Market Opportunity
Keep the spreadsheet, add PM views - spreadsheet-first project tool targets a $12.0B = 8M knowledge-work teams x $1500 ACV. Assumptions: 8M teams worldwide are potential buyers (SMB + midmarket teams that use PM tooling); ACV of $1500 assumes a 5-seat team at $25/user/month. Uncertainty: medium, depends on seat counts and willingness to pay. total addressable market with medium saturation and a year-over-year growth rate of 10-18% - comparable to project management and collaboration SaaS growth rates; growth depends on remote team adoption and SMB SaaS spending..
Key trends driving demand: spreadsheet-as-database -- more teams treating sheets as canonical sources of truth, creating demand for apps that preserve that artifact.; fragmentation of PM tools -- proliferation of specialized views (kanban, gantt, calendar) increases the cost of switching because teams lose their sheet workflows.; low-code / composable UX -- modern web tech and embeddable grids make synchronized multi-view experiences feasible for small teams without heavy engineering..
Key competitors include Google Sheets / Microsoft Excel (status quo), Airtable, Smartsheet, Asana / Trello / Monday.com / ClickUp, Coda / Notion.