Dashboard example

Senior Living Call Dashboard Example

Every community side by side, and every inquiry caller who still needs a call back.

In senior living, a missed call is often a family looking for a place for a parent. This dashboard shows calls by community and lists every caller who has not been called back, so each community’s sales team can work its own list.

Examples

The dashboard

Caller names and numbers have been replaced.

01

Which community is missing calls

Calls by community.

  • Answered, missed, and outbound per community
  • Long red bars stand out at a glance
  • Sorted by total calls
Example data
02

Every family still waiting for a call back

Unresolved missed calls, by community.

  • One row per caller, newest first
  • The community each call came in to
  • Open in CTM jumps straight to the call
Example data
What you see

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.

Calls by Community

Answered, missed, and outbound calls for every community.

Unresolved Missed Calls

Every caller who has not been called back, by community.

From Inquiry to Move-In

Inquiries, tours, deposits, and move-ins from the CRM can sit on the same dashboard.

Who uses it

Who looks at this dashboard

Community sales directors

Their own community’s callbacks owed.

Regional and corporate teams

Every community side by side.

Data sources

Where the numbers come from

Your phone system

CallTrackingMetrics, CallRail, and other systems with an API.

Your CRM

WelcomeHome, Aline, Enquire, Salesforce, and others with an API.

FAQ

Common questions

No. We track referral partner leads and move-ins once they are in your CRM.
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