Defining Peer Group

Peer group refers to a group of customers who are equal in such respects as location, occupation and salary range.

The system enables you to perform the following activities:

Adding Peer Groups

Perform the following steps to add peer group.

To add peer group

Access the Analysis module.
On the navigation pane, click the Add Peer Group link.
The Add Peer Group screen appears.
Specify the following field details.

Field	Description
Customer Type	Select the customer type from the drop-down list. This is a mandatory field.
Group Name	Type the group name. This is a mandatory field.
Nationality	Select the nationality of the peers from the drop-down list. This is a mandatory field.
Location	Type the location of the peers. This is a mandatory field.
Occupation	Select the appropriate occupation from the drop-down list. This is a mandatory field.
Salary From	Type the initial range of salary for the new peer group. This is a mandatory field.
Salary To	Type the final range of salary for the new peer group. This is a mandatory field.

Click the Add New button.
A message about successful addition of peer group details appears.

Perform the following steps to modify a peer group.

To modify peer group

Access the Analysis module.
On the navigation pane, click the Peer Group link.
The Define Peer Groups screen appears.
Click the Modify icon next to the peer group to be modified.
The Edit Peer Group screen appears.
Modify the field details as required.
Click the Update button.
A message about successful modification of peer group details appears.

Perform the following steps to delete a peer group.

To delete peer group

Access the Analysis module.
On the navigation pane, click the Peer Group link.
The Define Peer Groups screen appears.
Click the Delete icon next to the peer group to be deleted.
A warning message appears.
Click the Ok button.
The selected peer group gets deleted from the list.