Your WE Analyze results, presented to you in a series of dashboards, can help you gain deep insight and learn more about a group of individuals. They can also inform strategy, decision making, event planning and other types of interaction and engagement!


This article will cover:

  • Dashboards
  • Giving vs. Capacity
  • Modeled Scores
  • Table




Dashboards

Dashboards provide charts and graphs, showing the percentage of your file that falls into each range or category for a particular rating, score or attribute. Some charts can be sorted to show you where your group most differs from the nation and what it is that makes them unique.


Summary

This dashboard is the first thing you will see when viewing Analyze results. It provides an overview of where your donors as a whole are located, demographic information including their gender and age ranges, as well as some of the most fundamental WealthEngine scores and ratings.

Wealth

This dashboard includes charts and graphs showing a breakdown by our wealth ratings and scores, including Net Worth, Investable Assets, Investor Types, Credit Card Use, etc. This enable you to get an overall sense of the wealth attributes of your group. This is in and of itself extremely valuable, but you can also use the tool in a more targeted way. For example, you might use this information to plan for an annual fund appeal (knowing that they have, for example, a high number of likely investors, they may decide to highlight their stock giving options more on their website or in appeals).

Giving

These dashboards provide an overview of your group in terms of our giving-related ratings and scores such as P2G, EGC, and EAD. These are important in knowing what is realistic in terms of campaign planning or fundraising projects (what can this group potentially yield). This summary format can be easily shared with leadership to manage expectations. Other insights found here include Private Foundation Owner, Planned Giving Indicator, and Charitable Cause percentages.

Real Estate

This dashboard has a multitude of charts that display things like Total Real Estate Value, Number of Properties, Length in Residence, Transactional Type of Home Loan, etc. They provide useful information in understanding the wealth of your group in terms of real estate, as well as a general sense of some demographics (e.g. length in residence, home type).

Demographics

This dashboard provides a more detailed breakdown of your group by things like Age, Gender, Education, Ethnicity, Number of Children, etc. All organizations can benefit from demographic data, especially in preparation for marketing efforts, mass mailings, email campaigns or event planning. That information can help inform your approach and/or appeals. For example, let’s say that you discover that you have an older population! With that knowledge, you might decide to highlight your Planned Giving options in your next annual fund appeal.

Interests

This dashboard includes charts that give an overview of Political Party affiliations and Detailed Interests of your group. Interests can inform marketing strategy, as well as event planning.

After all, if you discover that many of your donors or clients have a strong interest in wine, then you might want to plan your next event at a winery!

  • Note: “Interest” information is frequently based on marketing data, which means that they made a purchase in that category. 

Professional

Charts found in this dashboard will show you the percentage of your file by how many are business owners, executives, and board members (for-profit and nonprofit).

Vehicles

Charts here include Car Types, Car Lifestyle Indicator, Car Models/Makes, Number of Cars Owned, and other vessel ownership (boats and airplanes). These provide another way to understand the wealth and lifestyle of those in your list, and all allow you to sort by segment or nation value, so as to highlight what is truly unique about the group.

Buying

This dashboard has two charts: Buying Transaction Likelihood and Buying Purchase Affinity. This will be useful if you want to get a sense of your constituents’ general propensity to make a transaction, as well as what types of products are primarily reflected in their buying history.



Giving vs. Capacity

If you provided your giving history for the list you are analyzing, then you can use the “Giving vs. Capacity” dashboard to quickly narrow in on underperforming donors and surface opportunities. This section contains a series of clickable charts that blend several WE ratings and scores with your giving data. These charts don’t just allow you to visualize the number of donors you have rated at specific levels, it also gives you the ability to then drill down and see who exactly who those individuals are!


For example, if your chart shows 22 donors with an Estimated Gift Capacity of $100K but only two of them have given to you at that level, you probably want to identify those other 20. All you have to do is click on the chart and the it will give you that list.

  • Note: If you didn’t include your Giving History, you won’t be able to use this tool. Check out our Screening Best Practices Guide to make sure you aren’t missing out on benefits like this!



Modeled Scores

This section will remain empty unless you have both created a model and then chosen to score your list against it. You can do this from either the "Models" or "My Profiles" tabs at the top of the Platform. 


If you have taken those steps, then each individual in your list is scored on a scale of 1-100 in terms of how closely they resemble the people your model is based on. The Modeled Scores tab will then provide a visual overview of how your list compared, by breaking down the percentages of how many people fell into a certain score range (e.g. 10% scored between 70 and 79). If you score that list again using another model, it will place another chart in that dashboard as well!


In general, a score of 60 or above is considered a significant score, indicating that they look a lot like those in your model. 50-59 is still a decent score, but the further down you go, the fewer and fewer characteristics they share.


Keep in mind that every organization is different and this is all relative! For example, if you have a small development team and you’ve got 25% of your constituents rated at 80 or above, then you may not need to even look at those scored below 80. After all, you have plenty of good leads to focus on who you already know closely resemble your best people.

  • Note: To learn more about scoring against a model, check out our Guide.


 

Table

The Table section will provide a complete list of the individuals that make up your list! It will include a great deal of demographic, giving, and wealth information, as well as a person’s actual Modeled Score, if applicable.

  • Note: You can export this same information from within My Profiles as well.