Customer and Portfolio Analysis
Learn to sustain customer relationships and maintain a balanced product portfolio within your business.
NASBA Field of Study
Business Management and Organization
Authored by an extensive network of global SMEs in connection with AICPA and CIMA staff.
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
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 CGMA® Finance Leadership Program.
- Global accounting and finance professionals
- Management accounting professionals
- CPAs in public practice with manufacturing clients
- Supply chain professionals
- Customer value analysis
- Portfolio analysis using BCG matrix
- Analyse customer value and profitability.
- Analyse product portfolios using the BCG matrix.
Group ordering for your team
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