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 Siebel 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, then the Portfolio Management Process view.
  2. Drill down on the Portfolio Name field of the portfolio plan record.
  3. Click the Segmentation view tab, and then click Map in the lower link bar.
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