How Allegro Living cut reporting time & got real-time answers

06 / 08 / 26

2 min read

Table of Contents

PRODUCTS FEATURED

Senior IQ

External shot of senior living community

Does this sound familiar? For weekly reporting at Allegro Living, all communities submitted individual reports. Before it even went to financial analysts for review, someone spent half a day reviewing and consolidating data from about 20 reports. That person was Operations Specialist Rebecca Peterson. She shared with us how that process changed after Allegro moved everything into shared dashboards in Yardi Senior IQ.

“Instead of running so many different reports, it’s all in one lovely spot where every statistic about your community is right there,” she said.

The challenge: Manual reporting & redundant verification

Before Senior IQ, Allegro Living relied on spreadsheets and email to track occupancy and operational performance across communities. Teams manually created reports individually and submitted them.

Compiling these reports required copying, pasting and verifying data across multiple sources. Leadership also had to double-check community submissions against Yardi Voyager reports to confirm accuracy. The process created redundant work and required hours to prepare weekly reporting.

The solution: Allegro Living adopts Senior IQ

Now, Allegro uses a centralized dashboard for all operational reporting. Teams access occupancy, census and sales metrics directly through customizable dashboards, without compiling spreadsheets or running separate reports. Summary tiles show high-level metrics and teams can see more detailed data instantly instead of opening individual charts. Information flows directly from Voyager Senior Housing, giving teams a reliable system of record and allowing leadership to review performance quickly.

The story: Centralized dashboards, monitoring data that matters, answers for investors

Allegro replaced this manual weekly reporting process with shared Senior IQ dashboards. Teams now review dashboards that bring the specific metrics they want to monitor — such as occupancy, move-ins, census trends and referral sources — instead of gathering data. Leaders can quickly understand performance, identify trends and access detailed data as needed.

With dashboards open during meetings and investor calls, leaders can answer questions that come up and focus discussions on strategy and next steps.

“They will have the dashboard up on an investor call, and they can answer questions in real time and just say, ‘Oh yeah, I can pull that for you right now,’ instead of waiting to find that report or drill down,” Peterson said.

What’s next

How can you cut reporting time and get real-time answers like Allegro Living? Read the full success story. For other client success stories, video testimonials and more, see our Resources page.

AUTHOR

Amy Reinholds is a marketing writer at Yardi, covering senior living. She has written for newspapers, software companies and music magazines and is passionate about successful housing solutions. Amy writes about technology and industry trends and loves sharing stories of the people behind thriving communities.

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