Siebel Applications Administration Guide > Managing Portfolios >
Creating a Portfolio Plan
You can create a portfolio plan to group your accounts together. This task is a step in Roadmap for Managing Portfolios. To create a portfolio plan
- Navigate to the Accounts screen, then the Portfolio Management Process view.
- In the portfolio plan list, create a new record, and complete the necessary fields.
Some fields are described in the following table.
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Portfolio Name |
Type a unique name for the portfolio plan. |
Status |
Select the status of the portfolio plan from the drop-down list. |
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. |
Completion Date |
Select the date by which the portfolio plan is due to be completed. |
Next Review Date |
Select the date of the next management review between the portfolio manager and the portfolio manager's manager. |
Currency Code |
Select the currency to use for revenue amounts for the portfolio plan. |
Owner |
Select the owner of the portfolio plan. |
Portfolio Plan Goal |
Type the goals for the portfolio plan. |
Critical Success Factor |
Type the factors that are important for the success of the portfolio plan. |
- Drill down on the Portfolio Name field of a portfolio plan record to see more fields.
Some fields are described in the following table.
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Last Revenue Calculation |
Displays the date of the most recent revenue calculation. |
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. |
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. |
- To add accounts to the portfolio plan, perform the following steps:
- Click the Segmentation view tab.
- Click Revenue Assessment in the lower link bar.
- Click New, then click the select button in the Account field to select accounts.
The other fields are automatically populated.
While you are in a view, click Reports to see a list of the available preconfigured reports for the data in that view. From the list you can access individual reports. For more information about reports, see Siebel Reports Guide.
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