Portfolio Review

4. Does your S&OP process have a Portfolio Review as part of the regular cycle?

• Yes - always
• Yes - occasionally
• No

5. What do you include in your Portfolio Review meetings? (Choose all that apply)

• New product demand
• Promotions
• New product introductions
• Advertising strategies
• New product sales
• Product revenue (all products)
• Product profitability (all products)

• Pricing
• Product phase-out
• Portfolio review
• New product distribution
• Obsolete inventory
• Product management KPIs
• Other Please enter an 'other' value for this selection.

6. What KPIs do you use in your Portfolio Review? (Choose all that apply)

• Product profitability/margin
• % Revenues from new products
• % Profit from new products
• New product introduction cycle time
• No. of products retired

• New product forecast accuracy/error
• Obsolete inventory
• Volume moved through discounted channels
• Other Please enter an 'other' value for this selection.