Explore New Depths of Data Customization

The features described here are new or updated as of this post’s publish date. Look for more recent Product Feature Update articles.

Any time our users think they understand how powerful udu Source is, they find that there is more iceberg beneath the water. We are constantly striving to anticipate our users’ needs and provide more functionality below the surface. With this current software release our customers in Private Equity, M&A, PortCos, business development, and more, can go deeper into their deal sourcing search results by using Custom columns.

Custom columns

Custom columns are just the latest ways to glean and refine your search results when looking for targets. They are designed to provide you with the flexibility to tailor your data view according to your specific analysis needs. It enhances your capability to sort, annotate, and analyze your results with greater precision.

Target phrases found

Automatically detect whether any of your target phrases have been discovered within the dataset.

For example, if you set up target phrases for “endodontic” and “dentures”, your Target phrases found column will show “TRUE” if udu found at least one of the target phrases somewhere on the company’s website. This functionality simplifies the process of identifying specific words or phrases, making it easier to highlight relevant results based on your specific criteria.

Target phrases list

Create a column that compiles a comma-separated list of all target phrases identified within the dataset. If you have specified target phrases such as “endodontic” and “dentures” and the dataset mentions both, this column will display “endodontic, dentures”. This feature provides a straightforward way to visualize which of the predetermined phrases have been found, enhancing your ability to quickly assess the relevance of your results.

Estimated revenue

In this example, the user has insight that a typical dentist’s office generates $1,000,000 in revenue per dentist. They can set the multiplier to 1,000,000 and apply it to the relevant employee count column, such as the “Dentist (DDS, DMD)” counter available in the Customize table tool.

Estimate an organization’s revenue by applying a customizable “employee multiplier” to a selected employee count metric. This method allows for flexibility in revenue estimation, as users can choose from various employee count sources, including specific professional counts, LinkedIn, Apollo, or an average employee count derived from multiple data points. By leveraging this tool, you can tailor revenue estimations to align with industry-specific knowledge or internal benchmarks.

**udu Source** then displays the calculated revenue which can be further sorted or filtered.

Average employee count

This Custom column type consolidates employee count data from various sources to provide an average figure. By aggregating this information, you receive a comprehensive overview of an organization’s size, based on available data. As we expand our sources, the accuracy and breadth of the average employee count will continue to improve, offering even more reliable insights into the workforce size of companies within your dataset.

Reference values

Duplicate any existing column in your dataset under a new column header name, facilitating data organization and compatibility with external systems. This approach ensures you can easily adapt your dataset to fit various data management and integration needs, like your CRM, without altering the underlying data.

For example, if a user needs to meet specific CRM requirements that necessitate the presence of both “company_name” and “business_name” columns, they can rename an existing “Name” column to “company_name”. Subsequently, they can create a new column titled “business_name”, which will mirror the data from the “company_name” column.

Static values

Add any number of new columns to your dataset, each capable of holding a fixed value across all rows. For example, you might create a column named “company_xyz_project_identifier” and assign a static value, such as “abc123”, to uniformly apply this identifier across your dataset. This feature is ideal for incorporating consistent reference points, identifiers, or categorizations into your analysis.

Target domains list

Generate a column displaying a comma-separated list of specific domains identified in your results. This provides a clear and efficient way to understand which domains, pertinent to your search criteria, are found within your results.

For instance, in the context of a healthcare-related search, you might want to identify which patient portals are utilized by various entities. To do this you could use the Target domains tool to identify domains of interest like My Health Record (myhealthrecord.com), Epic’s MyChart (mychart.org), and Athena Health (athenahealth.com). Your custom column would list the target domains present on a result company’s website.

**udu Source** then displays which domains were or weren’t found on a result company’s web site

A deep dive into udu Source may be just what your Private Equity, PortCo, M&A or other business development efforts need. Let us show you just how powerful udu Source is.

Existing udu Source customers can find more details about these features by consulting the Help documentation from their dashboard.

Explore New Depths of Data Customization