SayPro Monthly Research Data Collection

SayPro Monthly Research Data Collection Template

Format: Excel / Google Sheets

Purpose:
To standardize and streamline the monthly collection of competitor performance data across defined market segments, ensuring consistency, accuracy, and ease of analysis.

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Template Structure and Key Components

Section	Description	Sample Fields/Columns
General Information	Capture metadata about the data collection instance	– Research Month & Year
		– Segment Name
		– Analyst Name
		– Data Collection Date
Competitor Details	Basic identification info for each competitor	– Competitor Name
		– Competitor ID/Code
		– Market Segment
Performance Metrics	Key quantitative and qualitative metrics for benchmarking	– Sales Volume
		– Market Share (%)
		– Revenue
		– Growth Rate (%)
		– Customer Satisfaction Score
		– Product Availability
		– Pricing Index
		– Marketing Spend
		– Digital Presence (e.g., Social Media Score)
Data Source & Validation	Information on data provenance and quality checks	– Source Type (e.g., Public Report, Survey)
		– Data Verification Status (e.g., Validated, Pending)
		– Notes / Anomalies
Additional Notes	For any comments, clarifications, or observations	– Open text field for remarks

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Features to Include in the Template

• Drop-down menus for standardized entries (e.g., Market Segment, Source Type)
• Conditional formatting to highlight missing or outlier data
• Automated timestamp fields (if supported) for tracking updates
• Protected cells for formula-driven calculations or fixed reference data
• Instructions tab with guidelines on how to fill out the template accurately

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Optional Add-ons

• Integration with Google Sheets API or Excel macros for automated data import/export
• Dashboard tab summarizing key metrics visually
• Data validation rules to prevent incorrect entries