Tiered Services Monthly Comparison

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ISERV1-01

Comparative Tiered Scoring Analysis

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Access this screen by selecting Tool #856: Tiered Services Monthly Comparison.

For more information, refer to the CU*BASE Tiered Services implementation guide booklet.

Click here to learn more about using this screen

Tips for CEOs

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

Interested in comparing a specific group of members to your general population according to the goals of the Tiered Services comparison?  Check out the companion "Targeted Tiered Services comparison."  Refer to the entry screen of this comparison for more details.

Introduction

This dashboard reports results based scoring from the previous month, so data will not change throughout the current month.  If you select March 2013, you will view data from end of month scoring from February 2013.

What is the penetration (participation) within your membership for all of the Tiered Services scoring opportunities?

If your credit union uses the CU*BASE Tiered Services program, these screens provide a graphical view of the monthly scoring reports (PTSERV-1, PTSERV-2 and LTSSM). Scores from multiple months can be compared side by side, giving you an excellent way to track the progress of your Tiered Services program and how it is motivating members toward more participation.

The average products per member and average services per member figures) are configured on the Calculating Products and Service screen in Tiered Services.

You can even “drill down” to see more about the members in each group, and you can even export the account numbers directly to a file and communicate with those members on the spot through Member Connect!

Using this Screen

The top of this screen lists the range of months for which data is available (History available from). 

Select from the two sections at the top of the screen

Below this area, you can select to show the months in ascending or descending order.  This is how the months will appear on the following screens.  Select "Descending" to have the most recent month last.  

Additionally, you advance to the specific goal you want to review by using the “Start with” selector at the bottom of the screen.  Once you have made your selection, click the Go! button to advance to that specific analysis.  

(For picture of all the goal screens refer to the CU*BASE Tiered Services implementation guide booklet.)

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#ISERV1-01.htm