Balancing a Corporate Portfolio Based on Analysis and Forecasting of Sales Volumes of a Non-food Company

The purpose of the work is to develop a tool for conducting portfolio analysis taking into account sales forecasting. The practical significance of this study lies in the fact that companies are offered a toolkit for regular analysis of the balance of the corporate portfolio, taking into account existing and prospective business units. The scientific novelty of the study lies in the use of a dynamic approach in analyzing the balance of the corporate portfolio of the company. The work consists of an introduction, three chapters, conclusion and list of references, includes 88 pages of text, 8 tables, 30 figures and 53 titles of primary sources. The first chapter considers the main theoretical and practical approaches to portfolio analysis, formulates the statement of the research problem, provides arguments in favor of the need to develop tools for portfolio analysis in the company and the need to consider the portfolio in dynamics. In the second chapter the structure of the information base of the research is given. Forecasting methods are justified for their application in portfolio analysis. Time series methods are applied to forecast the company's sales in 2024. In the third chapter the construction of portfolio matrices is carried out, the development of tools for portfolio analysis in the organization is carried out. The assessment of portfolio balance is carried out, recommendations on portfolio balancing are formed, and the necessity of portfolio analysis is substantiated.