You’ve just launched a new marketing campaign after weeks of planning, only to find that a competitor rolled out a similar one days before you. Staying ahead requires more than creativity—it demands insight.
By tracking competitors’ moves, marketing tactics, and positioning, you can anticipate trends, refine your strategy, and attract your target audience like a pro.
That’s where a solid competitive analysis template comes in. Without a structured template, it’s easy to overlook crucial details or get lost in scattered notes.
To simplify this competitive analysis process, we’ve compiled 10 free templates designed to help marketing teams analyze competitors’ strengths and weaknesses, identify gaps, and uncover new opportunities.
What Are Competitive Analysis Templates?
A competitive analysis template is a structured document that helps businesses gather, organize, and analyze information about their competitors. It provides a clear framework for tracking key factors like competitors’ products, pricing, marketing strategies, strengths, and weaknesses.
These templates simplify comparing your business to others’, helping identify opportunities, threats, and areas for improvement. They often include sections for profiling competitors, analyzing market positioning, and understanding how competitors communicate with their audience.
🔍 Did You Know? 90% of Fortune 500 companies use competitive intelligence (CI) to stay ahead. This shows that top companies prioritize CI to make informed, strategic decisions. So, why should you be left behind?
- What Are Competitive Analysis Templates?
- What Makes a Good Competitive Analysis Template?
- 10 Competitive Analysis Templates You Must Know About
- 1. ClickUp Competitive Analysis Template
- 2. ClickUp Competitive Analysis Pricing Template
- 3. ClickUp Competitor Tracking Template
- 4. ClickUp Market Analysis Template
- 5. ClickUp SEO Competitor Analysis Template
- 6. ClickUp Comparison Matrix Template
- 7. ClickUp Product Features Matrix Template
- 8. ClickUp Comparative Market Analysis Template
- 9. ClickUp Gap Analysis Template
- 10. ClickUp Market Analysis Template
- Take Action and Stay Ahead with ClickUp
What Makes a Good Competitive Analysis Template?
A good competitive analysis template should be clear, actionable, and tailored to your business goals. It should simplify the process of gathering and analyzing competitor data to support better decision-making.
Some key elements include:
- Competitor identification: Lists direct and indirect competitors to track market dynamics
- Product and service analysis: Compares features, benefits, pricing, and value propositions
- Marketing strategies: Documents competitors’ messaging, channels, and tactics
- SWOT analysis: Identifies strengths, weaknesses, opportunities, and threats for strategic insights
- Market positioning: Analyzes how competitors position themselves to target audiences
- Data tracking: Includes sections for up-to-date information regularly to spot trends over time
- Customer insights: Tracks how competitors engage with and retain their customers
- Sales strategies: Outlines competitors’ pricing models, promotions, and sales tactics
- Content performance: Monitors competitor content across platforms to identify high-performing strategies
10 Competitive Analysis Templates You Must Know About
Competitive analysis templates simplify monitoring competitors’ activities, helping businesses stay ahead in a dynamic market. Below are 10 versatile ClickUp templates to get the most ROI from your competitive analysis efforts:
1. ClickUp Competitive Analysis Template
Can you stay ahead in a competitive market with just guesswork? No, winning is impossible without cold, hard data driving your decisions. The ClickUp Competitive Analysis Template helps marketing teams track competitors’ strategies, products, and positioning in one organized place to provide a solid strategic foundation.
It streamlines the process of gathering insights, comparing performance, and identifying growth opportunities. With customizable fields and views, this template makes it easier to spot trends, understand market dynamics, and develop strategies for a competitive edge.
Here’s why you’ll love it:
- Track competitor marketing tactics and messaging across multiple channels
- Identify gaps in product offerings to find growth opportunities
- Collaborate with team members to streamline competitor research
- Organize competitor data with customizable views for better insights
🔑 Ideal for: Marketing teams and business strategists who want a clear, organized system for competitor analysis
➡️ Read More: Free Competitive Analysis Templates for Google Sheets
2. ClickUp Competitive Analysis Pricing Template
Pricing plays a critical role in market positioning. Understanding how competitors price their products can give you a significant edge if you’re leaving money on the table. The ClickUp Competitive Analysis Pricing Template helps teams track, compare, and analyze competitors’ pricing models in one place.
Here’s why you’ll love it
- Track competitors’ pricing strategies across different products and services
- Analyze pricing models to identify gaps and potential opportunities. Use these details to adjust your costs and pricing to stay competitive
- Organize pricing insights with customizable fields for better clarity
- Collaborate across teams to streamline pricing decisions
🔑 Ideal for: Marketing and product teams looking to make informed pricing decisions based on competitor insights
💡 Pro Tip: Use AI tools to automate competitor tracking, analyze SEO performance, and predict market trends—saving time while gaining deeper, data-driven insights to refine your strategy. 🚀
3. ClickUp Competitor Tracking Template
The ClickUp Competitor Tracking Template provides an optimized way to track competitors’ products, marketing strategies, and positions. This template helps teams centralize competitor data, identify patterns, and proactively adjust strategies to stay one step ahead in their industry.
Here’s why you’ll love it
- Track competitors’ new product launches, marketing efforts, and pricing changes
- Organize insights into clear, customizable fields for easy analysis using competitor dashboards
- Monitor key metrics to detect trends and anticipate market shifts
- Schedule regular updates to keep the competitor database current
🔑 Ideal for: Marketing teams and strategists who need a reliable system for tracking competitors’ activities
🧠 Fun Fact: Research suggests that competition enhances attention and effort in high-stakes situations but can sometimes hinder memory retention. The same applies to marketing—keeping an eye on competitors sharpens your strategy, but relying too much on their tactics can distract from long-term growth.
A structured competitive analysis helps strike the right balance, ensuring you stay ahead without losing sight of your unique positioning.
4. ClickUp Market Analysis Template
Understanding market trends and customer behavior is essential for smart business decisions that sharpen your competitive edge, optimize campaigns, and align products with real demand.
👉🏼 Take Netflix, for example. In the early 2000s, while Blockbuster doubled down on in-store rentals, Netflix spotted the shift toward digital consumption. By analyzing market trends and evolving customer behavior, they pivoted from DVDs to streaming, then doubled down on original content when they saw consumer demand for exclusivity. The result? Blockbuster became a case study in missed opportunities, while Netflix redefined an entire industry.
The ClickUp Market Analysis Template helps teams gather, analyze, and interpret market data to detect growth opportunities and potential risks.
It provides a clear structure for identifying customer needs, evaluating competitors, and tracking industry shifts.
Here’s why you’ll love it
- Track key market trends and customer preferences for better targeting
- Analyze competitors’ performance to identify strengths and weaknesses
- Organize market data into customizable fields for easy reference
- Monitor industry changes and adjust strategies accordingly
- Collaborate with team members to align on market insights and planned responses to market shifts
🔑 Ideal for: Business owners and marketing teams who need a reliable framework for market research and strategic planning
➡️ Read More: Free Industry Analysis Templates to Track Competition
5. ClickUp SEO Competitor Analysis Template
ClickUp’s SEO Competitor Analysis Template streamlines tracking and analyzing your competitors’ SEO performance, giving you the insights needed to boost your own SEO strategy. This template helps you efficiently compare key metrics, such as keyword rankings, website traffic, content quality, and backlink profiles.
It helps you spot your competitor’s strengths and weaknesses while giving you a clear roadmap to derive maximum value from your SEO efforts. The best part? This template makes tracking trends and seizing SEO opportunities super easy.
Here’s why you’ll love it
- Analyze competitors’ keyword strategies and content structures
- Use Custom Fields to track essential SEO metrics like domain score, content score, and organic traffic value
- Visualize competitor data through 6 customizable views, including Traffic Visibility and Content Quality
- Set measurable goals and create tasks to stay on top of your competitor analysis progress
- Collaborate with team members by organizing tasks into Custom Statuses like Complete, In Progress, and To Do
🔑 Idea for: Marketing teams, SEO specialists, and digital strategists looking to enhance their search engine optimization efforts
🤓 Friendly Hack: Leverage ChatGPT to quickly summarize competitor content, generate SWOT analyses, and discover gaps in their messaging—helping you craft a more targeted, data-driven marketing strategy in less time.
Or if you’d rather not switch tools, try ClickUp Brain, ClickUp’s built-in conversational AI tool, instead!
6. ClickUp Comparison Matrix Template
ClickUp’s Comparison Matrix Template is a powerful competitive analysis tool that allows you to compare multiple options side-by-side. Whether you’re evaluating products, vendors, strategies, or services, this template lets you assess each option based on various criteria, such as cost, features, and quality.
It enables you to quickly gather the essential data in one place, fast-tracking the decision-making process. Plus, it lets you visualize all the relevant factors for the decision on one screen, ensure your choices align with your goals, and move forward confidently.
Here’s why you’ll love it
- Create Custom Statuses like Accepted, In Progress, and Not Accepted to track the progress of your comparison exercises
- Choose from three different views like the Brand List or the Status Board. Use the Getting Started Guide to get up to speed quickly
- Organize tasks and collaborate with your team by updating statuses and tracking decisions in real time
- Collect and analyze comparison data quickly using the ClickUp Table View
🔑 Ideal for: Project managers, procurement teams, and decision-makers evaluating different options for software, vendors, or services
🧠 Fun Fact: Competitive analysis isn’t just about identifying gaps—it’s also about understanding where you align with competitors and where you stand out. That’s where Points of Parity (POP) and Points of Difference (POD) come into play.
POP ensures your brand meets industry standards, while POD differentiates you from competitors. Striking the right balance is key—too much similarity, and you blend in; too much difference and customers might not trust your offering.
7. ClickUp Product Features Matrix Template
ClickUp’s Product Features Matrix Template is perfect for product managers who need to evaluate, compare, and prioritize the features of different products. It allows you to track and analyze features to ensure they align with your product’s goals and meet customer needs.
Using this template, you can streamline product development and focus your resources on what truly matters.
Here’s why you’ll love it
- Track product features using custom statuses like Complete, Hardware Features, and Software Features to monitor progress
- Prioritize and categorize features with Custom Fields to visualize and manage your product portfolio
- Use multiple views, including Software Features, Products, and Visuals, to quickly locate and compare features
- Leverage project management tools such as automation, task dependencies, and collaborative editing to optimize workflows
🔑 Ideal for: Product managers, teams evaluating products, and decision-makers looking to track and prioritize product features effectively
🔍 Did You Know: Harvard professor Michael Porter introduced the Five Forces Framework in 1979, and it’s still a go-to strategy planning tool today.
Why? Because it helps businesses understand competitive pressure from all angles—rivals, new entrants, suppliers, buyers, and substitutes—making it a must-have for any competitive analysis.
8. ClickUp Comparative Market Analysis Template
ClickUp’s Comparative Market Analysis (CMA) Template helps businesses evaluate market trends, compare products or services, and gain insights into the competitive landscape.
This template lets you analyze key metrics like pricing, features, and customer preferences for rival products and services to make smarter marketing and pricing decisions. Plus, it replaces messy spreadsheets, helping you gather and visualize data quickly for faster, better choices.
Here’s why you’ll love it
- Analyze and compare product or service features against direct and indirect competitors
- Assess the strengths, weaknesses, and market positioning of various competing offerings
- Gain insights into customer needs and preferences to optimize marketing efforts
- Create comprehensive reports with an easy-to-follow structure
- Use customizable views like Board, Table, and Gantt to organize and analyze data
🔑 Ideal for: Businesses aiming to understand market trends, optimize pricing strategies, and identify opportunities or threats in a competitive landscape
➡️ Read More: Free Ansoff Matrix Templates for Channeling Growth
9. ClickUp Gap Analysis Template
Another great competitive analysis template, ClickUp’s Gap Analysis Template, helps you identify performance gaps, assess existing processes, and set measurable goals to improve efficiency and effectiveness. It allows you to analyze the difference between current performance and desired outcomes, enabling you to pinpoint areas of strength and weakness for your business.
This whiteboard-based template helps you track gaps, prioritize them, and create action plans. It also promotes team collaboration, offers strategic insights, and optimizes resources.
Here’s why you’ll love it
- Identify gaps between current performance and desired outcomes
- Set measurable goals to close performance gaps
- Understand organizational strengths and areas needing improvement
- Visualize and track progress using ClickUp’s intuitive Whiteboards
🔑 Ideal for: Teams looking to assess and improve processes, ensuring strategic alignment and performance optimization
➡️ Read More: Free Porter’s 5 Forces Templates
10. ClickUp Market Analysis Template
Want to make informed decisions by understanding market trends, customer behavior, and competitor strategies? Try ClickUp’s Market Analysis Template.
Use this template to gather data, analyze it effectively, and evaluate the success potential of your product or service in the market. Plus, it simplifies market research, helping you spot opportunities and make smart, data-backed moves for product launches or upgrades.
Here’s why you’ll love it
- Spot emerging trends and shifts by identifying industry patterns, customer behaviors, and upcoming trends to stay ahead of the competition
- Compare pricing, messaging, branding, and customer engagement tactics to analyze competitors’ positioning and strategies
- Organize and visualize market data using customizable views such as tables, charts, and reports to interpret key insights at a glance
- Track growth and performance by monitoring key indicators like market share, sales, and customer demand to assess your position
🔑 Ideal for: Businesses looking to launch new products or optimize existing ones based on competitive assessment
Take Action and Stay Ahead with ClickUp
In the early 2000s, BlackBerry dominated the mobile market with its physical keyboards, catering to business professionals. But Apple saw a shift in consumer behavior—people wanted more than just email and calls; they wanted an all-in-one multimedia experience. By launching the iPhone in 2007, Apple revolutionized mobile technology, while BlackBerry failed to adapt and eventually faded into obscurity.
To overtake your competitors, you must anticipate change and adapt to it early. A solid competitive landscape template is like your business GPS, guiding you to smarter strategies and a winning edge in the market!
ClickUp’s suite of productivity tools, including free, customizable competitor research templates, empowers teams to seamlessly track competitors, monitor market trends, and make data-driven decisions. Whether you’re analyzing pricing strategies or refining your marketing efforts, ClickUp offers an intuitive, collaborative space to streamline your workflow.
Ready to gain a competitive advantage? Sign up on ClickUp today!