2. Market structure or industry lifecycle diagram

Chapter 2: Market Size & Growth Analysis (6-8 pages)

Purpose: Provide comprehensive quantitative analysis of market opportunity.

Section 2.1: Total Addressable Market (TAM)

Content Requirements:

  • Current market size with source and methodology
  • Historical market size (5-10 years back)
  • Projected market size (5-10 years forward)
  • Year-over-year growth rates
  • CAGR (historical and projected)

Data Table Required: Year-by-year market projections table showing:

  • Year
  • Market size (USD)
  • YoY growth rate
  • Cumulative CAGR

Writing Approach:

  • State the bottom line first (total opportunity)
  • Provide historical context
  • Explain projection methodology
  • State key assumptions
  • Cite multiple sources where possible

Section 2.2: Serviceable Addressable Market (SAM)

Content Requirements:

  • Definition of SAM for this market
  • SAM calculation methodology
  • Segment breakdown within SAM
  • Growth rates by segment

Data Table Required: Segment analysis table showing:

  • Segment name
  • 2024 value
  • 2034 value
  • CAGR
  • Market share

Section 2.3: Serviceable Obtainable Market (SOM)

Content Requirements:

  • Realistic market share scenarios
  • Conservative estimate with assumptions
  • Base case estimate with assumptions
  • Optimistic estimate with assumptions
  • Factors affecting market share capture

Required Visual: TAM/SAM/SOM concentric circles diagram

Section 2.4: Regional Market Analysis

Content Requirements:

  • Market size by region
  • Growth rates by region
  • Regional market share
  • Regional drivers and differences
  • Detailed analysis of top 3-4 regions

Required Visual: Regional breakdown chart (pie or treemap)

Regions to cover:

  • North America (with US/Canada breakdown if relevant)
  • Europe (with key country breakdown)
  • Asia-Pacific (with China, Japan, India focus)
  • Latin America
  • Middle East & Africa

Section 2.5: Segment Analysis

Content Requirements:

  • Definition of market segments
  • Size of each segment
  • Growth rate of each segment
  • Key drivers for each segment
  • Competitive dynamics by segment

Required Visual: Segment growth comparison chart

Required Visuals (4 total):

  1. Market growth trajectory chart
  2. TAM/SAM/SOM diagram
  3. Regional breakdown chart
  4. Segment growth comparison chart

Chapter 3: Industry Drivers & Trends (5-6 pages)

Purpose: Identify and analyze factors driving market growth and evolution.

Section 3.1: Primary Growth Drivers

Content Requirements:

  • Identification of 5-10 key growth drivers
  • Quantified impact assessment for each
  • Timeline for impact
  • Evidence and data supporting each driver

For each driver, include:

  • Clear description
  • Mechanism of impact on market
  • Quantified impact estimate
  • Timeline (immediate, 1-3 years, 3-5 years)
  • Supporting data/evidence

Required Visual: Driver impact matrix (probability vs. impact)

Section 3.2: PESTLE Analysis

Comprehensive analysis of external factors:

Political:

  • Government policies affecting the market
  • Political stability in key markets
  • Trade policies and tariffs
  • Government support programs

Economic:

  • Economic growth trends
  • Interest rate environment
  • Inflation impacts
  • Currency effects
  • Consumer spending trends

Social:

  • Demographic trends
  • Cultural shifts
  • Consumer behavior changes
  • Workforce trends
  • Health and wellness trends

Technological:

  • Enabling technologies
  • Digital transformation
  • Automation trends
  • Technology adoption curves

Legal:

  • Regulatory requirements
  • Compliance costs
  • Intellectual property considerations
  • Employment regulations

Environmental:

  • Sustainability requirements
  • Environmental regulations
  • Climate impacts
  • Resource availability

Required Visual: PESTLE analysis diagram

Section 3.3: Emerging Trends

Content Requirements:

  • Identification of 5-8 emerging trends
  • Timeline for each trend
  • Expected impact on market
  • Companies/regions leading each trend

Required Visual: Trends timeline or radar chart

Section 3.4: Growth Inhibitors

Content Requirements:

  • Factors slowing market growth
  • Barriers to adoption
  • Resource constraints
  • Competitive pressures
  • Regulatory hurdles

Required Visuals (3 total):

  1. Driver impact matrix
  2. PESTLE analysis diagram
  3. Trends timeline

Chapter 4: Competitive Landscape (6-8 pages)

Purpose: Provide comprehensive analysis of competitive dynamics.

Section 4.1: Market Structure Analysis

Content Requirements:

  • Number of competitors
  • Market concentration (HHI index)
  • CR4 and CR8 ratios
  • Market fragmentation assessment
  • Competitive intensity rating

Section 4.2: Porter's Five Forces Analysis

For each force, provide:

  • Rating: High / Medium / Low
  • Key factors driving the rating
  • Supporting evidence
  • Strategic implications

Forces:

  1. Threat of New Entrants
  2. Bargaining Power of Suppliers
  3. Bargaining Power of Buyers
  4. Threat of Substitutes
  5. Competitive Rivalry

Required Visual: Porter's Five Forces diagram

Writing Approach:

  • Rate each force clearly
  • Provide 3-5 supporting factors per force
  • Include data where available
  • Discuss strategic implications

Section 4.3: Market Share Analysis

Content Requirements:

  • Top 10 companies by market share
  • Market share trends (3-5 year view)
  • Share gains/losses by company
  • Regional market share variations

Required Visual: Market share pie chart or bar chart

Data Table Required: Top 10 companies showing:

  • Rank
  • Company name
  • Revenue/market size
  • Market share %
  • YoY growth/trend

Section 4.4: Competitive Positioning

Content Requirements:

  • Key dimensions of competition
  • Positioning of major players
  • Competitive advantages by company
  • Strategic moves and announcements

Required Visual: Competitive positioning matrix (2x2)

Common positioning dimensions:

  • Market focus (niche vs. broad)
  • Solution approach (product vs. platform)
  • Price positioning (premium vs. value)
  • Geographic focus (regional vs. global)
  • Customer focus (enterprise vs. SMB)

Section 4.5: Strategic Groups

Content Requirements:

  • Identification of strategic groups
  • Companies in each group
  • Mobility barriers between groups
  • Competitive dynamics within groups

Required Visual: Strategic group map

Section 4.6: Competitive Dynamics

Content Requirements:

  • Recent M&A activity
  • Partnership announcements
  • Product launches
  • Pricing trends
  • Geographic expansion

Section 4.7: Barriers to Entry

Content Requirements:

  • Capital requirements
  • Regulatory barriers
  • Technology barriers
  • Brand and reputation
  • Distribution access
  • Economies of scale
  • Switching costs

Required Visuals (4 total):

  1. Porter's Five Forces diagram
  2. Market share chart
  3. Competitive positioning matrix
  4. Strategic group map

Chapter 5: Customer Analysis & Segmentation (4-5 pages)

Purpose: Understand customer needs, behaviors, and segment attractiveness.

Section 5.1: Customer Segmentation

Content Requirements:

  • Definition of customer segments
  • Segment sizes and market share
  • Segment characteristics
  • Segment growth rates

Required Visual: Customer segmentation breakdown

Common segmentation approaches:

  • By company size (Enterprise, Mid-market, SMB, Consumer)
  • By industry vertical
  • By geography
  • By buying behavior
  • By needs/use cases

Section 5.2: Segment Attractiveness Analysis

Content Requirements:

  • Attractiveness criteria
  • Segment scoring/ranking
  • Investment implications
  • Prioritization recommendations

Required Visual: Segment attractiveness matrix

Attractiveness factors:

  • Segment size
  • Growth rate
  • Profitability
  • Competitive intensity
  • Accessibility
  • Strategic fit

Section 5.3: Customer Needs Analysis

For each segment, identify:

  • Functional needs (what the product must do)
  • Emotional needs (how it makes them feel)
  • Social needs (how it affects their relationships)
  • Key pain points
  • Unmet needs

Section 5.4: Buying Behavior

Content Requirements:

  • Purchase triggers
  • Decision-making process
  • Key decision makers and influencers
  • Evaluation criteria
  • Purchase channels
  • Buying cycle length
  • Price sensitivity

Section 5.5: Customer Journey

Required Visual: Customer journey map

Journey stages to cover:

  1. Awareness
  2. Consideration
  3. Decision
  4. Implementation/Onboarding
  5. Usage
  6. Advocacy/Renewal

Required Visuals (3 total):

  1. Customer segmentation breakdown
  2. Segment attractiveness matrix
  3. Customer journey map

Chapter 6: Technology & Innovation Landscape (4-5 pages)

Purpose: Analyze technology trends and innovation dynamics.

Section 6.1: Current Technology Stack

Content Requirements:

  • Core technologies in use
  • Infrastructure requirements
  • Integration landscape
  • Technology maturity levels

Section 6.2: Technology Roadmap

Content Requirements:

  • Near-term evolution (1-2 years)
  • Medium-term evolution (3-5 years)
  • Long-term evolution (5-10 years)
  • Key milestones and inflection points

Required Visual: Technology roadmap diagram

Section 6.3: Emerging Technologies

For each emerging technology, cover:

  • Technology description
  • Current maturity level (TRL or similar)
  • Expected timeline to mainstream
  • Potential impact on market
  • Leading companies/regions

Common emerging technologies to assess:

  • Artificial intelligence/ML
  • Cloud computing
  • IoT/Connected devices
  • Blockchain
  • Automation/Robotics
  • Domain-specific technologies

Section 6.4: Innovation Trends

Content Requirements:

  • R&D investment levels in industry
  • Patent filing trends
  • Startup activity and funding
  • Corporate innovation initiatives
  • University/research partnerships

Required Visual: Innovation/adoption curve or hype cycle

Section 6.5: Technology Adoption Barriers

Content Requirements:

  • Technical complexity
  • Integration challenges
  • Cost barriers
  • Skills gaps
  • Security/privacy concerns
  • Change management challenges

Required Visuals (2 total):

  1. Technology roadmap diagram
  2. Innovation/adoption curve

Chapter 7: Regulatory & Policy Environment (3-4 pages)

Purpose: Analyze regulatory framework and policy impacts.

Section 7.1: Current Regulatory Framework

Content Requirements:

  • Key regulations affecting the market
  • Regulatory bodies and their roles
  • Compliance requirements
  • Enforcement mechanisms
  • Penalties for non-compliance

Section 7.2: Regulatory Timeline

Required Visual: Regulatory timeline

Content Requirements:

  • Historical regulatory milestones
  • Recent regulatory changes
  • Upcoming regulations
  • Expected future developments

Section 7.3: Regulatory Impact Analysis

Content Requirements:

  • Compliance costs
  • Market access implications
  • Competitive implications
  • Product/service requirements
  • Operating restrictions

Section 7.4: Policy Trends

Content Requirements:

  • Government priorities
  • Funding initiatives
  • Trade policies
  • Environmental policies
  • Industry-specific policies

Section 7.5: Regional Regulatory Differences

Content Requirements:

  • Comparison of regulations by region
  • Harmonization efforts
  • Key differences to navigate
  • Best practices for compliance

Required Visuals (1 total):

  1. Regulatory timeline

Chapter 8: Risk Analysis (3-4 pages)

Purpose: Identify, assess, and propose mitigations for key risks.

Section 8.1: Risk Overview

Content Requirements:

  • Risk categories covered
  • Risk assessment methodology
  • Overall risk profile assessment

Section 8.2: Risk Assessment

Required Visual: Risk heatmap (probability vs. impact)

Risk categories to cover:

  • Market risks
  • Competitive risks
  • Regulatory risks
  • Technology risks
  • Operational risks
  • Financial risks
  • Reputational risks

For each risk, include:

  • Risk description
  • Probability rating (Low/Medium/High)
  • Impact rating (Low/Medium/High)
  • Overall risk rating
  • Contributing factors
  • Early warning indicators

Data Table Required: Risk register showing:

  • Risk name
  • Category
  • Probability
  • Impact
  • Overall rating
  • Owner

Section 8.3: Detailed Risk Analysis

Provide detailed analysis of top 5-10 risks, including:

  • Full description of the risk
  • Scenarios that could trigger it
  • Potential consequences
  • Affected stakeholders
  • Timeline considerations

Section 8.4: Risk Mitigation Strategies

Required Visual: Risk mitigation matrix

For each major risk, provide:

  • Prevention strategies
  • Detection mechanisms
  • Response plans
  • Recovery approaches
  • Contingency plans

Required Visuals (2 total):

  1. Risk heatmap
  2. Risk mitigation matrix

Strategic Recommendations Chapters

Chapter 9: Strategic Opportunities & Recommendations (4-5 pages)

Purpose: Synthesize analysis into actionable strategic guidance.

Section 9.1: Opportunity Analysis

Required Visual: Opportunity matrix (attractiveness vs. ability to win)

Content Requirements:

  • Identification of 5-8 strategic opportunities
  • Sizing of each opportunity
  • Attractiveness assessment
  • Ability to win assessment
  • Prioritization

Section 9.2: Detailed Opportunity Analysis

For each top opportunity, provide:

  • Description and scope
  • Market size potential
  • Growth trajectory
  • Key success factors
  • Required capabilities
  • Investment requirements
  • Expected returns
  • Timeline to value

Section 9.3: Strategic Options Analysis

Content Requirements:

  • Build (organic development) options
  • Buy (M&A) options
  • Partner (strategic alliances) options
  • Decision framework for each opportunity

Section 9.4: Prioritized Recommendations

Required Visual: Recommendation priority matrix (impact vs. effort)

Structure recommendations in tiers:

Tier 1: Immediate Priority

  • Actions to take in next 0-6 months
  • Quick wins with high impact
  • Foundation-setting activities

Tier 2: Near-Term (6-12 months)

  • Build on Tier 1 actions
  • Larger investments
  • Capability development

Tier 3: Medium-Term (1-2 years)

  • Strategic initiatives
  • Major investments
  • Transformational changes

For each recommendation:

  • Clear action statement
  • Rationale (why this matters)
  • Expected outcome
  • Investment required
  • Timeline
  • Success metrics
  • Dependencies

Section 9.5: Success Factors

Content Requirements:

  • Critical success factors for implementation
  • Organizational capabilities required
  • Resource requirements
  • External dependencies
  • Timing considerations

Required Visuals (3 total):

  1. Opportunity matrix
  2. Strategic options framework
  3. Recommendation priority matrix

Chapter 10: Implementation Roadmap (3-4 pages)

Purpose: Provide actionable implementation guidance.

Section 10.1: Implementation Overview

Content Requirements:

  • Phased approach description
  • Overall timeline
  • Key dependencies
  • Critical path items

Section 10.2: Phased Implementation Plan

Required Visual: Implementation timeline/Gantt chart

For each phase:

  • Phase name and duration
  • Objectives
  • Key activities
  • Deliverables
  • Resources required
  • Dependencies
  • Success criteria

Typical phases:

  • Phase 1: Foundation (months 1-6)
  • Phase 2: Build (months 4-12)
  • Phase 3: Scale (months 10-18)
  • Phase 4: Optimize (months 16-24)

Section 10.3: Key Milestones

Required Visual: Milestone tracker

Data Table Required: Milestone table showing:

  • Milestone name
  • Target date
  • Owner
  • Success criteria
  • Dependencies

Section 10.4: Resource Requirements

Content Requirements:

  • Team structure and roles
  • Budget allocation by phase
  • Technology requirements
  • External support needs
  • Training requirements

Section 10.5: Governance Structure

Content Requirements:

  • Decision-making authority
  • Reporting structure
  • Review cadence
  • Escalation paths
  • Change management process

Required Visuals (2 total):

  1. Implementation timeline/Gantt
  2. Milestone tracker

Chapter 11: Investment Thesis & Financial Projections (3-4 pages)

Purpose: Provide financial framework for decision-making.

Section 11.1: Investment Summary

Content Requirements:

  • Summary of investment opportunity
  • Key value drivers
  • Expected returns
  • Investment timeline
  • Risk-adjusted assessment

Section 11.2: Financial Projections

Required Visual: Financial projections chart

Data Table Required: 5-year projections showing:

  • Revenue
  • Growth rate
  • Gross margin
  • EBITDA
  • EBITDA margin
  • Key operating metrics

Section 11.3: Scenario Analysis

Required Visual: Scenario comparison chart

Three scenarios:

  • Conservative: Lower growth, higher costs
  • Base Case: Expected performance
  • Optimistic: Favorable conditions

For each scenario:

  • Key assumptions
  • Revenue projections
  • Profitability projections
  • Investment requirements
  • Return metrics

Section 11.4: Key Assumptions

Document all assumptions:

  • Market growth assumptions
  • Market share assumptions
  • Pricing assumptions
  • Cost assumptions
  • Timing assumptions
  • Competitive assumptions

Section 11.5: Sensitivity Analysis

Content Requirements:

  • Key variables affecting returns
  • Sensitivity to market growth
  • Sensitivity to pricing
  • Sensitivity to timing
  • Break-even analysis

Section 11.6: Return Expectations

Content Requirements:

  • ROI projections
  • Payback period
  • IRR estimates
  • NPV analysis
  • Multiple analysis (if applicable)

Required Visuals (2 total):

  1. Financial projections chart
  2. Scenario comparison chart

Back Matter

Appendix A: Methodology & Data Sources

Content Requirements:

  • Research methodology description
  • Primary research methods
  • Secondary research sources
  • Data collection timeframe
  • Analytical frameworks used
  • Limitations and assumptions

Appendix B: Detailed Market Data

Content Requirements:

  • Comprehensive data tables
  • Year-by-year market data
  • Regional breakdowns
  • Segment details
  • Historical data series

Appendix C: Company Profiles

For each major company:

  • Company overview
  • Headquarters and key locations
  • Revenue and employee count
  • Market position
  • Key products/services
  • Recent developments
  • Strategic focus

References/Bibliography

All sources cited:

  • Market research reports
  • Industry publications
  • Government data
  • Company reports
  • Academic sources
  • News articles

Quality Checklist

Before finalizing, verify:

  • All required sections are complete
  • All data points have sources
  • All 25-30 visuals are included
  • Executive summary captures key findings
  • Recommendations are actionable
  • Financial projections are internally consistent
  • No placeholder content remains
  • Page count exceeds 50 pages
  • Table of contents is accurate
  • All cross-references work
  • Bibliography is complete

Supporting file: references/visual_generation_guide.md

Visual Generation Guide for Market Research Reports

Complete prompts and guidance for generating visualizations in market research reports.


Overview

Market research reports should start with 5-6 essential visuals to establish the analytical framework. Additional visuals can be generated as needed when writing specific sections. This guide provides ready-to-use prompts for the scientific-schematics and generate-image skills.

Core Visuals (Generate First - Priority 1-6)

Start every market report by generating these 5-6 core visuals:

  1. Market Growth Trajectory Chart - Shows market size trends
  2. TAM/SAM/SOM Diagram - Market opportunity breakdown
  3. Porter's Five Forces - Competitive dynamics framework
  4. Competitive Positioning Matrix - Strategic positioning
  5. Risk Heatmap - Risk assessment visualization
  6. Executive Summary Infographic (optional) - Report overview

Extended Visuals (Generate as Needed - Priority 7+)

Additional visuals can be generated during writing when specific sections require visual support:

  • Regional breakdown charts
  • Segment analysis
  • Customer journey maps
  • Technology roadmaps
  • Regulatory timelines
  • Financial projections
  • Implementation timelines

Tool Selection

Visual TypeToolRationale
Charts (bar, line, pie)scientific-schematicsPrecise data representation
Diagrams (flow, structure)scientific-schematicsClear technical layouts
Matrices (2x2, positioning)scientific-schematicsStrategic frameworks
Timelinesscientific-schematicsSequential information
Infographicsgenerate-imageCreative visual synthesis
Conceptual illustrationsgenerate-imageAbstract concepts

Visual Naming Convention

Core Visuals (Generate First)

figures/
├── 01_market_growth_trajectory.png      # PRIORITY 1
├── 02_tam_sam_som.png                   # PRIORITY 2
├── 03_porters_five_forces.png           # PRIORITY 3
├── 04_competitive_positioning.png       # PRIORITY 4
├── 05_risk_heatmap.png                  # PRIORITY 5
└── 06_exec_summary_infographic.png      # PRIORITY 6 (optional)

Extended Visuals (Generate as Needed)

figures/
├── 07_industry_ecosystem.png
├── 08_regional_breakdown.png
├── 09_segment_growth.png
├── 10_driver_impact_matrix.png
├── 11_pestle_analysis.png
├── 12_trends_timeline.png
├── 13_market_share.png
├── 14_strategic_groups.png
├── 15_customer_segments.png
├── 16_segment_attractiveness.png
├── 17_customer_journey.png
├── 18_technology_roadmap.png
├── 19_innovation_curve.png
├── 20_regulatory_timeline.png
├── 21_risk_mitigation.png
├── 22_opportunity_matrix.png
├── 23_recommendation_priority.png
├── 24_implementation_timeline.png
├── 25_milestone_tracker.png
├── 26_financial_projections.png
└── 27_scenario_analysis.png

CORE VISUALS (Priority 1-6) - Generate These First

Priority 1: Market Growth Trajectory Chart

Tool: scientific-schematics

Purpose: Foundation visual showing historical and projected market size

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Bar chart market growth 2020 to 2034. Historical bars 2020-2024 in dark blue, projected bars 2025-2034 in light blue. Y-axis billions USD, X-axis years. CAGR annotation. Data labels on each bar. Vertical dashed line between 2024 and 2025. Title: Market Growth Trajectory. Professional white background" \
  -o figures/01_market_growth_trajectory.png --doc-type report

Priority 2: TAM/SAM/SOM Diagram

Tool: scientific-schematics

Purpose: Market opportunity sizing visualization

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "TAM SAM SOM concentric circles. Outer circle TAM Total Addressable Market. Middle circle SAM Serviceable Addressable Market. Inner circle SOM Serviceable Obtainable Market. Each labeled with acronym, full name, placeholder for dollar value. Arrows pointing to each with descriptions. Blue gradient darkest outer to lightest inner. White background professional appearance" \
  -o figures/02_tam_sam_som.png --doc-type report

Priority 3: Porter's Five Forces Diagram

Tool: scientific-schematics

Purpose: Competitive dynamics framework

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Porter's Five Forces diagram. Center box Competitive Rivalry with rating. Four surrounding boxes with arrows to center: Top Threat of New Entrants, Left Bargaining Power Suppliers, Right Bargaining Power Buyers, Bottom Threat of Substitutes. Color code HIGH red, MEDIUM yellow, LOW green. Include 2-3 key factors per box. Professional appearance" \
  -o figures/03_porters_five_forces.png --doc-type report

Priority 4: Competitive Positioning Matrix

Tool: scientific-schematics

Purpose: Strategic positioning of key market players

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "2x2 competitive positioning matrix. X-axis Market Focus Niche to Broad. Y-axis Solution Approach Product to Platform. Quadrants: Upper-right Platform Leaders, Upper-left Niche Platforms, Lower-right Product Leaders, Lower-left Specialists. Plot 8-10 company circles with names. Circle size = market share. Legend for sizes. Professional appearance" \
  -o figures/04_competitive_positioning.png --doc-type report

Priority 5: Risk Heatmap

Tool: scientific-schematics

Purpose: Visual risk assessment matrix

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Risk heatmap matrix. X-axis Impact Low Medium High Critical. Y-axis Probability Unlikely Possible Likely Very Likely. Cell colors: Green low risk, Yellow medium, Orange high, Red critical. Plot 10-12 numbered risks R1 R2 etc as labeled points. Legend with risk names. Professional clear" \
  -o figures/05_risk_heatmap.png --doc-type report

Priority 6: Executive Summary Infographic (Optional)

Tool: generate-image

Purpose: High-level visual synthesis for cover or executive summary

Command:

python skills/generate-image/scripts/generate_image.py \
  "Executive summary infographic for market research, one page layout, central large metric showing market size, four quadrants showing growth rate key players top segments regional leaders, modern flat design, professional blue and green color scheme, clean white background, corporate business aesthetic" \
  --output figures/06_exec_summary_infographic.png

EXTENDED VISUALS - Generate During Writing as Needed

The following visuals can be generated when writing specific chapters that require them.


Front Matter Visuals

Extended: Cover Image / Hero Visual

Tool: generate-image

Prompt:

Professional executive summary infographic for [MARKET NAME] market research report. 
Modern data visualization style showing key metrics: market size, growth rate, key players.
Blue and green color scheme matching corporate design.
Clean minimalist design with icons.
High resolution, publication quality.
No text overlays, image only.

Command:

python skills/generate-image/scripts/generate_image.py \
  "Professional executive summary infographic for [MARKET] market research report, modern data visualization style, key metrics display, blue and green corporate color scheme, clean minimalist design with icons, high resolution publication quality" \
  --output figures/01_cover_image.png

2. Executive Summary Infographic

Tool: generate-image

Prompt:

One-page executive summary infographic showing:
- Large central metric: $XX billion market size
- Four quadrants with: Growth Rate, Key Players, Top Segments, Regional Leaders
- Modern flat design with data visualization elements
- Professional blue (#003366) and green (#008060) color scheme
- Clean white background
- Business/corporate aesthetic

Command:

python skills/generate-image/scripts/generate_image.py \
  "Executive summary infographic for market research, one page layout, central large metric showing market size, four quadrants showing growth rate key players top segments regional leaders, modern flat design, professional blue and green color scheme, clean white background, corporate business aesthetic" \
  --output figures/02_exec_summary_infographic.png

Chapter 1: Market Overview Visuals

3. Industry Ecosystem Diagram

Tool: scientific-schematics

Prompt:

Industry ecosystem value chain diagram showing horizontal flow from left to right:
[Suppliers/Inputs] → [Manufacturers/Processors] → [Distributors/Channels] → [End Users/Customers]

At each stage, show 3-4 example player types in smaller boxes below.
Use arrows to show product/service flow (solid) and money flow (dashed).
Include regulatory bodies as oversight layer above the chain.
Professional blue color scheme.
Clean white background.
All text clearly readable.

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Industry ecosystem value chain diagram. Horizontal flow left to right: Suppliers box → Manufacturers box → Distributors box → End Users box. Below each main box show 3-4 smaller boxes with example player types. Solid arrows for product flow, dashed arrows for money flow. Regulatory oversight layer above. Professional blue color scheme, white background, clear labels" \
  -o figures/03_industry_ecosystem.png --doc-type report

4. Market Structure Diagram

Tool: scientific-schematics

Prompt:

Market structure diagram showing concentric rectangles:
- Center: Core Market (labeled with market name)
- Second layer: Adjacent Markets (labeled with 4-5 adjacent market names)
- Third layer: Enabling Technologies (labeled with key technologies)
- Outer layer: Regulatory Framework

Use different shades of blue for each layer.
Include small icons or labels for key elements.
Professional appearance.

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Market structure diagram with concentric rectangles. Center: Core Market [MARKET NAME]. Second layer: Adjacent Markets with 4-5 labels. Third layer: Enabling Technologies with key tech labels. Outer layer: Regulatory Framework. Different blue shades for each layer, professional appearance, clear labels" \
  -o figures/03b_market_structure.png --doc-type report

Chapter 2: Market Size & Growth Visuals

5. Market Growth Trajectory Chart

Tool: scientific-schematics

Prompt:

Bar chart showing market growth from 2020 to 2034.
Historical years (2020-2024): Dark blue bars
Projected years (2025-2034): Light blue bars
Y-axis: Market size in billions USD (0 to $XXX)
X-axis: Years
Include CAGR annotation showing "XX.X% CAGR (2024-2034)"
Data labels on top of each bar
Vertical dashed line separating historical from projected
Title: "[MARKET NAME] Market Growth Trajectory"
Professional appearance, white background

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Bar chart market growth 2020 to 2034. Historical bars 2020-2024 in dark blue, projected bars 2025-2034 in light blue. Y-axis billions USD, X-axis years. CAGR annotation XX.X% (2024-2034). Data labels on each bar. Vertical dashed line between 2024 and 2025. Title: Market Growth Trajectory. Professional white background" \
  -o figures/04_market_growth_trajectory.png --doc-type report

6. TAM/SAM/SOM Diagram

Tool: scientific-schematics

Prompt:

TAM SAM SOM concentric circles diagram:
- Outer circle: TAM (Total Addressable Market) - $XXX billion
- Middle circle: SAM (Serviceable Addressable Market) - $XX billion  
- Inner circle: SOM (Serviceable Obtainable Market) - $X billion

Each circle labeled with:
- Acronym in bold
- Full name
- Dollar value

Arrows pointing to each circle with descriptions
Use blue color gradient (darkest for TAM, lightest for SOM)
Professional appearance
White background

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "TAM SAM SOM concentric circles. Outer circle TAM Total Addressable Market [VALUE]B. Middle circle SAM Serviceable Addressable Market [VALUE]B. Inner circle SOM Serviceable Obtainable Market [VALUE]B. Each labeled with acronym, full name, dollar value. Arrows pointing to each with descriptions. Blue gradient darkest outer to lightest inner. White background professional" \
  -o figures/05_tam_sam_som.png --doc-type report

7. Regional Market Breakdown

Tool: scientific-schematics

Prompt:

Pie chart OR treemap showing regional market breakdown:
- North America: XX% ($X.XB) - Dark blue
- Europe: XX% ($X.XB) - Medium blue
- Asia-Pacific: XX% ($X.XB) - Teal
- Latin America: X% ($X.XB) - Light blue
- Middle East & Africa: X% ($X.XB) - Gray blue

Include both percentage and dollar value for each region
Legend on right side
Title: "Market Size by Region (2024)"
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Pie chart regional market breakdown. North America XX% dark blue, Europe XX% medium blue, Asia-Pacific XX% teal, Latin America XX% light blue, Middle East Africa XX% gray blue. Show percentage and dollar value for each slice. Legend on right. Title: Market Size by Region 2024. Professional appearance" \
  -o figures/06_regional_breakdown.png --doc-type report

8. Segment Growth Comparison

Tool: scientific-schematics

Prompt:

Horizontal bar chart comparing segment growth rates:
- Y-axis: Segment names (5-7 segments)
- X-axis: CAGR percentage (0% to 30%)
- Bars colored by growth rate: Green (highest) to blue (lowest)
- Data labels showing exact percentage on each bar
- Sort segments from highest to lowest growth
- Title: "Segment Growth Rate Comparison (CAGR 2024-2034)"
- Include average line or marker

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Horizontal bar chart segment growth comparison. Y-axis 5-7 segment names, X-axis CAGR percentage 0-30%. Bars colored green highest to blue lowest. Data labels with exact percentages. Sorted highest to lowest. Title: Segment Growth Rate Comparison CAGR 2024-2034. Include market average line" \
  -o figures/07_segment_growth.png --doc-type report

Chapter 3: Industry Drivers & Trends Visuals

9. Driver Impact Matrix

Tool: scientific-schematics

Prompt:

2x2 matrix for market driver assessment:
- X-axis: Impact on Market (Low → High)
- Y-axis: Probability of Occurrence (Low → High)
- Upper-right quadrant: "CRITICAL DRIVERS" (red/orange background)
- Upper-left quadrant: "MONITOR" (yellow background)
- Lower-right quadrant: "WATCH CAREFULLY" (yellow background)
- Lower-left quadrant: "LOWER PRIORITY" (green background)

Plot 8-10 drivers as labeled circles:
- Size of circle represents current market impact
- Position based on ratings

Include legend for circle sizes
Professional appearance with clear labels

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "2x2 matrix driver impact assessment. X-axis Impact Low to High, Y-axis Probability Low to High. Quadrants: Upper-right CRITICAL DRIVERS red, Upper-left MONITOR yellow, Lower-right WATCH CAREFULLY yellow, Lower-left LOWER PRIORITY green. Plot 8-10 labeled driver circles at appropriate positions. Circle size indicates current impact. Professional clear labels" \
  -o figures/08_driver_impact_matrix.png --doc-type report

10. PESTLE Analysis Diagram

Tool: scientific-schematics

Prompt:

PESTLE analysis hexagonal diagram:
- Center hexagon: "[MARKET NAME]" 
- Six surrounding hexagons connected to center:
  - Political (red/orange)
  - Economic (blue)
  - Social (green)
  - Technological (orange)
  - Legal (purple)
  - Environmental (teal)

Each outer hexagon contains 2-3 key bullet points
Connecting lines between center and outer hexagons
Professional appearance
Clear, readable text in each hexagon

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "PESTLE hexagonal diagram. Center hexagon labeled MARKET. Six surrounding hexagons: Political red, Economic blue, Social green, Technological orange, Legal purple, Environmental teal. Each outer hexagon has 2-3 bullet points of key factors. Lines connecting center to each. Professional appearance clear readable text" \
  -o figures/09_pestle_analysis.png --doc-type report

11. Industry Trends Timeline

Tool: scientific-schematics

Prompt:

Horizontal timeline showing emerging trends from 2024 to 2030:
- Main horizontal axis with year markers
- Plot 6-8 trends at different points on timeline
- Each trend shown with:
  - Icon or symbol
  - Trend name
  - Brief 3-5 word description below

Color-code by trend category:
- Technology trends: Blue
- Market trends: Green
- Regulatory trends: Orange

Include "Current" marker at 2024
Professional appearance with clear labels

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Horizontal timeline 2024 to 2030. Plot 6-8 emerging trends at different years. Each trend with icon, name, brief description. Color code: Technology trends blue, Market trends green, Regulatory trends orange. Current marker at 2024. Professional clear labels" \
  -o figures/10_trends_timeline.png --doc-type report

Chapter 4: Competitive Landscape Visuals

12. Porter's Five Forces Diagram

Tool: scientific-schematics

Prompt:

Porter's Five Forces diagram with center and four surrounding boxes:

Center box: "Competitive Rivalry" with rating [HIGH/MEDIUM/LOW]

Surrounding boxes connected by arrows:
- Top: "Threat of New Entrants" [RATING]
- Left: "Bargaining Power of Suppliers" [RATING]
- Right: "Bargaining Power of Buyers" [RATING]
- Bottom: "Threat of Substitutes" [RATING]

Color-code ratings:
- HIGH: Red/orange background
- MEDIUM: Yellow background
- LOW: Green background

Arrows pointing toward center
Include key factors as bullet points in each box
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Porter's Five Forces diagram. Center box Competitive Rivalry [RATING]. Four surrounding boxes with arrows to center: Top Threat of New Entrants [RATING], Left Bargaining Power Suppliers [RATING], Right Bargaining Power Buyers [RATING], Bottom Threat of Substitutes [RATING]. Color code HIGH red, MEDIUM yellow, LOW green. Include 2-3 key factors per box. Professional appearance" \
  -o figures/11_porters_five_forces.png --doc-type report

13. Market Share Chart

Tool: scientific-schematics

Prompt:

Pie chart or donut chart showing market share:
- Top 10 companies with distinct colors
- Company A: XX% (largest slice, dark blue)
- Company B: XX% (medium blue)
- [Continue for top 10]
- Others: XX% (gray)

Include:
- Percentage labels on each slice
- Company names in legend or on slices
- Total market size annotation
- Title: "Market Share by Company (2024)"

Professional appearance
Colorblind-friendly palette

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Pie chart market share top 10 companies. Company A XX% dark blue, Company B XX% medium blue, [list companies and shares], Others XX% gray. Percentage labels on slices. Legend with company names. Total market size annotation. Title: Market Share by Company 2024. Colorblind-friendly colors professional" \
  -o figures/12_market_share.png --doc-type report

14. Competitive Positioning Matrix

Tool: scientific-schematics

Prompt:

2x2 competitive positioning matrix:
- X-axis: Market Focus (Niche ← → Broad)
- Y-axis: Solution Approach (Product ← → Platform)

Quadrant labels:
- Upper-right: "Platform Leaders"
- Upper-left: "Niche Platforms"
- Lower-right: "Product Leaders"
- Lower-left: "Specialists"

Plot 8-10 companies as labeled circles:
- Circle size represents market share
- Position based on strategy

Include legend for circle sizes
Company name labels
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "2x2 competitive positioning matrix. X-axis Market Focus Niche to Broad. Y-axis Solution Approach Product to Platform. Quadrants: Upper-right Platform Leaders, Upper-left Niche Platforms, Lower-right Product Leaders, Lower-left Specialists. Plot 8-10 company circles with names. Circle size = market share. Legend for sizes. Professional" \
  -o figures/13_competitive_positioning.png --doc-type report

15. Strategic Group Map

Tool: scientific-schematics

Prompt:

Strategic group map showing competitor clusters:
- X-axis: Geographic Scope (Regional ← → Global)
- Y-axis: Product Breadth (Narrow ← → Broad)

Draw 4-5 oval "bubbles" representing strategic groups:
- Each bubble contains 2-4 company names
- Bubble size represents collective market share of group
- Different colors for each strategic group

Label each strategic group:
- "Global Generalists"
- "Regional Specialists"
- "Focused Innovators"
- etc.

Professional appearance
Clear company name labels

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Strategic group map. X-axis Geographic Scope Regional to Global. Y-axis Product Breadth Narrow to Broad. Draw 4-5 oval bubbles for strategic groups. Each bubble contains 2-4 company names. Bubble size = collective market share. Label groups: Global Generalists, Regional Specialists, Focused Innovators etc. Different colors per group. Professional clear labels" \
  -o figures/14_strategic_groups.png --doc-type report

Chapter 5: Customer Analysis Visuals

16. Customer Segmentation Breakdown

Tool: scientific-schematics

Prompt:

Treemap or pie chart showing customer segments:
- Large Enterprise: XX% (dark blue)
- Mid-Market: XX% (medium blue)
- SMB: XX% (light blue)
- Consumer: XX% (teal)

Size represents market share
Include for each segment:
- Segment name
- Percentage
- Dollar value

Title: "Customer Segmentation by Market Share"
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Treemap customer segmentation. Large Enterprise XX% dark blue, Mid-Market XX% medium blue, SMB XX% light blue, Consumer XX% teal. Each segment shows name percentage dollar value. Title: Customer Segmentation by Market Share. Professional appearance" \
  -o figures/15_customer_segments.png --doc-type report

17. Segment Attractiveness Matrix

Tool: scientific-schematics

Prompt:

2x2 segment attractiveness matrix:
- X-axis: Segment Size (Small ← → Large)
- Y-axis: Growth Rate (Low ← → High)

Quadrant labels and actions:
- Upper-right: "PRIORITY - Invest Heavily"
- Upper-left: "INVEST TO GROW"
- Lower-right: "HARVEST"
- Lower-left: "DEPRIORITIZE"

Plot customer segments as labeled circles
Circle size represents profitability
Different colors for each segment
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "2x2 segment attractiveness matrix. X-axis Segment Size Small to Large. Y-axis Growth Rate Low to High. Quadrants: Upper-right PRIORITY Invest Heavily, Upper-left INVEST TO GROW, Lower-right HARVEST, Lower-left DEPRIORITIZE. Plot customer segments as circles. Circle size = profitability. Different colors. Professional" \
  -o figures/16_segment_attractiveness.png --doc-type report

18. Customer Journey Map

Tool: scientific-schematics

Prompt:

Customer journey horizontal flowchart showing 5-6 stages:
Awareness → Consideration → Decision → Implementation → Usage → Advocacy

For each stage, show three rows:
1. Key Activities (what customer does)
2. Pain Points (challenges faced)
3. Touchpoints (how they interact)

Use icons for each stage
Color gradient from light to dark as journey progresses
Professional appearance
Clear labels

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Customer journey horizontal flowchart. 5 stages left to right: Awareness, Consideration, Decision, Implementation, Usage, Advocacy. Each stage shows Key Activities, Pain Points, Touchpoints in rows below. Icons for each stage. Color gradient light to dark. Professional clear labels" \
  -o figures/17_customer_journey.png --doc-type report

Chapter 6: Technology Landscape Visuals

19. Technology Roadmap

Tool: scientific-schematics

Prompt:

Technology roadmap timeline from 2024 to 2030:
Three parallel horizontal tracks:
1. Core Technology (blue) - current foundation
2. Emerging Technology (green) - developing capabilities
3. Enabling Technology (orange) - infrastructure/support

Each track shows milestones and technology introductions as markers
Vertical lines connect related technologies across tracks
Timeline markers for each year
Technology names labeled at introduction points
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Technology roadmap 2024 to 2030. Three parallel horizontal tracks: Core Technology blue, Emerging Technology green, Enabling Technology orange. Milestones and tech introductions marked on each track. Vertical lines connect related tech. Year markers. Technology names labeled. Professional appearance" \
  -o figures/18_technology_roadmap.png --doc-type report

20. Innovation/Adoption Curve

Tool: scientific-schematics

Prompt:

Gartner Hype Cycle or Technology Adoption Curve:
Five phases from left to right:
1. Innovation Trigger (rising)
2. Peak of Inflated Expectations (peak)
3. Trough of Disillusionment (bottom)
4. Slope of Enlightenment (rising)
5. Plateau of Productivity (stable)

Plot 6-8 technologies at different positions on the curve
Each technology labeled with name
Color-code by technology category
Professional appearance
Clear axis labels

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Gartner Hype Cycle curve. Five phases: Innovation Trigger rising, Peak of Inflated Expectations at top, Trough of Disillusionment at bottom, Slope of Enlightenment rising, Plateau of Productivity stable. Plot 6-8 technologies on curve with labels. Color by category. Professional clear labels" \
  -o figures/19_innovation_curve.png --doc-type report

Chapter 7: Regulatory Environment Visuals

21. Regulatory Timeline

Tool: scientific-schematics

Prompt:

Regulatory timeline from 2020 to 2028:
Horizontal timeline with year markers
Mark key regulatory events:
- Past regulations (dark blue markers, solid)
- Current regulations (green marker at current year)
- Upcoming regulations (light blue markers, dashed)

Each marker shows:
- Regulation name
- Effective date
- Brief description (5-7 words)

Vertical "NOW" line at current year (2024)
Group by region if multiple jurisdictions
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Regulatory timeline 2020 to 2028. Past regulations dark blue solid markers, current green marker, upcoming light blue dashed. Each shows regulation name, date, brief description. Vertical NOW line at 2024. Professional appearance clear labels" \
  -o figures/20_regulatory_timeline.png --doc-type report

Chapter 8: Risk Analysis Visuals

22. Risk Heatmap

Tool: scientific-schematics

Prompt:

Risk assessment heatmap/matrix:
- X-axis: Impact (Low → Medium → High → Critical)
- Y-axis: Probability (Unlikely → Possible → Likely → Very Likely)

Color gradient for cells:
- Green: Low risk (low probability, low impact)
- Yellow: Medium risk
- Orange: High risk
- Red: Critical risk (high probability, high impact)

Plot 10-12 risks as labeled points/circles in appropriate cells
Risk labels should be clearly readable
Include risk numbers (R1, R2, etc.)
Legend linking numbers to risk names
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Risk heatmap matrix. X-axis Impact Low Medium High Critical. Y-axis Probability Unlikely Possible Likely Very Likely. Cell colors: Green low risk, Yellow medium, Orange high, Red critical. Plot 10-12 numbered risks R1 R2 etc as labeled points. Legend with risk names. Professional clear" \
  -o figures/21_risk_heatmap.png --doc-type report

23. Risk Mitigation Framework

Tool: scientific-schematics

Prompt:

Risk mitigation diagram showing risks and their mitigations:
Left column: Risks (in red/orange boxes)
Right column: Mitigation Strategies (in green/blue boxes)

Connect each risk to its mitigation(s) with arrows
Group risks by category (Market, Regulatory, Technology, etc.)
Include both prevention and response strategies

Risk severity indicated by box color intensity
Professional appearance
Clear labels

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Risk mitigation diagram. Left column risks in orange/red boxes. Right column mitigation strategies in green/blue boxes. Arrows connecting risks to mitigations. Group by category. Risk severity by color intensity. Include prevention and response. Professional clear labels" \
  -o figures/22_risk_mitigation.png --doc-type report

Chapter 9: Strategic Recommendations Visuals

24. Opportunity Matrix

Tool: scientific-schematics

Prompt:

2x2 opportunity assessment matrix:
- X-axis: Market Attractiveness (Low ← → High)
- Y-axis: Ability to Win (Low ← → High)

Quadrant labels and strategies:
- Upper-right: "PURSUE AGGRESSIVELY" (green)
- Upper-left: "BUILD CAPABILITIES" (yellow)
- Lower-right: "SELECTIVE INVESTMENT" (yellow)
- Lower-left: "AVOID/DIVEST" (red)

Plot 6-8 opportunities as labeled circles
Circle size represents opportunity size ($)
Include opportunity names
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "2x2 opportunity matrix. X-axis Market Attractiveness Low to High. Y-axis Ability to Win Low to High. Quadrants: Upper-right PURSUE AGGRESSIVELY green, Upper-left BUILD CAPABILITIES yellow, Lower-right SELECTIVE INVESTMENT yellow, Lower-left AVOID red. Plot 6-8 opportunity circles with labels. Size = opportunity value. Professional" \
  -o figures/23_opportunity_matrix.png --doc-type report

25. Recommendation Priority Matrix

Tool: scientific-schematics

Prompt:

2x2 priority matrix for recommendations:
- X-axis: Effort/Investment (Low ← → High)
- Y-axis: Impact/Value (Low ← → High)

Quadrant labels:
- Upper-left: "QUICK WINS" (green) - Do First
- Upper-right: "MAJOR PROJECTS" (blue) - Plan Carefully
- Lower-left: "FILL-INS" (gray) - Do If Time
- Lower-right: "THANKLESS TASKS" (red) - Avoid

Plot 6-8 recommendations as labeled points
Number recommendations by priority
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "2x2 priority matrix. X-axis Effort Low to High. Y-axis Impact Low to High. Quadrants: Upper-left QUICK WINS green Do First, Upper-right MAJOR PROJECTS blue Plan Carefully, Lower-left FILL-INS gray Do If Time, Lower-right THANKLESS TASKS red Avoid. Plot 6-8 numbered recommendations. Professional" \
  -o figures/24_recommendation_priority.png --doc-type report

Chapter 10: Implementation Roadmap Visuals

26. Implementation Timeline/Gantt

Tool: scientific-schematics

Prompt:

Gantt chart style implementation timeline over 24 months:
Four phases shown as horizontal bars:
- Phase 1: Foundation (Months 1-6) - Dark blue
- Phase 2: Build (Months 4-12) - Medium blue
- Phase 3: Scale (Months 10-18) - Teal
- Phase 4: Optimize (Months 16-24) - Light blue

Phases overlap as shown in dates
Key milestones marked as diamonds on timeline
Month markers on X-axis
Phase names on Y-axis
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Gantt chart implementation 24 months. Phase 1 Foundation months 1-6 dark blue. Phase 2 Build months 4-12 medium blue. Phase 3 Scale months 10-18 teal. Phase 4 Optimize months 16-24 light blue. Overlapping bars. Key milestones as diamonds. Month markers X-axis. Professional" \
  -o figures/25_implementation_timeline.png --doc-type report

27. Milestone Tracker

Tool: scientific-schematics

Prompt:

Milestone tracker showing 8-10 key milestones on horizontal timeline:
Each milestone shows:
- Date/Month
- Milestone name
- Status indicator:
  - Completed: Green checkmark ✓
  - In Progress: Yellow circle ○
  - Upcoming: Gray circle ○

Group milestones by phase
Connect milestones with timeline line
Include phase labels above timeline
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Milestone tracker horizontal timeline 8-10 milestones. Each shows date, name, status: Completed green check, In Progress yellow circle, Upcoming gray circle. Group by phase. Phase labels above. Connected timeline line. Professional" \
  -o figures/26_milestone_tracker.png --doc-type report

Chapter 11: Investment Thesis Visuals

28. Financial Projections Chart

Tool: scientific-schematics

Prompt:

Combined bar and line chart showing 5-year financial projections:
- Bar chart: Revenue by year (primary Y-axis, in $M)
- Line chart: Growth rate overlay (secondary Y-axis, in %)

Three scenarios shown:
- Conservative: Gray bars
- Base Case: Blue bars
- Optimistic: Green bars

X-axis: Year 1 through Year 5
Include data labels on bars
Legend for scenarios and growth line
Title: "Financial Projections (5-Year)"
Professional appearance

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Combined bar and line chart 5-year projections. Bar chart revenue primary Y-axis dollars. Line chart growth rate secondary Y-axis percent. Three scenarios: Conservative gray, Base Case blue, Optimistic green. X-axis Year 1-5. Data labels. Legend. Title Financial Projections 5-Year. Professional" \
  -o figures/27_financial_projections.png --doc-type report

29. Scenario Analysis Comparison

Tool: scientific-schematics

Prompt:

Grouped bar chart comparing three scenarios across key metrics:
X-axis: Metrics (Revenue Y5, EBITDA Y5, Market Share, ROI)
Y-axis: Value (scale appropriate for each metric)

Three bars per metric:
- Conservative: Gray
- Base Case: Blue
- Optimistic: Green

Data labels on each bar
Legend for scenarios
Title: "Scenario Analysis Comparison"
Professional appearance
Clear metric labels

Command:

python skills/scientific-schematics/scripts/generate_schematic.py \
  "Grouped bar chart scenario comparison. X-axis metrics: Revenue Y5, EBITDA Y5, Market Share, ROI. Three bars per metric: Conservative gray, Base Case blue, Optimistic green. Data labels. Legend. Title Scenario Analysis Comparison. Professional clear labels" \
  -o figures/28_scenario_analysis.png --doc-type report

Batch Generation Script

For convenience, use the generate_market_visuals.py script to batch generate visuals:

# Generate core 5-6 visuals only (recommended for starting reports)
python skills/market-research-reports/scripts/generate_market_visuals.py \
  --topic "Electric Vehicle Charging Infrastructure" \
  --output-dir figures/

# Generate all 27 visuals (core + extended, for comprehensive coverage)
python skills/market-research-reports/scripts/generate_market_visuals.py \
  --topic "Electric Vehicle Charging Infrastructure" \
  --output-dir figures/ \
  --all

# Skip already generated files
python skills/market-research-reports/scripts/generate_market_visuals.py \
  --topic "Your Market" \
  --output-dir figures/ \
  --skip-existing

Default behavior: Generates only the 5-6 core priority visuals. Use --all flag if you need comprehensive visual coverage for all sections.


Quality Checklist

Before including visuals in the report, verify:

  • All text is readable at intended size
  • Colors are consistent across all visuals
  • Color scheme is colorblind-friendly
  • Data labels are accurate
  • Legends are clear and complete
  • Titles are descriptive
  • Sources are noted where applicable
  • Resolution is 300 DPI or higher
  • File format is PNG
  • Naming convention is followed

How do I install Market research & analysis in Cursor, Claude Code, or Codex?

Run npx skills add manojbajaj95/claude-gtm-plugin --skill market-research-analysis in the project where you want it, then ask your agent for the skill by name. The --skill flag installs only Market research & analysis, not every skill in the repository.

Where does Market research & analysis come from and what license is it under?

Market research & analysis comes from the manojbajaj95/claude-gtm-plugin repository on GitHub. That repository has 74 GitHub stars. The skill is published under the MIT license.

Prefer plain text? Read the Market research & analysis guide as markdown.