DEMONSTRATION - ILLUSTRATIVE DATA - BI Consulting Services

Martha Jefferson House x BI Consulting Services

Single campus month-end operating board · 1600 Gordon Ave, Charlottesville, Virginia

Prepared for Rebecca September 2026 Modernization of websites and deep analytics
Residence area
Period
 
Campus position
01

The house and its wings

Each block is sized by illustrative unit count and shaded by occupancy for the selected period. The ribbon marks 1921, 1957, 2000 and 2008.

Lower occupancy Mid Higher occupancy Selected area
02

Brookwood Therapeutic Services

Illustrative session volumes by discipline for the selected area and period.

Trend and ranking
03

Occupancy by month, 18 months

Illustrative occupied units against capacity. The shaded band is the selected period.

04

Residence area ranking

Average occupancy across the selected period. Illustrative unit counts.

#Residence areaOccupancyUnitsAvg
Inquiries and tours
05

Inquiry to tour to move-in

Illustrative funnel for the selected area and period.

06

Where inquiries came from

Illustrative source mix. Website counts form fills on marthajeffersonhouse.org.

SourceShareInquiriesTours
Working with the data
07

Ask the data

A private assistant that reads the same tables this board is built on.

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Runs on your own server, on your own documents, with nothing leaving the building. No resident record is sent to an outside service, and no third party model is called.
08

Automation

Three things this board can take off a desk. Hours saved are illustrative.

Month-end operating pack

Assembled from census, billing and the therapy log. Replaces a manual spreadsheet build each month.

14 hrsIllustrative, per month

Brookwood volume and billing reconciliation

Weekly refresh matching sessions to billing. Replaces a hand-keyed session count.

9 hrsIllustrative, per month

Inquiry and tour tracking

Website forms and the phone log pulled into one funnel. Replaces a paper or spreadsheet inquiry list.

7 hrsIllustrative, per month