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
Navigate to the Accounts screen, then the Portfolio Management Process view.
Drill down on the Portfolio Name field of the portfolio plan record.
Navigate to the Segmentation view, then the Map view.