Portfolio Components

Our portfolios in the Keen Platform are created by integrating a series of individual and portfolio segments. Here's a simple breakdown of how these components function:

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You can easily identify segment types by color in the segment admin: single segments are teal, while portfolios are orange.

Single Segments

These are the building blocks of any portfolio and the models within a single segment must be created before running your portfolio model. Single Segments contain:

• Independent revenue streams (e.g. brands, geographies, stores, online/offline) of the company.

• Tactic investments made to directly influence the revenue stream (e.g. North Carolina Cable for North Carolina Sales). The tactic investments appear on the financial statement of the business segment.

• Environmental factors that specifically impact the revenue stream.

Models are first constructed at this level and then combined to form a portfolio. For how to build a model, see here.

Portfolio Segments

These are groups of Single Segments, designed for modeling, planning, and reporting. Portfolio Segments allow you to perceive the cross-effects (like portfolio tactics and halo impacts) across your portfolio. Here's what you need to know:

• Tactics Only: Portfolio Segments include only marketing tactics, not environmental factors or revenue.

• User Permissions: Users can be assigned directly to portfolios.