Create a what-if scenario

A what-if analysis scenario is a simulated situation that you use for experiment. In a what-if scenario, you can see what would happen if you invest a defined budget and resources on different portfolios of contents. This section describes how to create a what-if scenario for a portfolio.

Create a what-if scenario

This section describes how to create a what-if scenario for a portfolio.

To create a what-if scenario for a portfolio:


  1. From the ValueEdge platform menu, select Portfolio & Strategy > Portfolio Management.

    Tip: The Hamburger menu is located at the top left of the screen.

  2. In the upper-right corner, click What-if Analysis.
  3. In the What-if Analysis page, click Add.
  4. In the Add Scenario window, complete the following fields:

    Field Details
    Name Provide a unique name for the scenario.
    Scenario Create for

    From the drop-down list, select the target portfolio for which you want to do what-if analysis.

  5. Click Done.

    What-if Analysis fetches data from the portfolio and synchronizes it with the corresponding scenario. Whenever the portfolio is updated, the data is automatically synced to the scenario.

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Select scenario time range

When you create a new scenario, it reflects the data and projections for the current year. You can select a different time range for the scenario.

To select the time range for scenario simulation:

  1. Open the scenario details page.
  2. At the top right of the page, locate the time range button.

  3. Click the time range button, and select a start period and end period for the scenario.

    The scenario details page is automatically updated to display the data and projections for the selected time period.

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Switch scenario layout templates

You can use various layout templates for a scenario to perform what-if analysis from different perspectives.

To use a different layout template for scenario:

  1. Open the scenario details page. In the top-right corner of the page, you can find the layout template currently used by the scenario.

  2. Click the down arrow and select a different layout template.

    The templates available for selection meet the following requirements:

    • The templates are published.
    • The templates can be used for the portfolio type of the current portfolio.

    The changes made to a what-if scenario are retained when switching to another layout template.

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Next steps: