Market Research Reports

Overview

Market research reports are comprehensive strategic documents that analyze industries, markets, and competitive landscapes to inform business decisions, investment strategies, and strategic planning. This skill generates professional-grade reports of 50+ pages with extensive visual content, modeled after deliverables from top consulting firms like McKinsey, BCG, Bain, Gartner, and Forrester.

Key Features:

Comprehensive length: Reports are designed to be 50+ pages with no token constraints
Visual-rich content: 5-6 key diagrams generated at start (more added as needed during writing)
Data-driven analysis: Deep integration with research-lookup for market data
Multi-framework approach: Porter’s Five Forces, PESTLE, SWOT, BCG Matrix, TAM/SAM/SOM
Professional formatting: Consulting-firm quality typography, colors, and layout
Actionable recommendations: Strategic focus with implementation roadmaps

Output Format: LaTeX with professional styling, compiled to PDF. Uses the market_research.sty style package for consistent, professional formatting.

When to Use This Skill

This skill should be used when:

Creating comprehensive market analysis for investment decisions
Developing industry reports for strategic planning
Analyzing competitive landscapes and market dynamics
Conducting market sizing exercises (TAM/SAM/SOM)
Evaluating market entry opportunities
Preparing due diligence materials for M&A activities
Creating thought leadership content for industry positioning
Developing go-to-market strategy documentation
Analyzing regulatory and policy impacts on markets
Building business cases for new product launches

Visual Enhancement Requirements

CRITICAL: Market research reports should include key visual content.

Every report should generate 6 essential visuals at the start, with additional visuals added as needed during writing. Start with the most critical visualizations to establish the report framework.

Visual Generation Tools

Use scientific-schematics for:

Market growth trajectory charts
TAM/SAM/SOM breakdown diagrams (concentric circles)
Porter’s Five Forces diagrams
Competitive positioning matrices
Market segmentation charts
Value chain diagrams
Technology roadmaps
Risk heatmaps
Strategic prioritization matrices
Implementation timelines/Gantt charts
SWOT analysis diagrams
BCG Growth-Share matrices

# Example: Generate a TAM/SAM/SOM diagram
python skills/scientific-schematics/scripts/generate_schematic.py \
  "TAM SAM SOM concentric circle diagram showing Total Addressable Market $50B outer circle, Serviceable Addressable Market $15B middle circle, Serviceable Obtainable Market $3B inner circle, with labels and arrows pointing to each segment" \
  -o figures/tam_sam_som.png --doc-type report

# Example: Generate Porter's Five Forces
python skills/scientific-schematics/scripts/generate_schematic.py \
  "Porter's Five Forces diagram with center box 'Competitive Rivalry' connected to four surrounding boxes: 'Threat of New Entrants' (top), 'Bargaining Power of Suppliers' (left), 'Bargaining Power of Buyers' (right), 'Threat of Substitutes' (bottom). Each box should show High/Medium/Low rating" \
  -o figures/porters_five_forces.png --doc-type report

Use generate-image for:

Executive summary hero infographics
Industry/sector conceptual illustrations
Abstract technology visualizations
Cover page imagery

# Example: Generate executive summary infographic
python skills/generate-image/scripts/generate_image.py \
  "Professional executive summary infographic for market research report, showing key metrics in modern data visualization style, blue and green color scheme, clean minimalist design with icons representing market size, growth rate, and competitive landscape" \
  --output figures/executive_summary.png

Recommended Visuals by Section (Generate as Needed)

Section	Priority Visuals	Optional Visuals
Executive Summary	Executive infographic (START)	-
Market Size & Growth	Growth trajectory (START), TAM/SAM/SOM (START)	Regional breakdown, segment growth
Competitive Landscape	Porter’s Five Forces (START), Positioning matrix (START)	Market share chart, strategic groups
Risk Analysis	Risk heatmap (START)	Mitigation matrix
Strategic Recommendations	Opportunity matrix	Priority framework
Implementation Roadmap	Timeline/Gantt	Milestone tracker
Investment Thesis	Financial projections	Scenario analysis

Start with 6 priority visuals (marked as START above), then generate additional visuals as specific sections are written and require visual support.

Report Structure (50+ Pages)

Front Matter (~5 pages)

Cover Page (1 page)

Report title and subtitle
Hero visualization (generated)
Date and classification
Prepared for / Prepared by

Table of Contents (1-2 pages)

Automated from LaTeX
List of Figures
List of Tables

Executive Summary (2-3 pages)

Market Snapshot Box: Key metrics at a glance
Investment Thesis: 3-5 bullet point summary
Key Findings: Major discoveries and insights
Strategic Recommendations: Top 3-5 actionable recommendations
Executive Summary Infographic: Visual synthesis of report highlights

Core Analysis (~35 pages)

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

Content Requirements:

Market definition and scope
Industry ecosystem mapping
Key stakeholders and their roles
Market boundaries and adjacencies
Historical context and evolution

Required Visuals (2):

Market ecosystem/value chain diagram
Industry structure diagram

Key Data Points:

Market definition criteria
Included/excluded segments
Geographic scope
Time horizon for analysis

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

Content Requirements:

Total Addressable Market (TAM) calculation
Serviceable Addressable Market (SAM) definition
Serviceable Obtainable Market (SOM) estimation
Historical growth analysis (5-10 years)
Growth projections (5-10 years forward)
Growth drivers and inhibitors
Regional market breakdown
Segment-level analysis

Required Visuals (4):

Market growth trajectory chart (historical + projected)
TAM/SAM/SOM concentric circles diagram
Regional market breakdown (pie chart or treemap)
Segment growth comparison (bar chart)

Key Data Points:

Current market size (with source)
CAGR (historical and projected)
Market size by region
Market size by segment
Key assumptions for projections

Data Sources: Use research-lookup to find:

Market research reports (Gartner, Forrester, IDC, etc.)
Industry association data
Government statistics
Company financial reports
Academic studies

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

Content Requirements:

Macroeconomic factors
Technology trends
Regulatory drivers
Social and demographic shifts
Environmental factors
Industry-specific trends

Analysis Frameworks:

PESTLE Analysis: Political, Economic, Social, Technological, Legal, Environmental
Trend Impact Assessment: Likelihood vs Impact matrix

Required Visuals (3):

Industry trends timeline or radar chart
Driver impact matrix
PESTLE analysis diagram

Key Data Points:

Top 5-10 growth drivers with quantified impact
Emerging trends with timeline
Disruption factors

Chapter 4: Competitive Landscape (6-8 pages)

Content Requirements:

Market structure analysis
Major player profiles
Market share analysis
Competitive positioning
Barriers to entry
Competitive dynamics

Analysis Frameworks:

Porter’s Five Forces: Comprehensive industry analysis
Competitive Positioning Matrix: 2x2 matrix on key dimensions
Strategic Group Mapping: Cluster competitors by strategy

Required Visuals (4):

Porter’s Five Forces diagram
Market share pie chart or bar chart
Competitive positioning matrix (2x2)
Strategic group map

Key Data Points:

Market share by company (top 10)
Competitive intensity rating
Entry barriers assessment
Supplier/buyer power assessment

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

Content Requirements:

Customer segment definitions
Segment size and growth
Buying behavior analysis
Customer needs and pain points
Decision-making process
Value drivers by segment

Analysis Frameworks:

Customer Segmentation Matrix: Size vs Growth
Value Proposition Canvas: Jobs, Pains, Gains
Customer Journey Mapping: Awareness to Advocacy

Required Visuals (3):

Customer segmentation breakdown (pie/treemap)
Segment attractiveness matrix
Customer journey or value proposition diagram

Key Data Points:

Segment sizes and percentages
Growth rates by segment
Average deal size / revenue per customer
Customer acquisition cost by segment

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

Content Requirements:

Current technology stack
Emerging technologies
Innovation trends
Technology adoption curves
R&D investment analysis
Patent landscape

Analysis Frameworks:

Technology Readiness Assessment: TRL levels
Hype Cycle Positioning: Where technologies sit
Technology Roadmap: Evolution over time

Required Visuals (2):

Technology roadmap diagram
Innovation/adoption curve or hype cycle

Key Data Points:

R&D spending in the industry
Key technology milestones
Patent filing trends
Technology adoption rates

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

Content Requirements:

Current regulatory framework
Key regulatory bodies
Compliance requirements
Upcoming regulatory changes
Policy trends
Impact assessment

Required Visuals (1):

Regulatory timeline or framework diagram

Key Data Points:

Key regulations and effective dates
Compliance costs
Regulatory risks
Policy change probability

Chapter 8: Risk Analysis (3-4 pages)

Content Requirements:

Market risks
Competitive risks
Regulatory risks
Technology risks
Operational risks
Financial risks
Risk mitigation strategies

Analysis Frameworks:

Risk Heatmap: Probability vs Impact
Risk Register: Comprehensive risk inventory
Mitigation Matrix: Risk vs Mitigation strategy

Required Visuals (2):

Risk heatmap (probability vs impact)
Risk mitigation matrix

Key Data Points:

Top 10 risks with ratings
Risk probability scores
Impact severity scores
Mitigation cost estimates

Strategic Recommendations (~10 pages)

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

Content Requirements:

Opportunity identification
Opportunity sizing
Strategic options analysis
Prioritization framework
Detailed recommendations
Success factors

Analysis Frameworks:

Opportunity Attractiveness Matrix: Attractiveness vs Ability to Win
Strategic Options Framework: Build, Buy, Partner, Ignore
Priority Matrix: Impact vs Effort

Required Visuals (3):

Opportunity matrix
Strategic options framework
Priority/recommendation matrix

Key Data Points:

Opportunity sizes
Investment requirements
Expected returns
Timeline to value

Chapter 10: Implementation Roadmap (3-4 pages)

Content Requirements:

Phased implementation plan
Key milestones and deliverables
Resource requirements
Timeline and sequencing
Dependencies and critical path
Governance structure

Required Visuals (2):

Implementation timeline/Gantt chart
Milestone tracker or phase diagram

Key Data Points:

Phase durations
Resource requirements
Key milestones with dates
Budget allocation by phase

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

Content Requirements:

Investment summary
Financial projections
Scenario analysis
Return expectations
Key assumptions
Sensitivity analysis

Required Visuals (2):

Financial projection chart (revenue, growth)
Scenario analysis comparison

Key Data Points:

Revenue projections (3-5 years)
CAGR projections
ROI/IRR expectations
Key financial assumptions

Back Matter (~5 pages)

Appendix A: Methodology & Data Sources (1-2 pages)

Research methodology
Data collection approach
Data sources and citations
Limitations and assumptions

Appendix B: Detailed Market Data Tables (2-3 pages)

Comprehensive market data tables
Regional breakdowns
Segment details
Historical data series

Appendix C: Company Profiles (1-2 pages)

Brief profiles of key competitors
Financial highlights
Strategic focus areas

References/Bibliography

All sources cited
BibTeX format for LaTeX

Workflow

Phase 1: Research & Data Gathering

Step 1: Define Scope

Clarify market definition
Set geographic boundaries
Determine time horizon
Identify key questions to answer

Step 2: Conduct Deep Research

Use research-lookup extensively to gather market data:

# Market size and growth data
python skills/research-lookup/scripts/research_lookup.py \
  "What is the current market size and projected growth rate for [MARKET] industry? Include TAM, SAM, SOM estimates and CAGR projections"

# Competitive landscape
python skills/research-lookup/scripts/research_lookup.py \
  "Who are the top 10 competitors in the [MARKET] market? What is their market share and competitive positioning?"

# Industry trends
python skills/research-lookup/scripts/research_lookup.py \
  "What are the major trends and growth drivers in the [MARKET] industry for 2024-2030?"

# Regulatory environment
python skills/research-lookup/scripts/research_lookup.py \
  "What are the key regulations and policy changes affecting the [MARKET] industry?"

Step 3: Data Organization

Create sources/ folder with research notes
Organize data by section
Identify data gaps
Conduct follow-up research as needed

Phase 2: Analysis & Framework Application

Step 4: Apply Analysis Frameworks

For each framework, conduct structured analysis:

Market Sizing: TAM → SAM → SOM with clear assumptions
Porter’s Five Forces: Rate each force High/Medium/Low with rationale
PESTLE: Analyze each dimension with trends and impacts
SWOT: Internal strengths/weaknesses, external opportunities/threats
Competitive Positioning: Define axes, plot competitors

Step 5: Develop Insights

Synthesize findings into key insights
Identify strategic implications
Develop recommendations
Prioritize opportunities

Phase 3: Visual Generation

Step 6: Generate All Visuals

Generate visuals BEFORE writing the report. Use the batch generation script:

# Generate all standard market report visuals
python skills/market-research-reports/scripts/generate_market_visuals.py \
  --topic "[MARKET NAME]" \
  --output-dir figures/

Or generate individually:

# 1. Market growth trajectory
python skills/scientific-schematics/scripts/generate_schematic.py \
  "Bar chart showing market growth from 2020 to 2034, with historical bars in dark blue (2020-2024) and projected bars in light blue (2025-2034). Y-axis shows market size in billions USD. Include CAGR annotation" \
  -o figures/01_market_growth.png --doc-type report

# 2. TAM/SAM/SOM breakdown
python skills/scientific-schematics/scripts/generate_schematic.py \
  "TAM SAM SOM concentric circles diagram. Outer circle TAM Total Addressable Market, middle circle SAM Serviceable Addressable Market, inner circle SOM Serviceable Obtainable Market. Each labeled with acronym and description. Blue gradient" \
  -o figures/02_tam_sam_som.png --doc-type report

# 3. Porter's Five Forces
python skills/scientific-schematics/scripts/generate_schematic.py \
  "Porter's Five Forces diagram with center box 'Competitive Rivalry' connected to four surrounding boxes: Threat of New Entrants (top), Bargaining Power of Suppliers (left), Bargaining Power of Buyers (right), Threat of Substitutes (bottom). Color code by rating: High=red, Medium=yellow, Low=green" \
  -o figures/03_porters_five_forces.png --doc-type report

# 4. Competitive positioning matrix
python skills/scientific-schematics/scripts/generate_schematic.py \
  "2x2 competitive positioning matrix with X-axis 'Market Focus (Niche to Broad)' and Y-axis 'Solution Approach (Product to Platform)'. Plot 8-10 competitors as labeled circles of varying sizes. Include quadrant labels" \
  -o figures/04_competitive_positioning.png --doc-type report

# 5. Risk heatmap
python skills/scientific-schematics/scripts/generate_schematic.py \
  "Risk heatmap matrix. X-axis Impact (Low to Critical), Y-axis Probability (Unlikely to Very Likely). Color gradient: Green (low risk) to Red (critical risk). Plot 10-12 risks as labeled points" \
  -o figures/05_risk_heatmap.png --doc-type report

# 6. (Optional) Executive summary infographic
python skills/generate-image/scripts/generate_image.py \
  "Professional executive summary infographic for market research report, modern data visualization style, blue and green color scheme, clean minimalist design" \
  --output figures/06_exec_summary.png

Phase 4: Report Writing

Step 7: Initialize Project Structure

Create the standard project structure:

writing_outputs/YYYYMMDD_HHMMSS_market_report_[topic]/
├── progress.md
├── drafts/
│   └── v1_market_report.tex
├── references/
│   └── references.bib
├── figures/
│   └── [all generated visuals]
├── sources/
│   └── [research notes]
└── final/

Step 8: Write Report Using Template

Use the market_report_template.tex as a starting point. Write each section following the structure guide, ensuring:

Comprehensive coverage: Every subsection addressed
Data-driven content: Claims supported by research
Visual integration: Reference all generated figures
Professional tone: Consulting-style writing
No token constraints: Write fully, don’t abbreviate

Writing Guidelines:

Use active voice where possible
Lead with insights, support with data
Use numbered lists for recommendations
Include data sources for all statistics
Create smooth transitions between sections

Phase 5: Compilation & Review

Step 9: Compile LaTeX

cd writing_outputs/[project_folder]/drafts/
xelatex v1_market_report.tex
bibtex v1_market_report
xelatex v1_market_report.tex
xelatex v1_market_report.tex

Step 10: Quality Review

Verify the report meets quality standards:

Step 11: Peer Review

Use the peer-review skill to evaluate the report:

Assess comprehensiveness
Verify data accuracy
Check logical flow
Evaluate recommendation quality

Quality Standards

Page Count Targets

Section	Minimum Pages	Target Pages
Front Matter	4	5
Market Overview	4	5
Market Size & Growth	5	7
Industry Drivers	4	6
Competitive Landscape	5	7
Customer Analysis	3	5
Technology Landscape	3	5
Regulatory Environment	2	4
Risk Analysis	2	4
Strategic Recommendations	3	5
Implementation Roadmap	2	4
Investment Thesis	2	4
Back Matter	4	5
TOTAL	43	66

Visual Quality Requirements

Resolution: All images at 300 DPI minimum
Format: PNG for raster, PDF for vector
Accessibility: Colorblind-friendly palettes
Consistency: Same color scheme throughout
Labeling: All axes, legends, and data points labeled
Source Attribution: Sources cited in figure captions

Data Quality Requirements

Currency: Data no older than 2 years (prefer current year)
Sourcing: All statistics attributed to specific sources
Validation: Cross-reference multiple sources when possible
Assumptions: All projections state underlying assumptions
Limitations: Acknowledge data limitations and gaps

Writing Quality Requirements

Objectivity: Present balanced analysis, acknowledge uncertainties
Clarity: Avoid jargon, define technical terms
Precision: Use specific numbers over vague qualifiers
Structure: Clear headings, logical flow, smooth transitions
Actionability: Recommendations are specific and implementable

LaTeX Formatting

Using the Style Package

The market_research.sty package provides professional formatting. Include it in your document:

\documentclass[11pt,letterpaper]{report}
\usepackage{market_research}

Box Environments

Use colored boxes to highlight key content:

% Key insight box (blue)
\begin{keyinsightbox}[Key Finding]
The market is projected to grow at 15.3% CAGR through 2030.
\end{keyinsightbox}

% Market data box (green)
\begin{marketdatabox}[Market Snapshot]
\begin{itemize}
    \item Market Size (2024): \$45.2B
    \item Projected Size (2030): \$98.7B
    \item CAGR: 15.3%
\end{itemize}
\end{marketdatabox}

% Risk box (orange/warning)
\begin{riskbox}[Critical Risk]
Regulatory changes could impact 40% of market participants.
\end{riskbox}

% Recommendation box (purple)
\begin{recommendationbox}[Strategic Recommendation]
Prioritize market entry in the Asia-Pacific region.
\end{recommendationbox}

% Callout box (gray)
\begin{calloutbox}[Definition]
TAM (Total Addressable Market) represents the total revenue opportunity.
\end{calloutbox}

Figure Formatting

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

Table Formatting

\begin{table}[htbp]
\centering
\caption{Market Size by Region (2024)}
\begin{tabular}{@{}lrrr@{}}
\toprule
\textbf{Region} & \textbf{Size (USD)} & \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:market_by_region}
\end{table}

For complete formatting reference, see assets/FORMATTING_GUIDE.md.

Integration with Other Skills

This skill works synergistically with:

research-lookup: Essential for gathering market data, statistics, and competitive intelligence
scientific-schematics: Generate all diagrams, charts, and visualizations
generate-image: Create infographics and conceptual illustrations
peer-review: Evaluate report quality and completeness
citation-management: Manage BibTeX references

Example Prompts

Market Overview Section

Write a comprehensive market overview section for the [Electric Vehicle Charging Infrastructure] market. Include:
- Clear market definition and scope
- Industry ecosystem with key stakeholders
- Value chain analysis
- Historical evolution of the market
- Current market dynamics

Generate 2 supporting visuals using scientific-schematics.

Competitive Landscape Section

Analyze the competitive landscape for the [Cloud Computing] market. Include:
- Porter's Five Forces analysis with High/Medium/Low ratings
- Top 10 competitors with market share
- Competitive positioning matrix
- Strategic group mapping
- Barriers to entry analysis

Generate 4 supporting visuals including Porter's Five Forces diagram and positioning matrix.

Strategic Recommendations Section

Develop strategic recommendations for entering the [Renewable Energy Storage] market. Include:
- 5-7 prioritized recommendations
- Opportunity sizing for each
- Implementation considerations
- Risk factors and mitigations
- Success criteria

Generate 3 supporting visuals including opportunity matrix and priority framework.

Checklist: 50+ Page Validation

Before finalizing the report, verify:

Structure Completeness

Visual Completeness (Core 5-6)

Market growth trajectory chart (Priority 1)
TAM/SAM/SOM diagram (Priority 2)
Porter’s Five Forces (Priority 3)
Competitive positioning matrix (Priority 4)
Risk heatmap (Priority 5)
Executive summary infographic (Priority 6, optional)

Additional Visuals (Generate as Needed)

Content Quality

All statistics have sources
Projections include assumptions
Frameworks properly applied
Recommendations are actionable
Writing is professional quality
No placeholder or incomplete sections

Technical Quality

Resources

Reference Files

Load these files for detailed guidance:

references/report_structure_guide.md: Detailed section-by-section content requirements
references/visual_generation_guide.md: Complete prompts for generating all visual types
references/data_analysis_patterns.md: Templates for Porter’s, PESTLE, SWOT, etc.

Assets

assets/market_research.sty: LaTeX style package
assets/market_report_template.tex: Complete LaTeX template
assets/FORMATTING_GUIDE.md: Quick reference for box environments and styling

Scripts

scripts/generate_market_visuals.py: Batch generate all report visuals

Troubleshooting

Common Issues

Problem: Report is under 50 pages

Solution: Expand data tables in appendices, add more detailed company profiles, include additional regional breakdowns

Problem: Visuals not rendering

Solution: Check file paths in LaTeX, ensure images are in figures/ folder, verify file extensions

Problem: Bibliography missing entries

Solution: Run bibtex after first xelatex pass, check .bib file for syntax errors

Problem: Table/figure overflow

Solution: Use \resizebox or adjustbox package, reduce image width percentage

Problem: Poor visual quality from generation

Solution: Use --doc-type report flag, increase iterations with --iterations 5

Use this skill to create comprehensive, visually-rich market research reports that rival top consulting firm deliverables. The combination of deep research, structured frameworks, and extensive visualization produces documents that inform strategic decisions and demonstrate analytical rigor.

Reference: Data_Analysis_Patterns

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:

Factor	Assessment	Notes
Capital requirements	High/Med/Low	$ required to enter
Economies of scale	Strong/Moderate/Weak	Incumbent advantages
Brand loyalty	High/Med/Low	Customer switching cost
Access to distribution	Easy/Moderate/Difficult	Channel availability
Regulatory barriers	High/Med/Low	Licensing, certifications
Proprietary technology	Critical/Important/Minor	IP and know-how
Expected retaliation	Aggressive/Moderate/Passive	Incumbent response

Overall Assessment: [HIGH/MEDIUM/LOW]

Key Insights: [Summary of implications]

2. Bargaining Power of Suppliers

Factors to evaluate:

Factor	Assessment	Notes
Supplier concentration	High/Med/Low	Number of suppliers
Switching costs	High/Med/Low	Cost to change suppliers
Supplier differentiation	High/Med/Low	Uniqueness of inputs
Forward integration threat	High/Med/Low	Can suppliers compete?
Importance to supplier	Critical/Important/Minor	Your share of their revenue
Substitute inputs	Many/Some/Few	Alternatives available

Overall Assessment: [HIGH/MEDIUM/LOW]

3. Bargaining Power of Buyers

Factors to evaluate:

Factor	Assessment	Notes
Buyer concentration	High/Med/Low	Few large vs. many small
Purchase volume	Large/Medium/Small	Relative importance
Switching costs	Low/Med/High	Cost to change vendors
Price sensitivity	High/Med/Low	Focus on price vs. value
Backward integration threat	High/Med/Low	Can buyers self-supply?
Information availability	Full/Partial/Limited	Market transparency

Overall Assessment: [HIGH/MEDIUM/LOW]

4. Threat of Substitutes

Factors to evaluate:

Factor	Assessment	Notes
Substitute availability	Many/Some/Few	Number of alternatives
Price-performance ratio	Better/Same/Worse	Value comparison
Switching costs	Low/Med/High	Friction to substitute
Buyer propensity to switch	High/Med/Low	Willingness to change
Perceived differentiation	Low/Med/High	Unique value

Overall Assessment: [HIGH/MEDIUM/LOW]

5. Competitive Rivalry

Factors to evaluate:

Factor	Assessment	Notes
Number of competitors	Many/Several/Few	Market fragmentation
Industry growth	Slow/Moderate/Fast	Growth rate impact
Fixed costs	High/Med/Low	Pressure to fill capacity
Product differentiation	Low/Med/High	Commoditization level
Exit barriers	High/Med/Low	Difficulty leaving market
Strategic stakes	High/Med/Low	Importance to competitors

Overall Assessment: [HIGH/MEDIUM/LOW]

Five Forces Summary Table

Force	Rating	Key Drivers	Implications
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

Factor	Trend	Impact	Time Horizon
Government stability	↑ ↓ →	H/M/L	Short/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

Factor	Current State	Trend	Impact
GDP growth	X.X%	↑ ↓ →	H/M/L
Interest rates	X.X%	↑ ↓ →	H/M/L
Inflation	X.X%	↑ ↓ →	H/M/L
Exchange rates		↑ ↓ →	H/M/L
Consumer spending		↑ ↓ →	H/M/L
Unemployment	X.X%	↑ ↓ →	H/M/L

Key Economic Implications: [Summary]

Factor	Trend	Impact
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

Factor	Trend	Impact
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

Factor	Trend	Impact
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

Factor	Trend	Impact
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)

Strength	Evidence	Strategic 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)

Weakness	Evidence	Severity
[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)

Opportunity	Size/Potential	Timeframe
[Opportunity 1]	$X / High/Med/Low	Short/Med/Long
[Opportunity 2]	$X / High/Med/Low	Short/Med/Long
[Opportunity 3]	$X / High/Med/Low	Short/Med/Long

Priority Opportunities Summary: [2-3 sentence synthesis]

Threats (External, Negative)

Threat	Likelihood	Impact
[Threat 1]	High/Med/Low	High/Med/Low
[Threat 2]	High/Med/Low	High/Med/Low
[Threat 3]	High/Med/Low	High/Med/Low

Critical Threats Summary: [2-3 sentence synthesis]

SWOT Strategy Matrix

	Strengths	Weaknesses
Opportunities	SO Strategies (use strengths to capture opportunities)	WO Strategies (overcome weaknesses to capture opportunities)
Threats	ST Strategies (use strengths to mitigate threats)	WT Strategies (minimize weaknesses and avoid threats)

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

Quadrant	Growth	Share	Characteristics	Strategy
Stars	High	High	Market leaders in growing markets	Invest to maintain position
Cash Cows	Low	High	Market leaders in mature markets	Harvest for cash flow
Question Marks	High	Low	Small share in growing markets	Invest selectively or divest
Dogs	Low	Low	Small share in mature markets	Divest or minimize investment

Product/Business Unit Analysis

Product/BU	Market Growth	Relative Share	Quadrant	Recommended Strategy
[Product A]	X.X%	X.X	Star/Cow/QM/Dog	[Strategy]
[Product B]	X.X%	X.X	Star/Cow/QM/Dog	[Strategy]
[Product C]	X.X%	X.X	Star/Cow/QM/Dog	[Strategy]

Portfolio Balance Assessment

Quadrant	Number of Products	Revenue %	Investment Priority
Stars	X	X%	High
Cash Cows	X	X%	Maintain
Question Marks	X	X%	Selective
Dogs	X	X%	Low/Divest

Value Chain Analysis

Framework Template

Primary Activities

Activity	Description	Cost	Competitive Position
Inbound Logistics	Receiving, storing, inventory	$X	Strong/Average/Weak
Operations	Manufacturing, assembly	$X	Strong/Average/Weak
Outbound Logistics	Distribution, delivery	$X	Strong/Average/Weak
Marketing & Sales	Promotion, sales force	$X	Strong/Average/Weak
Service	Installation, support, repair	$X	Strong/Average/Weak

Support Activities

Activity	Description	Cost	Competitive Position
Infrastructure	Management, finance, legal	$X	Strong/Average/Weak
HR Management	Recruiting, training, comp	$X	Strong/Average/Weak
Technology Dev	R&D, process improvement	$X	Strong/Average/Weak
Procurement	Purchasing, supplier mgmt	$X	Strong/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

Activity	Company	Industry Avg	Best-in-Class	Gap
[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

Competitor	Dimension 1 Score (1-10)	Dimension 2 Score (1-10)	Market Share	Notes
Company A	X	X	X%	[Position description]
Company B	X	X	X%	[Position description]
Company C	X	X	X%	[Position description]

Strategic Group Identification

Strategic Group	Companies	Characteristics	Market 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

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

Risk Assessment Matrix

Risk ID	Risk Description	Category	Probability	Impact	Score	Priority
R1	[Description]	Market	1-5	1-5	P×I	H/M/L
R2	[Description]	Competitive	1-5	1-5	P×I	H/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 ID	Risk	Mitigation Strategy	Owner	Timeline	Cost
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

Metric	Conservative	Base Case	Optimistic
Market Growth	X%	Y%	Z%
Market Share	X%	Y%	Z%
Pricing	$X	$Y	$Z
Gross Margin	X%	Y%	Z%
Revenue Y5	$X	$Y	$Z
EBITDA Y5	$X	$Y	$Z

Key Financial Metrics

Metric	Formula	Target
Gross Margin	(Revenue - COGS) / Revenue	X%
EBITDA Margin	EBITDA / Revenue	X%
Customer Acquisition Cost	Sales & Marketing / New Customers	$X
Lifetime Value	ARPU × Gross Margin × Lifetime	$X
LTV/CAC Ratio	LTV / CAC	>3x
Payback Period	CAC / (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

Industry Data

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

Reference: Report_Structure_Guide

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

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):

Industry ecosystem diagram
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):

Market growth trajectory chart
TAM/SAM/SOM diagram
Regional breakdown chart
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):

Driver impact matrix
PESTLE analysis diagram
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:

Threat of New Entrants
Bargaining Power of Suppliers
Bargaining Power of Buyers
Threat of Substitutes
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

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):

Porter’s Five Forces diagram
Market share chart
Competitive positioning matrix
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:

Awareness
Consideration
Decision
Implementation/Onboarding
Usage
Advocacy/Renewal

Required Visuals (3 total):

Customer segmentation breakdown
Segment attractiveness matrix
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):

Technology roadmap diagram
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):

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):

Risk heatmap
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):

Opportunity matrix
Strategic options framework
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):

Implementation timeline/Gantt
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):

Financial projections chart
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:

Reference: Visual_Generation_Guide

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:

Market Growth Trajectory Chart - Shows market size trends
TAM/SAM/SOM Diagram - Market opportunity breakdown
Porter’s Five Forces - Competitive dynamics framework
Competitive Positioning Matrix - Strategic positioning
Risk Heatmap - Risk assessment visualization
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 Type	Tool	Rationale
Charts (bar, line, pie)	scientific-schematics	Precise data representation
Diagrams (flow, structure)	scientific-schematics	Clear technical layouts
Matrices (2x2, positioning)	scientific-schematics	Strategic frameworks
Timelines	scientific-schematics	Sequential information
Infographics	generate-image	Creative visual synthesis
Conceptual illustrations	generate-image	Abstract 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

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: