The Definition of a Customer Portfolio

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A customer portfolio comprises the various groups that make up the customer base of a business. For example, Coca-Cola's customer portfolio consists of restaurants, grocery stores, amusement parks and sports arenas.

Management

The goal is to manage the company's limited resources to meet the customers' demands while still operating efficiently.

Mutually exclusive

Often, the customers in a company's customer group are exclusive to that particular group. For example, a grocery store is not also in the amusement park customer group.

 

Analysis

Customer portfolios are analyzed to understand how a particular customer group is performing. For example, a construction company can examine the accounts receivable of the home builder/residence customer group to discover the amount of financial risk in case the market for homes goes down.