4 steps to setting up your analysis. Step 1: Locate Primary in the upper left hand corner of the screen. Click on the down arrow. Step 2: In the Select Primary pop up, either search for any credit union by name OR use the Select by State drop down. Using the Select by State drop …
6 easy steps to custom peer group creation Step 1: Click on the Peer Group drop down, located in the upper left hand side of the screen. Then Click –Create Peer Group- (the first option in the drop down) Step 2: Set the Financial criteria for your Peer Group. You may enter minimum and/or maximum …
The performance analysis text ranking system of CUTarget includes two primary components: Textual analysis that includes ratio definitions and suggestions on how these relate in the context of the credit union. Star-based rating system to indicate a credit union’s relative performance for a given ratio Note: When exporting packets to PowerPoint, the performance analysis text boxes are …
6 easy steps to place (and remove) a goal line on any display. Step 1: Click on any display in the left hand navigation. Click on the Set Goal button above the display. NOTE: You may only set a goal for one display at a time. If you are looking at a packet of displays, …
