Portfolios

Portfolio Configuration

Use the Portfolio Configuration info area to determine how many rows and columns (X and Y axes) your portfolio contains. The sum total of all column widths and row heights should be 100%. If the sum total is less than 100%, the columns and rows are increased accordingly; if the value is above 100%, additional columns and rows are not displayed.

You can assign a color to each sector. If you do not assign any colors, colors are assigned by the system (up to 20). If your portfolio contains more than 20 sectors, the colors are reused.

To add a new portfolio configuration:

Click on (Administration) > Portfolio Configuration.

1. Click on Start Search and then on (New).
2. Enter the name of the portfolio configuration in the Text field.
3. Enter the number of columns and rows in the portfolio, which determines the total number of sectors (columns x rows).
4. Enter the column width and row height. Enter the widths and heights as percentages using a semicolon (;) to separate the value for each column/row. You can use either ‘.’ or ‘,’ as the decimal separator.
5. Save the record.

Defining Portfolios

To define a portfolio:

1. Select (Administration) > Portfolio.
2. Start the search and click on (New) in the search results’ header.
3. Select the type of portfolio you want to add.
4. Click on (Add/Find Catalog Values) next to the Portfolio field. The Find or Add Catalog Value window opens.
5. Enter a name for the portfolio and click on New.
6. Select a Portfolio Configuration.
7. Enter a description for the X-axis in the Potential description field and a description of the Y-axis in the Customer intimacy description field.
8. Enter an Info Area Code and Field Number to determine that the classification determined using the portfolio is written to the corresponding field.
   Note: Note: By default, the first character in the Classification field of the portfolio sector description is transferred to the ABC field in the record from which the portfolio was accessed. If you enter an Info Area Code and Field Number, the value in the Classification field is entered in the selected field instead. Whether the entire description or only a portion is entered in the target field depends on the length of the target field.
   Note: When transferring the result of a portfolio to a field in the Person (PE), Person in Company (KP) or Contact Person (CP) info areas the following applies:
   Note: If no generic link is entered in the survey (U1) and the survey is linked to the info area the result should be entered in (Person (PE), Person in Company (KP) or Contact Person (CP)), the result is written to the specified field.
   Note: The result of the portfolio is also updated in the Person (PE) info area if the survey is linked to a company (FI) and Person (PE).
9. Save the record.
10. Define the sector descriptions:
    1. Click on Portfolio sector description and then on (New).
    2. Enter the column and row number of the sector the description applies to (e.g. if you have 4 sectors, row 1/column 1 is the bottom left sector; row 2/column 2 is the top right sector).
    3. Enter a text in the Name field that is displayed in the portfolio’s legend. Enter a text in the Classification field that is displayed in the sector itself. Enter a text in the Result field that is displayed to the right of the sectors.

       

11. Click on Questions in the tree and define the questions and answers in the portfolio.

Assigning Portfolios and Classifying Customers

To assign a portfolio to a record:

1. Switch to the desired record (e.g. a company or opportunity).
2. Select New > New Portfolio from the context menu.
3. Search for and select the desired portfolio.

   The sectors defined in the portfolio are displayed in the top area, the questions in the portfolio are displayed in the lower area (including any sections if sections are defined in the portfolio):

   

4. Answer the questions. The white circle in the sector overview moves to the appropriate sector depending on your answers.

   If the questionnaire includes mandatory questions, click on Show mandatory questions only to restrict the questions displayed to only the mandatory questions. Click on Summary to display a summary of the answers to questions that have been answered.

5. Save.
6. The result is written to the ABC field in the record the portfolio was started from (or another field if defined in the portfolio).