| name | portfolio-analysis |
| description | Use when the user asks how a category or the overall assortment is performing, where the margin and volume sit, which products or categories are strong or weak, or where there is headroom to grow margin. Produces an evidence-backed portfolio view across categories and personas. |
Portfolio Analysis Skill
Analyse the product portfolio across categories and personas to find where
margin and volume concentrate and where there is headroom to act.
When to use
- "How is category X performing?"
- "Where do we make the most / least margin?"
- "Which categories are exposed to competitor pressure?"
- "What should we prioritise this quarter?"
Method
- Map the portfolio. Call
list_categories for the aggregate weekly
margin, volume and average margin % per category. Rank categories by margin
contribution and by margin %.
- Drill where it matters. For the top contributors and the weakest margin
categories, call
get_category_margin_forecast and list_products to see
the per-SKU spread. Identify margin leaders, margin laggards and high-volume
traffic drivers.
- Overlay personas. Call
list_personas and map each category to the
personas that shop it most (category_affinity). Note where a high-margin
category depends on a price-sensitive persona (fragile) vs a low-sensitivity
persona (defensible).
- Overlay competition. Use
search_competitor_promotions to see which of
our strong categories competitors are actively attacking.
- Classify. Bucket each category as: Defend (high margin, under attack),
Grow (margin headroom, low competitive pressure), Traffic (low margin,
high volume, footfall driver) or Fix (low margin, low volume).
Output format
Return a category-level table: category, weekly volume, weekly margin €,
avg margin %, dominant persona, competitive pressure (low/med/high), and
classification. Follow with 3–5 prioritised recommendations, each tied to the
evidence (which tool/number drove it).
Guardrails
- Always quantify claims with the figures returned by the tools — no
unsupported assertions.
- Distinguish contribution (absolute € margin) from efficiency (margin %):
a low-% category can still be the biggest contributor.
