March 2023: Peer Suite Release

Expand Your Knowledge With Built-In Dashboard Features

Introducing new educational features to select displays within Callahan's Built-In Dashboard Library.

Formulas allows you to view what codes or defined facts are making up the display.

Ratio definitions makes it easy to understand what a dashboard display is measuring. Learn more about Ratio Definitions.

Performance analysis offers insights and guidance tips on your performance against peer groups. Learn more about Performance Analysis.

Callahan’s Star-Rating System allows you to quickly view how the credit union is performing against peer groups. Learn more about Callahan's star rating system.

How To View These In Peer Suite (Must be in Express level or higher to view).

1. Navigate to the left rail and click the "Built-In Templates" dropdown.

2. Open "Dashboards" folder and navigate to the dashboard of your choice.

3. From here, you can access insights from the bottom of each display as seen above.

Important note: Make sure you have a single institution as your primary and a comparison group to benchmark against.