Take the guesswork out of strategic portfolio management with this dynamic template. Evaluate your business units' performance and industry potential with ease, and let the automated matrix guide your next move.
This template is built in Google Sheets and does most of the work for you. Just add weights and scores for your business units, and the matrix will update automatically. No complicated setup—just results you can use!
Why people love this template:
Your matrix builds itself as you add data, giving you an instant visual overview without manual effort.
No need to overthink—just follow the steps to analyze your SBUs and identify their positioning with confidence.
The insights gained from this matrix empower you to decide whether to invest, hold, or divest in each SBU, ensuring a clear roadmap for growth.
This proven framework has been used by top organizations to prioritize resources and optimize business portfolios.
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