Every client gets a priority score from the five checks below, which decides the order of the client list. Drag a handle to set each check's percentage. The five checks must add up to 100% in total.

• Sector20% of the score · Counts some

  The kind of work the client does, scored by the sector ranking below.
• Geography20% of the score · Counts some

  Whether the client is based in one of the priority towns set below.
• Size20% of the score · Counts some

  The client's income on its latest published accounts, scored by the income bands below.
• Partnership history20% of the score · Counts some

  How many public grants we can match to the client. More grants rank higher; none never counts against them.
• Previous contact20% of the score · Counts some

  How far the client got with us before: already worked with us ranks highest, a firm no ranks lowest.

Put the kinds of work the branch most wants to help at the top. Move a sector with the arrows. The row slides to its new place and flashes so you can follow it. A client with no sector recorded scores 50, in the middle.

Some charities don’t fit these six, for example places of worship, armed-forces charities, and general-purpose funds. They arrive without a sector and score 50, in the middle, rather than being guessed into the wrong place.

1. 1

   Health & Wellbeing

   Health & Social Care, Mental Health, Disability Support, Medical Research

   Scores 70 · Higher
2. 2

   Education & Youth

   Education & Training, Youth & Children, Schools & Colleges, Skills & Employment

   Scores 65 · Higher
3. 3

   Poverty & Community

   Poverty Relief, Housing & Homelessness, Community Development, Social Inclusion

   Scores 60 · Middle
4. 4

   Social Justice & Enterprise

   Social Enterprise, International Aid, Human Rights & Justice

   Scores 55 · Middle
5. 5

   Environment & Sustainability

   Environment & Conservation, Climate & Sustainability, Renewable Energy, Animal Welfare

   Scores 45 · Lower
6. 6

   Arts, Culture & Heritage

   Arts & Culture, Heritage & Museums, Sports & Recreation

   Scores 40 · Lower

The local authorities and areas the branch focuses on. The same list decides which charities are flagged as local when you import them. Select from the official register list below.

• Based in a priority areaScores 80 out of 100
• Based anywhere elseScores 30 out of 100

  A client with no location recorded scores 50, in the middle.

How the Size check scores each income band, from the client’s latest published accounts. A client with no accounts on record scores 50, in the middle. The bands themselves are fixed.

• Under £10kScores 20 out of 100
• £10k – £100kScores 45 out of 100
• £100k – £500kScores 80 out of 100
• £500k – £1mScores 85 out of 100
• £1m – £10mScores 85 out of 100
• £10m – £50mScores 75 out of 100
• £50m – £100mScores 55 out of 100
• Over £100mScores 40 out of 100

Every change is recorded in the audit log with who made it and when.