How to Use Peer Notes

Peer Notes lets you add your own commentary directly to displays within Peer Suite, helping you document key observations, track important trends, and collaborate more effectively with your team.

What You Can Do With Peer Notes

• Comment on historical events that affect data trends
• Leave reminders about how to interpret or navigate specific displays
• Add personal analysis or talking points for board presentations or internal discussions

How To Add & Manage Notes

Peer Notes are available on all built-in and custom displays, except for select preformatted displays like the Credit Union Online Profile.

Adding A Note

1. Click the Notes icon below your selected display.
2. Enter your text in the Notes field.

3. Save, Discard Updates, or Delete:
   • Click the check mark to save.
   • Click the X to discard updates made to an existing note. This option will retain your original timestamp.
   • Click the trash can icon to delete the note entirely, including the timestamp.

Use Cases For Peer Notes

Peer Notes are a valuable tool for documenting analysis, preparing for discussions, and maintaining a clear record of your decision-making process. Here are a few practical ways to put them to use at your institution:

Track Key Data Trends

Stay close to the story behind the numbers by capturing what’s changing and why.

• Record shifts in key data sets such as, ROA, loan growth, or delinquency rates
• Note external events that may have influenced performance, such as rate hikes, economic slowdowns, or regulatory updates.

Improve Data Interpretation

Keep a record of how you’re approaching your analysis to bring clarity and consistency to future reviews.

• Capture why a particular peer group was chosen- whether it's based on geography, asset size, product mix, or strategic goals.
• Add notes about your internal benchmarks or expectations. For example, what ROA level do you consider strong? What delinquency rate raises a red flag?
• If you're using Peer Suite’s Projections tool, use Peer Notes to highlight assumptions, goals, or early takeaways to build a bridge between planning and performance.
  • Learn more about Peer Suite's Projections in this guide

Prepare for Presentations & Reports

Peer Notes can help to keep your thoughts organized and presentation-ready, right where your analysis happens.

• Draft key talking points for board meetings, strategic planning sessions, or performance reviews.
• Add your own insights to complement Peer Suite’s built-in ratio definitions and performance analysis.

• Flag metrics that may require action, discussion, or follow-up review.

Maintain an Audit Trail

Track how your thinking evolves and what decisions were made along the way.

• Log actions taken based on your analysis, such as changes to lending strategy or shifts in investment focus.
• Build a timeline of your interpretations and decisions for future reference, staff handoffs, or recurring reviews.

Exporting & Sharing Notes

Exporting Notes

• You can export notes to:
  • PowerPoint (PPT)
  • PowerPoint Image (PPT Image)
• Peer Notes will automatically imports to the "Notes" section of each PowerPoint slide along with the information generated from the timestamp.

Sharing Displays With Notes

Want to share your insights with a teammate? Use Peer Suite’s Share feature to send a display with your notes included.

Why It Matters

By using Peer Notes, your organization can:

• Streamline data analysis
• Strengthen collaboration
• Preserve key insights over time

They're an easy way to make your Peer Suite experience more personal, practical, and presentation-ready.