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Demos | Portfolio Estimator - Trademarks

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Getting to know Portfolio Estimator - Trademarks

Want to see Portfolio Estimator - Trademarks in action? It only takes a few minutes to see how you can save hours of time, thousands of dollars, and plenty of headaches down the road! Watch our demo or view/download sample trademark portfolio analysis reports below.

Watch a Demo

Select "View" to watch a demonstration of Portfolio Estimator - Trademarks. Or select "Download" to save the demo to your desktop to watch later (right-click and choose "Save as..").**

Intro Demo View Download (7.8 Mb)

Like what you see? Subscribe to Portfolio Estimator - Trademarks
Or, discover all the benefits of this easy to use trademark cost estimator program when you take a FREE test drive of Portfolio Estimator - Trademarks.
**The demonstrations require the Adobe Flash® Player to view. If this software is not already installed on your computer, you will be prompted to download the free software from Adobe®. You may cancel this process at any point. Without Flash, you may view the Demonstrations by downloading and running the executable file. Or you may simply view sample reports and/or download sample reports in Excel®.

View Sample Reports

Explore the variety of trademark portfolio analysis reports the Portfolio Estimator - Trademarks tool can create for you. These reports are listed from most summarized, good for quick IP management review, to most detailed, which shows you all of the costs that are included.

**These examples are for illustration purposes only and are based on a small portfolio containing only a few trademark filings, therefore the figures are not large. For larger portfolios, the figures would be scaled accordingly.

Analysis by Trademark Grouping and Country
In the following analysis reports, two trademark group categories are identified: Status is the main group category, and Owner is the sub-group category. The selected trademarks are then analyzed by country for the groups and sub-groups.

The sample reports below display a yearly analysis (for the life of the trademark), however, in your customized analysis you will be able to specify the timeframe to be yearly, quarterly or monthly. Download these sample reports.
  • Status Totals
    Spreadsheet of totals for each status for each year


  • Status Time Bar
    Totals for each filing Status for each year displayed in a bar chart


  • Status Pie
    Totals for each filing Status for all years displayed in a pie chart


  • Status Country Totals
    Spreadsheet of totals for each filing Status for each year broken down by country


  • Status Country Bar
    Totals for each filing Status for each year broken down by country, displayed in a bar chart


  • Status by Owner Totals
    Spreadsheet of totals for each filing Status and Owner combination, for each year


  • Status by Owner Country Totals
    Spreadsheet of totals for each filing Status and Owner combination, for each year, broken down by country.

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Analysis by Trademark Family and Country
The following analysis reports show the selected trademark families analyzed by country and a yearly timeframe. In your customized analysis you will be able to specify the timeframe to be yearly, quarterly or monthly. Download these sample reports.
  • Totals by Trademark family
    Spreadsheet of totals for each trademark family by country for each year


  • Country Totals
    Spreadsheet of all selected trademark families totaled by country for each year


  • Country Totals Chart
    Trademark family totals by country for each year, displayed in a bar chart

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Individual Trademark Family Totals
The following examples show a single analysis report made up of four sections (sheets): Totals by Stage, Totals by Category, Totals by Country, and Running Totals by Country. The yearly analysis was conducted for the life of a selected trademark family and is presented in an Excel® spreadsheet. In your customized analysis you will be able to specify the timeframe to be yearly, quarterly or monthly. Download these sample reports.
  • Totals by Stage
    Spreadsheet of totals by stage, broken down by each country, for each year


  • Totals by Category
    Spreadsheet of totals by category, broken down by each country, for each year


  • Totals by Country
    Spreadsheet of totals by country for each year

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Individual Family Details by Country
The following Analysis Report example displays the trademark filing costs for a single trademark family, by country. Download this sample report.
  • Detailed
    Family costs fully detailed by country

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Download Sample Reports

You've looked at the samples above and like what you see, but need something to take to management? Simply download any or all of the full sample trademark portfolio analysis reports below. Reports are provided in a Microsoft Excel® spreadsheet.*
*You must have Microsoft Excel® (any version) installed on your computer prior to downloading reports.

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