Peer Suite Quick Start Guide
Welcome to Peer Suite! Follow this quick start guide to efficiently kickstart your analysis.
Imagine your analysis as a puzzle with two key pieces – "The Who" and "The What."
- "The Who" is all who you want to learn about. This includes your credit union, your peers/other credit unions/banks, and peer groups.
- "The What" encompasses the data you wish to explore about these institutions.
- Share and Automate Your Findings: How to download this data and have it delivered directly to your inbox each quarter.
- How-To Find Help and continue your learning journey.
The Who of Your Analysis: Your Comparison Set
Primary: Indicated in dark blue in your comparison set. Data for this institution will be included in BOTH primary-only and comparative displays.
- Comparison Set: The other credit unions, banks, hypothetical mergers, and peer groups you'd like to analyze your Primary against.
- Add items to your comparison set using the Comparison Set Search.
- Remove them using the "X" in the right side of the institutions "pill."
Peer Suite features a range built-in peer groups designated by asset bands. If you would like to move beyond these, check out this article to learn how to create a custom peer group to suit your analytical needs.
Peer Pointer!
Explore more guides on setting up an impactful comparison set here: "The Who" of your Analysis: Your Comparison Set.
The What of Your Analysis: Built-In and Custom Displays
Once your comparison set is established, explore the three sections of Peer Suite's Built-In Library.
- CU Performance Reports: Pre-formatted reports for at-a-glance analysis of a credit union's overall health.
- Dashboards: Powerful collections of displays telling a story around a designated topic. Built-in dashboards also contain a ratio definition, performance analysis, and star ranking.
- Displays: Over 300 displays categorized in folders, enabling focused exploration of specific metrics related to assets, liquidity, productivity, and more.
Peer Pointer!
Use the content search to find exactly what you're looking for!
The Express and Profiles Levels of Peer Suite have limits to their access. Learn why you might not be able to view a feature here: Why Can't I View This Feature?
Looking to create a custom display to focus on the metrics most important to you? Explore this guide.
Want to move beyond the Performance Benchmarking section of Peer Suite? Check on these guides to learn about our Community Data Set and Market Share Reporting Tool.
Share and Automate Your Findings
In the top right corner of your canvas, you'll find the default download option. Click the arrow to explore additional options related to your chosen selection.
Select "email" from the "more options" dropdown to set up an automated email for report for yourself or a colleague. Want a step by step guide? Explore this How To on how to send and schedule automated reports.
Have more questions?
- Explore our Learning Library.
- Integrated knowledge base search: Look for the yellow help beacon at the bottom right corner for access within the Peer Suite interface.
- Chat or Email Support: Access support from Callahan's analyst team through Peer's Help Beacon.
- Your Client Success Team: Reach out to your dedicated client success team with any questions you may have or to learn more about other training resources we have available.
As you begin exploring Peer Suite, remember that learning is an ongoing adventure. We look forward to working with you and supporting you along the way.