Would you rather watch a video about how to use the Compare Tool? Check out our Compare Tool video tutorial.

For many Crossbeam users, the Compare tool is the most valuable and fun page in the platform. In order to use this feature, you must have already built populations and added at least one parter.

You can access the Compare tool by clicking the Compare link in the menu at the top of any page. 

The purpose of the tool is to analyze the overlap between your populations and the populations of one or more partners. You can see any overlap you'd like by following a few simple steps.

Running A Comparison

1. Select which of your populations to include in the comparison

The leftmost dropdown list will give you a list of all available populations to compare. The icons to the left of the population name indicates whether the population is made up of people or companies. 

In the case above, we've chosen to include our Active Clients population.

2. Select a partner to include in the comparison

From the second dropdown menu, you'll be able to choose if you'd like to compare your data against all of your partners (the top option) or the data of a specific partner. For our purposes, we'll choose our partner Vance Refrigeration.

3. Select which of your partner's populations to include in the comparison

The rightmost dropdown menu now is now populated with a list of all of Vance Refrigeration's populations. Select which populations you'd like to include in the comparison.

4. Add any additional partners and populations you'd like to compare

If you want to include more partners in the comparison, simply press the black "+" button on to the right of your selections. This will add another row in which you can add another partner and their populations to the comparison. Repeat this as many times as you would like, and simply press the red "-" button for any partners you wish to remove.


5. Add filters to reduce the scope of the results

This optional step allows you to reduce the results that will appear in your result set. You can read about how to use this feature here: Compare Tool Advanced Filtering.

6. Press Compare and view the results

Once you press the red "Compare" button, you'll be presented with the results of the comparison. These results are presented in two sections, Top Overlaps and Overlap Activity.

Exploring the Results

The results of a comparison are broken out into two sections, Top Overlaps and Overlap Activity.

Top Overlaps

Note: If you use filters on your data, the Top Overlaps chart will not appear.

In the Top Overlaps chart, you see a stack ranking of the largest overlaps that exist in the data you selected. The graph will show you up to 10 overlaps. For each line in the result, the name of your population appears to the left of the name of the partner and their population. The total size of the overlap is shown on the right end of the bar.

There is also a button on the top-right of the graph that allows you to toggle between a numeric (#) and percentage (%) view. In the percentage view, each number is presented as a percentage of your population's size. Note that switching to percentage view will not reorder the chart by the largest percentages.

Overlap Activity
Note: If none of the partners you selected in the comparison have shared data with you, no Overlap Activity will appear.

This next section of the results contains the actual companies and people that were found in the overlap between the populations you selected. For each row, The following results are shown:

  • Name. This is the Name of the company (or ID of the person) as it appears in your population.
  • Overlaps. This is a count of how many partner populations this record overlapped with in the comparison.
  • Matched. This is a measurement of how recently the most recent overlap occurred. By default, the results are sorted to show the most recent overlaps first.
  • Populations. This is a list of all the partner populations from the comparison that overlap with that record.

Note that you can also sort your results by the other columns, such as Name and Overlaps. Simply click on the header to choose which column to sort by, and click again to toggle between ascending and descending sorts. 

To view more details on any record in the result, including any data that was shared by your partners, simply click on the name of that record to be taken to its record detail page. 

You can browse through multiple pages of results using the page numbers and arrow buttons that appear at the top and bottom of this result set. You can export the Overlap Activity results of any comparison by clicking the Export button. More on exports here

 

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