Portfolio Analyst Workbench
For ‘Super Users’, the Portfolio Analyst Workbench is a high end analytical tool for portfolio analysis – scenario planning, 2D and 3D graphical visualization, portfolio animation to simulate portfolio evolution, interactive slice and dice visualization and ‘what if’ scenario planning.
Interactive analytics enable you to understand the balance of the portfolio from multiple dimensions and ensure the portfolio will deliver the strategic goals of the organization. Time based modelling and animation enable you to measure, plan and track the portfolio over time against criteria such as value, risk, innovation and other key portfolio indices.
The example shown is a model of a portfolio plotted spatially to show the relative position of each element on three dimensions of analysis that the user can choose. Each axis of the plot is based on scorecard calculations derived from multiple weighted criteria. The user can also choose what to represent by the bubble size and color coding.
PORTFOLIO VISUALIZATION AND ANIMATION
GenSight provides sophisticated visualization technology that dynamically displays relationships between portfolios, business elements and criteria in multiple dimensions. Data driven visualizations are produced interactively with point and click navigation to aggregate the entire portfolio, drill down to detail or drill out to view from another dimension.
|PORTFOLIO VISUALIZATION AND ANIMATION FEATURES|
|Multivariate Graphics||GenSight can plot all the elements in a portfolio simultaneously using six different business criteria (X and Y axes, bubble size, pie charting, color, inner bubble). This enables users to quickly assimilate large amounts of data with clarity, precision and holistic insight.|
|3D Portfolio Bubble Charts||GenSight® generates three dimensional bubble charts featuring interactive drill down, rotation, zoom and animation. The spatial representation communicates complex portfolio structures in a natural visual manner.|
|Timeline Animation||GenSight can track and forecast portfolios over time (past, present and future).|
Portfolios can be displayed as a snapshot at any point in time, or as multiple snapshots overlaid together, or as a continuously moving animation that shows the portfolio changing over time.Scenario MorphingGenSight can perform graphical morphing of a portfolio to show the differences between scenarios. This form of visual transformation highlights the elements that change due to modified (i.e. “what if”) criteria or conditions.Visual OverlaysGenSight supports simultaneous displays of different data views within a chart including filtered selections, projected vs. actual performance, different scenarios or “what-if”’ assumptions.Flexible Scaling OptionsGenSight supports a range of both automatic and manual linear and logarithmic scaling options in order to display portfolios with clear visual differentiation of portfolio elements.Wide Range of Presentation OptionsGenSight provides an extensive gallery of traditional charts including bar, line, pie, donut, polar, stacked, area, surface in numerous 2D and 3D styles.Compatibility with Third-Party ProductsGenSight supports data export to third-party presentation software products including Microsoft PowerPoint or as a metafile object.