Free GE Matrix Excel Template

GE-McKinsey Matrix Excel Template The GE matrix is now officially known as the GE-McKinsey nine-box matrix. According to the McKinsey website, the framework “offers a systematic approach for the multibusiness corporation to prioritize its investments among its business units. It was developed in the 1970s, after the development of the Boston Consulting Group (BCG) matrix. … Read more…

Free Template: Run Cross-Tabs in Excel

About the free template to run cross-tabs in Excel In today’s analytical world, days marketers are expected to analyze significant amount of customer database and market research survey data – and an effective skill is being able to run cross tabs in Excel. A simple, but powerful, approach to initially analyzing the data is to … Read more…

Free Excel Matrix Template

About the Matrix Maker A matrix demonstrates the relationships between two attributes in a visual graph format, similar to a scatter-plot chart. However, it is often time-consuming for someone new to Excel to construct a matrix, as the chart needs a reasonable amount of formatting. That’s why have developed a free Excel matrix template for … Read more…

Concerns with The Net Promoter Score (NPS)

Brief History of the Net Promoter Score (NPS) The NPS was developed by management consultant Fred Reichfeld (associated with consulting firm Bain and Co.) and presented in a Harvard Business Review article in 2003. Since that time the metric has become widely adopted across many industries and is estimated to be in use in around … Read more…

ATAR Example for a Small Business

ATAR Forecast Example for a Small Business In this ATAR forecast example, we will consider a small business. In this example, there is a coffee shop in a local area. Their new product is a service – they plan to renovate their store and add a small bookshop area. This area will co-exist within their … Read more…

Understanding the Financial Metrics

Understanding the financial metrics As you will see when you use the free Excel template for your ATAR forecasts, there are several financial metrics automatically produced at the bottom of the spreadsheet. As you can see, these financial metrics include: net present value (NPV) pay-back period (in years) internal rate of return (IRR) marketing ROI … Read more…

How the ATAR Forecasting Model Works

What is the ATAR forecasting model? The ATAR forecasting model is primarily designed to forecast sales and profit contribution of new products following its initial years of release/launch. In most cases, in addition to achieving their strategic goals, firms will introduce new products to the marketplace in order to increase their market share, sales revenue, … Read more…

Prices, costs, margins and purchase quantity

Prices, costs, and average purchase volume The core component of the ATAR model is designed to generate the estimation of the proportion of the target market to become ongoing loyal or occasional customers = the brand’s customer base. Once we obtain this information, we need to combine it with price, cost and purchase levels in … Read more…

STOP: ATAR reality checks!

Nothing destroys the credibility of a business report faster than inaccurate or wildly optimistic financial forecasts. I have seen students provide financial forecasts of a product line extension that would generate billions in dollars within a couple of years. And while that may have happened with Facebook, but it is unlikely that the average new … Read more…

Most ATAR factors are interrelated

Interrelated ATAR factors in the forecast Possibly one of the more troublesome issues to consider when using the ATAR model for forecasting new products is how the four basic components – awareness, trial, availability and repeat/rebuy – impact each other. These ATAR factors are not independent It would be a mistake to consider that these … Read more…