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Market research report template

Market research report template

Build insightful, organized market research reports with the help of this template, which covers competitor analysis, market trends, and more.

Use this template
or download pdf
Market research report template

Build insightful, organized market research reports with the help of this template, which covers competitor analysis, market trends, and more.

Use this template
or download pdf

About the Market research report template

When you’re conducting market research, compiling and organizing all that information into actionable insights takes a bit of planning. This market research report template gives you a structured way to gather, analyze, and present your findings, helping you deliver reliable, insightful reports. Whether you’re detailing key trends, comparing competitors, or identifying growth opportunities, this template streamlines the process, leading to consistency and clarity across your team’s reports.

A step-by-step guide to using the market research report template

Here’s how you can create an actionable report with the template:

  1. Customize the template. Begin by tailoring the template to your specific research goals. Edit the fields so they align with your objectives, whether it’s for understanding a new market or evaluating competitive positioning.
  2. Write the executive summary. Start the report with an executive summary that highlights the most crucial insights. This section should give readers a quick, impactful overview of the findings, trends, and recommendations.
  3. Give a comprehensive view of the market. Summarize the market size, growth trends, and key segments. Next, define your primary and secondary target audiences, including their needs and behaviors, and then conduct a competitor analysis.
  4. Describe your product. What are your product’s features, benefits, and unique selling points in relation to the market needs identified? This section should clearly communicate how your offering addresses customer demands and stands out against competitors.
  5. Define your marketing strategy. Outline your pricing and distribution strategies, with a focus on how they support your market positioning. Describe the promotional tactics you’ll use to reach your target audience, followed by financial projections.
  6. Come up with an action plan. Wrap up with actionable recommendations based on the findings. You can then share the completed report with team members and even assign next tasks through the Lumiform app.

Tips for using the market research report template

These best practices will help you make the most out of the report template.

First, prioritize data relevance over quantity. You don’t have to explain everything in detail–instead, highlight insights that directly support your conclusions. By keeping your report focused, it can stay readable and help decision-makers zero in on what’s crucial.

Incorporate visual data where possible to make your findings accessible at a glance. With Lumiform, you can easily add images to the template, so feel free to use charts or snapshots to illustrate key trends and comparisons. Visuals add clarity and make complex insights digestible for your readers.

Focus on the most impactful findings. Present the big-picture insights early, either in the executive summary or in a highlighted section. This approach captures attention immediately, giving readers a clear sense of your conclusions from the start.

Download Lumiform’s market research report template today

Create impactful market research reports using this template. Its sections cover competitor analysis, trend insights, actionable recommendations, and more, bringing clarity and efficiency to your reporting process. Since it also has built-in collaboration features, you can deliver polished reports that inform strategy and keep your team aligned.

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Preview of the template
Page 1
Executive Summary
Provide a high-level overview of the key findings and recommendations from the market research.
Market Overview
Describe the overall market size, growth trends, and competitive landscape.
Identify the key market segments and their characteristics.
Target Audience
Define the primary and secondary target customer segments.
Describe the demographic, psychographic, and behavioral characteristics of each target segment.
Competitive Analysis
Identify the key competitors and their market positioning.
Analyze the competitors' products, pricing, and marketing strategies.
Assess the strengths, weaknesses, opportunities, and threats (SWOT) for each competitor.
Market Trends and Drivers
Identify the key trends and drivers shaping the market.
Discuss the impact of technological, regulatory, and economic factors on the market.
Product/Service Offering
Describe the features, benefits, and unique selling proposition of your product/service.
Discuss how your offering addresses the needs of the target market.
Pricing and Distribution
Outline your pricing strategy and the factors considered.
Describe your distribution channels and the rationale behind the chosen approach.
Marketing and Promotion
Discuss your marketing and promotional strategies to reach and engage the target audience.
Explain how you plan to differentiate your brand and create a strong market presence.
Financial Projections
Provide financial projections, including revenue, costs, and profitability.
Discuss the key assumptions and drivers behind the financial projections.
Recommendations and Action Plan
Summarize the key recommendations based on the market research findings.
Outline the next steps and action plan to implement the recommendations.

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Frequently asked questions

What are common mistakes to avoid in a market research report?

One common mistake is including too much irrelevant data—focus only on insights that align with the report’s objective. Failing to clearly define the target audience is another issue. Reports should be tailored to specific audiences. Additionally, don’t overlook visuals since they make the information easier to understand.

How can I gather reliable primary data for my market research report?

First, select data collection methods that suit your research goals, like surveys, interviews, or focus groups. You can then carefully design questions that are clear and neutral to avoid bias. Consider pre-testing survey questions on a small group to improve them. For accuracy, use a balanced sample of respondents that represents your target market.

What are some effective ways to analyze competitor data in my report?

Categorize competitors by market position or product type. Next, use a SWOT analysis to break down each competitor’s strengths, weaknesses, opportunities, and threats. Visual comparisons, like charts or matrices, can highlight differences and identify potential gaps or advantages for your own product or service.

How can I keep my market research report objective and unbiased?

Use a balanced mix of primary and secondary sources, and avoid relying too heavily on any single source. Phrase your findings neutrally, focusing on facts and data over subjective language. When interpreting results, present multiple perspectives if available, and avoid drawing conclusions without enough evidence to back them up.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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