The Investor Map includes a variety of features that enable you to gain instant and easy access to all the strategic information regarding the business activities of your company.
The Investor Map module includes the following components:
- Title area: Enables you to select an investor map, a portfolio, and the version (Data as of).
- Menu Bar: Provides menu options that enable you to create or modify investor maps, portfolio scenarios, or candidate items and to update user information and access Help.
- Toolbar: Displays tool buttons for printing, viewing an accessible table of the information, sending the page by e-mail, and viewing knowledge information.
- Investor Map: The map header provides total size information. Each column displays the summary size information for all the items in that column (`Strategic Bucket'). The X and Y axes of the map represent the categories according to which the items in the map's portfolio are divided into strategic buckets.
- Title Bars: Provides information about the total size value of the shown portfolio, and the sum and balance for each strategic bucket. These enable assessment of whether organizational objectives are being met. The title bar may also contain information regarding the goals defined for the current portfolio.
- Strategic Buckets: Each column of the map is called a strategic bucket. Item bubbles are grouped into these buckets depending on their related category values.
- Item Bubbles: Represent individual items, each as a separate bubble within the map. The location of the bubble on the map provides an analysis of the item according to the definition indicated on the X and Y axes. The size and color of the bubble provide additional analysis as indicated in the map legend.
Note: Clicking an item bubble in an Investor map opens the drill-down menu for that item bubble. For more information on the drill-down menu, refer to Accessing the Item Menu.
- Map Legend: Displays size and color categories at the bottom of the module, below the map, as follows:
- Size by: Displays the name of the category that is used to determine the size of a bubble.
- Color by: Displays the name of the category that is used to determine the color of a bubble.
- Map Tools Area: Provides convenient access to a set of panels with tools for customizing the investor map. Toggle the display of the map tools by clicking the MAP TOOLS ^ button. Expand any of the following collapsible tool panels by clicking their title bar:
- Scenarios Area: Use this area to apply a scenario, clear the current scenario, create a new scenario, create a portfolio from an existing scenario, or edit an existing scenario.
- Information Area: Provides details about selected items, including the item name, the portfolio to which the item belongs, and values for the categories displayed in the map. You can also quickly and easily locate items using the Find Item tool. For more information about the Find Item tool, refer to Finding Specific Items.
- Filters Area: Enables you to control the data displayed in the investor map. Filter by indicator colors, status, and size.
- Views Area: Provides options for viewing the map including item or portfolio mode, bubble names and sizes, sum/balance, and gap indication.