Portfolio analysis
Squaring the circle
Stars or cash cows? Question marks or dogs? The most common types of portfolio analyses show us how we should view our strategic business areas based on the location of the numbers. The portfolio analysis in DeltaMaster, however, can do much more than that - because strategic business area management is not the #1 thing on everyone's mind.
Portfolio analysis is one of many textbook business analyses that we automated in DeltaMaster. The BCG matrix and their standard strategies were our inspiration. As long as you have the necessary data on relative market shares and relative market growth, you can accurately assess which product-market combinations the consultants at Boston Consulting Group would advise you to invest, disinvest or even milk.
But that works on a smaller scale as well. Whenever you want to observe suppliers, customers, products, regions or something else using two or even three measures, portfolio analysis can help you make sense out of your tangled masses of data.

Portfolio analysis can organize large data volumes. A simple, but effective classification
helps you decide where you actually want the objects to be and what you have to do to
accomplish that.
And to ensure that that is as simple as moving a mouse, the current version of our portfolio analysis stands out with sophisticated detail. Here, you work with rings instead of bubbles so that no information is hidden. To help locate relationships, you can even activate or deactivate additional methods such regression or frontier analyses. In addition to synchronized labels as tables or charts, filter and display features also offer assistance in analysis and visualization.

What's better than a portfolio? Several - for example, one for each product. DeltaMaster
automatically highlights the selected customer.
You can also use the typical "re-modeling" runtime functionality that you know from DeltaMaster in a portfolio analysis - which is one of the reasons why it is so special. As in other modules, you can save portfolio classifications as new analysis objects and examine the group in detail using any of the other methods offered. As a result, if you want to see how the "stars" are doing or how the "portfolio stars" are developing over time, the answer is just two mouse clicks away in DeltaMaster.
For more ideas on the possibilities with portfolio analysis, the New York Times has an inspiring chart on executive salaries. Hans Rosling also shows us what we should think of animated portfolios.
Selected features
- Online - all the time
Web reporting: Interactive reports via Web or Intranet - Regular exceptions
Exception Reporting - Restructure the structures
User-defined hierarchies - Squaring the circle
Portfolio analysis - A well-planned trio
DeltaMaster unites planning, analysis and reporting - Twisting and turning
Slice and dice in OLAP - Data geology
Drill-downs in geographic analyses - Attention!
Action titles in reports - Speaking in tongues?
Multilanguage applications - Paretomat
Automating concentration analysis - E-Briefing
Sending reports by e-mail - DeltaMaster inspires FAZ
In-cell graphics for ranges - Less is more
Coloring
Overview
Business Intelligence with DeltaMaster
Product Features
Features best experienced live
Library of Methods
Analysis methods at your command
Technical data (PDF)
What your Head of IT needs to know
[in German]