Operational Dashboard for Leadership Teams
Bring the measures your leadership team relies on into one view. See what’s changing across your organization, where to look more closely, and what needs attention this week.
5–15
priority measures in the executive scorecard
One view
across communities, departments, and systems
Action-ready
detail behind every off-track result
Product capabilities. See the numbers. Understand what changed. Decide what to do next.
Executive Scorecard
Keep the measures your leadership team reviews each week in one place, with targets, trends, and a clear view of what needs attention.
Trend Analysis
See whether results are improving, declining, or holding steady across weeks, months, and reporting periods.
Community Comparison
Compare locations, regions, departments, and operating groups using consistent measures and targets.
Operational Drill-Downs
Move from an off-track KPI to the underlying drivers, records, or workflow conditions that need attention.
Alerts and Exceptions
Surface measures that cross thresholds or move in the wrong direction so leaders can focus attention quickly.
Role-Based Views
Give executives, regional leaders, community teams, and department owners the level of detail relevant to their work.
A weekly leadership scorecard. Know what is on track before the meeting begins.
- Clear target and current result
- Trend against prior reporting periods
- On-track, watch, or action status
- Named owner for each measure
- Consistent definitions across communities
Start with measures relevant to your work.
ThreeWill has established KPI examples across the markets we serve. They give your team a place to start; the measures in your dashboard are chosen around your priorities, available data, and operating model.
Integrations. Connect the systems that already hold the operational story.
The dashboard sits above existing platforms and combines the data leadership needs. Connections are configured using the access methods each source system supports.
EHR & Resident Systems
Clinical, resident, census, and service data
Designed to work with systems such as PointClickCare and MatrixCare, along with other platforms that provide supported data access.
Workforce & Scheduling
Labor, hiring, scheduling, and employee data
Connect workforce systems such as UKG, scheduling platforms, HR applications, and approved operational exports.
Finance & CRM
Financial, sales, referral, and pipeline data
Bring together information from finance platforms such as Sage, CRM systems such as Salesforce, and related data sources.
Microsoft & Files
Microsoft 365, Power BI, Excel, and custom data
Use the Microsoft platform to secure, transform, visualize, and share information across the organization.
Do not see your system?
ThreeWill evaluates the available API, database, export, or file-based access and defines the connection as part of implementation.
Implementation. A product configured around your measures, systems, and operating model.
Confirm the measures
Start with the KPI library or use the Metrics That Matter Workshop to align leadership.
Connect the data
Map source systems, definitions, refresh methods, security, and validation rules.
Configure the product
Build scorecards, dashboard views, community comparisons, and role-based access.
Validate and launch
Reconcile the data, train leaders, and establish the review rhythm.
Improve over time
Refine measures, add views, maintain integrations, and address workflows revealed by the data.
Take the next step. See the dashboard in action.
A focused demo covers the scorecard, operational views, KPI library, integrations, roadmap, and implementation approach.
