SAMPLE AND DEMONSTRATION ONLY. Illustrative sample built from public information; figures are mock unless labeled as published. Not affiliated with, endorsed by or produced for any company shown.
DEMONSTRATION · ILLUSTRATIVE DATA · BI Consulting Services
Coordinated Services Management x BI Consulting Services AnalytIQCore portfolio operations demo, built on CSM's published community list

Coordinated Services Management: Portfolio View

"CSM provides management services to faith-based, community-based and for profit retirement communities in Virginia and the DC metro area."

Prepared for Denise
Denise White
President
September 2026
19communities managed, named on csmmanagement.com
4Virginia regions, including the DC metro area
12Virginia towns and cities represented

Footnote: 19 communities across four regions is the published figure, taken from CSM's own Communities page. Every other number on this page is illustrative.

Region
Period
All regions · 19 communities · trailing 12 months

Panel 1

Portfolio at a glance

Deltas compare the selected period with the equivalent period immediately before it.
1

Panel 2

Occupancy over 24 months

Shaded band is the selected period. Dashed line is the 24 month average for the properties in view.
2

Panel 3

Occupancy by care level

Units in view, split by care level and averaged across the selected period.
3

Panel 4 · Signature view

The Virginia footprint: 19 communities, four regions

Each marker is one managed community, sized by unit count and colored by the direction of its occupancy in the selected period.
occupancy rising holding, within 0.5 points occupancy softening Marker size reflects unit count
4

Panel 5

Staffing against census and acuity

Agency and overtime hours as a share of total labor hours, read against occupied units and the acuity index.
5

Panel 6

Margin spread by community

Operating margin points above or below the average for the properties in view.
6

Panel 7

Community ranking: which property is softening

Sorted by occupancy change against the prior equivalent period, weakest first. Highlighted rows are down more than one full point.
CommunityRegion OccupancyOccupied / units Change vs prior Agency + OTAcuity MarginSatisfaction
7

Panel 8

What this board answers

Three questions a management company gets asked in every board meeting, each answered by a number already on this page.
1Which community's occupancy is softening?
2Where is agency and overtime spend climbing?
3Which campus is carrying the others on margin?
8

Panel 9 · Ask the data

Ask the data, in plain English

Three questions typed the way a President would ask them. Each answer is computed from the numbers on this board for the region and period selected above, and cites the panel it came from.
Private AI on CSM's own server. The model runs inside CSM's network against CSM's own reporting data. Questions, answers and community figures never leave the building, and nothing is sent to an outside AI service. All regions · T12
9

Panel 10 · Automation

Automation: three things the team stops doing by hand

Work that a management company repeats for every community, every month. Hours scale with the communities in view and the period selected. Hours are illustrative.
10
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