Analytics Booth

What’s New in Analytics Booth?

See the latest updates and enhancements we’ve been making in Analytics Booth by reading our latest
Release Overview.

Keep Your Finger to the Pulse


Analytics Booth enables you to understand your credit union better than ever before. You’ll never have to say you don’t know the latest information happening right now. Your credit union’s vitals are at your fingertips.

Analytics Booth is currently tracking 70+ data points across Balance, Member and Transaction data categories.

  • Do you know how many members you sign up a day?
  • How is your average checking account balance changing over time?
  • How many share account withdrawals does your membership do a day?
  • Which branch has the most?

And we’re just getting started. Our teams have identified dozens more data points for collection in 2018.

Alerts

Alerts
Just like the morning news, get an early morning report on how your credit union performed yesterday. Coffee, newspaper, check your credit union’s vitals.

It’s not what you expect, it’s what you inspect. Need to keep tabs on a certain stat?  Customize an alert just for changes in that data point.  Filter it by branch or see your whole credit union details.  Use management by exception to keep tabs on when data is out of normal.  You can even set Alerts to be sent to your staff or board members.

Don’t know what normal is?  Get a daily digest of every data point being collected.  Use this full report to get a feel what is normal for your credit union.

Trends

Analytics Booth Trends
A picture is worth a thousand words.  With Analytics Booth Trends you can view your credit union vitals over time.  Trending information can show how your credit union is performing.

Watch for blips and spikes to see if marketing campaigns are succeeding.  Did you run a new membership drive last month?  Watch the trend to see how it paid off.

Think this quarter is running slow?  View the trend and see where your statistics truly lie.  On a hot streak?  Maybe this busier season is the new status quo.

While alerts lets you see the day-to-day activities of your credit union, trends shows you the long term trajectories.

Dashboards

Choose from 7 full dashboards to analyze the details behind your product portfolio numbers, member engagement, and general ledger activity. Use the graphing and and visualization features to quickly identify key moments or data points to focus on.



 

Deb Slavens
Analytics Booth Testimonial

Analytics Booth Testimonial

Get Started

   

Sign up for Analytics Booth Today!


Order Analytics Booth

Analytics Booth is only available to CU*BASE Credit Unions at this time.

The Sign Up Process

Analytics Booth order forms are processed on Wednesdays.  Sign up is a 2 week process minimum. The first Wednesday after we receive your order form, your information is submitted to be added to data collection.  This gives us a couple days to actually add your credit union to the proper routines.

The next Wednesday, we will email you your access credentials.  This allows us to verify that your data has been collecting properly.  Your access credentials will be emailed to the contact person on your order form.  This person can then add any additional users as necessary.  Check out the Getting Started Guide for more information.

Note:  Newly converted credit unions will not be enrolled in data collection until after their first month end processing is complete.

Updated
October 21, 2019

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Credit Cards

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Credit Cards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #593, our Credit Card Portfolio Analysis feature.  Organize your credit card products by loan category, purpose code, or security code to align with your preferred reporting method.  See balances per category, member participation, and even insights… Read more »

Feb 27, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Credit Cards

Jump into a Dashboard Dive: Portfolio Analysis – Credit Cards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #593, our Credit Card Portfolio Analysis feature.  Organize your credit card products by loan category, purpose code, or security code to align with your preferred reporting method.  See balances per category, member participation, and even insights… Read more »

Feb 23, 2018

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Savings

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Savings

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #596 our Savings Portfolio Analysis feature.  Organize your products by Dividend Application, Product Type, or General Ledger account to align with your preferred reporting method.  See balances per category, active product counts, and even analyze your… Read more »

Feb 20, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Savings

Jump into a Dashboard Dive: Portfolio Analysis – Savings

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #596 our Savings Portfolio Analysis feature.  Organize your products by Dividend Application, Product Type, or General Ledger account to align with your preferred reporting method.  See balances per category, active product counts, and even analyze your… Read more »

Feb 16, 2018

CU*Answers Data Boot Camp participants get special preview of new data management resources

Participants of CU*Answers’ Data Boot Camp benefited from an early look at several data management projects at the company. The 100% credit union-owned data processing CUSO is developing a native data warehouse solution, and SnapShot, a data set that fully mirrors the processing environment of their CU*BASE® core system captured at the exact moment the […]

Feb 9, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Loans

Jump into a Dashboard Dive: Portfolio Analysis – Loans

Join the Asterisk Intelligence Team for a Dashboard Dive! CU*BASE Tool #595, our Loan Portfolio Analysis, can be used to organize your portfolio by loan category, purpose code, or security code, in order to align with your preferred reporting method.  Use this tool to view balances per category, active loan counts, and even insights into… Read more »

Feb 9, 2018

Scope Out Data Trends and Insights with Data Watch!

Scope Out Data Trends and Insights with Data Watch!

Join the Asterisk Intelligence Team for a new monthly webinar series, Data Watch!  Data Watch is for all credit union professionals interested in hearing about the latest trends in data.  We want to share and explore recent data trends and insights we’ve encountered over the previous month.  We believe it is not just about how… Read more »

Feb 6, 2018

My Credit Union Did What?: a new blog from the AI team

My Credit Union Did What?: a new blog from the AI team

Check out the new blog from Asterisk Intelligence analyst, Josh Peacock. In his blog, My Credit Union Did What?, Josh makes observations about data analysis that stimulate collaboration and start conversations about credit union operations. Visit the site and subscribe! New car loan on steroids. Using annotations – why they’re valuable Annotations are a GREAT… Read more »

Jan 12, 2018

The Data Dialogue: a new blog from the AI team

The Data Dialogue: a new blog from the AI team

Check out the new blog from Asterisk Intelligence analyst, Thomas Hull. In his blog, The Data Dialogue, Thomas shows you how to maximize the value attained through proper data utilization and presentation. Visit the site and subscribe! Refining Insight from Data Asterisk Intelligence has built a business around generating actionable insight from data. As simple… Read more »

Jan 5, 2018