JunoIQ

Understand · Impact Intelligence

Portfolio Management

Create and manage portfolios - the sets of brands everything else works on. Keep the brands you actually trade in one, and build others for next season or for testing ideas. Every figure in the product belongs to one portfolio, so real numbers and experiments never mix.

The set of brands in scope

Portfolios

A portfolio is a set of brands. You keep as many as you need: the brands you actually trade, next season's plan, or a test version for trying ideas. Everything in the product shows figures for whichever portfolio you have selected, so real numbers and experiments stay separate.

Portfolio SwitcherCreate and DuplicatePortfolio BuilderPortfolio ComparisonLive and Scenario KindsStandards Inheritance
The whole portfolio on one page

Portfolio Overview

One page showing the whole portfolio at once: the overall score, how the brands spread from strong to weak, scores by category, and how much of the buying budget sits with strong brands versus weak ones. This is the page that replaced Kekäle's own Excel spreadsheet.

Portfolio IQx ScoreIQx DistributionCategory ScorecardCommitted Spend by TierCoverage and Currency StripPeriod Comparison

See where your budget
should move.

A working session on the live platform, with your brand list and your order book - not a deck.