Track - actuals track into plan

Financial use case

Let's say you have a broker that tells you stock A will likely increase in value by 10% to 12% in 12 months, and another 3 stocks (B,C, & D) by 5% to 7% in 12 months.

Build risk models  for each stock. Look at aggregate likelihood of risk and reward. Track  actuals against thhis portfolio risk plan.

Are your broker's expectations of Risk and Reward now clear?

If you can see risk, can you make money?

Track Actuals on Probability Fans

Tracking actual achieved value onto the likelihood Probability Fan  for every Activity on the plan, and for every level of Summary in the plan means:

• Deviations from plan are caught sooner - corrected sooner - increasing profits.
• Drill-Down  from Summary shows which Activity(s) are causing the critical deviations.

You found a deviation from plan.
You drilled-down  and found the source.
Either your plan was bad, or reality changed.
Fix the plan. Put in place mitigatting actions. Cut your losses. Increase your profits.

Having the ability to see deviations from expectations sooner, and correct sooner increases profits - so far, were seeing by better than 15%.