{
  "kind": "framework",
  "value": "total-addressable-market-sizing",
  "collectionKey": "slides:framework:total-addressable-market-sizing:all-document-kinds:all-producers:all-orientations",
  "filters": {
    "documentKinds": [],
    "sourceTypes": [],
    "orientations": []
  },
  "total": 2,
  "page": 1,
  "pageSize": 24,
  "pageCount": 1,
  "rows": [
    {
      "docId": "019dd923-5eff-723e-9be4-f957b17f68a1",
      "docSlug": "676f9c6fd83e1020",
      "documentTitle": "2019 Investor Day from SEC",
      "authorId": "Salesforce",
      "authorName": "Salesforce",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "strategy_consulting",
      "sourceTypeLabel": "Strategy consulting",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.778,
      "pageNumber": 14,
      "slideType": "market_sizing",
      "function": "size_opportunity",
      "notes": "The chart illustrates market expansion across seven distinct segments over a six-year period.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "Stacked TAM growth by product segment with 6-yr CAGRs.",
      "slideHref": "/slides/019dd923-5eff-723e-9be4-f957b17f68a1/14",
      "deckHref": "/decks/019dd923-5eff-723e-9be4-f957b17f68a1",
      "deckAnchorHref": "/decks/019dd923-5eff-723e-9be4-f957b17f68a1#slide-14",
      "loopMatches": [
        {
          "to": 14,
          "from": 12,
          "name": "Why Now",
          "slug": "15-why-now",
          "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
          "matchId": "019de92e-03e1-71ca-ada2-d1244186d65e",
          "evidence": "Action title 'Digital transformation is accelerating' + $168B TAM growth chart.",
          "position": 2,
          "objective": "Establish secular tailwind and growing TAM as the window of opportunity",
          "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
          "confidence": 78,
          "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 14,
          "from": 12,
          "beatId": "019de92e-0276-77a9-af41-69d3c2d6ed7c",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Problem & Complication",
          "beatSlug": null,
          "evidence": "Secular tailwind + $168B TAM frames the opportunity to capture.",
          "position": 2,
          "confidence": 78,
          "parentBeatName": null,
          "parentBeatSlug": null
        },
        {
          "to": 46,
          "from": 12,
          "beatId": "019de92e-034f-7013-9124-49731d24aa5e",
          "arcName": "The Mountain",
          "arcSlug": "mountain",
          "beatName": "Rising Action",
          "beatSlug": null,
          "evidence": "Markets, drivers, enterprise, innovation stacked as ascending evidence.",
          "position": 2,
          "confidence": 55,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-5efe-75c0-8dff-369f1805e3fc",
      "docSlug": "02156e9b8b18e145",
      "documentTitle": "2024 02 Investor Strategy",
      "authorId": "Zillow",
      "authorName": "Zillow Group",
      "documentKindSlug": "consulting-deck",
      "documentKindLabel": "Consulting deck",
      "sourceTypeSlug": "strategy_consulting",
      "sourceTypeLabel": "Strategy consulting",
      "presentationDate": null,
      "orientation": "landscape",
      "aspectRatio": 1.777,
      "pageNumber": 12,
      "slideType": "market_sizing",
      "function": "size_opportunity",
      "notes": "The slide uses a table to break down market size and revenue penetration metrics.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": "TTV -> TAM -> revenue table breakdown",
      "slideHref": "/slides/019dd923-5efe-75c0-8dff-369f1805e3fc/12",
      "deckHref": "/decks/019dd923-5efe-75c0-8dff-369f1805e3fc",
      "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-369f1805e3fc#slide-12",
      "loopMatches": [
        {
          "to": 13,
          "from": 11,
          "name": "Why Now",
          "slug": "15-why-now",
          "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
          "matchId": "019debf0-dcf1-70cb-8536-4e712a93ee31",
          "evidence": "p11 trigger (~3% turnover near historical bottom), p12 $187B TAM, p13 $30B already-in-funnel opportunity",
          "position": 3,
          "objective": "Establish opportunity window: cyclical low + huge addressable market",
          "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
          "confidence": 74,
          "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 13,
          "from": 12,
          "beatId": "019debf0-dacc-777b-941b-6f11961e6724",
          "arcName": "The Sequoia Pitch",
          "arcSlug": "sequoia-pitch",
          "beatName": "Market Size",
          "beatSlug": null,
          "evidence": "$2.3T TTV / $187B TAM table and $30B funnel slide",
          "position": 5,
          "confidence": 78,
          "parentBeatName": null,
          "parentBeatSlug": null
        },
        {
          "to": 21,
          "from": 8,
          "beatId": "019debf0-dc48-7535-828e-0b7728830a4a",
          "arcName": "The Consultant's Gambit",
          "arcSlug": "consultants-gambit",
          "beatName": "Evidence & Proof",
          "beatSlug": null,
          "evidence": "Competitive lead, market sizing, test-market traction, KPI dashboards",
          "position": 4,
          "confidence": 68,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    }
  ]
}