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A Account Breakpoint |
Select the future potential score. This score determines which accounts are considered to be more significant and less significant. It also determines which accounts appear on the top half of the segmentation map and the bottom half of the segmentation map. |
Completion Date |
Select the date by which the portfolio plan is due to be completed. |
Critical Success Factor |
Type the factors that are important for the success of the portfolio plan. |
Currency Code |
Select the currency to use for revenue amounts for the portfolio plan. |
Last Revenue Calculation |
Displays the date of the most recent revenue calculation. |
Next Review Date |
Select the date of the next management review between the portfolio manager and their manager. |
Owner |
Select the owner of the portfolio plan. |
Period From |
Select the start date of the period for which the plan is active. |
Period To |
Select the end date of the period for which the plan is active. |
Portfolio Name |
Type a unique name for the portfolio plan. |
Portfolio Plan Goal |
Type the goals for the portfolio plan. |
Revenue Assessment From |
Select the start date of the period for which you want to analyze revenue. |
Revenue Assessment To |
Select the end date of the period for which you want to analyze revenue. |
Revenue Benchmark |
Select the amount of the total current revenue. This value determines which accounts are considered to be more significant and less significant. It also determines which accounts appear on the left side of the segmentation map and the right side of the segmentation map. |
Status |
Select the status of the portfolio plan from the drop-down list. |