What Is This Dashboard?
The Solaris Analytics Dashboard is your central hub for understanding member health and organizational performance at a glance. It provides real-time insights into membership growth, account balances, product adoption, and geographic distribution.
Dashboard Sections
🕐 Time Period Selector
At the top of the dashboard, you can filter all data by time period:
| Option | What It Shows |
|---|---|
| This Week | Data from the current week only |
| This Month | Data from the current calendar month (default) |
| This Quarter | Data from the current 3-month quarter |
| This Year | Year-to-date data |
Simply click any option to refresh the dashboard with that time frame.
📊 Key Metrics Cards (Top Section)
The dashboard displays 8 key performance indicators in card format:
| Metric | What It Means |
|---|---|
| Total Members | The total number of active members in the system |
| New Members | How many members joined during the selected time period |
| Total Balance | Combined dollar amount across all member accounts |
| Cross-Sell Rate | Percentage of members who have more than one product |
| Total Accounts | Number of share (savings) and loan accounts combined |
| Avg Products/Member | Average number of products each member holds |
| Share Balance | Total deposits held in savings-type accounts |
| Loan Balance | Total outstanding loan balances |
Tip: Green arrows (↑) indicate positive growth. Numbers update based on your selected time period.
📈 Charts Section
Member Growth Trend (Bar Chart)
Shows new member acquisition over time. Each bar represents a month, helping you spot trends in membership growth or decline.
Member Tenure (Donut Chart)
Breaks down your membership by how long they've been with you:
- Less than 1 year (newest members)
- 1–3 years
- 3–5 years
- 5–10 years
- 10+ years (most loyal members)
This helps identify member retention patterns.
📋 Data Tables
Product Penetration Table
Shows how widely each product type is adopted:
| Column | Meaning |
|---|---|
| Product Type | Name and category (S = Share/Savings, L = Loan) |
| Members | How many members have this product |
| Balance | Total dollars in this product type |
| Penetration | Percentage of total members who have this product |
Example: If "Auto Loans" shows 30% penetration, it means 30% of your members have an auto loan.
Members by Location
Displays geographic distribution:
- Top Cities — Your largest member concentrations by city
- By State — Member counts broken down by state
How to Read the Numbers
| Format | Example | Meaning |
|---|---|---|
| 12,847 | Plain number | Exact count (12,847 members) |
| $48.2M | With M suffix | Millions of dollars ($48,200,000) |
| $32.1K | With K suffix | Thousands of dollars ($32,100) |
| 34.2% | Percentage | Rate or ratio (34.2 out of 100) |
| 2.21 | Decimal | Average value (2.21 products per member) |
Quick Actions
- Change time period — Click the period buttons at the top
- View details — Hover over chart elements for exact values
- Scroll down — See product and location data tables below the charts
Frequently Asked Questions
Q: Why do some numbers show "0" or "No data available"?
A: This usually means no activity occurred during the selected time period, or the database connection may need to be checked.
Q: What does "Cross-Sell Rate" really tell me?
A: It measures product depth — a higher rate means members are using multiple services (checking + savings + loan, for example), which typically indicates stronger member relationships.
Q: How often is the data updated?
A: The dashboard pulls live data from the database each time you load or refresh the page.
Need Help?
If you encounter errors or have questions about the data displayed, contact your system administrator or IT support team.