The Portfolio Map: Families, Countries, Filing Dates & Status
This lesson is part of the course
In this lesson
You turn the case list of a fictional sensor maker into a portfolio map: fees per family for the cases that are still alive, the average fee per active case, how many old cases sit before the high-fee cut-off and the oldest active filing.
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Lessons in this course
- The Portfolio Map: Families, Countries, Filing Dates & Status Locked
- Fee Schedules: Renewal Fees that Rise with Age & Trademark Terms Locked
- Due-Date Calendars: Anniversaries, Grace Periods & Surcharges Locked
- Currency & Service Fees: Official Fees Abroad, Exchange Rates & Agent Charges Locked
- Five-Year Forecast: Fees per Family per Year & the Growing Cost Curve Locked
- Keep or Drop: Value Scores, Cost per Score Point & a Decision Rule Locked
- Savings from Pruning: Dropping Countries & Families, Before and After Locked
- Capstone: Cost per Product, Budget vs Actual & a Chart Locked