// BI Reporting · Oct–Dec 2025

PLANNER COMMUNITY SURVEY ANALYSIS

DateOct–Dec 2025
TypeBI Reporting
AudienceIndie Shop Owners
MethodSurvey Analysis
Overview / Goal

Independent planner shop owners operate in a passionate but niche market : and most don't have access to real customer data beyond their own sales. This project analyzed the habits, preferences, and frustrations of planner community shoppers to give indie shop owners something they rarely get: actionable insights backed by actual data.

The goal was to help shop owners make informed decisions about inventory, product launches, marketing, and community engagement : presented in a format they could actually use, not just read and forget.

What I Analyzed
  • Popular products and styles : what customers are actually buying vs. what they wish existed
  • Desired themes and aesthetics : including niche preferences and open-ended "Other" responses that revealed underserved segments
  • Monthly spending patterns and pricing sensitivities : where budgets sit and where shop owners are leaving money on the table
  • Buying motivations and frustrations : what drives purchases and what kills them
  • Community feedback : open-ended insights from active planners in their own words
Key Findings
  • The core buyer segment is 35 to 44 years old (40.6% of respondents) : a clear primary audience with disposable income and strong brand loyalty
  • Art and illustration quality is the top purchase driver : not price, not brand name, not functionality
  • Shipping costs are the #1 frustration and the most actionable barrier to conversion
  • Clear seasonal buying patterns emerged, giving shop owners a data-backed calendar for inventory and promotional timing
  • Niche and "Other" theme preferences revealed underserved aesthetics that represent real product opportunities
Methods / Process

Survey data was collected from a broad cross-section of planner shoppers via Google Forms, then cleaned and analyzed in Excel. Responses were segmented by age, spending behavior, purchase motivation, and channel preference.

The final report was designed in Canva as a full PDF, using a modular layout built for two types of readers: those who want the key takeaway in 5 seconds, and those who want to dig into the detail. Every section pairs a visual with a plain-language interpretation and a direct recommendation.

No jargon, no assumptions about data literacy. Just things shop owners can act on.

← Back to all projects