Calculating Products and Services Per Member
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UTSPSM-01 Calculating Products and Services Per Member 2986 |
Access this screen by selecting "Configure Products / Services Per Member Calculations on the Main Tiered Service Configuration screen. View a view-only version of this screen via Tool #437: Learn-From-Peer: Tiered Services Config. You can also access this from the Summary screen of the Tiered Services Monthly Comparison dashboard.
This configuration feature lets you define a calculation method that is most meaningful to your credit union. For example, should each individual share account be considered, or only count one per dividend application, or one per application type? If a member has three certificates, does that count as one product or three? The configuration will give you complete flexibility for establishing how detailed the counts will be.
PPM and SPM figures are calculated each month at the same time that Tiered Service scores are computed. If your credit union does not use Tiered Services, these figures will NOT be calculated.
These are used to calculate the Products and Services per member and average products and services per member recorded on the Tiered Services Comparative Dashboard Summary, Targeted Tiered Dashboard, the Learn from a Peer Dashboard, and the Products and Services dashboard.
When done, use Enter to save and return to the previous screen.
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Refer to the CU*BASE Tiered Service Levels Implementation Guide for more details on the fields and calculations.