EnquireCommunities ActivityDashboard 2015

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Charlotte Torp
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1 Communities ActivityDashboard ActivitybyMonth January February March April May June July August Septemb.October Novemb.December OutsbyWeekday.%.% In Out Tours.%.%.% VisitBreakdown.% WalkIn.% HomeVisit OutsbyCommunity Fairview Greenview Heightview Lakeview Mainview.%.%.% Tour-Repeat.% Tour-Initial Oakview Saturday Sunday Monday Tuesday Wednesday Thursday Friday Parkview Summitview bycommunity NumberofRecords Fairview Greenview Heightview Lakeview Mainview Oakview Parkview Summitview

2 CorporateSalesGoals Communities- NorthRegion GreenMeadows Greenwood HighFields Lakeview MeadowFarm SouthRegion Mountain % % % % % % Goal:% % % % % Goal:% ConversionRates NorthRegion ChandlerBing JoeyTribbiani RachelGreen SouthRegion ErinHayes JulianaHo KevinPutmanDEMO SandraJones SusanMiler SuzyParker % % % % Goal:% % % % % % % Goal:% UserConversion NorthRegion SouthRegion % % Goal:% Region DateRun://

3 Communities LeadDashboard ActivitybyMonth InquiriesbyMarketSource Agency/Association AlternativesforSeniors AssistedLiving Directory DriveBy Family January February March April May June July August Septemb.October Novemb.December Friend InquiriesbyCommunity AnnualAverage: Inquiry Tours Deposit MoveIns Google HomeHealth Hospital IndependentLiving Fairview Greenview Heightview Lakeview Mainview Oakview Parkview Summerview InquiriesbyMonth Internet Newspaper OnSiteEvent Internet Professional Physician January February March April May June July August Septemb.October Novemb.December InquiriesbyCareLevel Assisted Living Independent Living MemoryCare Respite Retirement Skiled Nursing, LeadTrafic Web.%.% Ins Referals WalkIns.%.%.%.%.%.%.%.%.%.%.%.% Saturday Sunday Monday Tuesday Wednesday Thursday Friday PublicRelations Radio ReferalAgency RehabilitationCenter ReligiousOrganization Resident SeniorCenter Television Unknown Yelow Pages

4 SalesReportCard AlCommunities March DateRun:// Tours ofalwalkins,initialtoursandretours. Tours Glenmoor Greenwood Lakeside Meadow Hils GOAL: Outs ofalfolow-upcalouts. Out Glenmoor Greenwood Lakeside Meadow Hils GOAL: Rachel Green Chandler Bing Monica Geler Phoebe Richard Burke Gunther JoeTribbiani Janice Hosenstein Ursula Rachel Green Chandler Bing Monica Geler Phoebe Richard Burke Gunther JoeTribbiani Janice Hosenstein Ursula ofalcompletedoutreachappointments. Glenmoor Greenwood Lakeside Meadow Hils s ofalappointments. Glenmoor Greenwood Lakeside Meadow Hils GOAL: s GOALS: Rachel Green Chandler Bing Monica Geler Phoebe Richard Burke Gunther JoeTribbiani Janice Hosenstein Ursula Rachel Green Chandler Bing Monica Geler Phoebe Richard Burke Gunther JoeTribbiani Janice Hosenstein Ursula

5 SalesStages CorporateDashboard Greenwood Mountain DateRun:// Inquiry Initial Tour Deposit MoveIn Inquiry Initial Tour Deposit MoveIn Inquiry Initial Tour Deposit MoveIn Inquiry Initial Tour Deposit MoveIn Inquiry Initial Tour Deposit MoveIn InquirytoTourRatio Greenwood Mountain DeposittoTourRatio Greenwood % Mountain % % % % % % % % % Waitlist Greenwood Mountain MarketSourceAnalysis Agency CommunityKnowledge Event Internet ProfessionalReferals Signage Website/SocialMedia InquiryTrend January February March April May June July August Greenwood September October Mountain November December Greenwood Mountain

6 CommunityDashboard DateRun:// Community CommunitySalesStages Inquiry InitialTour Deposit MoveIn January February March April May June July August September October November December CommunityMarketSource Outs Q Q Q Q Campaign Outs Agency Community Knowledge Competitor Referals Agency CommunityKnowledge CompetitorReferal January February Tours March April May June July August September October November December Internet Resident Referals Website/ SocialMedia Internet ResidentReferal Website/SocialMedia AlTour/Visit January February March April May June July August Septemb. October November December

7 InquiryGoals CompanyName New LeadGoals ReinquiryGoals January January February February March March April April May May June June July July August August September September October October November November December December NewLeads Reinquiries New Leads Janua. Febru. March April May June July August Septe. Octob. Nove. Dece. Referal Source Sources ProReferals AgencyReferal Internet/Website,,,,,, ProReferals AgencyReferal Internet/Website.%.%.%.%.%.%.%.%.%

8 MarketSourceDashboard Community //-// Inquiries Reinquires s Inquiry Reinquiry Internet Website/ SocialMedia -Print -Newspaper Print -Print HighFieldsCampaign -Internet Internet OnlineAd Brochure enewsleter EventInvite Promotion Facebook Website/SocialMedia LinkedIn CommunityWebsite -Print Internet -Radio -Newspaper -Television -Internet OnlineAd Brochure Promotion Website/ LinkedIn SocialMedia CommunityWebsite Twiter AnnualTrend Inquiry Re-Inquiry Inquiry January February March April May June July August September October November December MonthofDate[] Re-Inquiry

9 RegionMonthlySummary BR BR Studio Suite MoveInandMoveOutReport(MTD) AL IL MC.... PendingMoveIns(MTD) GreenMeadows Mountain Deposits(MTD) January March May July September November MonthofLastDayOfMonth[].%.% % Occupied.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.% MonthlyOccupancy(LastMonths) Units Occupancy % Occupied Pending // // // // // HighFields // // // // // // // // // // %.%.%.%.%.%.%.%.%.%.%.%.%.%.%.% WeeklyCensus(MTD) DateRun:// MoveInsbyZipcode

10 SalesPipelineDashboard SouthRegion DateRun:-- CurentPipeline Hot Warm Cold Unqualified LostLead CheryCreek GardenSquare GreenAcres Greenwood HeritageGreens Highview Lakeview Meadow Farms,,,,, PipelineGrowth InquirytoTour(Days) AL MC IL Avg.InquirytoTour(Days) InquirytoMoveIn(Days) CareType AL MC IL Avg.InquirytoMoveIn(Days) MoveIn Warm NumberofLeads Hot Cold LostLead January March May July September November January Month

11 CommunityTrendSummary YourCommunityHere BR BR Studio Suite MoveInandMoveOutReport(MTD) Hot Warm Cold Unkno. Future GreenMeadows HighFields Lakeview Meadow Farm SalesPipeline(Curent) HighFields AL IL MC.... PendingMoveIns(MTD) GreenMeadows Lakeview Mountain Deposits(MTD) January March May July September November MonthofLastDayOfMonth[].%.%.%.%.% % Occupied.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.%.% MonthlyOccupancy(LastMonths) Community Units Occupancy % Occupied Pending // // // // // HighFields // // // // // // // // // //......%.%.%.%.% %.%.%.%.% %.%.%.%.% %.. WeeklyCensus(MTD)

12 CommunityWeeklyDashboard Chandler Bing Monica Geler Phoebe Rachel Green Ross Geler January Pending February Pending March Pending Pending MoveInandMoveOutReport(YTD) Hot Warm Cold Future Closed ChandlerBing JoeyTribbiani MonicaGeler RachelGreen SalesPipeline RachelGreen BetyJones ChandlerBing FrankThomas Deposits(MTD) ChandlerBing MonicaGeler RachelGreen NumberofRecords Completed (MTD) ChandlerBing MonicaGeler RachelGreen NumberofRecords Scheduled (NextMonths) Agency CommunityKnowledge CompetitorReferals Internet ProfessionalReferals Signage Website/SocialMedia LeadsbySource(MTD) Agency CommunityKnowledge CompetitorReferals Internet ProfessionalReferals Signage Website/SocialMedia

13 OccupancyDashboard WestRegion -Internet -Print -Print CommunityKnowledge CompetitorReferal EventInvite Family/FriendsReferal LinkedIn Print Website/SocialMedia MoveInsbyMarketSource(MTD) Inquiry Tour DepositMoveIn Tour/ Inquiry Deposit /Inqui. MoveIn /Inqui. Deposit /Tour MoveIn /Tour GreenMeado. HighFields Vil. % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % SalesConversion(YTD) Units Occupancy % Occupied Pending HighFields %.%.%.%.%.% Occupancy(Curent) CareGroup AL IL MC MoveInsandOutsbyCareLevel(MTD) Cost.% Deceased.% FinancialReasons.% MoveOutReasons(YTD) Nul MoveInsbyZip(MTD)

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