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BCG Growth-Share Matrix

Audience: CEO, Strategy Manager, Product Manager
Page Type: How-To Guide
Duration: 30-45 minutes

What This Module Does​

BCG in COS is an analysis workspace where you create:

  • A BCG analysis per planning period and org unit
  • BCG entries grouped by quadrant
  • The KPIs the analysis uses (from the KPI register, with weights)

It is not a separate portfolio system. You manually enter the strategic records you want to track.

Entry Model (Actual)​

Each BCG entry uses this structure:

  • Category: STAR, CASH_COW, QUESTION_MARK, DOG
  • Summary: required short statement
  • Detail: optional explanation
  • Market Growth Rate: optional numeric value
  • Relative Market Share: optional numeric value
  • Product: optional product link (productId)

Step-by-Step​

Step 1: Create BCG Analysis​

  1. Go to Situation Analysis → Analysis Tools → BCG Matrix
  2. Click Start Analysis
  3. Fill:
    • Name
    • Planning period (from global cycle filter)
    • Org unit
    • Description (optional)
  4. Create

Step 2: Add BCG Entries​

  1. Open the analysis detail page
  2. Select a quadrant (STAR, CASH_COW, QUESTION_MARK, DOG)
  3. Add record:
    • Summary (required)
    • Detail (optional)
    • Market Growth Rate / Relative Market Share (optional)
    • Product link (optional)
  4. Save

Step 3: Add KPIs​

KPIs are not copied into the BCG analysis; the analysis uses KPIs from the KPI register. In the KPIs section of the detail page, Add KPI offers 4 tabs:

  1. From library (new KPI): creates a new KPI from a library item and adds it (with the duplicate warning).
  2. From KPI register: adds an existing KPI from your scope.
  3. From another report: picks from another report's KPIs (e.g. Status Report); the same KPI is added and measurements are shared.
  4. From previous cycle: adds the KPIs of the same unit's BCG analysis in a previous closed cycle, with their weights.

Use Weights to set each KPI's weight for this analysis. When the analysis's planning period is closed, the KPI list is locked. See KPI Tracking › Adding KPIs to reports.

Step 4: Track Measurements​

Measurements belong to the KPI, and every report that uses the KPI shows the same series. Enter measurements from the KPI detail (the KPI drawer of an active report or Goals & Tracking → KPI Tracking). Measurements can be entered by the KPI's responsible, the leaders of the owner unit and its parent units, and administrator roles. Edit permission on the analysis alone does not grant measurement authority.

Workflow Status​

BCG analysis lifecycle:

  • DRAFT
  • PUBLISHED
  • ARCHIVED

Notes:

  • PUBLISHED / ARCHIVED does not lock the KPI list; the KPI lock depends only on the planning period being closed.
  • Same-state publish/archive is blocked.
  • Archived analysis cannot be re-published directly.

Tips​

  • Keep entries concise; use summary for decision language, detail for evidence
  • Use optional numeric fields only when data quality is high
  • Add KPIs only when they are decision-relevant, not just available