Financial Details in Product Portfolio

The Financials tab of product portfolio lets you add the budget details for a particular financial year.

Financials Tab of Product Portfolio

To create financial budget for a year, you can choose one of the following options:

  • Start with current year

  • Select a year from the dropdown, and then click Proceed

  • Provide the following information for Product Portfolio Summary:

    • Approved Budget - enter the amount that is approved as the budget for the product portfolio.

    • Revenue Target - enter the amount this is set as target for generating revenue for the product portfolio.

    • Net Contribution Target - this is calculated automatically as the difference between revenue target and approved budget.

    • Net Contribution Percentage - as the name suggests, this is calculated as the percentage of net contribution.

  • Click Submit for Review. Review the confirmation message and then click Submit. The status changes to In Review.

    • Click In Review to view the approval workflow. The workflow template that is selected for product portfolio budget in Workflow Usage is applied for the approval workflow. See Workflow Templates: Overview.

      Financials Approval Workflow

Related Topics Link IconRecommended Topics What's next? Create Product Portfolio Additional Details