Objective:
In this article, we will be talking about how to configure your Core iQ Dashboard by modifying the charts that display there. We will explore the following topics:
- How to modify your Core iQ Dashboard Preferences
- Our experiences with which charts are the most useful to certain employees
How to customize your Core iQ Dashboard Preferences
The first thing that we need to discuss is how you might go about modifying your Core iQ Dashboard. In order to have access to these preferences, you need to have the Can Changes Dashboard Preferences setting in your Employee profile toggled to YES. If you do not have this enabled, then a Core iQ Admin will need to turn on this feature for you. However, if you do have this setting enabled, then you should see an option in the Admin menu to Edit My Preferences. This is the area in which you can modify all of the charts and graphs that are displayed on your Core iQ Dashboard.
If you are looking to get a good at-a-glance view for certain items whenever you log into Core iQ, then these charts are perfect. The items that display on a Core iQ user’s Dashboard are initially based on the current Role(s) they have checked in their Employee Listing. Each Role has the most relevant charts enabled by default, and this area allows an employee to further customize those charts.
For each chart on your Dashboard, you will be able to toggle the following items:
- Chart Data Type (i.e. Core Deposit Adoption, Branch Loan Volume, etc.)
- Scope (Bank/Region/Branch)
- Title
- Display Size
- Timeline
You can always use the bottom checkbox to Reset to Defaults, which will remove any changes that you have made and will restore the charts to what is loaded by default based on your Role(s). Once you click Save, you will immediately see the changes that you have made to your Core iQ Dashboard.
Which charts are most relevant to different people?
If you are setting up a Dashboard on behalf of an employee, say your Bank President, then knowing which charts to enable is important. While we cannot speak to every situation, we will outline below what chart configurations work best for two different parties at the typical financial institution.
If you are a Front-Line Retail staff member, then you might care about these charts:
- Core Deposit Net New
- Run this chart for the last 13 months and set it for just your branch to see a yearly trend of new Core Deposit openings, as well as data for “this month last year”.
- Branch Deposit Volume
- Run this chart for this last month and set it for just your branch to see a current rollup of deposit volume at your banking location.
- Core Deposit Adoption
- Run this chart for the last 13 months and set it for just your branch to see a yearly trend of Core Deposit product adoption, as well as data for “this month last year”.
If you are a Loan Officer, then you might care about these charts:
- Loan Adoption
- Run this chart for the last 13 months to see a yearly trend and easily compare this month to data for “this month last year”.
- Branch Loan Volume
- Run this chart for the last 3 months to see a quarterly breakdown of loan volume by branch.
- Loan Net New
- Run this chart for the last 13 months to see a yearly trend and easily compare this month to data for “this month last year”.