Targeted Tiered Score Analysis
Access this screen by selecting Tool #840: Targeted Tiered Score Analysis.
Dashboard Tips – Questions to Ask When Comparing a Dashboard with Another Dashboard or Report
For more information, refer to the CU*BASE Tiered Services implementation guide booklet.
How do specific types of members score and participate with the credit union compared to the rest of my membership? For example, how do 50-65-year- old males compare to the rest of my membership? This dashboard reports results-based scoring from the previous month, so data will not change throughout the current month. The date the data is based on is posted on the entry screen of this dashboard.
Upon entry to the new dashboard, this screen will allow you to select your conditions to see members based on branch, membership designation, gender, credit score, and individual goals in Tiered Services (such as enrollment in e-Statements).
NOTE: If credit score is selected, the dashboard uses the value in the credit score (CHSCORE) field in the CSCBSH file.
Press Enter to move to the Targeted Tiered Services Summary screen followed by the Targeted Tiered Services Goals screens for a side-by-side comparison of how your selected members scored on these goals against the statistics of your general membership.
How do specific types of members score and participate with the credit union compared to the rest of my membership? For example, how do 50-65-year-old males compare to the rest of my membership?
Which branch has the most Platinum members? Get your branch managers involved in penetration analysis and marketing.
Use membership designation to see how your business or indirect members score. Special credit union member leaders will be interested in this analysis.
Drill down by gender subset. Your marketing staff may change a campaign based on the findings.
How do your members score based on the credit scores? Do A-paper members really score more often as platinum versus C-paper? Get your risk-based-pricing teams on board with what their total relationship mean to your credit union.
How do your selected tiered-service groups score? How do online banking members score compared to the average member?
Do eStatement members really use the credit union more than non-eStatement members? Do they use bill pay as much as you think?
Are my board members and employees "walking in the member's shoes?" How does my staff compare with the average credit union member?