Virtual DBS VProfile Penetration Analysis Company XYZ Nationwide B2B Profile Waterfall Report GeoFootprint Business Universe Count: 20,965,579 Total Client Count: Deliverable Addresses: 251,652 251,556 Unique Client Records: 139,426 Unique Appended Count: 79,046 Unique Match Rate: Records Used In Profile: 57% 73,065 Matching to Firmagraphics: A waterfall report in this context is a summary of what occurs with customer records as they go through the enhancement process (match and append firmagraphics from our multi-source data files). Only matched records can be included in the profiling. For this project, we loaded all customer records and succeeded in matching-and-appending demographics to a statistically significant amount of records, producing strong statistical reliability within the profile. Sample Comparison: The defined universe is based on a nationwide universe dynamically created from your customer base. This universe is based on statistically significant SIC4 Codes. Interpreting the Report: In the following charts Green Bars are a Go and indicate significant over-penetration of customers (index values >115). Yellow bars are Cautionary as they represent slight over-penetration (index values 85-115) yet may be very important predictors when they are combined with other firmagraphics. Red bars are a Stop (index values <85) as they represent areas of under-penetration within the market and do not discriminate customer characteristics from a Consumer Universe. vProfiler version 1.5.4 Heat Map Report Distribution: This map depicts the geographical representation of your customers based on their geo-footprint provided in the processed file. Region East North Central: IL, IN, OH, MI, & WI East South Central: AL, KY, MS, & TN Middle Atlantic: NJ, NY, & PA Mountain: AZ, CO, ID, MT, NV, NM, UT, & WY New England: CT, ME, MA, NH, RI, & VT Pacific: AK, CA, HI, OR, & WA South Atlantic: DE, FL, GA, MD, NC, SC, VA, DC, & WV West North Central: IA, KS, MN, MO, NE, ND, & SD West South Central: AR, LA, OK, & TX County SIC Division Annual Sales Employee Ranges Business Type Location Type Years In Business Chain, Franchise, SOHO Minority, Women, or Government Owned BizVectors 2-Digit SIC Code Top 12 Rank SIC Code SIC Description Percent Universe Percent Index 1 82 Educational Services 56.17% 1.28% 4,388 2 83 Social Services 18.71% 1.92% 976 3 86 Membership Organizations 8.52% 3.55% 240 4 73 Miscellaneous Business Services 3.77% 25.51% 15 5 80 Health Services 1.47% 4.34% 34 6 87 Engineering, Management Services 1.05% 5.32% 20 7 79 Amusement Recreation Services 0.96% 1.70% 57 8 65 Real Estate 0.81% 4.28% 19 9 56 Apparel Accessories Stores 0.76% 0.97% 78 10 17 Special Trade Contractors 0.72% 6.42% 11 11 59 Miscellaneous Retail Stores 0.63% 4.05% 16 12 89 Miscellaneous Services 0.43% 2.07% 21 4-Digit SIC Code Top 12 Rank SIC Code 1 8211 2 SIC Description Percent Universe Percent Index Elementary and Secondary Schools 52.18% 0.69% 7,612 8351 Child Day Care Services 16.34% 0.87% 1,887 3 8661 Religious Organizations 5.24% 1.86% 282 4 7389 Business Services, NEC 3.33% 21.94% 15 5 8641 Civic and Social Associations 2.59% 0.88% 295 6 8322 Individual and Family Services 1.73% 0.75% 232 7 8299 Schools and Educational Services 1.50% 0.32% 471 8 8231 Libraries 1.34% 0.09% 1,466 9 8221 Colleges and Universities 0.76% 0.11% 691 10 5699 Miscellaneous Apparel and Accessories 0.44% 0.25% 173 11 8999 Services, NEC 0.43% 2.07% 21 12 8699 Membership Organizations, NEC 0.41% 0.53% 76 8-Digit SIC Code Top 12 Rank SIC Code 1 8211-0300 2 SIC Description Percent Universe Percent Index Public Elementary and Secondary Schools 24.23% 0.21% 11,501 8351-0000 Child Day Care Services 11.61% 0.74% 1,565 3 8211-0000 Elementary and Secondary Schools 8.33% 0.14% 5,946 4 8211-0303 Public Elementary School 7.43% 0.04% 20,474 5 7389-0000 Business Services, NEC 2.92% 19.84% 15 6 8211-0302 Public Combined Elementary and Secondary School 2.63% 0.03% 9,115 7 8351-9905 Preschool Center 2.63% 0.06% 4,223 8 8641-9904 Parent-teachers' Association 1.57% 0.02% 9,869 9 8211-0200 Private Elementary and Secondary Schools 1.51% 0.04% 4,102 10 8211-9905 School Board 1.41% 0.01% 11,203 11 8231-0000 Libraries 1.24% 0.08% 1,460 12 8661-0100 Churches, Temples, and Shrines 1.21% 0.56% 216 End: Virtual DBS Vprofile Penetration Analysis Next Steps... Example Model Predictive Drivers Predictive Drivers Sales Range City Predictive Driver Highlights: •Sales Range are most likely to be $500k to $24.99 mm (~9%) with 31% of companies having sales ranges $500k to $4.99mm SIC Division •The top cities are Grafton, Menomonee Falls, Milwaukee, New Berlin, Pewaukee, and Saint Francis accounting for ~15%. Employee Size Range •SIC Division are mostly likely to be Services (~40%), Legal Services (~18%) along with Finance Insurance, and Real Estate (~13%) •Employee Size Ranges are more likely to be 5 to 249 (~64%) along with 50% of customers having less than 50 employees SIC4Description •SIC 2 Descriptions tend to be Engineer, Management Services (~8%), Legal Services (~8 %), Wholesale Trade & Miscellaneous Business Services (~6%) along with Real Estate and Machinery Except Electrical (~5%) Years In Business 0 0.05 0.1 0.15 0.2 0.25 0.3 •Years in Business tend to be 11+ (~63%) 0.35 0.4 Example Model Performance and Validation Model Lift Performance by Demi-Deciles Model Scoring Validation Gains Table Model Gains Performance by Demi-Deciles Demi Decile 5% 10% 15% 20% 25% 30% 35% Random 1 1 1 1 1 1 1 40% 45% 50% 55% 60% 65% 70% 75% 1 1 1 1 1 1 1 1 80% 85% 90% 95% 1 1 1 1 100% 1 Validation Lift 20.00 11.83 7.33 5.74 4.74 3.94 3.22 2.80 2.44 2.17 1.96 1.78 1.63 1.52 1.41 1.32 1.25 1.18 1.11 1.05 Prospect Selection Deciles 1-4 Deciles 5-8 Deciles 9-10 Model performance indicates that deciles 1-4 have the greatest lift. Detection of seeds suggests that mailing to ~ 20% of the top scoring records would yield a probability of capturing ~ 90% of customers. Example Final Model Validation Probability Tier Score Example Final Model Validation Distribution 90.0% 80.0% 70.0% Top Decile 1 captures 75% with seeds. 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% 1 2 3 4 5 6 Customers Probability Tier 1 (Best) 2 3 4 5 6 7 8 9 10 (Worst) Total 7 8 9 Prospects Customers 247 41 27 4 1 1 1 2 0 Customer Percentage 76.2% 12.7% 8.3% 1.2% 0.3% 0.3% 0.3% 0.6% 0.0% Prospects 4,680 4,426 5,471 4,697 5,131 5,727 4,899 1,652 8,093 Prospect Percentage 9.4% 8.9% 10.9% 9.4% 10.3% 11.5% 9.8% 3.3% 16.2% Index 814 143 76 13 3 3 3 19 0 0 0.0% 100.0% 5,224 50,000 10.4% 100.0% 0 324 10 Example Full Universe Validation Probability Tier Score Example Full Universe Validation Score 90.0% 80.0% 70.0% Top Decile 1 captures 75% with seeds. 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% 1 2 3 4 5 Customers Probability Tier 1 (Best) 2 3 4 5 6 7 8 9 10 (Worst) Total 6 7 8 Prospects Customers 247 41 27 4 1 1 1 2 0 Customer Percentage 76.2% 12.7% 8.3% 1.2% 0.3% 0.3% 0.3% 0.6% 0.0% Prospects 31,965 30,549 37,625 31,988 34,466 38,971 32,636 11,371 54,504 Prospect Percentage 9.4% 9.0% 11.1% 9.4% 10.2% 11.5% 9.6% 3.4% 16.1% Index 809 141 75 13 3 3 3 18 0 0 324 0.0% 100.0% 35,325 339,400 10.4% 100.0% 0 9 10 Example Virtual DBS Prospect Sample Data: Top 10% (Probability Tier 1) Company City State Region SIC Division SIC4Description Peters & Associates Sc Brookfield WI East North Central Services Accounting, Auditing, and Bookkeeping Wenco Of West Bend Inc West Bend WI East North Central Manufacturing Special Dies, Tools, Jigs, and Fixtures Maelstrom Tech Solutions LLC Brookfield WI East North Central Services Business Services, NEC University Accounting Services LLC New Berlin WI East North Central Services Accounting, Auditing, and Bookkeeping Gendlin Liverman & Rymer Inc Milwaukee WI East North Central Services Legal Services Sales Range $1,000,000 to $4,999,999 $500,000 to $999,999 $500,000 to $999,999 $5,000,000 to $9,999,999 $1,000,000 to $4,999,999 Employee Size Range Years In Business 10 to 19 11-15 years 5 to 9 41-50 years 5 to 9 6-10 years 50 to 99 6-10 years 20 to 49 21-30 years Example Virtual DBS Prospect Sample Data: Middle 10% (Probability Tier 5) Employee Size Range Years In Business Company City State Region SIC Division SIC4Description Sales Range Dental Office Chicago IL East North Central Services Offices and Clinics of Dentists Under $500,000 10 to 19 6-10 years Sperry Hill Capital Group LLC Williams Bay WI East North Central Services Business Services, NEC Under $500,000 1 to 4 3-5 years White River Art Wautoma WI East North Central Services, NEC Under $500,000 1 to 4 21-30 years Quarry Park Apts Madison WI East North Central Apartment Building Operators Under $500,000 1 to 4 2 years Signature Real Estate Madison WI East North Central Services Finance, Insurance, and Real Estate Finance, Insurance, and Real Estate Real Estate Agents and Managers Under $500,000 1 to 4 16-20 years Example Virtual DBS Prospect Sample Data: Bottom 10% (Probability Tier 10) Employee Size Range Years In Business Company City State Region SIC Division SIC4Description Sales Range A Plus Cleaning Chicago IL East North Central Services Repair Services, NEC Under $500,000 1 to 4 3-5 years Grocke Culinary Services LLC Twin Lakes WI East North Central Retail Trade Eating Places Under $500,000 1 to 4 3-5 years J Schmidt Inc Waterford WI East North Central Non classified Establishments Non classifiable Establishments Under $500,000 1 to 4 3-5 years Ryan S Bannerman Wisconsin Rapids WI East North Central Non classified Establishments Non classifiable Establishments Under $500,000 1 to 4 3-5 years Douglas Brueggen Ripon WI East North Central Non classified Establishments Non classifiable Establishments Under $500,000 1 to 4 3-5 years End: Example B2B Propensity Scoring Model Results XYZ Company – Legal, Accounting & Real-Estate Clients Next Steps: Score Universe of Prospects Select Top Scoring Records Develop Campaign Strategies Track and Evaluate