Member Retention/Year Opened Analysis

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Member Retention /Year Opened Analysis


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Access this screen by selecting Tool #509: Member Retention by Year Opened.

Export and Common Bonds Using Selectable Data Points

Any data point that is selectable (differentiated by a button-like highlight, also note that when hovering over a clickable data point the cursor adjusts to allow selection) will allow you to select to either Export the data to a file, or to use Common Bonds to view additional data sets.

Analytics Booth: Power Line

Use the Power Line (F23) button to launch an immediate trend line graph in Analytics Booth to help you better understand your data. Not a subscriber? Learn more in the CU*Answers Store.

Check out this video: Analytics Booth at a Glance (Board Members: More Analytics Booth Videos Below!)

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Learn about downloading data to Excel or a comma-delimited file

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

See also: Knowing Your Members CU*BASE Relationship Management Tools

How well does your credit union attract and retain members?  Is your retention rate constant over the years, or has it increased or decreased over time? 

This Membership Retention by Year Opened dashboard is a powerful tool that allows you to view the number of memberships opened in a year, and how many of those members remained at your credit union over a series of five years (or an interval you select).  The first column shows the number of accounts opened in the year, followed by the number and percentage (of the original total) that remain open the number of years later as indicated at the top of the following columns.  (If recent years are selected, there may not be corresponding data available for the "years later fields.)

Totals and Average figures at the bottom of the screen reflect totals for the years selected.  NOTE:  If the range is large enough in the "Years considered" field, all the data may not appear on the screen.  Totals are adjusted as individual years are selected for analysis.

The "Records analyzed" figure at the top of the screen indicates the number of memberships that were analyzed to give these results.   This indicates the number of records with valid open date information in the MEMBER and MSHIST files.  This screen's results are a breakdown of this data by year.

Using this Screen

Additional Video Resources

Check out these additional video resources!

Analytics Booth for Board Members: Features

Analytics Booth for Board Members: Password Reset

Analytics Booth for Board Members: First-Time Login

Analytics Booth for Board Members: Analyzing Peer Group Data

Analytics Booth for Board Members: Configuring Primary Peer Group

Analytics Booth for Board Members: Configuring Secondary Peer Group

Visit the CU*BASE video library.



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