Interpreting Charts and Tables
Analysis Templates - Charts (including Result List)
Data Groupings - How Analyses Can Be Segmented
Choosing the Right Workflow for Your Analysis
How to use this guide
PatentSight+ provides a range of pre-configured charts and tables designed to help you analyze patent portfolios quickly and consistently. These are referred to as Analysis Templates within the product.
This guide explains each available template, how it supports different business questions, and where it appears across the platform. This article helps you understand what you’re seeing, how it’s structured, and how to use it effectively.
Each section below groups analysis templates by purpose, while also showing where you can find them in the product.
For more information on the general structure and navigating a workbook, click here.
Interpreting Charts and Tables
Once you’ve created or opened a chart or table in PatentSight+, you can interpret the results in two ways:
Review the data and visual trends directly
Use the Generate Insights feature (where available)
Many charts and tables include a "Generate Insights" button to explain the data. When selected, this feature analyzes the underlying data and provides:
Summary – a plain-language overview
Key Insights – notable trends and comparisons
Next Steps – suggested follow-on analyses
Generate Insights can be used in any chart or table where you see the button shown here:
This feature helps you validate your understanding, surface patterns quickly, and identify logical next steps in your analysis.
Note: As with any AI-generated content, validation is recommended for high-impact decisions.
Analysis Templates - Charts
Below are article links grouping analysis template charts by analytical purpose, so you can quickly navigate to each section helping you identify which visual analysis best supports your objective. Alternatively, click any of the chart images below to jump to the chart description if you'd prefer.
Portfolio Overview & Performance (Including Result List)
In the product, these templates may appear in multiple locations including Analysis Templates, Use Cases, and Groupings. Each chart section below indicates where it can be accessed.
Portfolio Overview and Performance
Patent Asset Index Trend
The chart above shows the development of Owner portfolios over time based on Patent Asset Index (PAI).
The line chart tracks the qualitative development of companies’ patent portfolios. Owners are sorted by Patent Asset Index, and each line represents the strength of an Owner’s active and protected patent families at each Reporting Date. Patent Asset Index reflects overall portfolio strength.
Established players often show consistently high portfolio strength, while emerging players may be identified by recent or sudden increases in Patent Asset Index. A decline in portfolio strength may result from a decrease in Portfolio Size or a reduction in average portfolio quality within the selected field.
Click here for more information on the Patent Asset Index.
What this chart can help to explore
The line chart compares Owner portfolios over time based on overall strength (Patent Asset Index).
Identify leading and emerging players in a selected technology field.
Detect increases or decreases in portfolio strength.
Understand whether changes may be driven by portfolio size or quality effects.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Benchmarking, M&A, Owner Profile, R&D Strategy, Sustainability, Trends
Data Groupings: Active Authorities, Applicant, CPC, F-Terms, IPC, Inventor, Owner, Tag, Technology Clusters, UN SDGs.
Portfolio Size Trend
The chart above shows the development of Owner portfolios over time based on Portfolio Size.
The line chart tracks the quantitative development of corporate patent portfolios. Each line represents the number of patent families held by an Owner over time, based on the defined search area rather than their total portfolio. Portfolio Size is shown on the y-axis for each Reporting Date on the x-axis.
Owners are sorted by Portfolio Size (descending). The valuation is based solely on information publicly available at each Reporting Date.
What this chart can help to explore
The line chart compares Owner portfolios over time based on quantity (Portfolio Size).
Identify companies with increasing interest in a technology field.
Detect new entrants.
Spot increases or decreases in Portfolio Size within the selected field.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Internationalization Strategies, R&D Strategy
Data Groupings: Active Authorities, Applicant, CPC, F-Terms, IPC, Inventor, Owner, Tag, Technology Clusters, UN SDGs.
Patent Asset Index Ranking
The chart above shows a ranking of Owners based on Patent Asset Index (PAI).
The horizontal bar chart compares overall portfolio strength (Patent Asset Index) across the top Owners. Patent Asset Index combines Portfolio Size and Competitive Impact, reflecting both quantity and quality. The chart also displays Portfolio Size for comparison, allowing you to see how strength relates to sheer portfolio volume.
Owners are sorted in descending order by Patent Asset Index. The analysis is based on active patent families at the selected Reporting Date.
Click here for more information on the Patent Asset Index.
What this chart can help to explore
The bar chart ranks Owners based on overall portfolio strength (Patent Asset Index).
Identify the strongest players in a selected technology field.
Compare strength (PAI) against Portfolio Size.
Detect Owners whose high ranking is driven by quality rather than quantity.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Benchmarking, M&A, Sustainability.
Data Groupings: Active Authorities, Applicant, CPC, F-Terms, IPC, Inventor, Owner, Tag, Technology Clusters, UN SDGs.
Patent Asset Index Ranking & Share
The sheet above combines two widgets: a bar chart and a pie chart. The analysis provides an overview across the corporate portfolio strength.
The bar chart provides an overview of the top players in the field of interest. Showing the Portfolio Size in relation to the Patent Asset Index™, the chart gives an indication of players producing high-quality patents (Patent Asset Index measure) and of those relying on quantity (Portfolio Size measure).
The accompanying pie chart shows each Owner’s share of total portfolio strength (Patent Asset Index) in the field. The thickness and number of slices of the pie chart give an indication about the possible monopoly status of a company in the field of interest. The pie chart shows if the field is dominated by a handful of big players (few, thick slices) or very diverse (many thin slices).
The analysis is based on active patent families at the selected Reporting Date.
What this chart can help to explore
The charts compare Owners based on quantity (Portfolio Size), quality (Patent Asset Index), and share of overall portfolio strength.
Identify leading players in a selected technology field.
Assess whether strength is driven primarily by quality or quantity.
Understand whether the field is concentrated or broadly distributed across competitors.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Benchmarking, M&A.
Value Distribution
The chart above shows the value distribution of a selected portfolio compared to all patents worldwide.
Patents are ranked globally by Competitive Impact and divided into ten equal value classes (deciles). The 10th decile represents the top 10% of patents worldwide, while the 1st decile represents the bottom 10%. When filtering by Owner, the chart shows how that portfolio is distributed across these value classes.
A high concentration of patents in the upper deciles indicates a strong and valuable portfolio, while a large share in the lower deciles may highlight pruning potential. Portfolio Size and Patent Asset Index (PAI) are shown on the y-axis to reflect quantity and overall strength.
Note | Further in-depth analysis regarding portfolios is possible via the drill-down function. Click on a bar to show the contextual menu and select a drill-down option.
What this chart can help to explore
The chart compares a portfolio’s value distribution against the global patent landscape.
Identify patents that contribute significantly to portfolio strength.
Detect low-value segments that may be candidates for pruning.
Assess overall portfolio quality based on distribution across value deciles.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Licensing, Portfolio Management.
Result List
The Result List displays all patent families returned by your search and provides detailed full-text, legal, and classification information for each family.
Patent families are shown in a sortable list which as a default, is sorted by Competitive Impact. You can change the sorting by clicking the downward facing arrow shown in the above next to 'Competitive Impact' to the top right of 'Result List'.
The Patent family list is shown alongside the Family Viewer, which presents information in structured cards. These cards include portfolio indicators, family members, legal status and legal events, prior and subsequent art, tags, and technology classification.
You can open documents in the integrated Document Viewer to access English titles, abstracts, claims, descriptions, and drawings. The Drawing Viewer allows zooming, rotating, and browsing through all figures of a document.
The layout of the Family Viewer can be customized by selecting and rearranging cards. Patent families can be selected individually or in bulk, marked as viewed, dragged into other sheets, or assigned tags using the integrated Tagging Tool.
What the Result List can help to explore
The Result List provides detailed, document-level insight into patent families within your search results.
Review full-text content and drawings.
Analyze legal status and legal events.
Sort and compare patents by quality indicators.
Select, tag, organize, and manage patent families for further analysis.
Where to Find This Analysis
Available in:
Favourites
Competitive Positioning
Quality vs. Quantity
The chart above compares Technology Clusters based on both portfolio size and patent quality. Here the bubbles display technology clusters, but could also display IPC classes or owners or other sorting options of your choice.
Portfolio Size (x-axis) shows the number of patent families with at least one active family member, while Competitive Impact (y-axis) reflects PatentSight’s patent quality metric. The bubble size represents the Patent Asset Index (Portfolio Size × Competitive Impact), indicating the overall strength of each cluster. Clusters with a small portfolio size but high Competitive Impact, and a large portfolio size but low Competitive Impact, may have equal bubble sizes. By hovering over the bubbles, you can see additional information.
Technology Clusters are created by PatentSight using machine learning on patent data (titles, abstracts, IPC, CPC). They are structured across four hierarchical levels (Level 1–4), with each patent family assigned to exactly one cluster per level to avoid overlaps.
What this chart can help to explore
The bubble chart compares a selected measure whether that's Technology Clusters or Owner portfolio, based on quantity (Portfolio Size), quality (Competitive Impact), and overall strength (Patent Asset Index).
Identify strong technology fields/Owner portfolios.
Detect 'bubbles' with balanced or imbalanced quality/quantity profiles.
Analyze development trends over time (via Bubble Trails).
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Benchmarking, Sustainability, Trends
Data Groupings: Active Authorities, Applicant, CPC, F-Terms, IPC, Inventor, Owner, Tag, Technology Clusters, UN SDGs.
Technology Relevance vs. Market Coverage
The chart above compares Owners based on Technology Relevance and Market Coverage within the selected technology field. Bubble size represents Portfolio Size.
Technology Relevance (y-axis) measures the technological importance of a patent portfolio based on forward citations, adjusted for patent age, technology field, and differences in citation practices across patent offices. A value of 2 indicates that a portfolio is twice as relevant as the average in its field and age group.
Market Coverage (x-axis) reflects the global market size in which a portfolio is protected. It is based on the Gross National Income (GNI) of countries where patent family members are active. Pending applications are discounted to reflect grant probability.
The bubble size shows Portfolio Size, allowing simultaneous comparison of technological strength, geographic market reach, and portfolio volume.
What this chart can help to explore
The bubble chart compares Owners based on technological importance (Technology Relevance), global market reach (Market Coverage), and portfolio size.
Identify portfolios with high technological impact.
Detect Owners with strong global protection strategies.
Spot balanced or imbalanced positions between innovation strength and market coverage.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Portfolio Management.
Data Groupings: Patent Family.
Active Authorities
The chart above shows the geographical protection of active patent families within the selected portfolio.
The map visualizes the authorities in which patent families are currently protected. The intensity of the color indicates how many patents (share of all patents in the search area) are active in each authority. Darker shading represents stronger protection presence in that market.
Pending WO and EP applications are not shown on the map. However, nationalized EP and PCT filings are included.
Note | You can compare the protection strategy of a selected portfolio (Protected Authorities Chart) with the filing strategy (Filing Authorities Chart) to gain insights into a competitor’s maintenance strategy. Both analyses are available in the Internationalization Strategies Playbook and in the Internationalization Strategies Use Case section within Analysis Templates. Further in-depth analysis is possible via the drilldown function. Click on a country to open the contextual menu and select a drill-down option.
What this chart can help to explore
The map compares the geographic protection strategy of a portfolio.
Identify key markets where patents are actively protected.
Detect geographic focus areas of competitors.
Support alignment of international protection and maintenance strategies.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Internationalization Strategies, Owner Profile, Portfolio Management.
Playbooks: Internationalization Strategies
Technology Landscape
Technology Clusters
The chart above is a sunburst chart showing the sub-technologies within a selected technology field.
It provides a structured, hierarchical overview of how a technology field is divided into subfields. Each ring represents a different level of granularity, allowing you to drill down into areas of interest and gain a more application-focused view of how technology is utilized.
Segments can be expanded or explored by clicking to move through the hierarchy and focus on specific sub-technologies.
Technology Clusters are created by PatentSight using machine learning on patent data (titles, abstracts, IPC, CPC). They are structured across four hierarchical levels, with each patent assigned to exactly one cluster per level (no overlaps).
What this chart can help to explore
The sunburst chart visualizes the structure of a selected technology field across its sub-technologies.
Identify key subfields within a technology area.
Drill down through different levels of granularity.
Understand how technology is applied beyond traditional IPC/CPC classifications.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Owner Profile, Trends
Data Groupings: Technology Clusters
Technology Matrix
The chart above compares the technology composition of corporate patent portfolios across selected Owners.
The matrix displays Technology Clusters (Level 3) on the x-axis and Owners on the y-axis. Each bubble represents the overall strength of patent families an Owner holds within a specific Technology Cluster. Bubble size reflects the combined strength of those patent families in that technology area.
This allows direct comparison of where companies focus their R&D activities and whether competitors are active in similar or distinct technology fields.
For more information on PatentSight’s Technology Clusters and how they are created, click here.
What this chart can help to explore
The matrix compares Owners across Technology Clusters based on portfolio strength.
Identify key technology focus areas of companies.
Detect overlaps or differentiation in R&D strategies.
Spot potential adjacent or emerging technology areas beyond core focus fields.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Benchmarking, Trends.
Financial & Cost Analyses
Expected Annuity Fees
The chart above shows the expected development of annuity fee costs over time for the selected portfolio.
The chart displays the aggregated annuity fees to be paid in each payment year (x-axis), alongside the number of patents requiring payment. Annuity fees are shown on the primary y-axis (blue), while the number of patents is shown on the secondary y-axis (grey).
This allows you to forecast future maintenance costs and understand how payment obligations evolve over time.
What this chart can help to explore
The chart forecasts annuity fee obligations over time.
Identify peak payment years.
Estimate future portfolio maintenance costs.
Support budget and portfolio planning decisions.
Where to Find This Analysis
Available in:
Analysis Templates
Related analysis: Value Distribution (see Portfolio Overview and Performance section)
Similar charts and tables can be found under Use Cases: Annuity Fees and Playbooks: Annuity Fees.
Sustainability & ESG
UN Sustainable Development
The chart above shows how patent families within the selected portfolio are associated with the UN Sustainable Development Goals (SDGs).
The sectors represent the 17 SDGs defined by the United Nations, and sector size reflects Portfolio Size (number of patent families). This allows you to see which sustainability goals are most strongly supported by a company’s patent portfolio.
By double-clicking on a goal, you can drill down into the (sub)technologies contributing to that specific SDG. Adding “Legal Status: Pending” to the search area enables analysis of technologies currently under development related to the SDGs.
What this chart can help to explore
The chart links patent portfolios to the UN Sustainable Development Goals.
Identify corporate IP aligned with specific SDGs.
Determine company focus areas within sustainability.
Drill down to understand the technologies supporting each goal
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Sustainability
Data Groupings: UN SDGs
Analysis Templates - Tables
Tables provide structured, detailed data views that complement visual analyses. Some tables summarize key indicators, while others provide patent-level detail. Below are article links grouping analysis template tables by analytical purpose, so you can quickly navigate to each section helping you identify which table analysis best supports your objective. Alternatively, click any of the table images below to jump to the table description if you'd prefer.
Note | In addition to the standard Analysis Template tables, custom and use-case-specific tables are also available within the Use Case templates and Playbooks sections. It is worth exploring these areas to determine whether a prebuilt table already supports your specific analytical needs before creating one from scratch. Each table description includes cross-references to help you locate it within the product.
Indicator Tables (KPIs)
Owner Main Indicators
The Owner: Main Indicators table above shows the main portfolio performance indicators grouped by Owner (which could additionally be within a selected technology field for these owners, depending on the search that you conducted).
It provides a benchmarking overview of key players and allows direct comparison of portfolio strength, size, quality, technological relevance, and market coverage. Owners can be ranked by any indicator to assess relative positioning and strategic focus.
Each column can be sorted in ascending or descending order. The table can be customized by adding or removing indicators and adjusting groupings via the widget settings.
Best for: Competitive benchmarking and strategic positioning analysis; Understanding whether companies build strength through innovation impact, geographic reach, or scale; Supporting M&A screening, partnership analysis, and R&D strategy discussions.
Key Columns Explained
Owner – Portfolio owner grouped at corporate level (including consolidated entities where applicable).
Patent Asset Index (PAI) – Overall patent portfolio strength. Calculated as Portfolio Size × Competitive Impact.
Portfolio Size – Number of active patent families.
Competitive Impact – PatentSight’s quality metric based on the product of Technology Relevance and Market Coverage.
Technology Relevance – PatentSight’s impact metric based on forward citations, adjusted for age, technology field, and office citation practices.
Market Coverage – Indicator of the global market size where the portfolio is protected, based on GNI weighting (subcomponent of Competitive Impact).
What this table can help to explore
The table benchmarks Owners across the main portfolio performance indicators.
Rank companies by overall strength (Patent Asset Index).
Compare quantity (Portfolio Size) versus quality (Competitive Impact).
Distinguish whether strength is driven by technological relevance, market coverage, or a combination of both.
Identify different portfolio strategies across competitors.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Benchmarking, Owner Profile.
Data Groupings: Owner.
Applicant: Main Indicators
The Applicant: Main Indicators table above shows the main portfolio performance indicators grouped by Applicant within the selected technology field.
It provides a benchmarking overview of filing entities and allows direct comparison of portfolio strength, size, quality, technological relevance, and market coverage. Applicants can be ranked by any indicator to assess their innovation activity and strategic positioning.
Each column can be sorted in ascending or descending order. The table can be customized by adding or removing indicators and adjusting groupings via the widget settings.
Best for: Filing strategy analysis; Identifying innovation-driving entities within corporate groups; Early-stage competitive intelligence.
Key Columns Explained
Applicant – Filing entity listed on the patent application.
Patent Asset Index (PAI) – Overall patent portfolio strength. Calculated as Portfolio Size × Competitive Impact.
Portfolio Size – Number of active patent families.
Competitive Impact – PatentSight’s quality metric based on the product of Technology Relevance and Market Coverage.
Technology Relevance – PatentSight’s impact metric based on forward citations, adjusted for age, technology field, and office citation practices.
Market Coverage – Indicator of the global market size where the portfolio is protected, based on GNI weighting (subcomponent of Competitive Impact).
What this table can help to explore
The table benchmarks Applicants across the main portfolio performance indicators.
Compare filing strategies across entities.
Identify high-impact applicants.
Distinguish whether strength is driven by innovation quality, market reach, or scale.
Where to Find This Analysis
Available in:
Analysis Templates
Data Groupings: Applicant.
IPC: Main Indicators
The IPC: Main Indicators table above shows the main portfolio performance indicators grouped by IPC classes within the selected search area.
It allows benchmarking of technology fields based on portfolio strength, size, quality, and market reach. IPC classes can be ranked to identify the most strategically important technology domains.
Each column can be sorted and customized as required.
Best for: Technology landscape analysis; R&D focus assessment; Identifying high-value technical domains.
Key Columns Explained
IPC – International Patent Classification code representing a technology field.
Patent Asset Index (PAI) – Overall patent portfolio strength. Calculated as Portfolio Size × Competitive Impact.
Portfolio Size – Number of active patent families.
Competitive Impact – PatentSight’s quality metric based on the product of Technology Relevance and Market Coverage.
Technology Relevance – PatentSight’s impact metric based on forward citations, adjusted for age, technology field, and office citation practices.
Market Coverage – Indicator of the global market size where the portfolio is protected, based on GNI weighting (subcomponent of Competitive Impact).
What this table can help to explore
The table benchmarks technology fields based on portfolio performance.
Identify high-value IPC classes.
Compare technological strength across classifications.
Spot strategic technology focus areas.
Where to Find This Analysis
Available in:
Analysis Templates
Data Groupings: IPC.
Tag: Main Indicators
The Tag: Main Indicators table above shows the main portfolio performance indicators grouped by user-defined Tags. (more information on tags can be found here).
It enables structured comparison of internally defined technology areas, projects, or strategic categories based on strength, size, quality, and market reach.
Each column is sortable and indicators can be customized.
Best for: Internal portfolio management; Strategic project evaluation; Tracking custom technology or business segments.
Key Columns Explained
Tag – User-defined classification applied to patent families.
Patent Asset Index (PAI) – Overall patent portfolio strength. Calculated as Portfolio Size × Competitive Impact.
Portfolio Size – Number of active patent families.
Competitive Impact – PatentSight’s quality metric based on the product of Technology Relevance and Market Coverage.
Technology Relevance – PatentSight’s impact metric based on forward citations, adjusted for age, technology field, and office citation practices.
Market Coverage – Indicator of the global market size where the portfolio is protected, based on GNI weighting (subcomponent of Competitive Impact).
What this table can help to explore
The table benchmarks internally defined portfolio segments.
Compare strategic initiatives or projects.
Identify high-performing tagged groups.
Assess quality versus scale within custom categories.
Where to Find This Analysis
Available in:
Analysis Templates
Data Groupings: Tag.
Technology Clusters: Main Indicators
The Technology Clusters: Main Indicators table above shows the main portfolio performance indicators grouped by Technology Clusters within the selected field.
It enables benchmarking of application-focused technology areas based on portfolio strength, size, quality, and market coverage.
Technology Clusters are generated using machine learning and provide a structured, non-overlapping view of technologies.
Best for: Technology portfolio steering; Innovation strategy alignment; Identifying emerging or high-impact technology segments.
Key Columns Explained
Technology Cluster – Machine learning-based technology grouping (four hierarchical levels available).
Patent Asset Index (PAI) – Overall patent portfolio strength. Calculated as Portfolio Size × Competitive Impact.
Portfolio Size – Number of active patent families.
Competitive Impact – PatentSight’s quality metric based on the product of Technology Relevance and Market Coverage.
Technology Relevance – PatentSight’s impact metric based on forward citations, adjusted for age, technology field, and office citation practices.
Market Coverage – Indicator of the global market size where the portfolio is protected, based on GNI weighting (subcomponent of Competitive Impact).
What this table can help to explore
The table benchmarks sub-technologies based on strength and impact.
Identify high-performing technology areas.
Distinguish quality-driven versus scale-driven clusters.
Support R&D prioritization decisions.
Where to Find This Analysis
Available in:
Analysis Templates
Data Groupings: Technology Clusters.
UN SDG: Main Indicators
The UN SDG: Main Indicators table above shows the main portfolio performance indicators grouped by UN Sustainable Development Goals (SDGs).
It allows benchmarking of sustainability-related portfolio strength across the 17 SDGs defined by the United Nations.
Each SDG can be ranked by overall strength, size, quality, and market reach.
Best for: ESG and sustainability reporting; Strategic sustainability positioning; Impact-driven innovation assessment.
Key Columns Explained
UN SDG – One of the 17 United Nations Sustainable Development Goals.
Patent Asset Index (PAI) – Overall patent portfolio strength. Calculated as Portfolio Size × Competitive Impact.
Portfolio Size – Number of active patent families.
Competitive Impact – PatentSight’s quality metric based on the product of Technology Relevance and Market Coverage.
Technology Relevance – PatentSight’s impact metric based on forward citations, adjusted for age, technology field, and office citation practices.
Market Coverage – Indicator of the global market size where the portfolio is protected, based on GNI weighting (subcomponent of Competitive Impact).
What this table can help to explore
The table benchmarks sustainability-related innovation performance.
Identify strongest SDG focus areas.
Compare sustainability-driven innovation across entities.
Distinguish impact-driven versus scale-driven sustainability activity.
Where to Find This Analysis
Available in:
Analysis Templates
Data Groupings: UN SDGs.
Financial Tables
Annuity Fees Overview
The Annuity Fees Overview table above provides a comprehensive overview of expected annuity fees for the selected patent portfolio. It displays the total expected annuity fees for the remaining lifetime of the portfolio, broken down by payment year and by authority. This allows you to assess long-term maintenance obligations and understand how annuity costs are distributed across jurisdictions.
The upper summary box shows the total remaining annuity fees.
The left-hand table details expected annuity fees per remaining payment year.
The right-hand table displays remaining annuity fees aggregated by payment authority.
Best for: Budget forecasting and long-term financial planning; Evaluating cost concentration across jurisdictions; Supporting portfolio pruning or jurisdictional maintenance decisions.
Key Columns Explained
Remaining Annuity Fee Payment Year – The upcoming payment year in which annuity fees are due.
Remaining Annuity Fees (USD) – The expected annuity fee amount payable in that year.
Remaining Annuity Fee Payment In – The authority (country or regional office) where annuity payments are required.
Remaining Annuity Fees (USD) by Authority – Total remaining lifetime annuity fees aggregated per authority.
What this table can help to explore
The table forecasts future maintenance costs of the selected portfolio.
Estimate total remaining annuity obligations.
Identify peak payment years.
Determine which authorities account for the largest share of maintenance spend.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Annuity Fees.
Related tables can be found under Use Cases: Annuity Fees and Playbooks: Annuity Fees.
Patent-Level Detail Tables
Patent Family Details
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The Patent Family Details table lists the patent families returned by your search and provides core patent family information at a glance. It supports quick review of a portfolio by combining bibliographic data (title/abstract), ownership, quality (Competitive Impact), coverage (active authorities), and key linkage indicators (owners of subsequent art). Columns can be sorted to prioritize the most relevant families for deeper review. Best for: Shortlisting key families, basic quality sorting, quick coverage check, spotting who is citing you. |
Key Columns Explained
Patent Family – Representative publication number of the patent family.
Filing Year – Year of first filing within the patent family.
Competitive Impact – PatentSight’s patent quality metric based on forward citations, normalized for age, technology field, and patent office citation practices.
Title – English title of the representative document (where available).
Abstract – English abstract of the representative document (where available).
Owners – Current portfolio owner(s) of the patent family (as defined in the data).
Owners of Subsequent Art – Organizations owning patent families that cite this patent family (helps indicate follow-on innovation and influence).
Active Authorities Today – Authorities/countries where the patent family currently has active protection (in force and/or pending, depending on dataset definitions).
Documents – List of publication numbers that belong to the patent family.
What this table can help to explore
The table provides a sortable overview of patent families in the search results.
Review patent families with titles and abstracts for quick triage.
Identify high-quality families using Competitive Impact.
See where protection is active via Active Authorities.
Spot influence and follow-on activity using Owners of Subsequent Art.
Where to Find This Analysis
Available in:
Analysis Templates
Data Groupings: Patent Family.
Advanced Patent Family Details
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The Advanced Patent Family Details table provides extended details on selected patent families within the search results. It supports evaluation and management of patent families by displaying advanced indicators, legal information, citation data, and technology metrics at a glance. The additional indicators provide a solid basis for assessing portfolio strength, value, and strategic relevance. The table can be sorted by any column and customized by adding or removing measures or adjusting groupings. Best for: Explaining why a family is valuable, identifying pruning candidates, assessing reach and influence, and doing more structured portfolio decisions. |
Key Columns Explained
Patent Family – Representative publication number of the patent family.
Filing Year – Year of first filing within the patent family.
Competitive Impact – PatentSight’s quality metric based on forward citations, normalized for age, technology field, and office practices.
Technology Relevance – Measure of a patent family's technological importance based on citation impact.
Market Coverage – Indicator of global market size where the patent family is protected, based on GNI weighting.
Competitive Impact Percentile – Relative ranking of the patent family compared to all patents worldwide.
Remaining Lifetime Today – Estimated remaining protection time of the patent family.
Active Authorities Today – Countries/authorities where the patent family is currently active.
Prior Art / Subsequent Art – Patent documents cited by or citing the family, indicating technological influence and positioning.
Owners / Applicants / Inventors – Entities associated with the patent family.
Tags – User-defined classifications for portfolio organization and analysis.
What this table can help to explore
The table provides detailed, sortable information at patent family level.
Compare patent families based on quality, market reach, and citation impact.
Support valuation, pruning, and portfolio management decisions.
Identify technologically influential or strategically protected patent families.
Where to Find This Analysis
Available in:
Analysis Templates
Use Cases: Portfolio Management
Data Groupings: Patent Family.
Data Groupings
Many charts and tables in PatentSight+ can be segmented by different dimensions such as Applicant, Owner, Technology Cluster, Authority, IPC, Tag, or UN SDG.
This section displays the available grouping dimensions organized by type, that are then applied to charts and tables in the form of templates for to choose from . Selecting a grouping determines how the data is segmented and compared within the corresponding charts and tables.
The chosen grouping influences the analytical perspective — for example, whether results are displayed by company, technology field, geographic authority, sustainability goal, or another defined dimension.
Expand "Analysis Templates." |
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Expand "Groupings" to select your required grouping dimension such as 'Active Authorities'. |
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| Click on the desired template to add to your workbook, e.g., "Active In: Patent Asset Index Trend". |
Business Use Cases
Many charts and tables in PatentSight+ can be approached through different strategic perspectives such as Benchmarking, Portfolio Management, Internationalization Strategies, Sustainability, M&A, or Trends.
The Use Cases section displays available analyses organized by business objective. Selecting a use case provides a structured set of charts and tables aligned to a specific analytical goal. For each chart and table described in this article (above), you can also see which use case it is listed under, in Analysis Templates.
The chosen use case influences the analytical workflow for example, whether the focus is on competitive positioning, cost management, technology landscape assessment, sustainability reporting, or strategic decision-making.
Expand "Analysis Templates." |
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Expand "Use Cases" to select your required analytical goal or business objective such as 'Benchmarking'. |
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| Click on the desired template to add to your workbook, e.g., "Quality vs Quantity". |
Choosing the right workflow for your analyses
PatentSight+ offers multiple ways to create and interpret the charts and tables described in this guide. Depending on your experience level, objective, and preferred workflow, you may choose to work directly with Analysis Templates (as shown in this article), start from a Playbook, use the Analysis Builder, or ask LexisNexis Protégé™.