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Take a closer look at Sherpa’s Analytics Dashboards

January 31, 2023 by Sherpa

Sherpa CRM’s Analytics Dashboard is a powerful tool for senior living sales teams to gain insight into the performance of their communities. It gives you a snapshot of key metrics such as occupancy, sales conversions, and response times, and allows you to filter reporting by options such as time frame, region, and community type.

See a short demo with Sherpa Senior Director of Product Matt Prentis.

Compare data at a glance

Using the Analytics Dashboard, you can view trend information on a number of tiles simultaneously. For example, you can see how sales advance numbers have trended over the past 90 days compared to the previous 90-day period. This allows managers to quickly identify areas of improvement or success and make data-driven decisions.

Dig into the details

The Dashboard also allows users to drill down to more detailed information by clicking the “View Details” option on any tile. This action will take you to one of the dashboard’s tabs to see a breakdown of the data for each of your communities. You can also click “View Full Report” to see an even more granular view of your data that you can customize, save, schedule, and export as needed.

Generate reports in seconds

Quickly export the contents of your dashboard and all associated detailed information on demand or schedule a weekly or monthly report that you can share with other team members or stakeholders.

Want to dive even deeper? Email us at info@sherpacrm.com to schedule your demo of Sherpa CRM.

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