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Discover characteristics of your clients and qualified prospects

Better understand the organizations that matter to you the most and find ones that share similar qualities

In this help article...

Your existing clients and qualified prospects share characteristics that make them the right fit for your company's business. To grow your qualified prospect pipeline and ultimately increase your bottom line, it's crucial that you identify and understand these shared characteristics. Cause IQ's powerful tools help you do just that. Our customers use the:

  • Analyze tool to view summary stats and identify sector-wide trends for the organizations that matter to them most;
  • Table tool to look at raw financial values, year-over-year growth rates, and multiple percent metrics; and
  • Key performance indicators on an organization's profile to quickly see the values of the quantitative fields most relevant to them.

Cause IQ customers use the analyze tool to discover sector-wide trends for their clients and for organizations meeting their target criteria. You can add most quantitative and qualitative fields to the analyze tool, so you can view means, medians, and percentiles for quantitative fields and most common values for qualitative fields.

Many customers create lists of their clients and qualified prospects (either from scratch or from an uploaded CSV) and access the analyze tool to gain additional insights into their target market. Once you create a list of organizations, you can access the list's profile by clicking "Lists" on the left of your Dashboard. Once you find the name of the list that contains the organizations you want to get summary stats for, click "Open in search interface" and Cause IQ opens the search interface with the list as the only filter. To access the analyze tool, click the "Analyze" tab.

To select the fields you want to analyze, click "Change fields" on the right of the screen and find the fields by keywords" or all subcategories. Cause IQ summarizes the quantitative information (e.g., Accounting fees) in a bar 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 qualitative information (e.g., Tax preparer firm) is summarized in a list. The list shows you the top 10 results with respect to the selected field, and you can view all the results by selecting "View all values".

Here's an overview video of how to analyze a list of organizations:

In addition to analyzing organizations in a list, Cause IQ customers segment organizations meeting specific search criteria and access the analyze tool to better understand the market trends of the organizations. After adding appropriate fields to the analyze tool, many customers download the market reports for additional analysis. You can download any report you build in the analyze tool by clicking "Download report". This is especially helpful if you want to compare the same summary stats for different searches, such as market sizing for different metro areas.

Here's a look at where you can download the analysis report:

Download market analysis reports

View raw financial values, year-over-year growth rates, and percentages in a tabular format

You can use Cause IQ's table tool to quickly view relevant financial fields for specific organizations in peer lists or organizations meeting your target search criteria. Cause IQ customers add relevant financial fields with multiple metrics to help them learn more about their existing clients and target market prospects. With the table tool, you have the option to view financial fields by multiple metrics. Including:

  • Value
  • One-year growth rate
  • Percent of revenues, expenses, or assets (as appropriate)

You can add all financial fields, and their corresponding metrics, as columns in the table tool. To do so, click "Change columns" on the right of the screen and find the fields by keywords or all the field subcategories. You can sort the organizations by column header. Simply click on the column that you want to sort the organizations by, and Cause IQ adjusts the table accordingly. Here's a look at the table tool with multiple financial metrics and where you choose to select the information you want to add as columns:

View financial fields with multiple metrics in a tabular format

Quickly view the most important quantitative fields for an organization

Cause IQ customers use the Quick fields and  Key performance indicators (KPIs) on organization profile pages to bring the quantitative information that's most relevant to them front and center. You can add all available quantitative fields to the Quick fields and KPI sections on an organization's profile. To choose the details you want to bring upfront on organization profiles, click "Settings" at the top-right of the profile page and select the appropriate fields. Once you choose the Quick fields and KPIs on one organization's profile, they become the default for all profiles you visit. This way, you can quickly view the quantitative fields that are most important to you for all pertinent organizations.

Here's a look at where you access your Quick fields on an organization's profile:

Customize your Quick fields to quickly see the fields you care about

Here's a look at where you access the KPIs on an organization's profile page:

Customize your KPIs to quickly see financials that you care about