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CLIENT SUCCESS STORY
Allegro Living
Instead of running so many different reports, it’s all in one lovely spot where every statistic about your community is right there.
Rebecca Peterson
Operations Specialist, Allegro Living
[Leadership] 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” instantaneously, instead of waiting to find that report or drill down.
Rebecca Peterson
Operations Specialist, Allegro Living
Products featured
The benefits
With Senior IQ, Allegro replaces manual reporting based on Excel spreadsheets with centralized dashboards. Teams and leadership get instant access to occupancy, census and sales metrics. This reduces reporting time and improves data accuracy.
The company
Allegro Living develops and manages senior living communities offering independent living, assisted living and memory care. Allegro Living is a St. Louis- and Orlando-based senior living operator that includes eight brands, primarily Allegro and Spring Arbor properties. Spring Arbor Management and Allegro Management Company merged in 2025 to form a senior living management and development company across 13 states in the Northeast, Mid-Atlantic, Southeast and Midwest. The communities continue to operate under their recognized legacy brands under a commonly owned holding company called Allegro Living. With a range of living options, Allegro Living focuses on helping residents live life to the fullest each day.
The challenge
Manual reporting & redundant verification
Before Senior IQ, Allegro relied on Excel spreadsheets and email to track occupancy and operational performance across communities. Teams manually filled out reports and sent them for consolidation. Compiling these reports required copying, pasting and verifying data across multiple sources. Leadership also had to double-check community submissions against Voyager reports to confirm accuracy. The process created redundant work and required hours to prepare weekly reporting.
The solution
Yardi Senior IQ
Now, Allegro has a centralized dashboard in Senior IQ for all operational reporting. Teams access occupancy, census and sales metrics directly through customizable dashboards instead of manually compiling spreadsheets or running separate reports. Summary tiles show high-level metrics and teams can see more detailed data instantly instead of drilling down into separate reports. Information flows directly from Voyager Senior Housing, giving teams a reliable system of record and allowing leadership to review performance quickly.
The story
Replacing manual reporting with centralized dashboards
Allegro now relies on Senior IQ dashboards to track occupancy and operational performance across their communities. Instead of sending Excel spreadsheets, teams review shared dashboards that display key data points in one place. Leaders review high-level metrics such as occupancy, move-ins and census trends and can access detailed data quickly. This centralized approach eliminates redundant work and gives teams a single source of truth for operational performance data.
Monitoring occupancy and census performance in one view
Allegro created custom dashboards to monitor occupancy and census trends across communities. These dashboards display month-to-date and year-to-date move-ins, occupancy levels and referral sources in one place. Sales and operations leaders can quickly review performance metrics without running multiple reports. Visual charts and summary tiles make it easy to monitor trends and identify opportunities across the portfolio.
Delivering real-time answers during investor conversations
Allegro uses Senior IQ to respond quickly during leadership and investor discussions. Teams can pull up dashboards during meetings and investor calls to review data in real time. Instead of searching for reports, leaders can instantly access occupancy, move-in and sales metrics from the dashboard. This real-time visibility helps Allegro answer questions immediately and focus conversations on strategy.