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
- Navigate to the Accounts screen > Accounts List > Portfolio Management Process view.
- Drill down on the portfolio plan with which you want to work.
- Click the Segmentation tab, then click the Account Assessment link.
- Select the account that you want to assess.
- In the Criteria subview, use the drop-down lists to assign a value to each of the criteria. Assign values as follows:
The future potential score for the account is calculated automatically and is displayed in the list of accounts.
- Repeat Step 4 and Step 5 for all the other accounts whose future potential you want to assess.
- 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.
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