AnalytIQCore by BI Consulting Services 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

Panel 1

Portfolio at a glance

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

Panel 2

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

Panel 3

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

Panel 4 · Signature view

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

Panel 5

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

Panel 6

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

Panel 7

Sorted by occupancy change against the prior equivalent period, weakest first. Highlighted rows are down more than one full point.

Community	Region	Occupancy	Occupied / units	Change vs prior	Agency + OT	Acuity	Margin	Satisfaction

Panel 8

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?