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Tabulation case study

Weighting a national banking customer tracker

Rim weighting on age, gender, region and income, so every wave of a 2,500-respondent banking tracker matches national targets.

Research and Metric1 min read

The challenge

A bank's monthly tracker showed shifts between waves that came from sample mix rather than real change in customer views. The team needed every wave weighted to the same national targets.

Our approach

We designed a weighting scheme with the client and applied it to every wave with documented checks.

  • Agreed national targets for age, gender, region and income
  • Applied rim weighting with capped weight factors
  • Reported weighting efficiency for every wave
  • Documented the method for the client's records

The results

  • Every wave weighted to the same national targets
  • Weight factors kept within agreed limits
  • Wave-on-wave changes the client can trust

Illustrative scenario based on typical engagements. Client details are anonymised.

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