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

Viewing the Portfolio Segmentation Map


After you assess the current revenue and future potential of your accounts, the application plots the results on a segmentation map. Use the segmentation map to decide how to allocate your sales resources.

This task is a step in Process of Segmenting Accounts.

To view the segmentation map of a portfolio

  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 Map link.
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