claude-scientific-skills/scientific-skills/market-research-reports/assets/FORMATTING_GUIDE.md

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.

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

Market Data Box (Green)

For market statistics, metrics, and data highlights.

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

Risk Box (Orange/Warning)

For risk factors, warnings, and cautions.

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

Critical Risk Box (Red)

For high-severity or critical risks.

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

Recommendation Box (Purple)

For strategic recommendations and action items.

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

Callout Box (Gray)

For definitions, notes, and supplementary information.

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

Executive Summary Box

Special styling for executive summary highlights.

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

Opportunity Box (Teal/Accent Blue)

For opportunities and positive findings.

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

Framework Boxes

For strategic analysis frameworks.

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

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

---

Pull Quotes

For highlighting important statistics or quotes.

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

---

Stat Boxes

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

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

---

Custom Commands

Highlighting Text

\highlight{Important text}  % Blue bold

Market Size Formatting

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

Growth Rate Formatting

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

Risk Indicators

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

Rating Stars (1-5)

\rating{4}      % Outputs: ★★★★☆

Trend Indicators

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

---

Table Formatting

Standard Table with Alternating Rows

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

Table with Trend Indicators

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

---

Figure Formatting

Standard Figure

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

Figure with Source Attribution

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

---

List Formatting

Bullet Lists

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

Numbered Lists

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

Nested Lists

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

---

Title Page

Using the Custom Title Command

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

Manual Title Page

See the template for full manual title page code.

---

Appendix Sections

\appendix

\chapter{Methodology}

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

---

Common Patterns

Market Snapshot Section

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

Risk Register Summary

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

Competitive Comparison Table

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

---

Troubleshooting

Box Overflow

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

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

Figure Placement

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

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

Table Too Wide

Use \resizebox or adjustbox:

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

Color Not Appearing

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

---

Compilation

Compile with XeLaTeX for best results:

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

Or use latexmk:

latexmk -xelatex report.tex