Portfolio Performance Review

What is it?

The Portfolio Performance Review template allows you to analyse how all products across your portfolio are performing, and importantly the drivers of performance, such as win rate, deal size, deal length etc.

When should it be used?

This framework should be used periodically to understand the different characteristics of product performance. Due to the data captured, quarterly is likely the most frequently this should be leveraged.

How should we use the framework

The products in your portolio will have very unique characteristics in terms of deal size, cycle, competitiveness etc. This tool should be used alongside product, sales, CX, marketing and business leaders to establish how the portfolio is performing, but importantly what pivots or adjustments should subsequently take place. For example if a product has a really high win rate and avg deal size, can we allocate more resource to it? If a product has a long sales cycle but low avg deal size, how do we address either length of deal or value, or should we consider the economics of continuing to sell this product.