Manage market drivers in your portfolio

Tracking the markets for your product is key in making sure you understand how your features will serve the right people.

When you consider your markets, there are so many dimensions you can think about: size, target, sales channel, penetration and more. This is a great example for where a custom table will allow you to link this information with your features and releases.  You can customize the table to track what is important to you.

Custom tables, available to Enterprise+ customers, further extend our custom field capability so that you can truly design the way you manage important information. With custom tables, you enhance full records with as much supporting detail as you wish, and associate the whole record to your Aha! roadmaps with a single link.

Custom tables for tracking market information

Having insight into what features are designed for which market will help the product manager balance the priorities of the features. A custom field can capture the market name or market size, but a custom table with market information can capture all of the information about a market. Launching a new feature or functionality, as part of a release, is an example of when a Custom table would be a viable solution to manage all of the details related to training.

There are many details associated with a market that would useful in product planning:

  • Name of the market
  • Market size
  • Channel
  • Geography
  • Market share
  • and other attributes you capture about your market

When a new customer experience is planned in a release, the market information is readily available to the product manager to show why the feature is important and who will benefit.

Create your Market table

When creating your custom table for market information, the first step is to create the fields for the information you will capture. These fields will be the column headers in your table.

Within the product, you can add the information into the table. Select Product > Custom Tables and the tables you have defined will appear. You can begin entering the data for your markets. The table definition is the fields in the table available for all products. The information that you enter here will be for the product you have selected. 



Using the Market Information

Now that the custom table has been defined, you select where the information will appear, You can use the custom table across Aha! In this example, we will add the market information to the feature detail.


By then clicking on the market name, you can view all of the details associated with this market.


Creating Reports with Market Table

With the market data now linked to the features, you can create insightful reports. If you are looking at the features you have in design and need to know how they align to your markets, you can create a pivot chart that shows the size of the market, current market share with the features.


Tailor it for your company

This custom table example is a simple one to demonstrate the flexibility of custom tables. How you track market information at your company may require additional data and leverage different styles of reports. Custom tables can be used to track any data you choose. If you would like to discuss how to tailor this use case for your company's needs, contact the Aha! Customer Success team for guidance.


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