Planning assumption; forecast approval remains a separate governance decision.
VALUE-POOL AND PORTFOLIO ECONOMICS
From 91 opportunities to a resilient 2031 revenue portfolio
Connect 31 scored workshop canvases and 60 2027 Service Offerings to eight mutually exclusive industry verticals, then examine market size, reachable value, current participation, commercial readiness, and an illustrative five-year portfolio path.
Executive objective
Grow Accreditation & Membership in absolute dollars while reducing its share of the illustrative FY2031 portfolio below 50%. The current Base planning case reaches 42.6% concentration at $27.0M total revenue.
TOP-DOWN PORTFOLIO DESIGN
Revenue Mix Explorer
Type the desired 2031 percentage for each revenue vertical. Every valid edit updates the Draft immediately; only an exact 100% total replaces the committed scenario.
INTERACTIVE PLANNING CONSTRUCT
Governed content and data from the original source.
Target portfolio shares
Yellow fields are direct client-entered assumptions. Every valid entry updates the Draft preview immediately. A total below 100% remains visibly unallocated; a total above 100% is visibly over-allocated. Only an exact 100% mix becomes the committed scenario.
Calculated portfolio share total: 100.0%
Balanced at 100%. The Draft is now the committed scenario.
Balanced at 100%. The Draft is now the committed scenario.
Direct client-entered FY2031 target share.
Direct client-entered FY2031 target share.
Direct client-entered FY2031 target share.
Direct client-entered FY2031 target share.
Direct client-entered FY2031 target share.
Direct client-entered FY2031 target share.
Direct client-entered FY2031 target share.
Direct client-entered FY2031 target share.
FY2026 budget versus FY2031 desired portfolio
Compare the governed FY2026 budgeted/as-is composition with the live user-entered FY2031 Draft. The preview responds to every valid entry; only a balanced 100% Draft becomes committed.
Preparing the source-governed view…
View exact values in a data table
Interpretation. The desired portfolio is a top-down design choice. Under-allocation remains visibly Unallocated; over-allocation is flagged beyond the 100% boundary and is never presented as a valid portfolio.
Source / method. FY2026 source workbook and direct client-entered target percentages; target dollars equal entered target share × entered FY2031 total revenue.
Current, desired, and delta by revenue vertical
Exact FY2026 current dollars/share, user-entered FY2031 desired share, calculated target dollars, and dollar delta.
Preparing the exact-value table…
The Draft updates immediately. Only an exact 100% share total replaces the last committed scenario.