Customer Portfolio Analysis

Comprehensive client portfolio analysis with OPTEN BI

Start strategic planning by evaluating your customers! Assess the risks and growth opportunities in your customer portfolio!

What is your market coverage? Is the market expected to grow or shrink? These are all questions that OPTEN BI's client portfolio analysis can answer accurately. With up to 18 statements and charts, you can get a complete picture of your business risks, threats to your industry and growth opportunities. All this in the form of a transparent, well-structured analysis.

With only 3 basic data points, we provide a comprehensive analysis of your customer base. Use the analysis in any area of decision making: financial and strategic planning, risk analysis, sales & marketing planning.

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View our sample analysis!

Learn the 18-element framework to effectively assess your customer portfolio!

Download the sample

What is included in the analysis?

In addition to sectoral analysis, we also assess your clients from both the financial and risk perspective.

Basic company data analysis

  • National economic distribution
  • Regional distribution
  • Distribution by headcount
  • Age of persons authorized to sign
  • Distribution by female/male leaders
  • Distribution by economic form

Financial analysis

  • Portfolio distribution by size
  • Net revenue, Profit after tax
  • Net revenue per Employee
  • Return on Sales
  • Market share

Risk analysis

  • Risk rating
  • Crisis resilience index
  • Liquidity ratio
  • Age of businesses
  • Age of business owners
  • Indebtedness

Frequently asked questions

We are going to answer some of your questions.

The .xlsx file you upload must include the tax number and/or the company registration number. A total of 3 columns can be uploaded, the order of the columns is always the same, the 1st column is the tax number, the 2nd column is the company registration number and the 3rd column is the company name. It is not mandatory to upload both the tax number and the company registration number, but one of them is required for the identification. Entering the company name is optional.

The uploaded data shall be kept confidential, shall not be disclosed to any third party, shall not be stored after completion, and shall be used only for the provision of the selected service. Further information on data processing is available here.

It takes only a few minutes, following 3 simple steps (upload, identification, selection) to purchase the service of your choice. Once you have identified the uploaded list, you can select the most suitable package for your needs concerning the given service. After entering your details, click on the Purchase button to order the product either by instant payment (SimplePay, PayPal) or by bank transfer (this is not yet available, but it might be soon...). The link to download the product you ordered is going to be sent to the e-mail address you provided when placing the order, once the product is available.

Each service is priced individually, depending on the number of partners uploaded and identified and, for some services, the amount of data retrieved. The exact price in HUF is displayed to the customer before the order is placed.

Through OPTEN's webshop, you can pay securely, easily and quickly for the ordered service via SimplePay, PayPal or bank transfer.
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