Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Inquiry to Tour to Move-In Funnel
Count and conversion rate at every stage, by community and by sales counselor. Spot which stage is leaking before the quarter closes.
Inquiry Source Scorecard
Every referral partner and ad channel: inquiries sent, tours booked, move-ins produced. By cost per move-in, not cost per lead.
Missed Calls That Still Need a Callback
A living queue of inbound calls that were missed and have not been returned. One tap opens the call in your phone system.
Per Community Rollups
Every executive director sees their community. Corporate sees the group. No new logins per community, no spreadsheet gymnastics.
Ad Spend to Move-In
Google and Meta spend rolled up by source and campaign, matched to actual move-ins. Leads from referral partners such as A Place for Mom and Caring.com are tracked through to move-in once they are in your CRM.
Occupancy and Pipeline From Your CRM
If occupancy, deposits, and expected move-ins are tracked in your CRM, we can show them on the same dashboard as your calls and inquiries.
The callers nobody called back
Most calls get answered. Some get missed and someone calls back. The rest are callers who wanted to reach you, did not, and never heard from you again. Without a list, nobody knows who they are.
A missed call dashboard keeps every one of them in front of your team until somebody picks up the phone.
- Answered
- Missed, then called back
- Missed, never called back
Call reporting examples
Example call reporting screens. The data is from a dashboard we built for another multi-location operator, relabelled by community, with caller numbers replaced.
Spot the bad day
Total calls, missed calls, and the missed-call rate day by day, so a bad day stands out.
- Total calls and missed calls on one chart
- The percent missed on its own scale
- One point per day
Which community is missing calls
By community: answered, missed, and outbound calls side by side.
- Answered, missed, and outbound per community
- Long red bars stand out at a glance
- Sorted by total calls
When callers go unanswered
Percent of inbound calls missed by hour and day: green is good, red is bad, and the worst hour is called out.
- Green under 10%, red at 40% and up
- The worst hour named at the top
- Hours with fewer than 5 calls are greyed out
Every family still waiting for a call back
Unresolved missed calls: one row per caller who has not been called back, by community.
- One row per caller, newest first
- The community each call came in to
- Open in CTM jumps straight to the call
Every missed inquiry call should get a call back
A family that does not reach your community calls the next one on their list. These are the views that keep that from happening.
Missed calls by community
Which communities answer and which drop calls, with pre-queue and in-queue abandons reported separately.
Callback queues by caller type
New inquiries, repeat callers, and families already in your CRM each get their own queue.
After hours and weekends
Every call that came in while the community office was closed, on the list when the next shift starts.
Voicemail alerts with AI summary
A short AI summary and a full transcription of each voicemail, sent to email, Microsoft Teams, or the dashboard.
SMS needing a response
Inbound texts nobody has answered yet, matched to the CRM record when the number is known.
Routed by community or sales counselor
Each missed call goes to the community or the person who should return it.
One senior living dashboard, a view for each role
Sales counselors
Their own callbacks and inquiries, without digging through the phone system.
Executive directors
Their community on one screen: calls, callbacks owed, tours, and move-ins.
Marketing
Which channels and referral sources produced move-ins, not just inquiries.
Corporate and ownership
Every community side by side, without a seat in the CRM or the ad accounts.
From first call to live senior living dashboard
1. Discovery call
We map your phone system, your CRM, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. Build + review
We stand up your dashboard on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes, and missed call alerts are near instant. We monitor it and add views as you grow.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.