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How-toPeak Client Portfolio

How do I adjust targets, weights and quadrants?

Under “Targets & settings”. The scores measure clients against your own targets, not industry figures. Every change recalculates the whole portfolio right away.

  1. Open “Targets & settings”.
  2. Set the target margin, minimum contribution per hour and optionally a target contribution per client.
  3. Adjust the weights for economic value and client quality.
  4. Rename the quadrants or move the dividing line (0–100).
  5. Click “Save & recalculate”.

Next step

Open targets

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