We build senior living dashboards from the occupancy and pipeline data in your CRM. Sales directors see each step from inquiry to tour to deposit to move-in, and which referral partners send families.
900+ integrations completed · Salesforce partner · We sign BAAs
How a senior living dashboard is fed
Calls, forms and referral partner leads logged with their source
Inquiry, tour, deposit and move-in tracked as stages
Units and residents by community
Occupancy, pipeline and referral partners, by community
A sales director wants to know how full each community is, how many families are touring, and how many deposits will turn into move-ins. When occupancy and the pipeline are in the CRM, a senior living dashboard can show all of it together.
We set up the pipeline as inquiry, tour, deposit and move-in, so each family's progress is clear. Referral partners, including placement agencies, are tracked once in the CRM as a source. The dashboard reads from the CRM, not from the referral sites.
See our senior living CRM work for how the pipeline is set up. In Salesforce, much of this can live inside Salesforce dashboards. For Zoho CRM or another CRM, we build it with our sister company TrussCharts (trusscharts.com).
What's included
Occupied and open units for each community, from the CRM.
Inquiries, tours, deposits and move-ins, and where families drop off.
Upcoming tours by community and by sales counselor.
Families with a deposit and the move-in still ahead.
Each referral partner tracked in the CRM, with the inquiries and move-ins it sends.
Calls, forms and ads next to referral partners, so every source is in one view.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
Answered, missed, and outbound per community. Long red bars stand out at a glance. Sorted by total calls. (example data)
One row per caller, newest first. The community each call came in to. Open in CTM jumps straight to the call. (example data)
The pipeline and occupancy setup behind the dashboard
Salesforce, Zoho CRM or another CRM whose API allows it
Calls and missed calls for each community
Tracking on every form, chat and call
Our sister company, for custom hosted senior living dashboards
Book a free call. We look at your CRM and how each community tracks its pipeline, and sketch the senior living dashboard your team would use.
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How it works
We look at your CRM, your communities and how families move from inquiry to move-in.
Priced by project, not by the hour. You approve before we start.
Pipeline stages, occupancy and referral partners set up in the CRM.
The dashboard built and checked against the CRM, then handed over with training.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
From the CRM. Once occupancy is kept in the CRM, the dashboard shows it by community.
No. Referral partners are tracked once in the CRM as a source, and the dashboard reads from there.
Inquiry, tour, deposit and move-in, set up as stages in the CRM.
It depends. In Salesforce, much of this can live inside Salesforce dashboards, and we build those too. A TrussCharts dashboard suits Zoho CRM or other CRMs, and people who do not have a Salesforce license.
It depends on the case. Some dashboards read straight from the CRM and platform APIs, and others need the data landed in one place first. We tell you which after the free call.
By project, not by the hour. The first call is free, and you get a project quote after it.
