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:

  • Match Statistics
  • Dashboards
  • Giving vs. Capacity




Match Statistics

The Match Statistics Report, which serves as an interactive summary of your file, is the first thing you will see when viewing Analyze results.



These charts don’t just allow you to visualize the number of donors you have rated at specific levels, they also give you the ability to then drill down and see exactly who those individuals are! For example, if your chart shows that your file contains 500 profiles with a P2G 1 (meaning they look statistically likely to give a major gift), all you have to do is click on the number and it will identify those individuals.


As a result, Match Statistics provides both an overall indicator of your results while also immediately focusing your attention on your most promising prospects.



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 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.




Giving vs. Capacity

If you provided your giving history for the list you are analyzing, then you can use the “Giving vs. Capacity” tab to quickly narrow in on underperforming donors and surface opportunities. This is a much more expansive version of the "Giving vs Capacity" subsection of Match Statistics. It contains a series of additional, clickable charts that blend several WE ratings and scores with your giving data so that you can get even more granular. 


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 it will provide 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!