Portfolio Analyzer
See how Portfolio Analyzer can work for you
Understand portfolio performance at every level
Your team gets a clear snapshot of portfolio health, with the ability to drill into market and location details.
Classify and prioritize with confidence
Combine your first party data, third party data sets, and Kalibrate analytics to assign every location a clear strategy: Invest, Improve, or Divest.
Truly understand competition
Track when competitors open, close, or remodel near your stores so you can act before it impacts performance.
Catch performance shifts early
Monitor sales, traffic, and demographic changes across your portfolio with dashboards for the market or store level.
Software that goes beyond site selection
Software that goes beyond site selection
Stay on top of your competitors moves
The Competition Overview dashboard provides a comprehensive view of competition.
- Analyze competitive intrusion and its impact on sales
- See where competitors are planning future locations using permit and development activity data
- Understand how trade area conditions have changed between site approval and store opening
- Track openings, closures, remodels, and other competitive activity across your portfolio
Ask portfolio questions with AI
Use the AI Companion to analyze your portfolio using natural language and uncover answers without building reports or searching across multiple systems.
- Which open locations experienced changes in competition over the last two years? What are the sales and comps for those locations?
- Provide the lease expiration dates for Dallas stores and estimate the sales that could be recaptured if those stores were closed.
- For pipeline locations, have any experienced changes in the competitive landscape since site approval?
Turn portfolio data into action
Classify locations, identify opportunities, and prioritize where to focus next with a clear view of portfolio performance and market opportunity.
- Assign every location a strategy: Invest, Improve, or Divest
- Track lease expirations, open dates, and key store attributes
- Monitor changes in sales, traffic, demographics, and market conditions
- View market-level strategies and store counts to prioritize growth
- Create reports and analysis to support site reviews and approval packages
Stay on top of your competitors moves
The Competition Overview dashboard provides a comprehensive view of competition.
- Analyze competitive intrusion and its impact on sales
- See where competitors are planning future locations using permit and development activity data
- Understand how trade area conditions have changed between site approval and store opening
- Track openings, closures, remodels, and other competitive activity across your portfolio
Ask portfolio questions with AI
Use the AI Companion to analyze your portfolio using natural language and uncover answers without building reports or searching across multiple systems.
- Which open locations experienced changes in competition over the last two years? What are the sales and comps for those locations?
- Provide the lease expiration dates for Dallas stores and estimate the sales that could be recaptured if those stores were closed.
- For pipeline locations, have any experienced changes in the competitive landscape since site approval?
Turn portfolio data into action
Classify locations, identify opportunities, and prioritize where to focus next with a clear view of portfolio performance and market opportunity.
- Assign every location a strategy: Invest, Improve, or Divest
- Track lease expirations, open dates, and key store attributes
- Monitor changes in sales, traffic, demographics, and market conditions
- View market-level strategies and store counts to prioritize growth
- Create reports and analysis to support site reviews and approval packages
