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 Settings.

      Financials Approval Workflow

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