How to create a BCG matrix in Excel

Creating a BCG matrix in Excel

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Having used this type of chart a lot recently, I thought it was time I had a decent version in Excel.  In case you are not aware a BCG matrix, also known as a growth-share matrix is a management planning tool.  It is used to portray a company’s / SBU’s product portfolio on a quadrant showing relative market share (horizontal axis) and speed of market growth (vertical axis).  It basically shows you the potential of your company’s products.

A BCG matrix is basically a bubble chart with a few tweaks.  When complete, it should look something like this:

BCG matrix

You can download my sample chart here.

Step 1: Set up your data

To be able to plot a BCG matrix successfully, you need the following data: market growth,market share, market share of the largest competitor, and relative market share.  You can calculate the last by dividing the market share / market share of the largest…

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