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Cause IQ has the tools and features you need to quickly gain insights on market trends and compare your clients to a group of relevant organizations. This information helps Cause IQ customers provide clients services by updating clients on key changes in the market and answering client questions on how their financials compare to their peers. Cause IQ customers use:

• The benchmark tool to compare a client's quantitative details or compensation information to up to 500 organizations at once;
• The multi-year export feature to download quantitative information from the past five years for organizations in bulk;
• The analyze tool to view summary trends on thousands of organizations at once; and
• An organization's PDF one-pager and detailed Excel report to download information on a specific organization to share with their clients.

Cause IQ's benchmark tool allows you to generate custom reports that compare a client's quantitative details or executive compensation figures to up to 500 organizations at once. Cause IQ customers use these reports to discover insights on how their clients match up against relevant organizations and to help answer their clients' questions on changes and trends in the market. Here are the general steps:

Here's a look at a Cause IQ's "Organization details" benchmark report and where you download the report to Excel:

Here's a look at Cause IQ's "Compensation of key personnel" benchmark report and where you download the report to Excel:

Cause IQ's multi-year export feature allows customers to download quantitative data for organizations from the past five years in bulk. Cause IQ customers use these reports to view how specific data points have changed over the years for relevant organizations. These reports give you the insights you need to inform your clients on industry trends and answer their questions on how their financial information compares to a segment or list of organizations.

Here's an overview video that walks you through the multi-year export process:

Cause IQ's analyze tool automatically summarizes quantitative and qualitative information for relevant organizations at once. Cause IQ customers use the tool to view means, medians, and percentiles for quantitative fields and the most common values for qualitative fields for thousands of organizations. Many Cause IQ customers view these summary stats and use the insights they gain to update their clients on market trends. With the anaylze tool you can:

• See summary stats for organizations meeting specific search criteria
• See summary stats for organizations you've added to a peer list (manually or with the CSV upload tool)
• View means, medians, percentiles and most common values for most fields in Cause IQ
• Download any analysis report you build to Excel to share your findings with clients.

Here's a look at a Cause IQ analysis report and where you select to download the report to Excel:

Cause IQ summarizes the quantitative fields in a bar graph and provides the mean, median, sum total, and breaks down where the organizations fall by percentiles. The qualitative information is summarized in a list. Cause IQ displays the top ten values, and you can select "Show... values" to view all options.

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

Cause IQ summarizes the organizations included in your analysis report and breaks down where the organizations fall with respect to the selected fields accordingly.

Cause IQ has two individual organization reports that customers generate to share with their clients. You can download an organization's PDF one-pager and their detailed Excel report directly from their profile page. To do so, click the "Download" button on the top-right of an organization's profile, and click "One-pager (PDF)" or "Detailed Excel report)" as appropriate. Cause IQ customers download these reports before clients meetings so they can share insights with their clients on how they compare to relevant organizations.

Cause IQ's PDF one-pager reports summarize high-level information on an organization (e.g., revenue sources, characteristics, and key performance indicators). The detailed Excel reports package all information that appears on an organization's profile into one file. The file contains the following worksheets:

• Overview: Description, location, categories, key performance indicators
• Program areas: What the organization is self-reporting as the most important areas of its mission
• Funding: Grants we've identified an organization receiving, including the grantmaker, the amount, what the grant was for, and fiscal year
• Grantmaking: Grants we've identified an organization making, including the grant recipients, the amount, what the grant was for, and fiscal year
• Financials: Line-item financials from Form 990, including information for the past five years (if available)
• Personnel: Key staff and board members, including phone numbers, email addresses, and compensation information (if available)
• Schedule J: Executive compensation information for certain officers, directors, key employees, and highest compensated employees (if available)
• Vendors: Service providers we've identified working with the organization, including the name of the vendor, amount paid to the vendor (when available), and service provided
• Related entities: Related tax-exempt organizations, private companies, transactions with them, and disregarded entities (if available)

Here's a look at where you download an organization's PDF one-pager and detailed Excel report: