Equity Quotient is a population intelligence platform that is dedicated to improving outcomes, optimizing organizational performance, and catalyzing new growth opportunities. We transform fragmented data into actionable insights to enable leaders to understand, measure, and improve economic and social outcomes across the communities they serve.
The platform brings together multiple datasets from public and private sources and applies advanced analytics to make complex information clear and decision-ready.
Here is an overview of Equity Quotient:
Product Home
The Product Home is the central entry point to the Equity Quotient platform. It displays all available applications that a user can access based on their organization and permissions. Each application supports a different analytical workflow. From the Product Home, users can browse available applications and launch into the view that best aligns with their goals.
Applications
Applications are end-to-end workflows within the platform. They allow users to explore data, generate insights, and take action through features like benchmarking and advanced analysis.
Currently, users can take advantage of Equity Quotient’s Benchmarking application.
- Benchmarking: This application enables side-by-side comparisons of up to four population segments across standardized indicators. Users can identify gaps, track differences over time, and understand relative performance using dynamic filters. The benchmarking framework is designed to highlight where specific groups over- or under-perform, supporting strategy development and resource allocation.
Application Features
Views are specific configurations or perspectives within an application. A view may include a unique layout, filtered data set, and insights grouped by one of our insight frameworks that are focused on a particular area, for example, Financial Health.
Segments: Segments are defined population groups created by attributes like generation or veteran service status. They allow users to isolate and analyze specific groups within the data. Users can customize their views by selecting up to 4 Segments to compare across insights. These segments are persistent across applications for consistent benchmarking and reporting.
Filters: Filters let users refine the data displayed in an application based on attributes such as gender, state, and race/ethnicity. Filters dynamically update the data shown in the application views in real-time. Users can apply multiple filters at once to define and analyze their focus population.
The filters are:
- Gender
- Female
- Male
- State
- Select all or any combination of the 50 States
- Race/ Ethnicity
- Asian
- Black/African American
- Hispanic
- White/Other
Insight Groups: Insight groups are themed collections of related insights, such as critical indicators, supportive indicators, and contextual indicators.
Insights: Insights are the individual metrics and indicators that reveal the financial or social health of a segment. These may include values like discretionary income, home equity, credit utilization, or retirement savings. Insights appear in charts, tables, and scorecards across the platform. Data outputs for each insight are calculated from large-scale datasets and normalized for consistent comparison.
Scoring Criteria: Scores summarize the performance of an insight for a segment as compared to the US Average (the baseline). They offer a quick-read view of whether a population is good, concerning, vulnerable, or at risk for any insight. Each score is calculated using normalized values aligned to Equity Quotient’s analytic framework. Scores appear at the insight level.
Color-coded score ranges:
- Good (1+) (Green)
- Concerning (0.85 to <1) (Yellow)
- Vulnerable (.70 to <.85) (Orange)
- At Risk (<.7) (Red)
Data Outputs: Data outputs are compact visual components that display a specific value or metric alongside a simple, intuitive visual representation. These elements are designed to surface key financial data points at a glance and often include:
- A data value, such as a dollar amount, percentage, or index score.
- An optional visual indicator (e.g., progress bar, pill badge, or color cue) that provides context like progress, quality, or range.
- A scoring indicator.
These outputs are typically aligned with descriptive labels and brief contextual explanations to help users understand the significance of each value without needing to dive into raw data.
