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Added all updated deep research and writing skills
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scientific-skills/market-research-reports/SKILL.md
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scientific-skills/market-research-reports/SKILL.md
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---
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name: market-research-reports
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description: "Generate comprehensive market research reports (50+ pages) in the style of top consulting firms (McKinsey, BCG, Gartner). Features professional LaTeX formatting, extensive visual generation with scientific-schematics and generate-image, deep integration with research-lookup for data gathering, and multi-framework strategic analysis including Porter's Five Forces, PESTLE, SWOT, TAM/SAM/SOM, and BCG Matrix."
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allowed-tools: [Read, Write, Edit, Bash]
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---
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# Market Research Reports
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## Overview
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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.
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**Key Features:**
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- **Comprehensive length**: Reports are designed to be 50+ pages with no token constraints
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- **Visual-rich content**: 5-6 key diagrams generated at start (more added as needed during writing)
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- **Data-driven analysis**: Deep integration with research-lookup for market data
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- **Multi-framework approach**: Porter's Five Forces, PESTLE, SWOT, BCG Matrix, TAM/SAM/SOM
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- **Professional formatting**: Consulting-firm quality typography, colors, and layout
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- **Actionable recommendations**: Strategic focus with implementation roadmaps
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**Output Format:** LaTeX with professional styling, compiled to PDF. Uses the `market_research.sty` style package for consistent, professional formatting.
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## When to Use This Skill
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This skill should be used when:
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- Creating comprehensive market analysis for investment decisions
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- Developing industry reports for strategic planning
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- Analyzing competitive landscapes and market dynamics
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- Conducting market sizing exercises (TAM/SAM/SOM)
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- Evaluating market entry opportunities
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- Preparing due diligence materials for M&A activities
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- Creating thought leadership content for industry positioning
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- Developing go-to-market strategy documentation
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- Analyzing regulatory and policy impacts on markets
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- Building business cases for new product launches
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## Visual Enhancement Requirements
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**CRITICAL: Market research reports should include key visual content.**
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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.
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### Visual Generation Tools
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**Use `scientific-schematics` for:**
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- Market growth trajectory charts
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- TAM/SAM/SOM breakdown diagrams (concentric circles)
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- Porter's Five Forces diagrams
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- Competitive positioning matrices
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- Market segmentation charts
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- Value chain diagrams
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- Technology roadmaps
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- Risk heatmaps
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- Strategic prioritization matrices
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- Implementation timelines/Gantt charts
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- SWOT analysis diagrams
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- BCG Growth-Share matrices
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```bash
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# Example: Generate a TAM/SAM/SOM diagram
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python skills/scientific-schematics/scripts/generate_schematic.py \
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"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" \
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-o figures/tam_sam_som.png --doc-type report
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# Example: Generate Porter's Five Forces
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python skills/scientific-schematics/scripts/generate_schematic.py \
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"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" \
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-o figures/porters_five_forces.png --doc-type report
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```
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**Use `generate-image` for:**
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- Executive summary hero infographics
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- Industry/sector conceptual illustrations
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- Abstract technology visualizations
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- Cover page imagery
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```bash
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# Example: Generate executive summary infographic
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python skills/generate-image/scripts/generate_image.py \
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"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" \
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--output figures/executive_summary.png
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```
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### Recommended Visuals by Section (Generate as Needed)
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| Section | Priority Visuals | Optional Visuals |
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|---------|-----------------|------------------|
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| Executive Summary | Executive infographic (START) | - |
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| Market Size & Growth | Growth trajectory (START), TAM/SAM/SOM (START) | Regional breakdown, segment growth |
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| Competitive Landscape | Porter's Five Forces (START), Positioning matrix (START) | Market share chart, strategic groups |
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| Risk Analysis | Risk heatmap (START) | Mitigation matrix |
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| Strategic Recommendations | Opportunity matrix | Priority framework |
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| Implementation Roadmap | Timeline/Gantt | Milestone tracker |
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| Investment Thesis | Financial projections | Scenario analysis |
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**Start with 6 priority visuals** (marked as START above), then generate additional visuals as specific sections are written and require visual support.
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---
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## Report Structure (50+ Pages)
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### Front Matter (~5 pages)
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#### Cover Page (1 page)
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- Report title and subtitle
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- Hero visualization (generated)
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- Date and classification
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- Prepared for / Prepared by
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#### Table of Contents (1-2 pages)
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- Automated from LaTeX
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- List of Figures
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- List of Tables
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#### Executive Summary (2-3 pages)
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- **Market Snapshot Box**: Key metrics at a glance
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- **Investment Thesis**: 3-5 bullet point summary
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- **Key Findings**: Major discoveries and insights
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- **Strategic Recommendations**: Top 3-5 actionable recommendations
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- **Executive Summary Infographic**: Visual synthesis of report highlights
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---
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### Core Analysis (~35 pages)
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#### Chapter 1: Market Overview & Definition (4-5 pages)
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**Content Requirements:**
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- Market definition and scope
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- Industry ecosystem mapping
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- Key stakeholders and their roles
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- Market boundaries and adjacencies
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- Historical context and evolution
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**Required Visuals (2):**
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1. Market ecosystem/value chain diagram
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2. Industry structure diagram
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**Key Data Points:**
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- Market definition criteria
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- Included/excluded segments
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- Geographic scope
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- Time horizon for analysis
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---
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#### Chapter 2: Market Size & Growth Analysis (6-8 pages)
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**Content Requirements:**
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- Total Addressable Market (TAM) calculation
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- Serviceable Addressable Market (SAM) definition
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- Serviceable Obtainable Market (SOM) estimation
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- Historical growth analysis (5-10 years)
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- Growth projections (5-10 years forward)
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- Growth drivers and inhibitors
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- Regional market breakdown
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- Segment-level analysis
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**Required Visuals (4):**
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1. Market growth trajectory chart (historical + projected)
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2. TAM/SAM/SOM concentric circles diagram
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3. Regional market breakdown (pie chart or treemap)
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4. Segment growth comparison (bar chart)
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**Key Data Points:**
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- Current market size (with source)
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- CAGR (historical and projected)
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- Market size by region
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- Market size by segment
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- Key assumptions for projections
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**Data Sources:**
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Use `research-lookup` to find:
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- Market research reports (Gartner, Forrester, IDC, etc.)
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- Industry association data
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- Government statistics
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- Company financial reports
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- Academic studies
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---
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#### Chapter 3: Industry Drivers & Trends (5-6 pages)
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**Content Requirements:**
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- Macroeconomic factors
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- Technology trends
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- Regulatory drivers
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- Social and demographic shifts
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- Environmental factors
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- Industry-specific trends
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**Analysis Frameworks:**
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- **PESTLE Analysis**: Political, Economic, Social, Technological, Legal, Environmental
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- **Trend Impact Assessment**: Likelihood vs Impact matrix
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**Required Visuals (3):**
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1. Industry trends timeline or radar chart
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2. Driver impact matrix
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3. PESTLE analysis diagram
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**Key Data Points:**
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- Top 5-10 growth drivers with quantified impact
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- Emerging trends with timeline
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- Disruption factors
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---
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#### Chapter 4: Competitive Landscape (6-8 pages)
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**Content Requirements:**
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- Market structure analysis
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- Major player profiles
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- Market share analysis
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- Competitive positioning
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- Barriers to entry
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- Competitive dynamics
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**Analysis Frameworks:**
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- **Porter's Five Forces**: Comprehensive industry analysis
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- **Competitive Positioning Matrix**: 2x2 matrix on key dimensions
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- **Strategic Group Mapping**: Cluster competitors by strategy
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**Required Visuals (4):**
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1. Porter's Five Forces diagram
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2. Market share pie chart or bar chart
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3. Competitive positioning matrix (2x2)
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4. Strategic group map
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**Key Data Points:**
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- Market share by company (top 10)
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- Competitive intensity rating
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- Entry barriers assessment
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- Supplier/buyer power assessment
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---
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#### Chapter 5: Customer Analysis & Segmentation (4-5 pages)
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**Content Requirements:**
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- Customer segment definitions
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- Segment size and growth
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- Buying behavior analysis
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- Customer needs and pain points
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- Decision-making process
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- Value drivers by segment
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**Analysis Frameworks:**
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- **Customer Segmentation Matrix**: Size vs Growth
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- **Value Proposition Canvas**: Jobs, Pains, Gains
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- **Customer Journey Mapping**: Awareness to Advocacy
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**Required Visuals (3):**
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1. Customer segmentation breakdown (pie/treemap)
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2. Segment attractiveness matrix
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3. Customer journey or value proposition diagram
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**Key Data Points:**
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- Segment sizes and percentages
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- Growth rates by segment
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- Average deal size / revenue per customer
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- Customer acquisition cost by segment
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---
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#### Chapter 6: Technology & Innovation Landscape (4-5 pages)
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**Content Requirements:**
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- Current technology stack
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- Emerging technologies
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- Innovation trends
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- Technology adoption curves
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- R&D investment analysis
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- Patent landscape
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**Analysis Frameworks:**
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- **Technology Readiness Assessment**: TRL levels
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- **Hype Cycle Positioning**: Where technologies sit
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- **Technology Roadmap**: Evolution over time
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**Required Visuals (2):**
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1. Technology roadmap diagram
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2. Innovation/adoption curve or hype cycle
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**Key Data Points:**
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- R&D spending in the industry
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- Key technology milestones
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- Patent filing trends
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- Technology adoption rates
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---
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#### Chapter 7: Regulatory & Policy Environment (3-4 pages)
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**Content Requirements:**
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- Current regulatory framework
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- Key regulatory bodies
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- Compliance requirements
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- Upcoming regulatory changes
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- Policy trends
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- Impact assessment
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**Required Visuals (1):**
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1. Regulatory timeline or framework diagram
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**Key Data Points:**
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- Key regulations and effective dates
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- Compliance costs
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- Regulatory risks
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- Policy change probability
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---
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#### Chapter 8: Risk Analysis (3-4 pages)
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**Content Requirements:**
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- Market risks
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- Competitive risks
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- Regulatory risks
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- Technology risks
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- Operational risks
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- Financial risks
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- Risk mitigation strategies
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**Analysis Frameworks:**
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- **Risk Heatmap**: Probability vs Impact
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- **Risk Register**: Comprehensive risk inventory
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- **Mitigation Matrix**: Risk vs Mitigation strategy
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**Required Visuals (2):**
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1. Risk heatmap (probability vs impact)
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2. Risk mitigation matrix
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**Key Data Points:**
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- Top 10 risks with ratings
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- Risk probability scores
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- Impact severity scores
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- Mitigation cost estimates
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---
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### Strategic Recommendations (~10 pages)
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#### Chapter 9: Strategic Opportunities & Recommendations (4-5 pages)
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**Content Requirements:**
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- Opportunity identification
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- Opportunity sizing
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- Strategic options analysis
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- Prioritization framework
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- Detailed recommendations
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- Success factors
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**Analysis Frameworks:**
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- **Opportunity Attractiveness Matrix**: Attractiveness vs Ability to Win
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- **Strategic Options Framework**: Build, Buy, Partner, Ignore
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- **Priority Matrix**: Impact vs Effort
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**Required Visuals (3):**
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1. Opportunity matrix
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2. Strategic options framework
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3. Priority/recommendation matrix
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**Key Data Points:**
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- Opportunity sizes
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- Investment requirements
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- Expected returns
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- Timeline to value
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---
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#### Chapter 10: Implementation Roadmap (3-4 pages)
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**Content Requirements:**
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- Phased implementation plan
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- Key milestones and deliverables
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- Resource requirements
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- Timeline and sequencing
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- Dependencies and critical path
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- Governance structure
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**Required Visuals (2):**
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1. Implementation timeline/Gantt chart
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2. Milestone tracker or phase diagram
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**Key Data Points:**
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- Phase durations
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- Resource requirements
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- Key milestones with dates
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- Budget allocation by phase
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---
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#### Chapter 11: Investment Thesis & Financial Projections (3-4 pages)
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**Content Requirements:**
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- Investment summary
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- Financial projections
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- Scenario analysis
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- Return expectations
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- Key assumptions
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- Sensitivity analysis
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**Required Visuals (2):**
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1. Financial projection chart (revenue, growth)
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2. Scenario analysis comparison
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**Key Data Points:**
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- Revenue projections (3-5 years)
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- CAGR projections
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- ROI/IRR expectations
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- Key financial assumptions
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---
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### Back Matter (~5 pages)
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#### Appendix A: Methodology & Data Sources (1-2 pages)
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- Research methodology
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- Data collection approach
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- Data sources and citations
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- Limitations and assumptions
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#### Appendix B: Detailed Market Data Tables (2-3 pages)
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- Comprehensive market data tables
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- Regional breakdowns
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- Segment details
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- Historical data series
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#### Appendix C: Company Profiles (1-2 pages)
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- Brief profiles of key competitors
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- Financial highlights
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- Strategic focus areas
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#### References/Bibliography
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- All sources cited
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- BibTeX format for LaTeX
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---
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## Workflow
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### Phase 1: Research & Data Gathering
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**Step 1: Define Scope**
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- Clarify market definition
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- Set geographic boundaries
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- Determine time horizon
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- Identify key questions to answer
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**Step 2: Conduct Deep Research**
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Use `research-lookup` extensively to gather market data:
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```bash
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# Market size and growth data
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python skills/research-lookup/scripts/research_lookup.py \
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"What is the current market size and projected growth rate for [MARKET] industry? Include TAM, SAM, SOM estimates and CAGR projections"
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# Competitive landscape
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python skills/research-lookup/scripts/research_lookup.py \
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"Who are the top 10 competitors in the [MARKET] market? What is their market share and competitive positioning?"
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# Industry trends
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python skills/research-lookup/scripts/research_lookup.py \
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"What are the major trends and growth drivers in the [MARKET] industry for 2024-2030?"
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|
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# Regulatory environment
|
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python skills/research-lookup/scripts/research_lookup.py \
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"What are the key regulations and policy changes affecting the [MARKET] industry?"
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```
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**Step 3: Data Organization**
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- Create `sources/` folder with research notes
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- Organize data by section
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- Identify data gaps
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- Conduct follow-up research as needed
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### Phase 2: Analysis & Framework Application
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**Step 4: Apply Analysis Frameworks**
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For each framework, conduct structured analysis:
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- **Market Sizing**: TAM → SAM → SOM with clear assumptions
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- **Porter's Five Forces**: Rate each force High/Medium/Low with rationale
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- **PESTLE**: Analyze each dimension with trends and impacts
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- **SWOT**: Internal strengths/weaknesses, external opportunities/threats
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||||
- **Competitive Positioning**: Define axes, plot competitors
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||||
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**Step 5: Develop Insights**
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||||
- Synthesize findings into key insights
|
||||
- Identify strategic implications
|
||||
- Develop recommendations
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||||
- Prioritize opportunities
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||||
|
||||
### Phase 3: Visual Generation
|
||||
|
||||
**Step 6: Generate All Visuals**
|
||||
|
||||
Generate visuals BEFORE writing the report. Use the batch generation script:
|
||||
|
||||
```bash
|
||||
# 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:
|
||||
|
||||
```bash
|
||||
# 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**
|
||||
|
||||
```bash
|
||||
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:
|
||||
|
||||
- [ ] Total page count is 50+ pages
|
||||
- [ ] All essential visuals (5-6 core + any additional) are included and render correctly
|
||||
- [ ] Executive summary captures key findings
|
||||
- [ ] All data points have sources cited
|
||||
- [ ] Analysis frameworks are properly applied
|
||||
- [ ] Recommendations are actionable and prioritized
|
||||
- [ ] No orphaned figures or tables
|
||||
- [ ] Table of contents, list of figures, list of tables are accurate
|
||||
- [ ] Bibliography is complete
|
||||
- [ ] PDF renders without errors
|
||||
|
||||
**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:
|
||||
|
||||
```latex
|
||||
\documentclass[11pt,letterpaper]{report}
|
||||
\usepackage{market_research}
|
||||
```
|
||||
|
||||
### Box Environments
|
||||
|
||||
Use colored boxes to highlight key content:
|
||||
|
||||
```latex
|
||||
% 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
|
||||
|
||||
```latex
|
||||
\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
|
||||
|
||||
```latex
|
||||
\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
|
||||
- [ ] Cover page with hero visual
|
||||
- [ ] Table of contents (auto-generated)
|
||||
- [ ] List of figures (auto-generated)
|
||||
- [ ] List of tables (auto-generated)
|
||||
- [ ] Executive summary (2-3 pages)
|
||||
- [ ] All 11 core chapters present
|
||||
- [ ] Appendix A: Methodology
|
||||
- [ ] Appendix B: Data tables
|
||||
- [ ] Appendix C: Company profiles
|
||||
- [ ] References/Bibliography
|
||||
|
||||
### 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)
|
||||
- [ ] Market ecosystem diagram
|
||||
- [ ] Regional breakdown chart
|
||||
- [ ] Segment growth chart
|
||||
- [ ] Industry trends/PESTLE diagram
|
||||
- [ ] Market share chart
|
||||
- [ ] Customer segmentation chart
|
||||
- [ ] Technology roadmap
|
||||
- [ ] Regulatory timeline
|
||||
- [ ] Opportunity matrix
|
||||
- [ ] Implementation timeline
|
||||
- [ ] Financial projections chart
|
||||
- [ ] Other section-specific visuals
|
||||
|
||||
### 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
|
||||
- [ ] PDF compiles without errors
|
||||
- [ ] All figures render correctly
|
||||
- [ ] Cross-references work
|
||||
- [ ] Bibliography complete
|
||||
- [ ] Page count exceeds 50
|
||||
|
||||
---
|
||||
|
||||
## 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.
|
||||
@@ -0,0 +1,428 @@
|
||||
# Market Research Report Formatting Guide
|
||||
|
||||
Quick reference for using the `market_research.sty` style package.
|
||||
|
||||
## Color Palette
|
||||
|
||||
### Primary Colors
|
||||
| Color Name | RGB | Hex | Usage |
|
||||
|------------|-----|-----|-------|
|
||||
| `primaryblue` | (0, 51, 102) | `#003366` | Headers, titles, links |
|
||||
| `secondaryblue` | (51, 102, 153) | `#336699` | Subsections, secondary elements |
|
||||
| `lightblue` | (173, 216, 230) | `#ADD8E6` | Key insight box backgrounds |
|
||||
| `accentblue` | (0, 120, 215) | `#0078D7` | Accent highlights, opportunity boxes |
|
||||
|
||||
### Secondary Colors
|
||||
| Color Name | RGB | Hex | Usage |
|
||||
|------------|-----|-----|-------|
|
||||
| `accentgreen` | (0, 128, 96) | `#008060` | Market data boxes, positive indicators |
|
||||
| `lightgreen` | (200, 230, 201) | `#C8E6C9` | Market data box backgrounds |
|
||||
| `warningorange` | (255, 140, 0) | `#FF8C00` | Risk boxes, warnings |
|
||||
| `alertred` | (198, 40, 40) | `#C62828` | Critical risks |
|
||||
| `recommendpurple` | (103, 58, 183) | `#673AB7` | Recommendation boxes |
|
||||
|
||||
### Neutral Colors
|
||||
| Color Name | RGB | Hex | Usage |
|
||||
|------------|-----|-----|-------|
|
||||
| `darkgray` | (66, 66, 66) | `#424242` | Body text |
|
||||
| `mediumgray` | (117, 117, 117) | `#757575` | Secondary text |
|
||||
| `lightgray` | (240, 240, 240) | `#F0F0F0` | Backgrounds, callout boxes |
|
||||
| `tablealt` | (245, 247, 250) | `#F5F7FA` | Alternating table rows |
|
||||
|
||||
---
|
||||
|
||||
## Box Environments
|
||||
|
||||
### Key Insight Box (Blue)
|
||||
For major findings, insights, and important discoveries.
|
||||
|
||||
```latex
|
||||
\begin{keyinsightbox}[Custom Title]
|
||||
The market is projected to grow at 15.3% CAGR through 2030, driven by
|
||||
increasing enterprise adoption and favorable regulatory conditions.
|
||||
\end{keyinsightbox}
|
||||
```
|
||||
|
||||
### Market Data Box (Green)
|
||||
For market statistics, metrics, and data highlights.
|
||||
|
||||
```latex
|
||||
\begin{marketdatabox}[Market Snapshot]
|
||||
\begin{itemize}
|
||||
\item \textbf{Market Size (2024):} \marketsize{45.2 billion}
|
||||
\item \textbf{Projected Size (2030):} \marketsize{98.7 billion}
|
||||
\item \textbf{CAGR:} \growthrate{15.3}
|
||||
\end{itemize}
|
||||
\end{marketdatabox}
|
||||
```
|
||||
|
||||
### Risk Box (Orange/Warning)
|
||||
For risk factors, warnings, and cautions.
|
||||
|
||||
```latex
|
||||
\begin{riskbox}[Market Risk]
|
||||
Regulatory changes in the European Union could impact 40% of market
|
||||
participants within the next 18 months.
|
||||
\end{riskbox}
|
||||
```
|
||||
|
||||
### Critical Risk Box (Red)
|
||||
For high-severity or critical risks.
|
||||
|
||||
```latex
|
||||
\begin{criticalriskbox}[Critical: Supply Chain Disruption]
|
||||
A major supply chain disruption could result in 6-12 month delays
|
||||
and 30% cost increases.
|
||||
\end{criticalriskbox}
|
||||
```
|
||||
|
||||
### Recommendation Box (Purple)
|
||||
For strategic recommendations and action items.
|
||||
|
||||
```latex
|
||||
\begin{recommendationbox}[Strategic Recommendation]
|
||||
\begin{enumerate}
|
||||
\item Prioritize market entry in Asia-Pacific region
|
||||
\item Develop strategic partnerships with local distributors
|
||||
\item Invest in localization of product offerings
|
||||
\end{enumerate}
|
||||
\end{recommendationbox}
|
||||
```
|
||||
|
||||
### Callout Box (Gray)
|
||||
For definitions, notes, and supplementary information.
|
||||
|
||||
```latex
|
||||
\begin{calloutbox}[Definition: TAM]
|
||||
Total Addressable Market (TAM) represents the total revenue opportunity
|
||||
available if 100% market share was achieved.
|
||||
\end{calloutbox}
|
||||
```
|
||||
|
||||
### Executive Summary Box
|
||||
Special styling for executive summary highlights.
|
||||
|
||||
```latex
|
||||
\begin{executivesummarybox}[Executive Summary]
|
||||
Key findings and highlights of the report...
|
||||
\end{executivesummarybox}
|
||||
```
|
||||
|
||||
### Opportunity Box (Teal/Accent Blue)
|
||||
For opportunities and positive findings.
|
||||
|
||||
```latex
|
||||
\begin{opportunitybox}[Growth Opportunity]
|
||||
The Asia-Pacific market represents a \$15 billion opportunity
|
||||
growing at 22% CAGR.
|
||||
\end{opportunitybox}
|
||||
```
|
||||
|
||||
### Framework Boxes
|
||||
For strategic analysis frameworks.
|
||||
|
||||
```latex
|
||||
% SWOT Analysis
|
||||
\begin{swotbox}[SWOT Analysis Summary]
|
||||
Content...
|
||||
\end{swotbox}
|
||||
|
||||
% Porter's Five Forces
|
||||
\begin{porterbox}[Porter's Five Forces Analysis]
|
||||
Content...
|
||||
\end{porterbox}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Pull Quotes
|
||||
|
||||
For highlighting important statistics or quotes.
|
||||
|
||||
```latex
|
||||
\begin{pullquote}
|
||||
"The convergence of AI and healthcare represents a \$199 billion
|
||||
opportunity by 2034."
|
||||
\end{pullquote}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Stat Boxes
|
||||
|
||||
For highlighting key statistics (use in rows of 3).
|
||||
|
||||
```latex
|
||||
\begin{center}
|
||||
\statbox{\$45.2B}{Market Size 2024}
|
||||
\statbox{15.3\%}{CAGR 2024-2030}
|
||||
\statbox{23\%}{Market Leader Share}
|
||||
\end{center}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Custom Commands
|
||||
|
||||
### Highlighting Text
|
||||
```latex
|
||||
\highlight{Important text} % Blue bold
|
||||
```
|
||||
|
||||
### Market Size Formatting
|
||||
```latex
|
||||
\marketsize{45.2 billion} % Outputs: $45.2 billion in green
|
||||
```
|
||||
|
||||
### Growth Rate Formatting
|
||||
```latex
|
||||
\growthrate{15.3} % Outputs: 15.3% in green
|
||||
```
|
||||
|
||||
### Risk Indicators
|
||||
```latex
|
||||
\riskhigh{} % Outputs: HIGH in red
|
||||
\riskmedium{} % Outputs: MEDIUM in orange
|
||||
\risklow{} % Outputs: LOW in green
|
||||
```
|
||||
|
||||
### Rating Stars (1-5)
|
||||
```latex
|
||||
\rating{4} % Outputs: ★★★★☆
|
||||
```
|
||||
|
||||
### Trend Indicators
|
||||
```latex
|
||||
\trendup{} % Green up triangle
|
||||
\trenddown{} % Red down triangle
|
||||
\trendflat{} % Gray right arrow
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Table Formatting
|
||||
|
||||
### Standard Table with Alternating Rows
|
||||
```latex
|
||||
\begin{table}[htbp]
|
||||
\centering
|
||||
\caption{Market Size by Region}
|
||||
\begin{tabular}{@{}lrrr@{}}
|
||||
\toprule
|
||||
\textbf{Region} & \textbf{Size} & \textbf{Share} & \textbf{CAGR} \\
|
||||
\midrule
|
||||
North America & \$18.2B & 40.3\% & 12.5\% \\
|
||||
\rowcolor{tablealt} Europe & \$12.1B & 26.8\% & 14.2\% \\
|
||||
Asia-Pacific & \$10.5B & 23.2\% & 18.7\% \\
|
||||
\rowcolor{tablealt} Rest of World & \$4.4B & 9.7\% & 11.3\% \\
|
||||
\midrule
|
||||
\textbf{Total} & \textbf{\$45.2B} & \textbf{100\%} & \textbf{15.3\%} \\
|
||||
\bottomrule
|
||||
\end{tabular}
|
||||
\label{tab:regional}
|
||||
\end{table}
|
||||
```
|
||||
|
||||
### Table with Trend Indicators
|
||||
```latex
|
||||
\begin{tabular}{@{}lrrl@{}}
|
||||
\toprule
|
||||
\textbf{Company} & \textbf{Revenue} & \textbf{Share} & \textbf{Trend} \\
|
||||
\midrule
|
||||
Company A & \$5.2B & 15.3\% & \trendup{} +12\% \\
|
||||
Company B & \$4.8B & 14.1\% & \trenddown{} -3\% \\
|
||||
Company C & \$4.2B & 12.4\% & \trendflat{} +1\% \\
|
||||
\bottomrule
|
||||
\end{tabular}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Figure Formatting
|
||||
|
||||
### Standard Figure
|
||||
```latex
|
||||
\begin{figure}[htbp]
|
||||
\centering
|
||||
\includegraphics[width=0.9\textwidth]{../figures/market_growth.png}
|
||||
\caption{Market Growth Trajectory (2020-2030)}
|
||||
\label{fig:growth}
|
||||
\end{figure}
|
||||
```
|
||||
|
||||
### Figure with Source Attribution
|
||||
```latex
|
||||
\begin{figure}[htbp]
|
||||
\centering
|
||||
\includegraphics[width=0.85\textwidth]{../figures/market_share.png}
|
||||
\caption{Market Share Distribution (2024)}
|
||||
\figuresource{Company annual reports, industry analysis}
|
||||
\label{fig:market_share}
|
||||
\end{figure}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## List Formatting
|
||||
|
||||
### Bullet Lists
|
||||
```latex
|
||||
\begin{itemize}
|
||||
\item First item with automatic blue bullet
|
||||
\item Second item
|
||||
\item Third item
|
||||
\end{itemize}
|
||||
```
|
||||
|
||||
### Numbered Lists
|
||||
```latex
|
||||
\begin{enumerate}
|
||||
\item First item with blue number
|
||||
\item Second item
|
||||
\item Third item
|
||||
\end{enumerate}
|
||||
```
|
||||
|
||||
### Nested Lists
|
||||
```latex
|
||||
\begin{itemize}
|
||||
\item Main point
|
||||
\begin{itemize}
|
||||
\item Sub-point A
|
||||
\item Sub-point B
|
||||
\end{itemize}
|
||||
\item Another main point
|
||||
\end{itemize}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Title Page
|
||||
|
||||
### Using the Custom Title Command
|
||||
```latex
|
||||
\makemarketreporttitle
|
||||
{Market Title} % Report title
|
||||
{Subtitle Here} % Subtitle
|
||||
{../figures/cover.png} % Hero image (leave empty for no image)
|
||||
{January 2025} % Date
|
||||
{Market Intelligence Team} % Author/prepared by
|
||||
```
|
||||
|
||||
### Manual Title Page
|
||||
See the template for full manual title page code.
|
||||
|
||||
---
|
||||
|
||||
## Appendix Sections
|
||||
|
||||
```latex
|
||||
\appendix
|
||||
|
||||
\chapter{Methodology}
|
||||
|
||||
\appendixsection{Data Sources}
|
||||
Content that appears in table of contents...
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Common Patterns
|
||||
|
||||
### Market Snapshot Section
|
||||
```latex
|
||||
\begin{marketdatabox}[Market Snapshot]
|
||||
\begin{itemize}
|
||||
\item \textbf{Current Market Size:} \marketsize{45.2 billion}
|
||||
\item \textbf{Projected Size (2030):} \marketsize{98.7 billion}
|
||||
\item \textbf{CAGR:} \growthrate{15.3}
|
||||
\item \textbf{Largest Segment:} Enterprise (42\% share)
|
||||
\item \textbf{Fastest Growing Region:} APAC (\growthrate{22.1} CAGR)
|
||||
\end{itemize}
|
||||
\end{marketdatabox}
|
||||
```
|
||||
|
||||
### Risk Register Summary
|
||||
```latex
|
||||
\begin{table}[htbp]
|
||||
\centering
|
||||
\caption{Risk Assessment Summary}
|
||||
\begin{tabular}{@{}llccl@{}}
|
||||
\toprule
|
||||
\textbf{Risk} & \textbf{Category} & \textbf{Prob.} & \textbf{Impact} & \textbf{Rating} \\
|
||||
\midrule
|
||||
Market disruption & Market & High & High & \riskhigh{} \\
|
||||
\rowcolor{tablealt} Regulatory change & Regulatory & Med & High & \riskhigh{} \\
|
||||
New entrant & Competitive & Med & Med & \riskmedium{} \\
|
||||
\rowcolor{tablealt} Tech obsolescence & Technology & Low & High & \riskmedium{} \\
|
||||
Currency fluctuation & Financial & Med & Low & \risklow{} \\
|
||||
\bottomrule
|
||||
\end{tabular}
|
||||
\end{table}
|
||||
```
|
||||
|
||||
### Competitive Comparison Table
|
||||
```latex
|
||||
\begin{table}[htbp]
|
||||
\centering
|
||||
\caption{Competitive Comparison}
|
||||
\begin{tabular}{@{}lccccc@{}}
|
||||
\toprule
|
||||
\textbf{Factor} & \textbf{Co. A} & \textbf{Co. B} & \textbf{Co. C} & \textbf{Co. D} \\
|
||||
\midrule
|
||||
Market Share & \rating{5} & \rating{4} & \rating{3} & \rating{2} \\
|
||||
\rowcolor{tablealt} Product Quality & \rating{4} & \rating{5} & \rating{3} & \rating{4} \\
|
||||
Price Competitiveness & \rating{3} & \rating{3} & \rating{5} & \rating{4} \\
|
||||
\rowcolor{tablealt} Innovation & \rating{5} & \rating{4} & \rating{2} & \rating{3} \\
|
||||
Customer Service & \rating{4} & \rating{4} & \rating{4} & \rating{5} \\
|
||||
\bottomrule
|
||||
\end{tabular}
|
||||
\end{table}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### Box Overflow
|
||||
If box content overflows the page, break into multiple boxes or use page breaks:
|
||||
```latex
|
||||
\newpage
|
||||
\begin{keyinsightbox}[Continued...]
|
||||
```
|
||||
|
||||
### Figure Placement
|
||||
Use `[htbp]` for flexible placement, or `[H]` (requires `float` package) for exact placement:
|
||||
```latex
|
||||
\begin{figure}[H] % Requires \usepackage{float}
|
||||
```
|
||||
|
||||
### Table Too Wide
|
||||
Use `\resizebox` or `adjustbox`:
|
||||
```latex
|
||||
\resizebox{\textwidth}{!}{
|
||||
\begin{tabular}{...}
|
||||
...
|
||||
\end{tabular}
|
||||
}
|
||||
```
|
||||
|
||||
### Color Not Appearing
|
||||
Ensure `xcolor` package is loaded with `[table]` option (already included in style file).
|
||||
|
||||
---
|
||||
|
||||
## Compilation
|
||||
|
||||
Compile with XeLaTeX for best results:
|
||||
```bash
|
||||
xelatex report.tex
|
||||
bibtex report
|
||||
xelatex report.tex
|
||||
xelatex report.tex
|
||||
```
|
||||
|
||||
Or use latexmk:
|
||||
```bash
|
||||
latexmk -xelatex report.tex
|
||||
```
|
||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,564 @@
|
||||
% market_research.sty - Professional Market Research Report Styling
|
||||
% For use with XeLaTeX or LuaLaTeX
|
||||
% Style inspired by top consulting firms (McKinsey, BCG, Gartner)
|
||||
|
||||
\ProvidesPackage{market_research}[2024/01/01 Market Research Report Style]
|
||||
|
||||
% ============================================================================
|
||||
% REQUIRED PACKAGES
|
||||
% ============================================================================
|
||||
|
||||
% Page layout and geometry
|
||||
\RequirePackage[margin=1in]{geometry}
|
||||
\RequirePackage{setspace}
|
||||
|
||||
% Typography
|
||||
\RequirePackage[utf8]{inputenc}
|
||||
\RequirePackage[T1]{fontenc}
|
||||
\RequirePackage{helvet}
|
||||
\renewcommand{\familydefault}{\sfdefault}
|
||||
|
||||
% Colors and graphics
|
||||
\RequirePackage{xcolor}
|
||||
\RequirePackage{graphicx}
|
||||
\RequirePackage{tikz}
|
||||
|
||||
% Tables
|
||||
\RequirePackage{longtable}
|
||||
\RequirePackage{booktabs}
|
||||
\RequirePackage{multirow}
|
||||
\RequirePackage{array}
|
||||
\RequirePackage{colortbl}
|
||||
|
||||
% Lists and formatting
|
||||
\RequirePackage{enumitem}
|
||||
\RequirePackage{parskip}
|
||||
|
||||
% Boxes and callouts
|
||||
\RequirePackage[most]{tcolorbox}
|
||||
|
||||
% Headers and footers
|
||||
\RequirePackage{fancyhdr}
|
||||
\RequirePackage{titlesec}
|
||||
|
||||
% Hyperlinks and references
|
||||
\RequirePackage{hyperref}
|
||||
\RequirePackage[numbers,sort&compress]{natbib}
|
||||
|
||||
% Math (for financial projections)
|
||||
\RequirePackage{amsmath}
|
||||
|
||||
% Captions
|
||||
\RequirePackage{caption}
|
||||
\RequirePackage{subcaption}
|
||||
|
||||
% ============================================================================
|
||||
% COLOR DEFINITIONS
|
||||
% ============================================================================
|
||||
|
||||
% Primary colors (professional blue palette)
|
||||
\definecolor{primaryblue}{RGB}{0, 51, 102} % Deep navy blue
|
||||
\definecolor{secondaryblue}{RGB}{51, 102, 153} % Medium blue
|
||||
\definecolor{lightblue}{RGB}{173, 216, 230} % Light blue for backgrounds
|
||||
\definecolor{accentblue}{RGB}{0, 120, 215} % Bright accent blue
|
||||
|
||||
% Secondary colors (complementary)
|
||||
\definecolor{accentgreen}{RGB}{0, 128, 96} % Teal green
|
||||
\definecolor{lightgreen}{RGB}{200, 230, 201} % Light green background
|
||||
\definecolor{darkgreen}{RGB}{27, 94, 32} % Dark green
|
||||
|
||||
% Warning and risk colors
|
||||
\definecolor{warningorange}{RGB}{255, 140, 0} % Orange for warnings
|
||||
\definecolor{lightorange}{RGB}{255, 243, 224} % Light orange background
|
||||
\definecolor{alertred}{RGB}{198, 40, 40} % Red for critical items
|
||||
\definecolor{lightred}{RGB}{255, 235, 238} % Light red background
|
||||
|
||||
% Recommendation and action colors
|
||||
\definecolor{recommendpurple}{RGB}{103, 58, 183} % Purple for recommendations
|
||||
\definecolor{lightpurple}{RGB}{237, 231, 246} % Light purple background
|
||||
|
||||
% Neutral colors
|
||||
\definecolor{darkgray}{RGB}{66, 66, 66} % Dark gray for text
|
||||
\definecolor{mediumgray}{RGB}{117, 117, 117} % Medium gray
|
||||
\definecolor{lightgray}{RGB}{240, 240, 240} % Light gray backgrounds
|
||||
\definecolor{tablegray}{RGB}{250, 250, 250} % Table row alternating
|
||||
\definecolor{tablealt}{RGB}{245, 247, 250} % Alternating table row
|
||||
|
||||
% Chart colors (colorblind-friendly palette)
|
||||
\definecolor{chart1}{RGB}{0, 114, 178} % Blue
|
||||
\definecolor{chart2}{RGB}{230, 159, 0} % Orange
|
||||
\definecolor{chart3}{RGB}{0, 158, 115} % Green
|
||||
\definecolor{chart4}{RGB}{204, 121, 167} % Pink
|
||||
\definecolor{chart5}{RGB}{86, 180, 233} % Sky blue
|
||||
\definecolor{chart6}{RGB}{213, 94, 0} % Vermillion
|
||||
\definecolor{chart7}{RGB}{240, 228, 66} % Yellow
|
||||
|
||||
% ============================================================================
|
||||
% HYPERLINK CONFIGURATION
|
||||
% ============================================================================
|
||||
|
||||
\hypersetup{
|
||||
colorlinks=true,
|
||||
linkcolor=primaryblue,
|
||||
filecolor=primaryblue,
|
||||
urlcolor=accentblue,
|
||||
citecolor=secondaryblue,
|
||||
pdftitle={Market Research Report},
|
||||
pdfauthor={Market Intelligence},
|
||||
pdfsubject={Market Analysis},
|
||||
}
|
||||
|
||||
% ============================================================================
|
||||
% CHAPTER AND SECTION FORMATTING
|
||||
% ============================================================================
|
||||
|
||||
% Chapter formatting - large number with colored title
|
||||
\titleformat{\chapter}[display]
|
||||
{\normalfont\huge\bfseries\color{primaryblue}}
|
||||
{\chaptertitlename\ \thechapter}{20pt}{\Huge}
|
||||
\titlespacing*{\chapter}{0pt}{-20pt}{40pt}
|
||||
|
||||
% Section formatting
|
||||
\titleformat{\section}
|
||||
{\normalfont\Large\bfseries\color{primaryblue}}
|
||||
{\thesection}{1em}{}
|
||||
\titlespacing*{\section}{0pt}{3.5ex plus 1ex minus .2ex}{2.3ex plus .2ex}
|
||||
|
||||
% Subsection formatting
|
||||
\titleformat{\subsection}
|
||||
{\normalfont\large\bfseries\color{secondaryblue}}
|
||||
{\thesubsection}{1em}{}
|
||||
|
||||
% Subsubsection formatting
|
||||
\titleformat{\subsubsection}
|
||||
{\normalfont\normalsize\bfseries\color{darkgray}}
|
||||
{\thesubsubsection}{1em}{}
|
||||
|
||||
% Paragraph formatting
|
||||
\titleformat{\paragraph}[runin]
|
||||
{\normalfont\normalsize\bfseries\color{darkgray}}
|
||||
{\theparagraph}{1em}{}
|
||||
|
||||
% ============================================================================
|
||||
% HEADER AND FOOTER CONFIGURATION
|
||||
% ============================================================================
|
||||
|
||||
\pagestyle{fancy}
|
||||
\fancyhf{}
|
||||
\fancyhead[L]{\small\textit{\leftmark}}
|
||||
\fancyhead[R]{\small\textit{Market Research Report}}
|
||||
\fancyfoot[C]{\thepage}
|
||||
\renewcommand{\headrulewidth}{0.4pt}
|
||||
\renewcommand{\footrulewidth}{0.4pt}
|
||||
\renewcommand{\headrule}{\hbox to\headwidth{\color{primaryblue}\leaders\hrule height \headrulewidth\hfill}}
|
||||
\renewcommand{\footrule}{\hbox to\headwidth{\color{lightgray}\leaders\hrule height \footrulewidth\hfill}}
|
||||
|
||||
% Plain page style for chapter pages
|
||||
\fancypagestyle{plain}{
|
||||
\fancyhf{}
|
||||
\fancyfoot[C]{\thepage}
|
||||
\renewcommand{\headrulewidth}{0pt}
|
||||
\renewcommand{\footrulewidth}{0.4pt}
|
||||
}
|
||||
|
||||
% ============================================================================
|
||||
% BOX ENVIRONMENTS
|
||||
% ============================================================================
|
||||
|
||||
% Key Insight Box (Blue) - For major findings and insights
|
||||
\newtcolorbox{keyinsightbox}[1][Key Insight]{
|
||||
colback=lightblue!30,
|
||||
colframe=primaryblue,
|
||||
fonttitle=\bfseries\color{white},
|
||||
title=#1,
|
||||
coltitle=white,
|
||||
colbacktitle=primaryblue,
|
||||
boxrule=1pt,
|
||||
arc=3pt,
|
||||
left=10pt,
|
||||
right=10pt,
|
||||
top=8pt,
|
||||
bottom=8pt,
|
||||
before skip=12pt,
|
||||
after skip=12pt,
|
||||
}
|
||||
|
||||
% Market Data Box (Green) - For market statistics and data highlights
|
||||
\newtcolorbox{marketdatabox}[1][Market Data]{
|
||||
colback=lightgreen!50,
|
||||
colframe=accentgreen,
|
||||
fonttitle=\bfseries\color{white},
|
||||
title=#1,
|
||||
coltitle=white,
|
||||
colbacktitle=accentgreen,
|
||||
boxrule=1pt,
|
||||
arc=3pt,
|
||||
left=10pt,
|
||||
right=10pt,
|
||||
top=8pt,
|
||||
bottom=8pt,
|
||||
before skip=12pt,
|
||||
after skip=12pt,
|
||||
}
|
||||
|
||||
% Risk Box (Orange/Warning) - For risk factors and warnings
|
||||
\newtcolorbox{riskbox}[1][Risk Factor]{
|
||||
colback=lightorange,
|
||||
colframe=warningorange,
|
||||
fonttitle=\bfseries\color{white},
|
||||
title=#1,
|
||||
coltitle=white,
|
||||
colbacktitle=warningorange,
|
||||
boxrule=1pt,
|
||||
arc=3pt,
|
||||
left=10pt,
|
||||
right=10pt,
|
||||
top=8pt,
|
||||
bottom=8pt,
|
||||
before skip=12pt,
|
||||
after skip=12pt,
|
||||
}
|
||||
|
||||
% Critical Risk Box (Red) - For critical/high-severity risks
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
}
|
||||
|
||||
% Recommendation Box (Purple) - For strategic recommendations
|
||||
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|
||||
colback=lightpurple,
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
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|
||||
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|
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|
||||
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|
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|
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|
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
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|
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|
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|
||||
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|
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||||
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|
||||
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|
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
% Opportunity Box (Teal) - For opportunities and positive findings
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
||||
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|
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|
||||
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|
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|
||||
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||||
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|
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
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|
||||
% ============================================================================
|
||||
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
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|
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|
||||
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|
||||
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|
||||
|
||||
% ============================================================================
|
||||
% STATISTIC HIGHLIGHT
|
||||
% ============================================================================
|
||||
|
||||
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|
||||
\begin{tcolorbox}[
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
{\Huge\bfseries #1}\\[5pt]
|
||||
{\small #2}
|
||||
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|
||||
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|
||||
|
||||
% ============================================================================
|
||||
% TABLE STYLING
|
||||
% ============================================================================
|
||||
|
||||
% Alternating row colors command
|
||||
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|
||||
|
||||
% Table header styling
|
||||
\newcommand{\tableheader}[1]{\textbf{\color{white}#1}}
|
||||
\newcommand{\tableheaderrow}{\rowcolor{primaryblue}}
|
||||
|
||||
% Professional table environment
|
||||
\newenvironment{markettable}[2][htbp]{%
|
||||
\begin{table}[#1]
|
||||
\centering
|
||||
\caption{#2}
|
||||
\small
|
||||
}{%
|
||||
\end{table}
|
||||
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|
||||
|
||||
% ============================================================================
|
||||
% FIGURE STYLING
|
||||
% ============================================================================
|
||||
|
||||
% Caption formatting
|
||||
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|
||||
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|
||||
labelfont={bf,color=primaryblue},
|
||||
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|
||||
justification=centering,
|
||||
margin=20pt,
|
||||
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|
||||
|
||||
% Figure with source attribution
|
||||
\newcommand{\figuresource}[1]{%
|
||||
\par\vspace{-8pt}
|
||||
{\small\textit{Source: #1}}
|
||||
}
|
||||
|
||||
% ============================================================================
|
||||
% LIST STYLING
|
||||
% ============================================================================
|
||||
|
||||
% Bullet list styling
|
||||
\setlist[itemize]{
|
||||
leftmargin=*,
|
||||
label=\textcolor{primaryblue}{\textbullet},
|
||||
topsep=5pt,
|
||||
itemsep=3pt,
|
||||
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|
||||
|
||||
% Numbered list styling
|
||||
\setlist[enumerate]{
|
||||
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|
||||
label=\textcolor{primaryblue}{\arabic*.},
|
||||
topsep=5pt,
|
||||
itemsep=3pt,
|
||||
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|
||||
|
||||
% ============================================================================
|
||||
% CUSTOM COMMANDS
|
||||
% ============================================================================
|
||||
|
||||
% Highlight important text
|
||||
\newcommand{\highlight}[1]{\textbf{\textcolor{primaryblue}{#1}}}
|
||||
|
||||
% Market size with formatting
|
||||
\newcommand{\marketsize}[1]{\textbf{\textcolor{accentgreen}{\$#1}}}
|
||||
|
||||
% Growth rate with formatting
|
||||
\newcommand{\growthrate}[1]{\textbf{\textcolor{chart3}{#1\%}}}
|
||||
|
||||
% Risk indicator
|
||||
\newcommand{\riskhigh}{\textbf{\textcolor{alertred}{HIGH}}}
|
||||
\newcommand{\riskmedium}{\textbf{\textcolor{warningorange}{MEDIUM}}}
|
||||
\newcommand{\risklow}{\textbf{\textcolor{accentgreen}{LOW}}}
|
||||
|
||||
% Rating stars (1-5)
|
||||
\newcommand{\rating}[1]{%
|
||||
\foreach \i in {1,...,5}{%
|
||||
\ifnum\i>#1
|
||||
\textcolor{lightgray}{$\star$}%
|
||||
\else
|
||||
\textcolor{warningorange}{$\star$}%
|
||||
\fi
|
||||
}%
|
||||
}
|
||||
|
||||
% Trend indicators
|
||||
\newcommand{\trendup}{\textcolor{accentgreen}{$\blacktriangle$}}
|
||||
\newcommand{\trenddown}{\textcolor{alertred}{$\blacktriangledown$}}
|
||||
\newcommand{\trendflat}{\textcolor{mediumgray}{$\rightarrow$}}
|
||||
|
||||
% ============================================================================
|
||||
% TITLE PAGE COMMAND
|
||||
% ============================================================================
|
||||
|
||||
\newcommand{\makemarketreporttitle}[5]{%
|
||||
% #1 = Report Title
|
||||
% #2 = Subtitle
|
||||
% #3 = Hero Image Path
|
||||
% #4 = Date
|
||||
% #5 = Prepared By
|
||||
\begin{titlepage}
|
||||
\centering
|
||||
\vspace*{1cm}
|
||||
|
||||
{\Huge\bfseries\color{primaryblue} #1\\[0.5cm]}
|
||||
{\LARGE\bfseries #2\\[2cm]}
|
||||
|
||||
\ifx&
|
||||
% No image provided
|
||||
\vspace{4cm}
|
||||
\else
|
||||
\includegraphics[width=\textwidth]{#3}\\[2cm]
|
||||
\fi
|
||||
|
||||
{\Large\bfseries Market Research Report\\[3cm]}
|
||||
|
||||
{\large
|
||||
\textbf{Date:} #4\\[0.3cm]
|
||||
\textbf{Prepared By:} #5\\[0.3cm]
|
||||
\textbf{Classification:} Confidential
|
||||
}
|
||||
|
||||
\vfill
|
||||
|
||||
{\footnotesize
|
||||
\textit{This report contains market intelligence and strategic analysis. All data sources are cited and independently verifiable.}
|
||||
}
|
||||
|
||||
\end{titlepage}
|
||||
}
|
||||
|
||||
% ============================================================================
|
||||
% APPENDIX SECTION COMMAND
|
||||
% ============================================================================
|
||||
|
||||
\newcommand{\appendixsection}[1]{%
|
||||
\section*{#1}
|
||||
\addcontentsline{toc}{section}{#1}
|
||||
}
|
||||
|
||||
% ============================================================================
|
||||
% FRAMEWORK BOXES
|
||||
% ============================================================================
|
||||
|
||||
% SWOT Analysis Box
|
||||
\newtcolorbox{swotbox}[1][SWOT Analysis]{
|
||||
enhanced,
|
||||
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|
||||
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|
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
% Porter's Five Forces Box
|
||||
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|
||||
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|
||||
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||||
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|
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
% PAGE LAYOUT ADJUSTMENTS
|
||||
% ============================================================================
|
||||
|
||||
% Spacing
|
||||
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|
||||
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|
||||
|
||||
% Prevent orphans and widows
|
||||
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|
||||
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|
||||
|
||||
% Float placement
|
||||
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|
||||
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|
||||
\renewcommand{\textfraction}{0.07}
|
||||
\renewcommand{\floatpagefraction}{0.7}
|
||||
|
||||
% ============================================================================
|
||||
% END OF STYLE FILE
|
||||
% ============================================================================
|
||||
|
||||
\endinput
|
||||
@@ -0,0 +1,548 @@
|
||||
# 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 | Current State | 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 | Time Horizon |
|
||||
|--------|---------------|-------|--------|--------------|
|
||||
| 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]
|
||||
|
||||
#### Social Factors
|
||||
|
||||
| Factor | Current State | Trend | Impact | Time Horizon |
|
||||
|--------|---------------|-------|--------|--------------|
|
||||
| Demographics | | ↑ ↓ → | H/M/L | |
|
||||
| Cultural attitudes | | ↑ ↓ → | H/M/L | |
|
||||
| Consumer behavior | | ↑ ↓ → | H/M/L | |
|
||||
| Education levels | | ↑ ↓ → | H/M/L | |
|
||||
| Health consciousness | | ↑ ↓ → | H/M/L | |
|
||||
| Work-life balance | | ↑ ↓ → | H/M/L | |
|
||||
|
||||
**Key Social Implications:** [Summary]
|
||||
|
||||
#### Technological Factors
|
||||
|
||||
| Factor | Current State | Trend | Impact | Time Horizon |
|
||||
|--------|---------------|-------|--------|--------------|
|
||||
| R&D activity | | ↑ ↓ → | H/M/L | |
|
||||
| Technology adoption | | ↑ ↓ → | H/M/L | |
|
||||
| Automation | | ↑ ↓ → | H/M/L | |
|
||||
| Digital infrastructure | | ↑ ↓ → | H/M/L | |
|
||||
| Innovation rate | | ↑ ↓ → | H/M/L | |
|
||||
| Disruptive tech | | ↑ ↓ → | H/M/L | |
|
||||
|
||||
**Key Technological Implications:** [Summary]
|
||||
|
||||
#### Legal Factors
|
||||
|
||||
| Factor | Current State | Trend | Impact | Time Horizon |
|
||||
|--------|---------------|-------|--------|--------------|
|
||||
| Industry regulations | | ↑ ↓ → | H/M/L | |
|
||||
| Data protection | | ↑ ↓ → | H/M/L | |
|
||||
| Employment law | | ↑ ↓ → | H/M/L | |
|
||||
| Consumer protection | | ↑ ↓ → | H/M/L | |
|
||||
| IP rights | | ↑ ↓ → | H/M/L | |
|
||||
| Antitrust | | ↑ ↓ → | H/M/L | |
|
||||
|
||||
**Key Legal Implications:** [Summary]
|
||||
|
||||
#### Environmental Factors
|
||||
|
||||
| Factor | Current State | Trend | Impact | Time Horizon |
|
||||
|--------|---------------|-------|--------|--------------|
|
||||
| Climate change | | ↑ ↓ → | H/M/L | |
|
||||
| Sustainability reqs | | ↑ ↓ → | H/M/L | |
|
||||
| Resource availability | | ↑ ↓ → | H/M/L | |
|
||||
| Waste management | | ↑ ↓ → | H/M/L | |
|
||||
| Carbon regulations | | ↑ ↓ → | H/M/L | |
|
||||
| Environmental awareness | | ↑ ↓ → | H/M/L | |
|
||||
|
||||
**Key Environmental Implications:** [Summary]
|
||||
|
||||
---
|
||||
|
||||
## SWOT Analysis
|
||||
|
||||
### Framework Template
|
||||
|
||||
#### Strengths (Internal, Positive)
|
||||
| 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) |
|
||||
|
||||
---
|
||||
|
||||
## BCG Growth-Share Matrix
|
||||
|
||||
### Framework Template
|
||||
|
||||
**Axes:**
|
||||
- X-axis: Relative Market Share (High → Low, logarithmic scale)
|
||||
- Y-axis: Market Growth Rate (High → Low, typically 10% as midpoint)
|
||||
|
||||
### Quadrant Definitions
|
||||
|
||||
| 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 | Value Created | 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 | Value Created | 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
|
||||
1. **Market Risks**: Demand changes, price pressure, market shifts
|
||||
2. **Competitive Risks**: New entrants, competitor moves, disruption
|
||||
3. **Regulatory Risks**: New regulations, compliance requirements
|
||||
4. **Technology Risks**: Obsolescence, security, integration
|
||||
5. **Operational Risks**: Supply chain, quality, capacity
|
||||
6. **Financial Risks**: Currency, interest rates, credit
|
||||
7. **Reputational Risks**: Brand damage, social media, ethics
|
||||
|
||||
### Risk Assessment Matrix
|
||||
|
||||
| Risk 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
|
||||
- [ ] Customer segments and sizes
|
||||
- [ ] Segment growth rates
|
||||
- [ ] Average deal size by segment
|
||||
- [ ] Customer acquisition cost
|
||||
- [ ] Customer lifetime value
|
||||
- [ ] Churn rates
|
||||
|
||||
### Industry Data
|
||||
- [ ] Key industry trends
|
||||
- [ ] Regulatory developments
|
||||
- [ ] Technology trends
|
||||
- [ ] Economic indicators
|
||||
- [ ] Demographic trends
|
||||
|
||||
---
|
||||
|
||||
## Research Sources
|
||||
|
||||
### Primary Research
|
||||
- Customer interviews
|
||||
- Expert interviews
|
||||
- Surveys
|
||||
- Focus groups
|
||||
|
||||
### Secondary Research
|
||||
- Market research reports (Gartner, Forrester, IDC, McKinsey)
|
||||
- Industry associations
|
||||
- Government statistics
|
||||
- Company annual reports
|
||||
- SEC filings (10-K, 10-Q)
|
||||
- Earnings call transcripts
|
||||
- Trade publications
|
||||
- Academic journals
|
||||
- News articles
|
||||
|
||||
### Data Validation
|
||||
- Cross-reference multiple sources
|
||||
- Check date currency (prefer <2 years old)
|
||||
- Verify methodology
|
||||
- Note confidence levels
|
||||
- Document assumptions
|
||||
@@ -0,0 +1,999 @@
|
||||
# Market Research Report Structure Guide
|
||||
|
||||
Detailed guidance for writing each section of a comprehensive market research report.
|
||||
|
||||
---
|
||||
|
||||
## Front Matter
|
||||
|
||||
### Cover Page
|
||||
|
||||
**Purpose:** Create a strong first impression and communicate report scope.
|
||||
|
||||
**Required Elements:**
|
||||
- Report title (clear, specific to market being analyzed)
|
||||
- Subtitle (e.g., "Comprehensive Market Analysis Report")
|
||||
- Hero visualization (executive summary infographic or market-relevant image)
|
||||
- Date of publication
|
||||
- Prepared by / Author organization
|
||||
- Classification (Confidential, Internal Use, Public)
|
||||
- Report type identifier
|
||||
|
||||
**Best Practices:**
|
||||
- Title should include market name and geography if relevant
|
||||
- Use professional, high-quality hero image
|
||||
- Keep design clean and uncluttered
|
||||
- Include version number if applicable
|
||||
|
||||
---
|
||||
|
||||
### Table of Contents
|
||||
|
||||
**Auto-generated in LaTeX.** Ensure all chapters, sections, and subsections use proper commands for inclusion.
|
||||
|
||||
**Include:**
|
||||
- List of Figures (all visualizations with page numbers)
|
||||
- List of Tables (all data tables with page numbers)
|
||||
|
||||
---
|
||||
|
||||
### Executive Summary (2-3 pages)
|
||||
|
||||
**Purpose:** Provide a standalone summary that allows busy executives to understand key findings without reading the full report.
|
||||
|
||||
**Required Sections:**
|
||||
|
||||
#### Market Snapshot Box
|
||||
Key metrics displayed prominently:
|
||||
- Current market size with year
|
||||
- Projected market size with year
|
||||
- CAGR (compound annual growth rate)
|
||||
- Largest segment and market share
|
||||
- Fastest growing region and growth rate
|
||||
- Key adoption/penetration metrics
|
||||
|
||||
#### Investment Thesis / Why This Matters
|
||||
3-5 bullet points explaining:
|
||||
- Why this market is attractive
|
||||
- Key factors driving opportunity
|
||||
- Timing considerations
|
||||
- Risk-adjusted assessment
|
||||
|
||||
#### Key Findings Summary
|
||||
Organized by theme:
|
||||
- Market Dynamics (2-3 points)
|
||||
- Competitive Landscape (2-3 points)
|
||||
- Growth Drivers (2-3 points)
|
||||
- Risk Factors (2-3 points)
|
||||
|
||||
#### Strategic Recommendations
|
||||
Top 5 actionable recommendations, each with:
|
||||
- Clear action statement
|
||||
- Expected outcome
|
||||
- Priority level (immediate, near-term, medium-term)
|
||||
|
||||
**Visual Requirements:**
|
||||
- 1-2 visuals maximum
|
||||
- Executive summary infographic strongly recommended
|
||||
- Key metrics visualization
|
||||
|
||||
**Writing Guidelines:**
|
||||
- Write this section LAST after completing all analysis
|
||||
- Every statement should be supported by analysis in the main report
|
||||
- Use specific numbers, not vague qualifiers
|
||||
- Lead with most important findings
|
||||
- Keep paragraphs short (2-4 sentences)
|
||||
|
||||
---
|
||||
|
||||
## Core Analysis Chapters
|
||||
|
||||
### Chapter 1: Market Overview & Definition (4-5 pages)
|
||||
|
||||
**Purpose:** Establish clear boundaries and context for the analysis.
|
||||
|
||||
#### Section 1.1: Market Definition
|
||||
|
||||
**Content Requirements:**
|
||||
- Precise definition of the market being analyzed
|
||||
- Products/services included in scope
|
||||
- Products/services explicitly excluded
|
||||
- Industry classification codes (NAICS, SIC, GICS if applicable)
|
||||
- Relationship to adjacent markets
|
||||
|
||||
**Writing Approach:**
|
||||
- Begin with a clear, one-paragraph definition
|
||||
- Use a callout box to highlight the formal definition
|
||||
- Explain the rationale for scope decisions
|
||||
- Address common misconceptions about market boundaries
|
||||
|
||||
#### Section 1.2: Scope and Boundaries
|
||||
|
||||
**Cover:**
|
||||
- Geographic scope (global, regional, specific countries)
|
||||
- Product/service scope with specific categories
|
||||
- Time horizon (historical period + forecast period)
|
||||
- Customer segments included
|
||||
|
||||
#### Section 1.3: Industry Ecosystem
|
||||
|
||||
**Content Requirements:**
|
||||
- Value chain from inputs to end users
|
||||
- Key stakeholders at each stage
|
||||
- Relationships and dependencies between stakeholders
|
||||
- Information flows
|
||||
- Money flows
|
||||
- Power dynamics
|
||||
|
||||
**Required Visual:** Industry ecosystem/value chain diagram
|
||||
|
||||
**Writing Approach:**
|
||||
- Start with overview of the ecosystem
|
||||
- Describe each stakeholder category in detail
|
||||
- Explain how value is created and captured
|
||||
- Identify where power concentrates in the value chain
|
||||
|
||||
#### Section 1.4: Market Structure
|
||||
|
||||
**Content Requirements:**
|
||||
- Market concentration analysis (HHI, CR4, CR8)
|
||||
- Industry lifecycle stage assessment
|
||||
- Market fragmentation analysis
|
||||
- Vertical integration analysis
|
||||
|
||||
#### Section 1.5: Historical Context
|
||||
|
||||
**Content Requirements:**
|
||||
- When the market emerged
|
||||
- Key milestones in market development
|
||||
- Major disruptions and shifts
|
||||
- Evolution of competitive dynamics
|
||||
- How customer needs have changed
|
||||
|
||||
**Required Visuals (2 total):**
|
||||
1. Industry ecosystem diagram
|
||||
2. Market structure or industry lifecycle diagram
|
||||
|
||||
---
|
||||
|
||||
### Chapter 2: Market Size & Growth Analysis (6-8 pages)
|
||||
|
||||
**Purpose:** Provide comprehensive quantitative analysis of market opportunity.
|
||||
|
||||
#### Section 2.1: Total Addressable Market (TAM)
|
||||
|
||||
**Content Requirements:**
|
||||
- Current market size with source and methodology
|
||||
- Historical market size (5-10 years back)
|
||||
- Projected market size (5-10 years forward)
|
||||
- Year-over-year growth rates
|
||||
- CAGR (historical and projected)
|
||||
|
||||
**Data Table Required:**
|
||||
Year-by-year market projections table showing:
|
||||
- Year
|
||||
- Market size (USD)
|
||||
- YoY growth rate
|
||||
- Cumulative CAGR
|
||||
|
||||
**Writing Approach:**
|
||||
- State the bottom line first (total opportunity)
|
||||
- Provide historical context
|
||||
- Explain projection methodology
|
||||
- State key assumptions
|
||||
- Cite multiple sources where possible
|
||||
|
||||
#### Section 2.2: Serviceable Addressable Market (SAM)
|
||||
|
||||
**Content Requirements:**
|
||||
- Definition of SAM for this market
|
||||
- SAM calculation methodology
|
||||
- Segment breakdown within SAM
|
||||
- Growth rates by segment
|
||||
|
||||
**Data Table Required:**
|
||||
Segment analysis table showing:
|
||||
- Segment name
|
||||
- 2024 value
|
||||
- 2034 value
|
||||
- CAGR
|
||||
- Market share
|
||||
|
||||
#### Section 2.3: Serviceable Obtainable Market (SOM)
|
||||
|
||||
**Content Requirements:**
|
||||
- Realistic market share scenarios
|
||||
- Conservative estimate with assumptions
|
||||
- Base case estimate with assumptions
|
||||
- Optimistic estimate with assumptions
|
||||
- Factors affecting market share capture
|
||||
|
||||
**Required Visual:** TAM/SAM/SOM concentric circles diagram
|
||||
|
||||
#### Section 2.4: Regional Market Analysis
|
||||
|
||||
**Content Requirements:**
|
||||
- Market size by region
|
||||
- Growth rates by region
|
||||
- Regional market share
|
||||
- Regional drivers and differences
|
||||
- Detailed analysis of top 3-4 regions
|
||||
|
||||
**Required Visual:** Regional breakdown chart (pie or treemap)
|
||||
|
||||
**Regions to cover:**
|
||||
- North America (with US/Canada breakdown if relevant)
|
||||
- Europe (with key country breakdown)
|
||||
- Asia-Pacific (with China, Japan, India focus)
|
||||
- Latin America
|
||||
- Middle East & Africa
|
||||
|
||||
#### Section 2.5: Segment Analysis
|
||||
|
||||
**Content Requirements:**
|
||||
- Definition of market segments
|
||||
- Size of each segment
|
||||
- Growth rate of each segment
|
||||
- Key drivers for each segment
|
||||
- Competitive dynamics by segment
|
||||
|
||||
**Required Visual:** Segment growth comparison chart
|
||||
|
||||
**Required Visuals (4 total):**
|
||||
1. Market growth trajectory chart
|
||||
2. TAM/SAM/SOM diagram
|
||||
3. Regional breakdown chart
|
||||
4. Segment growth comparison chart
|
||||
|
||||
---
|
||||
|
||||
### Chapter 3: Industry Drivers & Trends (5-6 pages)
|
||||
|
||||
**Purpose:** Identify and analyze factors driving market growth and evolution.
|
||||
|
||||
#### Section 3.1: Primary Growth Drivers
|
||||
|
||||
**Content Requirements:**
|
||||
- Identification of 5-10 key growth drivers
|
||||
- Quantified impact assessment for each
|
||||
- Timeline for impact
|
||||
- Evidence and data supporting each driver
|
||||
|
||||
**For each driver, include:**
|
||||
- Clear description
|
||||
- Mechanism of impact on market
|
||||
- Quantified impact estimate
|
||||
- Timeline (immediate, 1-3 years, 3-5 years)
|
||||
- Supporting data/evidence
|
||||
|
||||
**Required Visual:** Driver impact matrix (probability vs. impact)
|
||||
|
||||
#### Section 3.2: PESTLE Analysis
|
||||
|
||||
Comprehensive analysis of external factors:
|
||||
|
||||
**Political:**
|
||||
- Government policies affecting the market
|
||||
- Political stability in key markets
|
||||
- Trade policies and tariffs
|
||||
- Government support programs
|
||||
|
||||
**Economic:**
|
||||
- Economic growth trends
|
||||
- Interest rate environment
|
||||
- Inflation impacts
|
||||
- Currency effects
|
||||
- Consumer spending trends
|
||||
|
||||
**Social:**
|
||||
- Demographic trends
|
||||
- Cultural shifts
|
||||
- Consumer behavior changes
|
||||
- Workforce trends
|
||||
- Health and wellness trends
|
||||
|
||||
**Technological:**
|
||||
- Enabling technologies
|
||||
- Digital transformation
|
||||
- Automation trends
|
||||
- Technology adoption curves
|
||||
|
||||
**Legal:**
|
||||
- Regulatory requirements
|
||||
- Compliance costs
|
||||
- Intellectual property considerations
|
||||
- Employment regulations
|
||||
|
||||
**Environmental:**
|
||||
- Sustainability requirements
|
||||
- Environmental regulations
|
||||
- Climate impacts
|
||||
- Resource availability
|
||||
|
||||
**Required Visual:** PESTLE analysis diagram
|
||||
|
||||
#### Section 3.3: Emerging Trends
|
||||
|
||||
**Content Requirements:**
|
||||
- Identification of 5-8 emerging trends
|
||||
- Timeline for each trend
|
||||
- Expected impact on market
|
||||
- Companies/regions leading each trend
|
||||
|
||||
**Required Visual:** Trends timeline or radar chart
|
||||
|
||||
#### Section 3.4: Growth Inhibitors
|
||||
|
||||
**Content Requirements:**
|
||||
- Factors slowing market growth
|
||||
- Barriers to adoption
|
||||
- Resource constraints
|
||||
- Competitive pressures
|
||||
- Regulatory hurdles
|
||||
|
||||
**Required Visuals (3 total):**
|
||||
1. Driver impact matrix
|
||||
2. PESTLE analysis diagram
|
||||
3. Trends timeline
|
||||
|
||||
---
|
||||
|
||||
### Chapter 4: Competitive Landscape (6-8 pages)
|
||||
|
||||
**Purpose:** Provide comprehensive analysis of competitive dynamics.
|
||||
|
||||
#### Section 4.1: Market Structure Analysis
|
||||
|
||||
**Content Requirements:**
|
||||
- Number of competitors
|
||||
- Market concentration (HHI index)
|
||||
- CR4 and CR8 ratios
|
||||
- Market fragmentation assessment
|
||||
- Competitive intensity rating
|
||||
|
||||
#### Section 4.2: Porter's Five Forces Analysis
|
||||
|
||||
**For each force, provide:**
|
||||
- Rating: High / Medium / Low
|
||||
- Key factors driving the rating
|
||||
- Supporting evidence
|
||||
- Strategic implications
|
||||
|
||||
**Forces:**
|
||||
1. Threat of New Entrants
|
||||
2. Bargaining Power of Suppliers
|
||||
3. Bargaining Power of Buyers
|
||||
4. Threat of Substitutes
|
||||
5. Competitive Rivalry
|
||||
|
||||
**Required Visual:** Porter's Five Forces diagram
|
||||
|
||||
**Writing Approach:**
|
||||
- Rate each force clearly
|
||||
- Provide 3-5 supporting factors per force
|
||||
- Include data where available
|
||||
- Discuss strategic implications
|
||||
|
||||
#### Section 4.3: Market Share Analysis
|
||||
|
||||
**Content Requirements:**
|
||||
- Top 10 companies by market share
|
||||
- Market share trends (3-5 year view)
|
||||
- Share gains/losses by company
|
||||
- Regional market share variations
|
||||
|
||||
**Required Visual:** Market share pie chart or bar chart
|
||||
|
||||
**Data Table Required:**
|
||||
Top 10 companies showing:
|
||||
- Rank
|
||||
- Company name
|
||||
- Revenue/market size
|
||||
- Market share %
|
||||
- YoY growth/trend
|
||||
|
||||
#### Section 4.4: Competitive Positioning
|
||||
|
||||
**Content Requirements:**
|
||||
- Key dimensions of competition
|
||||
- Positioning of major players
|
||||
- Competitive advantages by company
|
||||
- Strategic moves and announcements
|
||||
|
||||
**Required Visual:** Competitive positioning matrix (2x2)
|
||||
|
||||
**Common positioning dimensions:**
|
||||
- Market focus (niche vs. broad)
|
||||
- Solution approach (product vs. platform)
|
||||
- Price positioning (premium vs. value)
|
||||
- Geographic focus (regional vs. global)
|
||||
- Customer focus (enterprise vs. SMB)
|
||||
|
||||
#### Section 4.5: Strategic Groups
|
||||
|
||||
**Content Requirements:**
|
||||
- Identification of strategic groups
|
||||
- Companies in each group
|
||||
- Mobility barriers between groups
|
||||
- Competitive dynamics within groups
|
||||
|
||||
**Required Visual:** Strategic group map
|
||||
|
||||
#### Section 4.6: Competitive Dynamics
|
||||
|
||||
**Content Requirements:**
|
||||
- Recent M&A activity
|
||||
- Partnership announcements
|
||||
- Product launches
|
||||
- Pricing trends
|
||||
- Geographic expansion
|
||||
|
||||
#### Section 4.7: Barriers to Entry
|
||||
|
||||
**Content Requirements:**
|
||||
- Capital requirements
|
||||
- Regulatory barriers
|
||||
- Technology barriers
|
||||
- Brand and reputation
|
||||
- Distribution access
|
||||
- Economies of scale
|
||||
- Switching costs
|
||||
|
||||
**Required Visuals (4 total):**
|
||||
1. Porter's Five Forces diagram
|
||||
2. Market share chart
|
||||
3. Competitive positioning matrix
|
||||
4. Strategic group map
|
||||
|
||||
---
|
||||
|
||||
### Chapter 5: Customer Analysis & Segmentation (4-5 pages)
|
||||
|
||||
**Purpose:** Understand customer needs, behaviors, and segment attractiveness.
|
||||
|
||||
#### Section 5.1: Customer Segmentation
|
||||
|
||||
**Content Requirements:**
|
||||
- Definition of customer segments
|
||||
- Segment sizes and market share
|
||||
- Segment characteristics
|
||||
- Segment growth rates
|
||||
|
||||
**Required Visual:** Customer segmentation breakdown
|
||||
|
||||
**Common segmentation approaches:**
|
||||
- By company size (Enterprise, Mid-market, SMB, Consumer)
|
||||
- By industry vertical
|
||||
- By geography
|
||||
- By buying behavior
|
||||
- By needs/use cases
|
||||
|
||||
#### Section 5.2: Segment Attractiveness Analysis
|
||||
|
||||
**Content Requirements:**
|
||||
- Attractiveness criteria
|
||||
- Segment scoring/ranking
|
||||
- Investment implications
|
||||
- Prioritization recommendations
|
||||
|
||||
**Required Visual:** Segment attractiveness matrix
|
||||
|
||||
**Attractiveness factors:**
|
||||
- Segment size
|
||||
- Growth rate
|
||||
- Profitability
|
||||
- Competitive intensity
|
||||
- Accessibility
|
||||
- Strategic fit
|
||||
|
||||
#### Section 5.3: Customer Needs Analysis
|
||||
|
||||
**For each segment, identify:**
|
||||
- Functional needs (what the product must do)
|
||||
- Emotional needs (how it makes them feel)
|
||||
- Social needs (how it affects their relationships)
|
||||
- Key pain points
|
||||
- Unmet needs
|
||||
|
||||
#### Section 5.4: Buying Behavior
|
||||
|
||||
**Content Requirements:**
|
||||
- Purchase triggers
|
||||
- Decision-making process
|
||||
- Key decision makers and influencers
|
||||
- Evaluation criteria
|
||||
- Purchase channels
|
||||
- Buying cycle length
|
||||
- Price sensitivity
|
||||
|
||||
#### Section 5.5: Customer Journey
|
||||
|
||||
**Required Visual:** Customer journey map
|
||||
|
||||
**Journey stages to cover:**
|
||||
1. Awareness
|
||||
2. Consideration
|
||||
3. Decision
|
||||
4. Implementation/Onboarding
|
||||
5. Usage
|
||||
6. Advocacy/Renewal
|
||||
|
||||
**Required Visuals (3 total):**
|
||||
1. Customer segmentation breakdown
|
||||
2. Segment attractiveness matrix
|
||||
3. Customer journey map
|
||||
|
||||
---
|
||||
|
||||
### Chapter 6: Technology & Innovation Landscape (4-5 pages)
|
||||
|
||||
**Purpose:** Analyze technology trends and innovation dynamics.
|
||||
|
||||
#### Section 6.1: Current Technology Stack
|
||||
|
||||
**Content Requirements:**
|
||||
- Core technologies in use
|
||||
- Infrastructure requirements
|
||||
- Integration landscape
|
||||
- Technology maturity levels
|
||||
|
||||
#### Section 6.2: Technology Roadmap
|
||||
|
||||
**Content Requirements:**
|
||||
- Near-term evolution (1-2 years)
|
||||
- Medium-term evolution (3-5 years)
|
||||
- Long-term evolution (5-10 years)
|
||||
- Key milestones and inflection points
|
||||
|
||||
**Required Visual:** Technology roadmap diagram
|
||||
|
||||
#### Section 6.3: Emerging Technologies
|
||||
|
||||
**For each emerging technology, cover:**
|
||||
- Technology description
|
||||
- Current maturity level (TRL or similar)
|
||||
- Expected timeline to mainstream
|
||||
- Potential impact on market
|
||||
- Leading companies/regions
|
||||
|
||||
**Common emerging technologies to assess:**
|
||||
- Artificial intelligence/ML
|
||||
- Cloud computing
|
||||
- IoT/Connected devices
|
||||
- Blockchain
|
||||
- Automation/Robotics
|
||||
- Domain-specific technologies
|
||||
|
||||
#### Section 6.4: Innovation Trends
|
||||
|
||||
**Content Requirements:**
|
||||
- R&D investment levels in industry
|
||||
- Patent filing trends
|
||||
- Startup activity and funding
|
||||
- Corporate innovation initiatives
|
||||
- University/research partnerships
|
||||
|
||||
**Required Visual:** Innovation/adoption curve or hype cycle
|
||||
|
||||
#### Section 6.5: Technology Adoption Barriers
|
||||
|
||||
**Content Requirements:**
|
||||
- Technical complexity
|
||||
- Integration challenges
|
||||
- Cost barriers
|
||||
- Skills gaps
|
||||
- Security/privacy concerns
|
||||
- Change management challenges
|
||||
|
||||
**Required Visuals (2 total):**
|
||||
1. Technology roadmap diagram
|
||||
2. Innovation/adoption curve
|
||||
|
||||
---
|
||||
|
||||
### Chapter 7: Regulatory & Policy Environment (3-4 pages)
|
||||
|
||||
**Purpose:** Analyze regulatory framework and policy impacts.
|
||||
|
||||
#### Section 7.1: Current Regulatory Framework
|
||||
|
||||
**Content Requirements:**
|
||||
- Key regulations affecting the market
|
||||
- Regulatory bodies and their roles
|
||||
- Compliance requirements
|
||||
- Enforcement mechanisms
|
||||
- Penalties for non-compliance
|
||||
|
||||
#### Section 7.2: Regulatory Timeline
|
||||
|
||||
**Required Visual:** Regulatory timeline
|
||||
|
||||
**Content Requirements:**
|
||||
- Historical regulatory milestones
|
||||
- Recent regulatory changes
|
||||
- Upcoming regulations
|
||||
- Expected future developments
|
||||
|
||||
#### Section 7.3: Regulatory Impact Analysis
|
||||
|
||||
**Content Requirements:**
|
||||
- Compliance costs
|
||||
- Market access implications
|
||||
- Competitive implications
|
||||
- Product/service requirements
|
||||
- Operating restrictions
|
||||
|
||||
#### Section 7.4: Policy Trends
|
||||
|
||||
**Content Requirements:**
|
||||
- Government priorities
|
||||
- Funding initiatives
|
||||
- Trade policies
|
||||
- Environmental policies
|
||||
- Industry-specific policies
|
||||
|
||||
#### Section 7.5: Regional Regulatory Differences
|
||||
|
||||
**Content Requirements:**
|
||||
- Comparison of regulations by region
|
||||
- Harmonization efforts
|
||||
- Key differences to navigate
|
||||
- Best practices for compliance
|
||||
|
||||
**Required Visuals (1 total):**
|
||||
1. Regulatory timeline
|
||||
|
||||
---
|
||||
|
||||
### Chapter 8: Risk Analysis (3-4 pages)
|
||||
|
||||
**Purpose:** Identify, assess, and propose mitigations for key risks.
|
||||
|
||||
#### Section 8.1: Risk Overview
|
||||
|
||||
**Content Requirements:**
|
||||
- Risk categories covered
|
||||
- Risk assessment methodology
|
||||
- Overall risk profile assessment
|
||||
|
||||
#### Section 8.2: Risk Assessment
|
||||
|
||||
**Required Visual:** Risk heatmap (probability vs. impact)
|
||||
|
||||
**Risk categories to cover:**
|
||||
- Market risks
|
||||
- Competitive risks
|
||||
- Regulatory risks
|
||||
- Technology risks
|
||||
- Operational risks
|
||||
- Financial risks
|
||||
- Reputational risks
|
||||
|
||||
**For each risk, include:**
|
||||
- Risk description
|
||||
- Probability rating (Low/Medium/High)
|
||||
- Impact rating (Low/Medium/High)
|
||||
- Overall risk rating
|
||||
- Contributing factors
|
||||
- Early warning indicators
|
||||
|
||||
**Data Table Required:**
|
||||
Risk register showing:
|
||||
- Risk name
|
||||
- Category
|
||||
- Probability
|
||||
- Impact
|
||||
- Overall rating
|
||||
- Owner
|
||||
|
||||
#### Section 8.3: Detailed Risk Analysis
|
||||
|
||||
Provide detailed analysis of top 5-10 risks, including:
|
||||
- Full description of the risk
|
||||
- Scenarios that could trigger it
|
||||
- Potential consequences
|
||||
- Affected stakeholders
|
||||
- Timeline considerations
|
||||
|
||||
#### Section 8.4: Risk Mitigation Strategies
|
||||
|
||||
**Required Visual:** Risk mitigation matrix
|
||||
|
||||
**For each major risk, provide:**
|
||||
- Prevention strategies
|
||||
- Detection mechanisms
|
||||
- Response plans
|
||||
- Recovery approaches
|
||||
- Contingency plans
|
||||
|
||||
**Required Visuals (2 total):**
|
||||
1. Risk heatmap
|
||||
2. Risk mitigation matrix
|
||||
|
||||
---
|
||||
|
||||
## Strategic Recommendations Chapters
|
||||
|
||||
### Chapter 9: Strategic Opportunities & Recommendations (4-5 pages)
|
||||
|
||||
**Purpose:** Synthesize analysis into actionable strategic guidance.
|
||||
|
||||
#### Section 9.1: Opportunity Analysis
|
||||
|
||||
**Required Visual:** Opportunity matrix (attractiveness vs. ability to win)
|
||||
|
||||
**Content Requirements:**
|
||||
- Identification of 5-8 strategic opportunities
|
||||
- Sizing of each opportunity
|
||||
- Attractiveness assessment
|
||||
- Ability to win assessment
|
||||
- Prioritization
|
||||
|
||||
#### Section 9.2: Detailed Opportunity Analysis
|
||||
|
||||
For each top opportunity, provide:
|
||||
- Description and scope
|
||||
- Market size potential
|
||||
- Growth trajectory
|
||||
- Key success factors
|
||||
- Required capabilities
|
||||
- Investment requirements
|
||||
- Expected returns
|
||||
- Timeline to value
|
||||
|
||||
#### Section 9.3: Strategic Options Analysis
|
||||
|
||||
**Content Requirements:**
|
||||
- Build (organic development) options
|
||||
- Buy (M&A) options
|
||||
- Partner (strategic alliances) options
|
||||
- Decision framework for each opportunity
|
||||
|
||||
#### Section 9.4: Prioritized Recommendations
|
||||
|
||||
**Required Visual:** Recommendation priority matrix (impact vs. effort)
|
||||
|
||||
**Structure recommendations in tiers:**
|
||||
|
||||
**Tier 1: Immediate Priority**
|
||||
- Actions to take in next 0-6 months
|
||||
- Quick wins with high impact
|
||||
- Foundation-setting activities
|
||||
|
||||
**Tier 2: Near-Term (6-12 months)**
|
||||
- Build on Tier 1 actions
|
||||
- Larger investments
|
||||
- Capability development
|
||||
|
||||
**Tier 3: Medium-Term (1-2 years)**
|
||||
- Strategic initiatives
|
||||
- Major investments
|
||||
- Transformational changes
|
||||
|
||||
**For each recommendation:**
|
||||
- Clear action statement
|
||||
- Rationale (why this matters)
|
||||
- Expected outcome
|
||||
- Investment required
|
||||
- Timeline
|
||||
- Success metrics
|
||||
- Dependencies
|
||||
|
||||
#### Section 9.5: Success Factors
|
||||
|
||||
**Content Requirements:**
|
||||
- Critical success factors for implementation
|
||||
- Organizational capabilities required
|
||||
- Resource requirements
|
||||
- External dependencies
|
||||
- Timing considerations
|
||||
|
||||
**Required Visuals (3 total):**
|
||||
1. Opportunity matrix
|
||||
2. Strategic options framework
|
||||
3. Recommendation priority matrix
|
||||
|
||||
---
|
||||
|
||||
### Chapter 10: Implementation Roadmap (3-4 pages)
|
||||
|
||||
**Purpose:** Provide actionable implementation guidance.
|
||||
|
||||
#### Section 10.1: Implementation Overview
|
||||
|
||||
**Content Requirements:**
|
||||
- Phased approach description
|
||||
- Overall timeline
|
||||
- Key dependencies
|
||||
- Critical path items
|
||||
|
||||
#### Section 10.2: Phased Implementation Plan
|
||||
|
||||
**Required Visual:** Implementation timeline/Gantt chart
|
||||
|
||||
**For each phase:**
|
||||
- Phase name and duration
|
||||
- Objectives
|
||||
- Key activities
|
||||
- Deliverables
|
||||
- Resources required
|
||||
- Dependencies
|
||||
- Success criteria
|
||||
|
||||
**Typical phases:**
|
||||
- Phase 1: Foundation (months 1-6)
|
||||
- Phase 2: Build (months 4-12)
|
||||
- Phase 3: Scale (months 10-18)
|
||||
- Phase 4: Optimize (months 16-24)
|
||||
|
||||
#### Section 10.3: Key Milestones
|
||||
|
||||
**Required Visual:** Milestone tracker
|
||||
|
||||
**Data Table Required:**
|
||||
Milestone table showing:
|
||||
- Milestone name
|
||||
- Target date
|
||||
- Owner
|
||||
- Success criteria
|
||||
- Dependencies
|
||||
|
||||
#### Section 10.4: Resource Requirements
|
||||
|
||||
**Content Requirements:**
|
||||
- Team structure and roles
|
||||
- Budget allocation by phase
|
||||
- Technology requirements
|
||||
- External support needs
|
||||
- Training requirements
|
||||
|
||||
#### Section 10.5: Governance Structure
|
||||
|
||||
**Content Requirements:**
|
||||
- Decision-making authority
|
||||
- Reporting structure
|
||||
- Review cadence
|
||||
- Escalation paths
|
||||
- Change management process
|
||||
|
||||
**Required Visuals (2 total):**
|
||||
1. Implementation timeline/Gantt
|
||||
2. Milestone tracker
|
||||
|
||||
---
|
||||
|
||||
### Chapter 11: Investment Thesis & Financial Projections (3-4 pages)
|
||||
|
||||
**Purpose:** Provide financial framework for decision-making.
|
||||
|
||||
#### Section 11.1: Investment Summary
|
||||
|
||||
**Content Requirements:**
|
||||
- Summary of investment opportunity
|
||||
- Key value drivers
|
||||
- Expected returns
|
||||
- Investment timeline
|
||||
- Risk-adjusted assessment
|
||||
|
||||
#### Section 11.2: Financial Projections
|
||||
|
||||
**Required Visual:** Financial projections chart
|
||||
|
||||
**Data Table Required:**
|
||||
5-year projections showing:
|
||||
- Revenue
|
||||
- Growth rate
|
||||
- Gross margin
|
||||
- EBITDA
|
||||
- EBITDA margin
|
||||
- Key operating metrics
|
||||
|
||||
#### Section 11.3: Scenario Analysis
|
||||
|
||||
**Required Visual:** Scenario comparison chart
|
||||
|
||||
**Three scenarios:**
|
||||
- Conservative: Lower growth, higher costs
|
||||
- Base Case: Expected performance
|
||||
- Optimistic: Favorable conditions
|
||||
|
||||
**For each scenario:**
|
||||
- Key assumptions
|
||||
- Revenue projections
|
||||
- Profitability projections
|
||||
- Investment requirements
|
||||
- Return metrics
|
||||
|
||||
#### Section 11.4: Key Assumptions
|
||||
|
||||
**Document all assumptions:**
|
||||
- Market growth assumptions
|
||||
- Market share assumptions
|
||||
- Pricing assumptions
|
||||
- Cost assumptions
|
||||
- Timing assumptions
|
||||
- Competitive assumptions
|
||||
|
||||
#### Section 11.5: Sensitivity Analysis
|
||||
|
||||
**Content Requirements:**
|
||||
- Key variables affecting returns
|
||||
- Sensitivity to market growth
|
||||
- Sensitivity to pricing
|
||||
- Sensitivity to timing
|
||||
- Break-even analysis
|
||||
|
||||
#### Section 11.6: Return Expectations
|
||||
|
||||
**Content Requirements:**
|
||||
- ROI projections
|
||||
- Payback period
|
||||
- IRR estimates
|
||||
- NPV analysis
|
||||
- Multiple analysis (if applicable)
|
||||
|
||||
**Required Visuals (2 total):**
|
||||
1. Financial projections chart
|
||||
2. Scenario comparison chart
|
||||
|
||||
---
|
||||
|
||||
## Back Matter
|
||||
|
||||
### Appendix A: Methodology & Data Sources
|
||||
|
||||
**Content Requirements:**
|
||||
- Research methodology description
|
||||
- Primary research methods
|
||||
- Secondary research sources
|
||||
- Data collection timeframe
|
||||
- Analytical frameworks used
|
||||
- Limitations and assumptions
|
||||
|
||||
### Appendix B: Detailed Market Data
|
||||
|
||||
**Content Requirements:**
|
||||
- Comprehensive data tables
|
||||
- Year-by-year market data
|
||||
- Regional breakdowns
|
||||
- Segment details
|
||||
- Historical data series
|
||||
|
||||
### Appendix C: Company Profiles
|
||||
|
||||
**For each major company:**
|
||||
- Company overview
|
||||
- Headquarters and key locations
|
||||
- Revenue and employee count
|
||||
- Market position
|
||||
- Key products/services
|
||||
- Recent developments
|
||||
- Strategic focus
|
||||
|
||||
### References/Bibliography
|
||||
|
||||
**All sources cited:**
|
||||
- Market research reports
|
||||
- Industry publications
|
||||
- Government data
|
||||
- Company reports
|
||||
- Academic sources
|
||||
- News articles
|
||||
|
||||
---
|
||||
|
||||
## Quality Checklist
|
||||
|
||||
Before finalizing, verify:
|
||||
|
||||
- [ ] All required sections are complete
|
||||
- [ ] All data points have sources
|
||||
- [ ] All 25-30 visuals are included
|
||||
- [ ] Executive summary captures key findings
|
||||
- [ ] Recommendations are actionable
|
||||
- [ ] Financial projections are internally consistent
|
||||
- [ ] No placeholder content remains
|
||||
- [ ] Page count exceeds 50 pages
|
||||
- [ ] Table of contents is accurate
|
||||
- [ ] All cross-references work
|
||||
- [ ] Bibliography is complete
|
||||
File diff suppressed because it is too large
Load Diff
529
scientific-skills/market-research-reports/scripts/generate_market_visuals.py
Executable file
529
scientific-skills/market-research-reports/scripts/generate_market_visuals.py
Executable file
@@ -0,0 +1,529 @@
|
||||
#!/usr/bin/env python3
|
||||
"""
|
||||
Market Research Report Visual Generator
|
||||
|
||||
Batch generates visuals for a market research report using
|
||||
scientific-schematics and generate-image skills.
|
||||
|
||||
Default behavior: Generate 5-6 core visuals only
|
||||
Use --all flag to generate all 28 extended visuals
|
||||
|
||||
Usage:
|
||||
# Generate core 5-6 visuals (recommended for starting a report)
|
||||
python generate_market_visuals.py --topic "Electric Vehicle Charging" --output-dir figures/
|
||||
|
||||
# Generate all 28 visuals (for comprehensive coverage)
|
||||
python generate_market_visuals.py --topic "AI in Healthcare" --output-dir figures/ --all
|
||||
|
||||
# Skip existing files
|
||||
python generate_market_visuals.py --topic "Topic" --output-dir figures/ --skip-existing
|
||||
"""
|
||||
|
||||
import argparse
|
||||
import os
|
||||
import subprocess
|
||||
import sys
|
||||
from pathlib import Path
|
||||
|
||||
|
||||
# Visual definitions with prompts
|
||||
# Each tuple: (filename, tool, prompt_template, is_core)
|
||||
# is_core=True for the 5-6 essential visuals to generate first
|
||||
|
||||
CORE_VISUALS = [
|
||||
# Priority 1: Market Growth Trajectory
|
||||
(
|
||||
"01_market_growth_trajectory.png",
|
||||
"scientific-schematics",
|
||||
"Bar chart {topic} 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"
|
||||
),
|
||||
|
||||
# Priority 2: TAM/SAM/SOM
|
||||
(
|
||||
"02_tam_sam_som.png",
|
||||
"scientific-schematics",
|
||||
"TAM SAM SOM concentric circles for {topic} market. Outer circle TAM Total Addressable "
|
||||
"Market. Middle circle SAM Serviceable Addressable Market. Inner circle SOM Serviceable "
|
||||
"Obtainable Market. Each labeled with acronym, full name. "
|
||||
"Blue gradient darkest outer to lightest inner. White background professional appearance"
|
||||
),
|
||||
|
||||
# Priority 3: Porter's Five Forces
|
||||
(
|
||||
"03_porters_five_forces.png",
|
||||
"scientific-schematics",
|
||||
"Porter's Five Forces diagram for {topic}. 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"
|
||||
),
|
||||
|
||||
# Priority 4: Competitive Positioning Matrix
|
||||
(
|
||||
"04_competitive_positioning.png",
|
||||
"scientific-schematics",
|
||||
"2x2 competitive positioning matrix {topic}. 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"
|
||||
),
|
||||
|
||||
# Priority 5: Risk Heatmap
|
||||
(
|
||||
"05_risk_heatmap.png",
|
||||
"scientific-schematics",
|
||||
"Risk heatmap matrix {topic}. 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"
|
||||
),
|
||||
|
||||
# Priority 6: Executive Summary Infographic (Optional)
|
||||
(
|
||||
"06_exec_summary_infographic.png",
|
||||
"generate-image",
|
||||
"Executive summary infographic for {topic} 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"
|
||||
),
|
||||
]
|
||||
|
||||
EXTENDED_VISUALS = [
|
||||
# Industry Ecosystem
|
||||
(
|
||||
"07_industry_ecosystem.png",
|
||||
"scientific-schematics",
|
||||
"Industry ecosystem value chain diagram for {topic} market. 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"
|
||||
),
|
||||
|
||||
# Regional Breakdown
|
||||
(
|
||||
"08_regional_breakdown.png",
|
||||
"scientific-schematics",
|
||||
"scientific-schematics",
|
||||
"Pie chart regional market breakdown for {topic}. North America 40% dark blue, "
|
||||
"Europe 28% medium blue, Asia-Pacific 22% teal, Latin America 6% light blue, "
|
||||
"Middle East Africa 4% gray blue. Show percentage for each slice. Legend on right. "
|
||||
"Title: Market Size by Region. Professional appearance"
|
||||
),
|
||||
|
||||
# Segment Growth
|
||||
(
|
||||
"09_segment_growth.png",
|
||||
"scientific-schematics",
|
||||
"Horizontal bar chart {topic} segment growth comparison. Y-axis 5-6 segment names, "
|
||||
"X-axis CAGR percentage 0-30%. Bars colored green highest to blue lowest. "
|
||||
"Data labels with percentages. Sorted highest to lowest. "
|
||||
"Title: Segment Growth Rate Comparison. Include market average line"
|
||||
),
|
||||
|
||||
# Driver Impact Matrix
|
||||
(
|
||||
"10_driver_impact_matrix.png",
|
||||
"scientific-schematics",
|
||||
"2x2 matrix driver impact assessment for {topic}. 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 labeled driver circles at positions. "
|
||||
"Circle size indicates current impact. Professional clear labels"
|
||||
),
|
||||
|
||||
# PESTLE Analysis
|
||||
(
|
||||
"11_pestle_analysis.png",
|
||||
"scientific-schematics",
|
||||
"PESTLE hexagonal diagram for {topic} market. Center hexagon labeled Market Analysis. "
|
||||
"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"
|
||||
),
|
||||
|
||||
# Trends Timeline
|
||||
(
|
||||
"12_trends_timeline.png",
|
||||
"scientific-schematics",
|
||||
"Horizontal timeline {topic} trends 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"
|
||||
),
|
||||
|
||||
# Market Share Chart
|
||||
(
|
||||
"13_market_share.png",
|
||||
"scientific-schematics",
|
||||
"Pie chart market share {topic} top 10 companies. Company A 18% dark blue, "
|
||||
"Company B 15% medium blue, Company C 12% teal, Company D 10% light blue, "
|
||||
"5 more companies 5-8% each various blues, Others 15% gray. "
|
||||
"Percentage labels on slices. Legend with company names. "
|
||||
"Title: Market Share by Company. Colorblind-friendly colors professional"
|
||||
),
|
||||
|
||||
# Strategic Groups Map
|
||||
(
|
||||
"14_strategic_groups.png",
|
||||
"scientific-schematics",
|
||||
"Strategic group map {topic}. 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. "
|
||||
"Different colors per group. Professional clear labels"
|
||||
),
|
||||
|
||||
# Customer Segments
|
||||
(
|
||||
"15_customer_segments.png",
|
||||
"scientific-schematics",
|
||||
"Treemap customer segmentation {topic}. Large Enterprise 45% dark blue, "
|
||||
"Mid-Market 30% medium blue, SMB 18% light blue, Consumer 7% teal. "
|
||||
"Each segment shows name and percentage. Title: Customer Segmentation by Market Share. "
|
||||
"Professional appearance clear labels"
|
||||
),
|
||||
(
|
||||
"16_segment_attractiveness.png",
|
||||
"scientific-schematics",
|
||||
"2x2 segment attractiveness matrix {topic}. X-axis Segment Size Small to Large. "
|
||||
"Y-axis Growth Rate Low to High. Quadrants: Upper-right PRIORITY Invest Heavily green, "
|
||||
"Upper-left INVEST TO GROW yellow, Lower-right HARVEST orange, "
|
||||
"Lower-left DEPRIORITIZE gray. Plot customer segments as circles. "
|
||||
"Circle size = profitability. Different colors. Professional"
|
||||
),
|
||||
(
|
||||
"17_customer_journey.png",
|
||||
"scientific-schematics",
|
||||
"Customer journey horizontal flowchart {topic}. 5 stages left to right: Awareness, "
|
||||
"Consideration, Decision, Implementation, Advocacy. Each stage shows Key Activities, "
|
||||
"Pain Points, Touchpoints in rows below. Icons for each stage. "
|
||||
"Color gradient light to dark. Professional clear labels"
|
||||
),
|
||||
|
||||
# Technology Roadmap
|
||||
(
|
||||
"18_technology_roadmap.png",
|
||||
"scientific-schematics",
|
||||
"Technology roadmap {topic} 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"
|
||||
),
|
||||
(
|
||||
"19_innovation_curve.png",
|
||||
"scientific-schematics",
|
||||
"Gartner Hype Cycle curve for {topic} technologies. 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"
|
||||
),
|
||||
|
||||
# Regulatory Timeline
|
||||
(
|
||||
"20_regulatory_timeline.png",
|
||||
"scientific-schematics",
|
||||
"Regulatory timeline {topic} 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"
|
||||
),
|
||||
|
||||
# Risk Mitigation Matrix
|
||||
(
|
||||
"21_risk_mitigation.png",
|
||||
"scientific-schematics",
|
||||
"Risk mitigation diagram {topic}. 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"
|
||||
),
|
||||
|
||||
# Opportunity Matrix
|
||||
(
|
||||
"22_opportunity_matrix.png",
|
||||
"scientific-schematics",
|
||||
"2x2 opportunity matrix {topic}. 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"
|
||||
),
|
||||
|
||||
# Recommendation Priority Matrix
|
||||
(
|
||||
"23_recommendation_priority.png",
|
||||
"scientific-schematics",
|
||||
"2x2 priority matrix {topic} recommendations. 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"
|
||||
),
|
||||
|
||||
# Implementation Timeline
|
||||
(
|
||||
"24_implementation_timeline.png",
|
||||
"scientific-schematics",
|
||||
"Gantt chart implementation {topic} 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"
|
||||
),
|
||||
|
||||
# Milestone Tracker
|
||||
(
|
||||
"25_milestone_tracker.png",
|
||||
"scientific-schematics",
|
||||
"Milestone tracker {topic} 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"
|
||||
),
|
||||
|
||||
# Financial Projections
|
||||
(
|
||||
"26_financial_projections.png",
|
||||
"scientific-schematics",
|
||||
"Combined bar and line chart {topic} 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"
|
||||
),
|
||||
|
||||
# Scenario Analysis
|
||||
(
|
||||
"27_scenario_analysis.png",
|
||||
"scientific-schematics",
|
||||
"Grouped bar chart {topic} 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"
|
||||
),
|
||||
]
|
||||
|
||||
|
||||
def get_script_path(tool: str) -> Path:
|
||||
"""Get the path to the appropriate generation script."""
|
||||
base_path = Path(__file__).parent.parent.parent # skills directory
|
||||
|
||||
if tool == "scientific-schematics":
|
||||
return base_path / "scientific-schematics" / "scripts" / "generate_schematic.py"
|
||||
elif tool == "generate-image":
|
||||
return base_path / "generate-image" / "scripts" / "generate_image.py"
|
||||
else:
|
||||
raise ValueError(f"Unknown tool: {tool}")
|
||||
|
||||
|
||||
def generate_visual(
|
||||
filename: str,
|
||||
tool: str,
|
||||
prompt: str,
|
||||
output_dir: Path,
|
||||
topic: str,
|
||||
skip_existing: bool = False,
|
||||
verbose: bool = False
|
||||
) -> bool:
|
||||
"""Generate a single visual using the appropriate tool."""
|
||||
output_path = output_dir / filename
|
||||
|
||||
# Skip if exists and skip_existing is True
|
||||
if skip_existing and output_path.exists():
|
||||
if verbose:
|
||||
print(f" [SKIP] {filename} already exists")
|
||||
return True
|
||||
|
||||
# Format prompt with topic
|
||||
formatted_prompt = prompt.format(topic=topic)
|
||||
|
||||
# Get script path
|
||||
script_path = get_script_path(tool)
|
||||
|
||||
if not script_path.exists():
|
||||
print(f" [ERROR] Script not found: {script_path}")
|
||||
return False
|
||||
|
||||
# Build command
|
||||
if tool == "scientific-schematics":
|
||||
cmd = [
|
||||
sys.executable,
|
||||
str(script_path),
|
||||
formatted_prompt,
|
||||
"-o", str(output_path),
|
||||
"--doc-type", "report"
|
||||
]
|
||||
else: # generate-image
|
||||
cmd = [
|
||||
sys.executable,
|
||||
str(script_path),
|
||||
formatted_prompt,
|
||||
"--output", str(output_path)
|
||||
]
|
||||
|
||||
if verbose:
|
||||
print(f" [GEN] {filename}")
|
||||
print(f" Tool: {tool}")
|
||||
print(f" Prompt: {formatted_prompt[:80]}...")
|
||||
|
||||
try:
|
||||
result = subprocess.run(
|
||||
cmd,
|
||||
capture_output=True,
|
||||
text=True,
|
||||
timeout=120 # 2 minute timeout per image
|
||||
)
|
||||
|
||||
if result.returncode == 0:
|
||||
if verbose:
|
||||
print(f" [OK] {filename} generated successfully")
|
||||
return True
|
||||
else:
|
||||
print(f" [ERROR] {filename} failed:")
|
||||
if result.stderr:
|
||||
print(f" {result.stderr[:200]}")
|
||||
return False
|
||||
|
||||
except subprocess.TimeoutExpired:
|
||||
print(f" [TIMEOUT] {filename} generation timed out")
|
||||
return False
|
||||
except Exception as e:
|
||||
print(f" [ERROR] {filename}: {str(e)}")
|
||||
return False
|
||||
|
||||
|
||||
def main():
|
||||
parser = argparse.ArgumentParser(
|
||||
description="Generate visuals for a market research report (default: 5-6 core visuals)"
|
||||
)
|
||||
parser.add_argument(
|
||||
"--topic", "-t",
|
||||
required=True,
|
||||
help="Market topic (e.g., 'Electric Vehicle Charging Infrastructure')"
|
||||
)
|
||||
parser.add_argument(
|
||||
"--output-dir", "-o",
|
||||
default="figures",
|
||||
help="Output directory for generated images (default: figures)"
|
||||
)
|
||||
parser.add_argument(
|
||||
"--all", "-a",
|
||||
action="store_true",
|
||||
help="Generate all 27 extended visuals (default: only core 5-6)"
|
||||
)
|
||||
parser.add_argument(
|
||||
"--skip-existing", "-s",
|
||||
action="store_true",
|
||||
help="Skip generation if file already exists"
|
||||
)
|
||||
parser.add_argument(
|
||||
"--verbose", "-v",
|
||||
action="store_true",
|
||||
help="Show detailed output"
|
||||
)
|
||||
parser.add_argument(
|
||||
"--dry-run",
|
||||
action="store_true",
|
||||
help="Show what would be generated without actually generating"
|
||||
)
|
||||
parser.add_argument(
|
||||
"--only",
|
||||
type=str,
|
||||
help="Only generate visuals matching this pattern (e.g., '01_', 'porter')"
|
||||
)
|
||||
|
||||
args = parser.parse_args()
|
||||
|
||||
# Create output directory
|
||||
output_dir = Path(args.output_dir)
|
||||
if not args.dry_run:
|
||||
output_dir.mkdir(parents=True, exist_ok=True)
|
||||
|
||||
print(f"\n{'='*60}")
|
||||
print(f"Market Research Visual Generator")
|
||||
print(f"{'='*60}")
|
||||
print(f"Topic: {args.topic}")
|
||||
print(f"Output Directory: {output_dir.absolute()}")
|
||||
print(f"Mode: {'All Visuals (27)' if args.all else 'Core Visuals Only (5-6)'}")
|
||||
print(f"Skip Existing: {args.skip_existing}")
|
||||
print(f"{'='*60}\n")
|
||||
|
||||
# Select visual set based on --all flag
|
||||
if args.all:
|
||||
visuals_to_generate = CORE_VISUALS + EXTENDED_VISUALS
|
||||
print("Generating ALL visuals (core + extended)\n")
|
||||
else:
|
||||
visuals_to_generate = CORE_VISUALS
|
||||
print("Generating CORE visuals only (use --all for extended set)\n")
|
||||
|
||||
# Filter visuals if --only specified
|
||||
if args.only:
|
||||
pattern = args.only.lower()
|
||||
visuals_to_generate = [
|
||||
v for v in VISUALS
|
||||
if pattern in v[0].lower() or pattern in v[2].lower()
|
||||
]
|
||||
print(f"Filtered to {len(visuals_to_generate)} visuals matching '{args.only}'\n")
|
||||
|
||||
if args.dry_run:
|
||||
print("DRY RUN - The following visuals would be generated:\n")
|
||||
for filename, tool, prompt in visuals_to_generate:
|
||||
formatted = prompt.format(topic=args.topic)
|
||||
print(f" {filename}")
|
||||
print(f" Tool: {tool}")
|
||||
print(f" Prompt: {formatted[:60]}...")
|
||||
print()
|
||||
return
|
||||
|
||||
# Generate all visuals
|
||||
total = len(visuals_to_generate)
|
||||
success = 0
|
||||
failed = 0
|
||||
skipped = 0
|
||||
|
||||
for i, (filename, tool, prompt) in enumerate(visuals_to_generate, 1):
|
||||
print(f"\n[{i}/{total}] Generating {filename}...")
|
||||
|
||||
result = generate_visual(
|
||||
filename=filename,
|
||||
tool=tool,
|
||||
prompt=prompt,
|
||||
output_dir=output_dir,
|
||||
topic=args.topic,
|
||||
skip_existing=args.skip_existing,
|
||||
verbose=args.verbose
|
||||
)
|
||||
|
||||
if result:
|
||||
if args.skip_existing and (output_dir / filename).exists():
|
||||
skipped += 1
|
||||
else:
|
||||
success += 1
|
||||
else:
|
||||
failed += 1
|
||||
|
||||
# Print summary
|
||||
print(f"\n{'='*60}")
|
||||
print(f"Generation Complete")
|
||||
print(f"{'='*60}")
|
||||
print(f"Total: {total}")
|
||||
print(f"Success: {success}")
|
||||
print(f"Skipped: {skipped}")
|
||||
print(f"Failed: {failed}")
|
||||
print(f"{'='*60}")
|
||||
|
||||
if failed > 0:
|
||||
print(f"\nWARNING: {failed} visuals failed to generate.")
|
||||
print("Check the output above for error details.")
|
||||
print("You may need to generate failed visuals manually.")
|
||||
|
||||
print(f"\nOutput directory: {output_dir.absolute()}")
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
main()
|
||||
Reference in New Issue
Block a user