The Portfolio Strategy 4 Roles is built to give Trade Marketing and commercial teams a structured, defensible way to assign each sku one of four portfolio roles, hero, builder, filler, drain, based on growth and profit.
It replaces inconsistent commercial debate with a structured, evidence-based approach that produces clear decisions and repeatable methodology.
This tool enables Trade Marketing and commercial teams to:
It moves the underlying commercial conversation from opinion to evidence.
This tool is typically used when:
This tool is intended for:
It is equally relevant for brand owners and distributors operating across multiple categories and channels.
The tool is organised into the standard OliiR structure:
This ensures the tool is immediately usable, decision-oriented, and defensible in commercial reviews.
Positioning Note
This tool is most effective when used as part of a structured commercial review cadence, rather than as a one-off exercise. Applied consistently, it builds a multi-year picture of performance and protects scarce commercial investment from flowing on inertia.
Free
Select
Unlimited
No, All tools are built in Microsoft Office.
Download links are sent by email.
Yes, they are fully editable.
Proprietary to OliiR Academy – For internal use only.
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