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Analyze search results

Gain market insights by automatically summarizing quantitative and qualitative trends of organizations right from the search interface

Cause IQ's "Analyze" tool automatically summarizes quantitative and qualitative trends for a segment or list of organizations. Follow these steps to choose the organizations you want to analyze, access the tool, and select the fields you want to summarize:

  • Step 1

    Choose the organizations you want to analyze

    Use Cause IQ's Search filter sidebar to narrow down on a segment of organizations that meet specific parameters, or open a list of organizations you have manually created or uploaded into Cause IQ.

  • Step 2

    Access the "Analyze" tool

    From the search interface select "Analyze" to access the "Analyze" tool.

  • Step 3

    Select the fields you want to summarize

    You can summarize most fields within Cause IQ using the "Analyze" tool. To select which fields (e.g., Total revenuesMetro area) you want to summarize click "Change fields" on the right side of the screen, and then search for the appropriate field name. You can also find the fields you want to add to your analysis by category. These sections mirror the ones in the "All" filters tab of the search filter sidebar

Here's a look at where you can access the "Analyze" tool:

Accessing the "Analyze" tool

Cause IQ's "Analyze" tool summarizes the quantitative information (e.g., Total revenues) in a histogram graph. The graph shows the average, median, sum total and breaks down where the organizations fall in respect to the quantitative field by percentile. The break down of the organizations allows you to quickly see where the majority of organizations fall with respect to the field and provides insights to help you decide if your filters need to be adjusted. The qualitative information (e.g., Metro area) is summarized in a list within Cause IQ's "Analyze" tool. The list shows you the top 10 results with respect to the selected field. To view the top 30 results within the field select "... view more." With a single click, you're able to add qualitative fields to your search query right from the "Analyze" tool. For example, if you have added the Metro area field to the "Analyze" tool and want to look at the organizations in your search that are located in the New York metro area, simply select "New York" from the list and it will be added as a new filter to your search.

Here's a look at Cause IQ's analysis reports:

Analyze search results

Downloadable market analysis reports

You can download any report you build in a search's "Analyze" tool to Excel for additional analysis. This is especially useful if you need to compare the same stats on different searches, such as market sizing for different metro areas or competitive intelligence for different vendors. After selecting the fields you want to summarize in the "Analyze" tab, just click the "Download report" button. 

Here's a look at a Cause IQ analysis report downloaded to Excel:

Excel Analyze report