top of page
  • Writer's pictureRachel Parks

How Real-Time Sales Reporting Helps Senior Living Operators Make Faster - and Better - Decisions

Senior living sales data must be accurate and up-to-date to make good sales, marketing, and operations decisions. Having to download data from your CRM, then import it into a spreadsheet to be analyzed, formatted into reports, and distributed to the right people is inefficient, time-consuming, and opens the door for mistakes.

WelcomeHome's real-time reporting is designed to be up-to-date, relevant to each level and area of responsibility, and easily accessible by all users!

Real-time sales reporting helps you make better:

Community sales decisions

WelcomeHome's built-in capability to score sales leads and referral sources means your sales teams can quickly report on the hot-warm-cold score of your leads and referral sources in the database. Then, they can plan and execute specific next action steps before a hot or warm lead cools off.

Sales management decisions

  • When you're wondering if your sales data is weeks or months old, it's hard to make decisions based on it confidently. Strategic decisions based on real-time data can be made quickly and with certainty.

  • Measuring your salespeople's performance against goals is an important regional and corporate sales manager role. Real-time reporting of sales activity and performance lets you quickly compare against goals and act on areas where goals aren't being met.

Operations decisions

  • WelcomeHome seamlessly integrates with your health and billing management platform. This means that dependable and accurate reports on current and projected census are at your fingertips, allowing you to make more informed staffing and purchasing decisions and schedule maintenance staff ahead of time to prepare to turn around a vacant unit for leasing.

Marketing decisions

  • Your marketing department will love WelcomeHome's real-time reporting for measuring ROI on marketing activities and analyzing lead sources and digital marketing channels to determine where to invest marketing dollars.

  • Prospects often make decisions based on which senior living community responds to them first, so keeping close tabs on your company's speed to the lead metric is vital to strong sales outcomes. Real-time speed to the lead reporting lets your marketing team identify areas in your marketing strategy that might be causing leads to not receive prompt attention.

Pricing decisions

  • Price is a top reason why prospects decide to move to a competing senior living community. WelcomeHome's built-in Lost Lead Analysis report helps you identify whether leads lost to a competitor because of price is a significant issue at a senior living community that warrants a reassessment of pricing.

  • Conversely, underpricing your community can negatively impact revenue. In an article by Alex Smith, Senior Vice President of Pricing Optimization at Further, he cited a 1992 study in the Harvard Business Review titled "The Power of Pricing" that suggests a "modest 1% increase in the selling rate can generate a remarkable 11% increase in profit margins." If you're NOT losing leads to competitors because of pricing, it may mean that your community is underpriced in its market.

Are you in the market for a new CRM that offers insightful, helpful, and real-time reporting? WelcomeHome is a game-changing CRM built specifically to deliver real-time sales data to all parties who need it. With its intuitive user interface, recommendation engine, and clear workflows, the WelcomeHome CRM is a powerful tool for both users in the community and owner/operators. Experience what thousands of senior living professionals rely on to make their job easier: request a free demo of WelcomeHome's CRM today.


bottom of page