Tiered Services Monthly Comparison

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ISERV1-03

Comparative Tiered Scoring Analysis

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Access this screen after selecting a goal button or pressing Enter from the initial Summary screen or from a previous goal screen.

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

If your credit union uses the CU*BASE Tiered Services program, this screen provides a graphical view of the monthly PTSERV-2 scoring report. 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.

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.   

Analytics Booth: Web Version

Launching the Web Version (F22) dashboard will provide additional tools to subscribers to analyze data that can only be found in Analytics Booth, including more screen real estate to view more data at one time, different filters and graphics, and new ways to understand the data. Non-subscribers will be presented with a splash page.

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!)

Introduction

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

This screen shows statistics on one of the five goals for Tiered Services.

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

Create full-color PDFs of the data on the screen – PDF Exports

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

You can even “drill down” to a detail screen to view more about the members in each group for the current month.

Use the Goal buttons at the bottom of the screen to move to other screens showing data on other four  goals for Tiered Services or use the Summary button to move to the Summary screen.  The average products per member and average services per member figures) are configured on the Calculating Products and Service screen in Tiered Services.  For more information, refer to the CU*BASE Tiered Services implementation guide booklet. 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#ISERV1-03.htm