What are portfolios?

Within Explori, Portfolios are a grouping of events based on commonalties if this may be the sector or industry they sit in for example. This is of particular use when there are a number of events in your company account and you want a way of grouping them. Doing this effectively will make the portfolio benchmark more useful for internal analysis.

When adding an event to Explori under Add a new product", the portfolio that it sits in will be decided but this can be changed at any point so that you're getting more out of the Portfolio benchmark. As a Master user, you can go into the portfolios and reorganise them as shown below;