Case Study 01 · Senior Living · RCFE / Assisted Living Portfolio

Pacific Crest Senior Living
5-Community Master Dashboard

A five-community residential care portfolio ran on five disconnected workbooks — no consolidated view of occupancy, labor cost or community-level profitability. I built a live master dashboard (Google Sheets + IMPORTRANGE, QuickBooks & payroll sources) that rolls all five communities into one screen and exposes where the margin leaks are.

Portfolio Revenue · YTD

$9,226,482

6 months FY, 5 communities

Net Ordinary Income

$2,289,196

24.8% portfolio margin

Beds in Service

637

avg occupancy 63.2%

Best Community NOI

43.2%

Harborview Gardens

Weakest Community NOI

6.3%

Willow Manor · labor 40.7% of rev

The leak this dashboard surfaced: the spread between the strongest and weakest community is 37 points of NOI margin — driven almost entirely by labor cost, which ranges from 15.9% to 52.3% of revenue across communities of similar size. One consolidated view turned "we feel busy" into a specific staffing conversation at two communities.

Monthly Revenue by Community

Stacked — the April step-up is a mid-year acquisition (Summit Village) entering the portfolio

Net Ordinary Income by Community · YTD

Same portfolio, very different profitability

Occupancy % by Community

Monthly, end-of-month occupied beds ÷ beds in service

Community Scorecard · FY YTD

The one-screen table leadership reviews monthly

Community	Revenue	Expenses	NOI	NOI %	Beds	Occ %	Labor % Rev	Move-in / out
Harborview Gardens (HVG)	$2,426,030	$1,377,590	$1,048,440	43.2%	124	62.3%	15.9%	10 / 9
Magnolia Court (MGC)	$2,270,859	$1,856,562	$414,297	18.2%	136	64.0%	32.7%	20 / 12
Cedarwood Inn (CDW)	$2,129,850	$1,543,206	$586,644	27.5%	114	73.0%	24.7%	16 / 20
Willow Manor (WLM)	$1,446,972	$1,355,774	$91,198	6.3%	106	57.1%	40.7%	6 / 6
Summit Village (SMV)	$952,771	$804,154	$148,617	15.6%	157	60.5%	52.3%	20 / 16
PORTFOLIO	$9,226,482	$6,937,286	$2,289,196	24.8%	637	63.2%	29.7%	72 / 63