The Standup Board is WelcomeHome’s centralized hub for daily team alignment. Designed as a “one-stop-shop” for morning check-ins, it provides a real-time view of the most important community data—bringing together occupancy metrics, resident status insights, and sales activity in one place.
Located within the Day Planner, the Standup Board helps teams quickly understand what’s happening today, what’s coming next, and where attention is needed most.
What You’ll Find on the Standup Board
The board is organized into clearly defined sections, each offering focused insights to support daily decision-making and collaboration.
General
This section highlights overall community performance at a glance, including:
Current occupancy percentage
Number of new prospects
Progress toward community goals
These metrics help teams quickly assess how the community is tracking against expectations.
Community at a Glance
Here, teams can see a snapshot of:
Move-ins for current and next month
Move-outs for current and next month
It also includes an At Risk area, which flags any residents whose care status is set to something other than “Okay”, helping teams proactively address resident needs.
Week Ahead
The Week Ahead section focuses on upcoming, high-value activities—specifically in-person interactions that signal strong interest. This allows teams to prepare for meaningful conversations and prioritize their time accordingly.
Upcoming Events
This area displays a simple list of:
Event names
Dates
Times
All events are pulled directly from those created in the system, ensuring teams stay informed and aligned on what’s happening in the community.
Future Residents
This section supports sales and engagement efforts with two key views:
Today’s Calendar: A unified calendar that syncs time-based activities from WelcomeHome and connected external calendars.
Top Inquiries: A list of leads marked with a “hot” score, along with their current sales stage, so teams can focus on the most promising opportunities.
Unit Status
Vacant units that have been designated as:
Not Ready
Model
Corporate Use
are clearly displayed for easy tracking and visibility.
Management and Customization Options
Administrative Control
Admins and Regional users can tailor the Standup Board to their needs. By selecting Edit in the top-right corner, they can choose which prospect or referrer activities and goals appear on the board.
Automated Delivery
Users can opt in to receive the Standup Board via email every weekday morning through their profile settings.
The email provides a snapshot of the board at the time it’s sent.
The Standup Board within the CRM updates in real time as activities are logged and resident profiles are updated.
A Simple Way to Think About It
Think of the Standup Board as your community’s morning briefing.
Much like a hotel manager reviewing a single page to see which guests are checking in, which rooms need attention, and how close the property is to full occupancy, the Standup Board brings together the most critical “need-to-know” information in one place. It empowers teams to start the day informed, aligned, and focused on what matters most.