Free Competitive Intelligence Report Template
A structured, fill-in-the-blanks template for professional CI reports.
Stop staring at a blank page. This Excel template gives you the structure used by CI professionals — executive summary, competitor profiles, comparative analysis, and strategic recommendations. Just fill in the blanks.
No email required • No macros • Works in Excel and Google Sheets
Section-by-Section Walkthrough
Each section includes fill-in prompts and example text. Here's what you'll cover.
Executive Summary
The single page your stakeholders will actually read. Distill your entire analysis into key findings and clear action items.
Competitor Profiles
Structured rows for each competitor covering everything from product positioning to predicted next moves.
Comparative Analysis
Side-by-side feature comparison matrix and pricing table — the visuals that make CI reports actionable.
Strategic Implications
The section that turns data into decisions. Map each finding to a business implication and a concrete action.
Built for People Who Need CI Without the Overhead
Startup Founders
Preparing pitch decks, fundraising materials, or strategic plans that need a competitive landscape section.
Consultants
Delivering competitive analysis to clients with a professional, structured format that inspires confidence.
Product Managers
Building competitive context for product roadmaps, feature prioritization, and go-to-market strategies.
CI Analysts
Starting from a proven structure instead of building reports from scratch every time.
How to Get the Most Out of This Template
Start with the Executive Summary
Write it first as a hypothesis, then refine it after completing your analysis. This forces clarity about what question you're actually answering.
Focus on 3-5 Competitors
Depth beats breadth. A thorough analysis of your top 3 competitors is more useful than a shallow overview of 15.
Every Finding Needs an Action
If a competitive insight doesn't lead to a recommendation, it's trivia — not intelligence. Use the Strategic Implications sheet to force this connection.
Cite Your Sources
Every claim should be traceable. The Competitor Profiles sheet has a Sources column — use it. It builds credibility and makes updates easier.
Set a Refresh Schedule
Put a calendar reminder to update your report monthly or quarterly. Stale competitive intelligence is worse than no intelligence — it creates false confidence.
Skip the Data Gathering
This template gives you the structure. But the hard part is filling it in — gathering data from dozens of sources, reading through reports and filings, and synthesizing it all into insights.
LuminixAI does the research for you. Get comprehensive, source-cited competitive analysis in under 30 minutes. $20 gets you 4 research projects — enough to fill this entire template.
Try AI-Powered CI ResearchFrequently Asked Questions
Is the competitive intelligence report template free?
Yes, completely free. No email address, no sign-up, no strings attached. It's an Excel file (.xlsx) that you can download and use immediately.
What format is the CI report template in?
The template is in Excel format (.xlsx). It contains no macros and is compatible with Microsoft Excel, Google Sheets, LibreOffice Calc, and other spreadsheet software. You can also upload it to Google Drive and edit it as a Google Sheet.
How do I customize the template?
The template is fully editable. Add or remove competitor columns, modify the feature comparison categories, adjust the strategic implications fields, or add your company branding. Every section includes example text to guide you, which you can overwrite with your own data.
How often should I update my competitive intelligence report?
Update frequency depends on your industry. Fast-moving tech markets benefit from monthly updates, while more stable industries can update quarterly. At minimum, update whenever a competitor makes a significant move — a product launch, pricing change, funding round, or leadership change.
Ready to Fill In Your CI Report?
Download the template and start building your competitive intelligence report today.