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Porter’s Five Forces Template

4.5 (4 reviews)

Porter’s Five Forces Template to analyze competition and market entry profitability. Instant download Excel template with interactive charts.

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TEMPLATE DESCRIPTION

Developed by Harvard Business School professor Michael Porter, Porter’s Five Forces Template is an analysis and management tool showcasing the competitive environment of your business. The Excel template helps estimate the competition as well as develop a strategy for new market entries.

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Porter’s Five Competitive Forces included in this Excel template are:

  • New Entrants
  • Substitutes
  • Suppliers Power
  • Buyers Power
  • Competitive Rivalry

This powerful yet simple Excel tool can play a vital role in better perceiving the competition level, determining the profitability along with the general business environment. Thanks to this methodology, you may easily outline the strengths and weaknesses of your business during expansion to make well-informed decisions.

Porter’s 5 Forces Template Features

Our Excel template model is constructed by three main parts. These are Settings, Five Forces Sheets and Analysis Dashboard.

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Menu

The dashboard of Porter’s Five Forces Model has two main functions. Firstly, it is used to define the settings.

Here you can change the “Threat Scala” from the dropdown menu. In addition, for comparison, you may define your “Market List” up to five markets.

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Please note that your selection here will be used throughout the other sections of the Excel template.

Secondly, the “Navigation Wheel” is included here so that you can easily navigate between the five forces as well as the Analysis Dashboard. Just click on the relevant force to visit that section. Additionally, you can click on the “Analysis Dashboard” button to go to this section.

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Porter’s Five Forces

In this template, there are specific sheets for each force of Porter’s Competitive Model. Within those sections, you can include details such as determinants, descriptions and notes. Furthermore, you can use the dropdown menu options to select the threat score per market.

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Porters-Five-Forces-Template-Excel-Someka-S09 Threat of New Entrants 

The first force measures the ease of entering a new market. If it takes little effort or investment to enter a new industry, this means that the rivals/competitors can easily enter the market. Relevant determinants can include barriers to entry, economies of scale, capital requirements, etc.

Porters-Five-Forces-Template-Excel-Someka-S10 Threat of Substitute Products 

This refers to the possibility of finding alternatives to your product or services. Some determinants may include the number of substitute products and/or services, cost of change, ease of substitutions, etc. If the substitution is rather easy, this positions your business at risk.

Porters-Five-Forces-Template-Excel-Someka-S10 Power of Suppliers

In this force, the aim is to measure the dependency on the suppliers. This mainly includes the suppliers’ freedom to increase or modify prices. If their service is rather unique or they are a monopoly, the bargaining power of the supplier is higher. The determinants can be the number of suppliers, supplier switching cost, etc.

Porters-Five-Forces-Template-Excel-Someka-S12 Power of Buyers

Also referred as the bargaining power of customers, this force shows the ability of customers to pressurize a company. If the buyer is strong enough to shape the prices the power would be high. Determinants can be the number of customers, buyer switching cost, customer price sensitivity, etc.

Porters-Five-Forces-Template-Excel-Someka-S13 Rivalry Among Existing Competitors

Mostly being the most important determinant of new market entries, this force measure the level of competition intensity. Both quantitative and qualitative factors play an important role.

Not only the number of existing competitors are critical but also their strength. Determinants include but are not limited to the number of competitors, their competition strategies and unique selling proposition (USP), customer loyalty, etc.

Analysis Dashboard

Analysis Dashboard section of the Porter’s Five Forces Template includes three ready-made charts and two different filter options.

Firstly, the Threats and Scores chart lists the threats included in the five forces sheets. This chart can be filtered based on market and force.

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Secondly, you may use the “Average Risk for Markets” chart to get a quick summary of the comparison between markets.

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Thirdly and lastly, to get an overall view of forces per market, you may check the “Average Risk for Forces” chart.

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Porter’s 5 Forces Template Features Summary:

  • Competition analysis & market entry model
  • Customizable dashboard analysis charts
  • Informational notes included
  • No installation needed, ready-to-use
  • Works both on Mac and Windows
  • Compatible with Excel 2010 and later versions
  • Does not include any VBA code or macros

Porter’s Five Forces Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

4 reviews for Porter’s Five Forces Template

  1. Ubirajara

    Hello there graet file just I want add new sheets for info. but there are none is this diferent Excel?

    • Someka

      Hi Ubirajara,
      We believe you mean the “sheet tabs”. For better user experience these are hidden in the original version but of course, you can activate them from Excel settings easily. Here is how.

      After unlocking your template, you can add extra one or more sheets for the needed information. Please click here to see how to unprotect your sheets.

  2. Cecilia Alger

    thank you for the trial. how many new points I can add if I upgrade to paid?

    • Someka

      Hello Cecilia,
      You can easily add up to 15 different determinants for each of Porter’s Five Forces. In addition, you can include up to 5 different markets.

  3. L Brewer

    Hi I purchased the multi version for my firm. So far it’s exactly what we need. I tried removing your logo but I received an error about locking. Can you do it for me please?

    • Someka

      Hello there,
      Our logo can easily be replaced after unlocking the sheet. It is explained in detail here. If you’re having problems with that our support team will be happy to help, just send an email to contact@someka.net

  4. Mahala

    Hola do you have this in Spanish? I love free version and I will buy if you have Spanish.

    • Someka

      Hi Mahala,
      Although creating different language versions are in our todo list, this is not yet something we were able to achieve. But here is the good news: after unprotecting the sheets, you may easily edit them as well as translate them. To learn more about unlocking please click here.

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