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FUNCTIONALITY
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Reports

Senior Living - KPI - Focus Report - Staff to Resident Ratio

Tracks staff-to-resident ratios across facilities and departments. Supports workforce planning and regulatory compliance monitoring for senior living operators.
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Reports

Senior Living - Dashboard Financial KPIs

Tile-style Power BI dashboard displaying monthly trends for financial KPIs including revenue, margins, and cost per unit. Designed for senior living CFOs needing a clear performance snapshot.

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Reports

Senior Living - Dashboard - Operational KPIs

Tracks operational KPIs such as occupancy, census, and care level mix in a tile-style dashboard. Supports daily and monthly operational management decisions for senior living operators.
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Reports

Senior Living - Dashboard Benchmark Analysis

Compares financial and operational KPIs across facilities in a benchmark view. Helps executives identify top-performing facilities and replicate best practices across the senior living portfolio.
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Reports

Senior Living - Transaction Detail

Provides line-level transaction detail for any GL account across facilities. Supports audit, account reconciliation, and expense investigation workflows.
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Reports

Senior Living - Variance report - Financial Analysis by Facility

Compares actual vs. budget financial performance for each facility with variance columns and traffic lights. Drives accountability and monthly performance reviews across the senior living portfolio.
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