SWOT Analysis
Categories
Business Strategy
Marketing
Level
Beginner

Conducting a thorough SWOT analysis is crucial for strategic planning. By categorizing factors as Strengths, Weaknesses, Opportunities, and Threats, and breaking down actions into tasks assigned to staff, you can systematically address key areas of your business.

This organized approach ensures that all aspects of your strategy are managed effectively, helps prioritize actions, and improves overall decision-making and implementation.

The SWOT analysis starts in the Factors table. This is the place where you categorize each factor as either a strength, weakness, opportunity or threat.

Once this is done, you start creating and linking Actions to maintain the strengths, solve the weaknesses, use the opportunities and avoid the threats. Each action is assigned to a Staff member and divided into multiple Tasks when needed. The Action table provides Status formula fields to keep track of the execution of each action.

Each table comes with multiple views allowing you to get the best insights in the data. Explore and customize these predefined table views to make SWOT analysis easier and more efficient.

Database: SWOT Analysis

Factors

Fields

  • Factor (Text)

  • Origin (Single select)

  • SWOT (Single select)

  • Actions (Link to table)

  • Sentiment (Formula)

Views

  • All factors (grid)

  • All factors grouped by SWOT (grid)

  • All factors grouped by origin (grid)

  • All factors grouped by sentiment (grid)

  • All factors grouped by origin and SWOT (grid)

  • Factors with positive sentiment (grid)

  • Factors with negative sentiment (grid)

  • Factors stacked by their SWOT (kanban)

  • Factors stacked by their origin (kanban)

Actions

Fields

  • Action (Text)

  • Owner (Link to table)

  • Due Date (Date)

  • SWOT (Link to table)

  • Tasks (Link to table)

  • Tasks count (Count)

  • Status (Single select)

  • Tasks completed (Formula)

  • Tasks completed (%) (Formula)

  • Owner (name) (Rollup)

Views

  • All actions (grid)

  • All actions grouped by status (grid)

  • All actions grouped by owner (grid)

  • Actions with a deadline next week (grid)

  • Actions with 100% task completion (grid)

  • Actions with task completion > 75% (grid)

  • Actions with task completion > 50% (grid)

  • All actions stacked by their status (kanban)

  • Calendar: all actions with due date (calendar)

Tasks

Fields

  • Task Description (Text)

  • Action (Link to table)

  • Owner (Link to table)

  • Priority (Single select)

  • Status (Single select)

  • Due Date (Date)

  • Completion Date (Date)

  • Owner (name) (Rollup)

  • Days to go (Formula)

Views

  • All tasks (grid)

  • Tasks past the deadline (grid)

  • Tasks with deadline < 7 days (grid)

  • All tasks grouped by status (grid)

  • All tasks grouped by priority (grid)

  • All tasks grouped by owner (grid)

  • All tasks stacked by their priority (kanban)

  • All tasks stacked by their status (kanban)

  • Calendar: all tasks with due date (calendar)

Staff

Fields

  • Name (Text)

  • Job role (Single select)

  • Email (Email)

  • Phone (Phone number)

  • Actions (Link to table)

  • Tasks (Link to table)

  • Picture (File)

Views

  • All staff members (grid)

  • All staff members (gallery)"