Learn from a Peer Savings Rate Analysis (1)

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Screen Title: 

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ILFPSAV-01

Learn from a Peer Savings Rate Analysis

4374


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Access this screen by selecting Tool #436: Learn-From-Peer Share Rate Analysis.

Dashboard Tips – Questions to Ask When Comparing a Dashboard with Another Dashboard or Report

This comparison allows you to compare your savings products rates with multiple credit unions. The Dashboard allows you to compare rates according the type of savings product (savings, checking, escrow or IRA savings). You can also select two comparison credit unions to view all rates across all terms side-by-side with your own. The power of this new tool is obvious – now you can see how your rates compare with others – of a specific asset or member size – or across the board. View detailed side-by-side comparison, or even the configuration of another credit union.

 

Instructions for Selection for Detail Screen

 

Click on the header of each column (such as Credit Union, Assets, or # of Products) to sort by that column. Use the scroll bar to the right to scroll down the listing.

Select the Filters and Length of Term

Use the “Mark CU’s within xx percent of my Membership/Asset Range” to identify credit unions meeting these criteria. These credit unions will have a blue asterisk next to their names in the listing below. Use Show Marked (F9) to show only these credit unions in the listing below.  (Membership size is determined by the number of records in the MASTER file.)

You can also use the filters at the top of the screen to adjust the certificate types/credit unions included in the listing below. Click the Go! button to refresh the listing below.

Instructions for Selection for Detail Screen

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#ILFPSAV-01.htm