Build weighted factor inputs and competitive ratings

In the PepsiCo Strategic Planning: SPACE, Grand Strategy, and QSP Matrices workbook, factor analysis begins with research-based internal and external factors. Assign each factor a weight that reflects importance and verify that the weights sum to 1.00. Then enter the focal company and competitor names and use the stated rating scale consistently.

Weighted scores

A weighted score is calculated as weight × rating; for example, 0.18 × 3 = 0.54. Keep weights comparable across factors, avoid arbitrary ties in comparative ratings, and distinguish a company's rating from the factor's importance.

Quality checks

• Every factor has a meaningful weight.
• The total weight equals 1.00.
• Company and competitor names are entered correctly.
• Ratings use the workbook's scale and are supported by evidence.
• Weighted totals are reviewed before moving to later matrices.