Customer and Portfolio Analysis

Overview

Retain your customers

Discover the tools you need to preserve customer relationships and maintain a balanced customer portfolio for your business.

Develop your skills

• Customer value management cycle
• Customer segmentation
• Customer lifetime value
• Customer profitability analysis
• Customer portfolios
• BCG Matrix

Gain experience with detailed exercises.

The practical hands-on exercises use real-world examples and are designed to give you knowledge on how to retain customers and improve relationships.

This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Highlights

Key Topics

• Customer value analysis
• Portfolio analysis using BCG matrix

Prerequisites

None

Designed For

Who Will Benefit

• Global accounting and finance professionals
• Management accounting professionals
• CPAs in public practice with manufacturing clients
• Supply chain professionals

Objectives

Learning Outcomes

• Analyse customer value and profitability.
• Analyse product portfolios using the BCG matrix.