Guide to Analysis Texts in Peer Suite
Analysis Texts provide valuable insights into financial metrics, helping you go beyond the numbers to understand why credit unions perform the way they do.
In This Guide, You'll Learn:
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Where To Find Analysis Texts In Peer Suite
- Data Dictionary Folder: This folder houses all displays within Peer Suite's that feature Analysis Texts. It's an excellent starting point for building a custom folder or dashboard, using display shortcuts with built-in ratio definitions and performance analysis.
Want to explore our Data Dictionary Guide for a complete list of all ratio definitions stored in Peer Suite? Check it out here!
- Built-in Dashboards: These curated dashboards bring together displays that tell a story around a specific topic. Every built-in display in Peer Suite’s dashboards includes analysis texts.
- Display Shortcuts: Select shortcuts of built-in displays may also contain analysis texts. If a shortcut doesn’t include analysis text you’ll have the option to vote for its addition to the Callahan's analysis text library. 🌟Learn how to cast your vote: here! 🌟
What Are Display Shortcuts?
Shortcuts let you save Callahan-maintained displays in custom folders or dashboards, like bookmarking a webpage. Unlike copied displays, shortcuts automatically update when Callahan makes changes.
Peer Pointer!
Custom displays and copied displays will NOT include analysis texts.
Check out these guides to learn more about shortcuts and copies of displays.
Where To Find Analysis Texts On Displays
To explore analysis texts and star ratings:
- Navigate to the bottom of the qualifying display of your choice.
- Look for the buttons at the bottom of your chosen display.
- Click the appropriate button to view the ratio definition, performance analysis, or star rating.
Components of Analysis Text
Numbers alone don’t tell the whole story. Analysis Texts provide explanations, context, and guidance, helping you make informed, strategic decisions.
Peer Pointer!
f(x): Every display in Peer Suite also includes a formula breakdown of how each metric is calculated and what call report codes were used. Learn more HERE.
Each Analysis Text Includes:
Ratio Definitions:
Provides a foundation for key financial metrics, ensuring alignment among team members and industry professionals.
These definitions:
- Educate both new and experienced users
- Ensure consistency in financial discussions
- Offer clarity when analyzing key performance indicators (KPIs)
Performance Analysis:
Explains the why behind the data, offering insights into performance drivers and potential actions.
These insights help stakeholders:
- Identify key performance factors
- Understand how to take action based on trends
- Strengthen strategic decision-making
Peer Pointer!
Context is crucial. Your credit union’s unique circumstances—such as branch network, business complexity, and geography—should always be considered alongside the data.
Star-based Rating System:
Our star-based rating system offers an easy way to quickly compare a credit union’s relative performance for a given ratio or metric. Peer assigns a rating by looking at the range of performance across the credit unions in your comparison set.
Star ratings are assigned based on a performance percentile, outlined below:
⭐ 1 star = Bottom 10%
⭐⭐ 2 stars = 11-39%
⭐⭐⭐ 3 stars = 40-60%
⭐⭐⭐⭐ 4 stars = 61-89%
⭐⭐⭐⭐⭐ 5 stars = Top 10%
Learn more about Callahan's Star-based Rating System HERE.
Help Shape Our Analysis Text Library
We’re always expanding our analysis library, and your feedback helps us prioritize new content!
How to Submit a Vote:
- If a display shortcut lacks a ratio definition or performance analysis, a vote icon will appear below the display
- Click the icon to request that Callahan prioritize adding analysis texts for that display.
- Each user can submit one vote per display.
- Callahan periodically reviews top-voted displays and updates our Data Dictionary accordingly.
Your input helps us improve Peer Suite to better support credit unions like yours!
To see all available analysis texts in action, visit our Data Dictionary Folder in Peer Suite.
Putting Analysis Texts to Work
Gain valuable insights into key metrics to enhance your reports and support informed decision-making.
Here’s how you can start using Analysis Texts:
New to the Credit Union Industry?
Use Analysis Texts to build foundational knowledge of key financial metrics and understand overall credit union performance.
Elevate Your Presentations
Incorporate Analysis Texts into exports and presentation to create more compelling reports and presentations.
Tailored for Your Team:
- CEOs & Leadership – Gain insights into strategic positioning and long-term trends.
- Finance Teams – Compare key financial measures, identify performance drivers, and benchmark against peers.
- Board & Leadership Meetings – Use built-in insights to simplify complex concepts to facilitate more effective discussions.
Want to include Analysis Texts in your PowerPoint exports? Check out this guide.
Key Takeaways
Analysis Texts are more than just explanations, they’re a tool for turning raw data into actionable insight. With plain-language definitions, performance commentary, and a star-based rating system, they help you:
- Understand key financial metrics
- Identify strengths and areas for improvement
- Spot emerging trends
- Communicate findings with confidence
Whether you're building a foundational understanding or leading strategic discussions, Analysis Texts empower you to turn data into direction.