The month at a glance
Panel 1 of 9Campus plan: every residence, this month
Panel 2 of 9Each square is an apartment, each house a cottage, each lot on the Laurel circle a build-to-suit home, and each cell in the health center a licensed suite or bed. Click any area of the plan to filter the board to it.
Twelve-month trend: move-ins against target, and occupancy
Panel 3 of 9Sales pipeline
Panel 4 of 9Lead sources
Panel 5 of 9Occupancy by residence type and care level
Panel 6 of 9| Residence or care level | Capacity | Occupied | Occupancy | Move-ins | Move-outs | Net | 12-mo move-ins vs target | Would recommend |
|---|
Health center: census and staffing
Panel 7 of 9Assisted Living, Memory Care and Skilled Nursing, with nursing hours per resident day against each level's staffing target, agency and overtime share of worked hours, and open positions.
Resident satisfaction and wellbeing
Panel 8 of 9Would recommend, by residence and care level, this month
Ask the data
Panel 9 of 9Three questions typed the way Denise would ask them. Each answer is generated from the numbers already on this board, for the filters set above, and names the panel it came from so anyone can check it.
Automation: three things the team stops doing by hand
Built on the same dataEach one runs on the feeds behind this board. Hours are illustrative monthly estimates for a single-campus team, and each card shows what it would have produced for the filters above.
Month-end census and occupancy roll-up
What it replacesPulling the health center census from the clinical record and the independent living roster from the resident system, reconciling move-ins, move-outs and transfers by residence type in a spreadsheet, then retyping the totals into the board packet.
Lead source and paid search attribution
What it replacesExporting inquiries from the sales CRM and clicks from the ad account every week, matching each name to a tour, deposit and move-in by hand, and building the source table for the sales meeting.
Daily nursing hours and agency exception alert
What it replacesBuilding the hours per resident day sheet from timekeeping and census each morning, and reading agency invoices line by line to spot which level of care is buying shifts at a premium.