Competitor Tracking Spreadsheet
Answer 4 questions. Get a pre-filled competitor tracking template with the 12 columns CI teams actually use in practice. Download as CSV or copy as markdown for Notion / Linear / Confluence.
Tell us about your category
Competitors to track (0 named so far)
Recommended: 3 direct + 3-4 adjacent + 1-2 emerging. Cap at 10 — more than that and the sheet goes stale.
Add at least one competitor name to enable generation.
Why these 12 columns
Threat Level (1-5)
Forces explicit ranking. Without a number, every competitor feels equally important and nothing gets prioritized.
Most Recent Material Update
Acts as a freshness signal — when this field hasn't changed in 90 days, your intel is stale.
Owner
Sheets without a named owner are stale within 60 days. The single most-skipped column in public templates.
Pricing Floor + Ceiling
Separate columns because the spread matters — ‘$29-$2,000’ tells you the product has segmentation; ‘$99-$199’ doesn't.
ICP
Two competitors with overlapping features but different ICPs aren't actually competitors. Tracking ICP exposes whether deals you lose to them are real losses or category misfires.
Positioning Line
One sentence of how they describe themselves on their homepage. Their words, not yours — gives you their actual aim point.
A spreadsheet is the manual baseline. RivalBeam is the automated version.
We monitor pricing pages, feature launches, win/loss signal, review trends, and funding events continuously — and update your battlecards and tracking sheet automatically. The spreadsheet you just built gets refreshed without you having to remember.
Competitive Intelligence Playbook 2026
How modern CI teams run continuous monitoring, win/loss programs, and battlecard maintenance.
Winning Against Bigger Competitors
The 7 strategies that work when you're the smaller player — and the 3 that backfire.
Competitor Pricing Intelligence
How to monitor competitor pricing without scraping or guessing — and what to do with the signal.
Frequently asked
What does this tool generate?
A pre-filled competitor tracking spreadsheet with 12 columns CI teams use in practice — Competitor, Category, Pricing Floor, Pricing Ceiling, ICP, Positioning Line, Notable Strengths, Notable Weaknesses, Most Recent Material Update, Funding/Stage, Threat Level (1-5), Owner. The competitor list is seeded from the names you provide and pre-populated with sensible defaults so you have a working template to fill in, not a blank sheet.
What categories does the template work for?
Any B2B SaaS category, plus most B2C subscription products. The columns are category-agnostic — pricing, positioning, ICP, and threat level apply equally to data tools, marketing platforms, vertical SaaS, and consumer apps. The Notable Strengths/Weaknesses fields are where you encode the category-specific judgment.
How is this different from a generic spreadsheet template?
The columns are chosen based on what actually drives sales/PMM decisions. Most public CI templates have 25-40 columns that nobody fills in. This template enforces ruthless prioritization — Threat Level (1-5) forces explicit ranking, Most Recent Material Update forces a 'is this stale?' check, and Owner column makes maintenance someone's actual job. It's the spreadsheet version of the CI playbook from our pillar guides.
Does this save my data anywhere?
No. The generator runs entirely in your browser. The competitor names you type, the category you specify, and the resulting spreadsheet never leave your machine. You can verify in browser DevTools — no network calls fire during generation or download.
Should I track every competitor in this sheet?
No. Cap your active tracking at 7-10 competitors. More than that and the sheet goes stale. RivalBeam's recommendation: 3 direct competitors (same ICP, same problem), 3-4 adjacent competitors (different ICP or different problem but appear in deals), 1-2 emerging threats (new entrants you're watching). Anything past 10 is graveyard.
What's the update cadence?
Pricing, positioning, and Most Recent Update fields: refresh monthly. Threat Level, ICP, Strengths/Weaknesses: refresh quarterly. Funding/Stage: refresh whenever you hear of a round. Owner column is critical — without a named owner, the sheet is stale within 60 days. RivalBeam auto-updates these via continuous monitoring; this template is the manual baseline.