Skip to main content

Customer and Portfolio Analysis

Available Until

**OnDemand**

1.0 Credits

Member Price $55.00

Non-Member Price $65.00

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.

Non-Member Price $65.00

Member Price $55.00