Step 1: Setting Up Your Comparison Set
Your comparison set plays a crucial role in enabling you to research credit unions and the industry. It can comprise of individual institutions, like your clients or prospects, as well as groups of credit unions (known as peer groups within Peer Suite). Peer groups can be set up to represent specific prospect or client lists. Peer groups can also be used to identify territories, conduct market research, and for peer benchmarking. Learn more on how to create your own custom peer groups here: guide on creating a criteria based peer group.
In Peer Suite your Comparison Set is broken into a few parts.
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Comparison Set
How to Add or Remove Institutions from your Comparison Set
Add items: Use search and scroll features in the comparison search bar, found on the right side of the screen. Once you locate your desired institution, click on it to include it in your comparison set.
Remove items: Click the 'X' located on right side on an institution's pill to remove it from your comparison set. If you only have one pill in your comparison set you will not be able to remove it.
Primary Institutions
Your primary is the credit union or peer group that you’ll be comparing against other credit union and groups’ performance within your comparison set. .
Your primary institution can be identified as the dark blue pill in the first position of your comparison set as seen above. All displays will show data for this institutions. If you wish to analyze data for another credit union or group using a non-comparative display, you'll need to change your primary.
How to Change Your Primary
- To change your primary institution in Peer Suite, drag and drop another clear 'pill' from your comparison set to replace the current dark blue primary. You can also use drag-and-drop functionality to rearrange institutions and groups in your comparison set.
Peer Pointer!
Changing the order of your comparison set will be reflect in your displays as well.
- To add addition institutions (not yet in your comparison set), use the comparison search, type the name, and select from matches under the appropriate grouping. Clicking on an institution or group in the search adds it to your set, and you can then drag and drop it to the first position if you want it as your primary
Temporary Primary Institutions
