Aha! Roadmaps | Competitors

For too many teams, competitive analysis is a casual process. Based on hunches and stored in outdated spreadsheets, it is no wonder that it is difficult for teams to verbalize their competitive advantage, much less use it to inform their strategic roadmaps.

Aha! Roadmaps allows you to easily track competitors and capture key information such as revenue, number of employees, and positioning. Once you have defined your competitors, you can then use the competitor chart view to create compelling visuals showing how your own products or services stack up against your competition. And as with almost any page in Aha! Roadmaps, you can share competitor profiles and your competitor chart in an Aha! Roadmaps presentation.

Click any of the following links to skip ahead:

• Create a competitor profile

• Customize a competitor profile

• Upload a competitor logo

• Apply competitors across your workspace hierarchy

• Visualize your competition

• Score your competitors

Create a competitor profile

To create a competitor profile, navigate to Strategy Competitors. If this is your first time on the page, you will be presented with the option to add a competitor. Click Add competitor to create a new competitor profile. You can click Start with example will load an example competitor called 360 Tracker.

Use the AI writing assistant from the text editor to help you develop your competitor profile.

To rearrange a list of existing competitors, hover over a competitor card and use the arrows icon to reorder it. This can be useful when prioritizing the highest-ranking competitors in your market landscape.

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Customize a competitor profile

Rearrange your competitor profile by dragging and dropping fields into your preferred placement. By default, all fields will be displayed on the card, but you can hide any of them by hovering over a field and clicking the Hide field icon. This will hide the field from every competitor in your workspace.

Hidden fields are not deleted, just hidden. So any data you hide will still be available to you. As soon as you hide a field, a Show fields dropdown becomes available in the upper right. It lists all the fields on your competitor profile that are hidden. Select a field from here to re-enable it.

You can add custom fields to your competitor profile by editing its custom layout. From your competitor profile's More options menu in the upper right, select See details. The drawer view will open. Scroll to the bottom and click Add custom field for a shortcut to custom layouts in your account settings. From here you can configure your competitor profile's custom layout.

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Upload a competitor logo

When editing the fields, don't forget to add a logo for your competitor's product or service. When you first upload a logo, the Image editor will appear and allow you to resize or reposition your competitor's logo for the competitor profile.

The ideal image file size for the image editor is square and at least 200 x 200 pixels. Supported file types include .png, .gif, .jpg, .jpeg, .jp2, .bmp, .tif, and .tiff.

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Apply competitors across your workspace hierarchy

We recommend that you create competitor profiles at the highest applicable level of your workspace hierarchy. If a competitor applies to multiple workspaces, those workspaces can inherit that competitor — and changes you make at the workspace line level will be reflected down the workspace hierarchy.

To add competitors at the workspace line level, select the appropriate line in your workspace hierarchy dropdown and go to Strategy Competitors. You will need owner or contributor access to the workspace line to add or edit competitors there.

While competitor profiles can be inherited down your workspace hierarchy, they can only be charted in the workspace line where they were created.

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Visualize your competition

Once you have completed your competitor profiles, you can visualize the competitive landscape by clicking the Change view type dropdown on the top-left corner of the page. From there, you can switch between the Details view, where you create competitor profiles, and the Chart view, where you can visualize and compare competitors to each other.

When you switch between the Details and Chart views, any filters you have applied will apply to your new view, so you never lose focus.

In the Chart view, click Show your workspaces on the left side to bring up a list of all of the workspaces you have defined in your Aha! Roadmaps account.

You can customize the titles for each of the quadrants on the matrix to align with how you organize competitors. If you defined your own competitor threat scorecard, you can set the scoring metrics as the horizontal and vertical axis and drag and drop competitors to adjust their scores. The chart options allow you to toggle the display of names and logos as well as reverse the horizontal and vertical scales.

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