Siebel Applications Administration Guide > Managing Portfolios > Process of Segmenting Accounts >

Assessing the Future Potential of Accounts

To assess the future potential of your accounts, you must assign scores for a number of criteria for the account. The future potential score for the account is calculated from the scores for the criteria.

This task is a step in Process of Segmenting Accounts.

To assess the future potential of an account

1. Navigate to the Accounts screen > Accounts List > Portfolio Management Process view.
2. Drill down on the portfolio plan with which you want to work.
3. Click the Segmentation tab, then click the Account Assessment link.
4. Select the account that you want to assess.
5. In the Criteria subview, use the drop-down lists to assign a value to each of the criteria. Assign values as follows:

   Value	Description
   1	High
   0	Low
   ?	Unknown

   The future potential score for the account is calculated automatically and is displayed in the list of accounts.

6. Repeat Step 4 and Step 5 for all the other accounts whose future potential you want to assess.
7. In the A Account Breakpoint field, select a score that separates accounts with a high-future potential score from accounts with a low-future potential score.

   For information about how to view and print a Portfolio Map report from this screen, see Printing a Portfolio Report.