The Capterra Shortlist Methodology

Published on 11/03/2022 by Capterra

Current Methodology: February 2022 – Present

The Basics

The Capterra Shortlist methodology scores vendors on two dimensions: User Ratings and Popularity.

  1. The Ratings component is plotted on the X-axis and considers the overall user ratings of products based on reviews written in the last 24 months. Users rate products on a scale of 1 star (lowest) to 5 stars (highest).
  2. The Popularity component is plotted on the Y-axis and considers average monthly search volume for a standardised set of keywords for each product, as derived by a proprietary search methodology, as well as the position of the vendor’s domain on the search engine results page (SERP) for each keyword. This local traffic data is a measure of user interest and relevance used as a proxy for popularity. 

Each score (Ratings and Popularity) is weighted and scaled to a value between 1-50. 

Data sources include approved user reviews, public data sources and data from technology vendors. Please refer to the Capterra Community Guidelines for more information.

Our Capterra Shortlist reports represent a snapshot in time, using data from a defined timeframe. Capterra Shortlist reports should therefore be used along with the detailed and current information available on each product’s profile page for the most up-to-date view of the data.

Inclusion Criteria

To be eligible for inclusion in a category, products must meet the following criteria:

  • Product has at least 20 unique product reviews published on Capterra within 24 months of the start of the research process for a given report. Two years of reviews provides a sample that we have determined is large enough and recent enough to be valuable to buyers. The criteria is also set low enough to ensure emerging vendors can be represented.
  • Product shows evidence of offering required functionality as demonstrated by publicly-available sources, such as the vendor’s website.
  • Product must be available, used and reviewed in the local software market
  • Product must be available in the local language
  • Product is relevant to software buyers across industries or sectors—in other words, no “niche” solutions that cater exclusively to one specific type of user, as determined by our analysis of user reviews and/or market research.
  • Product achieves a minimum normalized overall user-review rating, after application of the Capterra Shortlist method for normalizing and weighting review recency (see description under “Scoring” section).
  • Product achieves a minimum popularity score.

 

Scoring

To arrive at a final Rating score per product:

  • Scores are calculated for the Ratings dimension based on overall average user ratings.
  • Average product ratings are normalised for recency and volume of reviews.
  • Scores for each dimension are scaled to a maximum of 50.

Products are represented, included, and/or scored solely based on user ratings and popularity data and independent of any relationship that Capterra has with vendors.

Information for Vendors About The Capterra Shortlist

External Usage Guidelines

Except in digital media with character limitations, the following disclaimer MUST appear with any/all Capterra Shortlist reference(s) and graphic use:

The Capterra Shortlist report constitutes the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Capterra or its affiliates.

Escalation Guidelines

We take the integrity of our research seriously. If you have questions or concerns about The Capterra Shortlist content, the methodology, or other issues, you may contact the Capterra Shortlist team at [email protected] Please provide as much detail as you can, so we can understand the issues, review your concerns and take appropriate action.

This article may refer to products, programs or services that are not available in your country, or that may be restricted under the laws or regulations of your country. We suggest that you consult the software provider directly for information regarding product availability and compliance with local laws.

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