Identify Portfolio Patternsidentify_portfolio_patterns
Analyze what drives high or low performance across the event portfolio. Splits events into quartiles by the target metric, compares tier/format/budget/capacity dimensions, and identifies statistically significant differences. Uses associative language (correlation, not causation).
Answer
When to use Identify Portfolio Patterns
Use to explore recurring portfolio correlations without claiming causation.
Governed tool contract
- Job
- Justify spend · Choose a better mix
- Output type
- Associative
- Write contract
- Read-only; no approval or commit action
- Governance
- Policy-backed (Attribution, Capacity) with confidence and provenance
- Scope
- Chapter Isolated
- Role
- Member
Inputs
| Name | Type | Required | Accepted values / notes |
|---|---|---|---|
metric | String | Yes | roi · yield · cost_efficiency · pipeline |
period | String | No | Q1 · Q2 · Q3 · Q4 · year |
year | Number | No | Catalog-defined value |
minEvents | Number | No | Catalog-defined value |
verbosity | String | No | summary · standard · detailed |
Question patterns
“What patterns distinguish high performers?”
“What correlates with strong yield?”
Do not
Do not treat scenario, planned, committed, and actual values as interchangeable or bypass governed provenance.
Related references
Glossary terms
- portfolio pattern
- correlation
Related capabilities
- Identify Anomalies
identify_anomalies - Analyze Portfolio Yield
analyze_portfolio_yield
Machine references
Compare this human reference with the generated public catalog and the live, authenticated capability contract.