Use the Positioning Matrix
Preview the X/Y perceptual map, then open Edit to rename axes and plot your product and competitors.
2 steps · About 2 minutes
Preview Positioning Matrix
Open Positioning Matrix from Models. A saved version starts in Display: the read-only canvas, not the form. Anyone with strategy read can view it. This is the same published view chat preview uses. You cannot save here u2014 choose Edit (pencil) to change fields.
Edit Positioning Matrix
A saved Positioning Matrix model starts in Display. Choose Edit (pencil) to show the form. Change the Axis labels field (or any other), then use Save if you have strategy update. Save writes a new draft version. Publish is a separate job u2014 see Save and publish a strategy model.
FAQ
The map is blank. What do I set first?+
Name the four axis edges, then add positions (your product and competitors) with a website and a note. Display stays empty until those labels and plots exist and you save.
If I fill Positioning Matrix here, does it change other workspaces?+
No. The agency picks which frameworks exist (Settings u2192 Agency u2192 Marketing models). Each workspace saves its own versions. Filling Positioning Matrix for this client does not overwrite another client.
Does Edit also publish Positioning Matrix for chat?+
No. Edit then Save writes a draft version. Chat preview and @mentions of strategy models use a published version. See Save and publish a strategy model. Revert a strategy model version and Use the strategy model assistant are separate jobs on the same page.
I can preview Positioning Matrix but I cannot save. Why?+
Viewing needs strategy read. Save, publish, unpublish, and revert need strategy update. Ask an admin. The assistant on the right can draft a change; applying it also needs strategy update.