Demonstration·Illustrative Data·BI Consulting Services
BI Consulting Services

AnalytIQCore for senior living
operations intelligence

One working model of a six-community portfolio: predictive occupancy, lead conversion, staffing against acuity, clinical risk, and margin — recalculated live by community and by month.

September 2026 Shared vertical demonstration
Six communities · 668 units
Twelve months of modeled history
Meridian Grove Senior Living Group is a fictional composite operator created by BI Consulting Services for demonstration. It is not a real company, and no community, resident, employee or number on this page corresponds to any real organization. Every single figure here — occupancy, conversion, hours, falls, satisfaction, margin — is invented and generated from a fixed model so the dashboard behaves realistically. Nothing on this page should be read as a benchmark, a claim, or a result achieved for a client.
01Executive position

Where the portfolio stands

The six numbers an executive director and a regional VP argue about on the first Monday of the month — on one line, from one source, with the previous month underneath each one.

01
02Predictive occupancy

Census, and where it is going next quarter

Twelve months of actual census with a three-month projection driven by the pipeline in hand — deposits, tours and trailing attrition — rather than by a straight-line trend. The shaded band is the modeled range, and it widens with distance.

Occupied units vs capacity — actual and 90-day projection

Actual occupied units Projection Modeled range Licensed capacity

Net absorption bridge — selected month

Opening census, move-ins, move-outs, closing census. Vertical axis is truncated so the flows stay readable beside the census bars.

02
03Lead conversion

Which inquiries actually become residents

The same month's funnel from first inquiry to move-in, then split by where the inquiry came from — because a channel that produces volume and a channel that produces residents are rarely the same channel.

Inquiry to move-in — selected month

Inquiry-to-move-in conversion by month

Twelve months. Selected month marked.

By referral source

Share of inquiries against share of move-ins.

03
04Staffing optimization

Hours worked against the hours acuity and census actually call for

Required hours are modeled from census times average acuity, so the bar moves when residents get heavier — not only when the building fills. Everything above the line is coverage you paid for beyond the model; everything below it is a gap the schedule did not fill.

Worked hours vs acuity-modeled required hours

Variance as a percentage of required hours. Selected month outlined.

Above model (paid coverage beyond requirement) Below model (unfilled requirement)

Premium labor mix

Overtime and agency hours as a share of all hours worked.

Overtime Agency
04
05Risk monitoring

The four signals that move before an incident report does

Falls, emergency transfers, thirty-day re-hospitalization and resident and family satisfaction, each against a threshold set in the model. A status is never carried by color alone — every card carries a word.

05
06Portfolio drill-down

Every community on one page, ranked and comparable

The selected month across all six communities. Bars inside the cells are scaled within each column, so a short bar means bottom of the portfolio on that measure, not a bad absolute number. Selecting a community above highlights its row.

06
07Margin & financial performance

Where the operating margin is made and lost

Revenue is shown as an index, not a currency figure, so the shape of the business is comparable across communities of different size and rate structure. Labor, other operating cost and operating margin always sum to the whole revenue line.

Operating margin trend

Revenue composition by community — selected month

Each bar is 100% of that community's revenue.

Labor Other operating cost Operating margin
07
08Portfolio map

The whole group, drawn by hand

A schematic of the six communities — not a geographic map. Each dial is that community's occupancy for the selected month; the ring thickens with acuity and the flag under it carries the single measure that most needs attention this month.

Hand-drawn schematic · positions are illustrative and do not represent real locations

08
09How it is built

What sits behind a page like this

AnalytIQCore is delivered in Power BI as the primary surface, with an optional no-license web version — this page is that web version — so a family council, a board member or a night-shift nurse manager can be handed a link rather than a seat.

Module

Predictive occupancy & lead conversion

Pipeline-weighted census projection, channel-level conversion, and days-to-move-in by source.

Module

Staffing vs acuity & overtime

Required-hours modeling from census and acuity, schedule variance, overtime and agency exposure by shift.

Module

Risk monitoring

Falls, emergency transfers, thirty-day re-hospitalization and satisfaction, with thresholds and trend alerting.

Module

Portfolio drill-down

Community, region and care-level roll-ups that reconcile to the same governed measures at every grain.

Module

Margin & financial performance

Revenue per occupied unit, labor intensity, contribution and operating margin by community.

Sources

Integrations

PointClickCare, MatrixCare, payroll and time-and-attendance, CRM, census and billing. Typical return inside three to six months; two to three hours of training per role.

09

See this against your own numbers

A working session with your census, payroll and CRM extracts, and a build plan for the modules that matter first. Meridian Grove is invented — the model underneath it is the one we deploy.

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