Business Intelligence Rollup for Senior Housing & Care — Executive Portfolio Visibility
Senior Housing & Care operators have lived with a recurring failure mode: the portfolio truth lands in a deck the night before the board call, and the answer to "what changed" takes a week. The SeniorCRE BI Rollup collapses that loop. One executive screen. Twelve KPI tiles across three domains. Exceptions configured by the operator, not the vendor. A ranked drill from KPI to community. A scenario model on rate, mix, and agency. And an AI narrative that explains what changed before anyone has to ask.
On this page
The SeniorCRE Business Intelligence Rollup is one executive screen: 12 KPI tiles across Operations, Care & Workforce, and Revenue Cycle — with time-windowed variance, configurable exception thresholds, cohort rollup by care type, per-community percentile benchmarking, scenario levers, AI narrative, and a one-click multi-sheet board pack.
Each layer maps to a live component in the operator dashboard. Nothing here is roadmap — every layer ships in the running BI Rollup today.
The full path from opening the rollup to exporting a board pack runs under sixty seconds. Every step writes through the operator's existing tenant isolation and role-based access.
Key points
- Navigate to the operator dashboard, BI Rollup section. Portfolio aggregates render on real properties — no mock data.
- Toggle MTD, QTD, YTD, or Trailing-12. Every KPI re-computes against the prior matched period automatically.
- The red ribbon surfaces what crossed the configurable threshold — occupancy floor, margin floor, revenue drop, occupancy drop.
- Click Occupancy, Revenue, NOI, or NOI Margin. The ranked-by-community dialog opens with percentile per row.
- Move rate, acuity mix, and agency labor sliders. Projected Revenue and Projected NOI move in real time with signed deltas.
- AI Narrative summarizes the movement, the largest exception, and the recommended next action — in 3–4 sentences.
- Download a multi-sheet XLSX (KPIs · communities · exceptions) or schedule a recurring board pack via the report scheduler.
- The BI Rollup is the executive view inside the operator dashboard that aggregates every community in the portfolio against three KPI domains — Operations, Care & Workforce, and Revenue Cycle — with time-windowed variance, exception alerting, cohort rollup by care type, peer percentiles per community, scenario modeling, an AI narrative, and one-click multi-sheet XLSX export.
Frequently asked questions
- What is the SeniorCRE Business Intelligence Rollup?
- The BI Rollup is the executive view inside the operator dashboard that aggregates every community in the portfolio against three KPI domains — Operations, Care & Workforce, and Revenue Cycle — with time-windowed variance, exception alerting, cohort rollup by care type, peer percentiles per community, scenario modeling, an AI narrative, and one-click multi-sheet XLSX export.
- Where does the data come from?
- Operator dashboard analytics hooks and empty states. No Math.random, no demo seeds, and no operator-production data claim.
- Is this a replacement for Yardi Elevate, MatrixCare BI, or PCC Reports?
- The BI Rollup operates alongside the systems the operator already runs. Operator-approved clinical and financial records map through the documented ingestion path so the rollup, exceptions, and AI narrative preserve source authority, reconciliation, and lineage on every figure. Named-vendor connectors are roadmap and not live in operator production.
- How do thresholds and alerting work?
- Operators set their own thresholds in the drawer — occupancy floor, NOI margin floor, max revenue drop, max occupancy drop. Thresholds persist per browser and feed the exception ribbon live. There are no vendor-hardcoded alert rules.
- How is the percentile per community calculated?
- Each community is scored 50/50 on occupancy and NOI margin against the active portfolio, then ranked. The percentile badge (P##) is color-toned green ≥ P75, neutral P40–P74, red < P40 so the bottom quartile is visible without a click.
https://seniorcre.com/business-intelligence