> For the complete documentation index, see [llms.txt](https://docs.talkfurther.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.talkfurther.com/products/analytics/further-dashboard.md).

# How to use the Further Dashboard

The **Further Dashboard** is the most powerful marketing and sales performance dashboard in the senior living industry. It enables operators to track the entire customer journey—from **visitor → lead → tour → move-in**—and provides unmatched visibility into which strategies, channels, and marketing tactics are driving results.

![Further Dashboard](/files/L9UF3LEJoOKU2JjMMuRC)

***

## Why It Matters

Senior living operators face one of the most complex marketing and sales funnels of any industry. From multiple traffic sources to different care levels, ownership structures, and regional variations, understanding what drives move-ins can feel impossible. The Further Dashboard solves this by:

* **Unifying all data** across marketing, sales, and customer touchpoints into one place.
* **Showing ROI clearly**, from a keyword or ad source all the way to a move-in.
* **Helping operators optimize faster**, saving wasted spend and enabling better coaching of sales teams.

The result: higher-quality leads, more move-ins, and more efficient operations.

***

## What It Does & How It Works

The Further Dashboard gives you visibility into every step of the funnel:

* **Track performance by channel and campaign** down to the keyword level.
* **Slice and dice across communities, ownership groups, or regions** for flexible reporting.
* **Leverage AI Insights** to surface key trends automatically.
* **Compare performance to industry benchmarks** to spot opportunities.
* **Evaluate sales team effectiveness** with call analytics and move-in prediction.

***

## Key Tabs & Features

### Overview

* Provides a **high-level snapshot** of performance over any time period.
* Compare traffic, leads, tours, and move-ins by:
  * Community
  * Community group
  * Ownership group
  * Region
  * Multi-touch Attribution

![Multi Touch Attribution](/files/wetw4F9z0bjj61viJmpZ)

### Insights

* Breaks out **traffic sources by community**.
* Allows operators to **compare communities side-by-side**.
* Break out performance by first touch, multi touch and lead touch attributes to see the impact of different traffic sources across the entire customer journey
* Helps identify which marketing investments are paying off through channel analysis
* Break down using intermediate metrics such as lead score, and financial qualificiation to understand which sources are performing ahead of receiving move in data from the CRM

![Traffic Insights](/files/2Y3DwhTk4Zxsgv2IvKhX)

### Move-In Prediction

* Normalizes lead quality using **Further’s Lead Score**.
* Shows which communities are **meeting or exceeding sales expectations** and which are not performing as well.
* Identifies **coaching or staffing issues** impacting conversion.

![Move In Predicition](/files/BoN1DmuXP3VlkJtaqrGv)

### Keywords

* Tracks performance **down to the keyword level**.
* Example: see how many leads, tours and move ins are coming from specific keywords such as *“assisted living”*
* Provides **tactical insights** to optimize SEM and SEO campaigns.

![Keyword Analysis](/files/yWWHpy4MKWIbav4PD3Wu)

### Conversation Analytics

* Reveals **who your prospects really are**:
  * Care type interest (e.g., assisted living, memory care, independent living)
  * Timeline to move-in
  * Who they’re searching for (themselves vs. a loved one)
* Slice results by channel for deeper targeting analysis.
* Identifies **mismatches in targeting** (e.g., memory care community attracting independent living leads).

![Conversation Analytics](/files/gAwpg5qOn6e4zr03Hlpm)

### Instant Answers Analytics

* Tracks how Further’s **Instant Answers tool** is performing.
* Shows:
  * Top questions prospects ask
  * Percentage answered automatically
  * Tours generated from Instant Answers

### Benchmarks

* Compare your performance against **industry-wide benchmarks**.
* Slice by:
  * Region
  * Channel
  * Care type
  * Ad Sources
* Helps identify where communities are outperforming or underperforming peers.

![Benchmarks](/files/x9rtRDnQT4LdxiYFtLoJ)

### Call Analytics

* The most advanced call analytics in senior living.
* Provides:
  * **Call pickup rates** (sales team vs. voicemail vs. front desk)
  * **Sentiment analysis** of conversations
  * **AI-powered coaching items** highlighting strengths and weaknesses
* Directly ties call performance to move-in outcomes.

![Call Analytics](/files/Kqq0NJ5wd7ZNk3MvDwSx)

### Contact Center Analytics

* For operators running a **Contact Center on Further’s platform**.
* Evaluate:
  * Overall Contact Center performance
  * Rep-level results and productivity
  * Impact on leads, tours, and move-ins

***

## Integrations & Configuration

The Further Dashboard seamlessly integrates with:

* **Industry CRMs**: Yardi, Salesforce, Aline (Sherpa & Enquire), WelcomeHome, and others.
* **Ad platforms**: Google Ads, Microsoft Ads, Facebook/Meta Ads.
* **Website tracking**: Direct visitor-to-lead attribution.

Configuration highlights:

* Connect your CRM for **two-way sync** of leads, tours, and move-ins.
* Add keyword tracking templates in ad platforms to enable **keyword-level reporting**.
* Group communities into **ownership structures, portfolios, or regions** for benchmarking.

***

## How to Set It Up

1. **Prerequisites**
   * CRM connection enabled (e.g., Yardi, Aline, Salesforce).
   * Further website script installed
   * Google Keyword Tracking Template added
2. **Access the Dashboard**
   * Log into the Further Dashboard.
   * Navigate to the **Overview** tab for your first snapshot.
3. **Customize Views**
   * Select communities, regions, or ownership groups to focus on.
   * Choose a time period for analysis.
4. **Test & Validate**
   * Verify CRM data is syncing correctly.
   * Confirm ad tracking (keywords, UTM parameters) are populating.
   * Ensure data matches known recent move-ins.

***

## Troubleshooting Tips

* **Symptom:** Traffic shows but no leads syncing.\
  **Fix:** Check CRM connection and API permissions.
* **Symptom:** Keywords not displaying.\
  **Fix:** Ensure ad tracking template includes `keyword={keyword}` parameter.
* **Symptom:** Call analytics missing.\
  **Fix:** Confirm Further call tracking number is being used in ads and website.

***

## Frequently Asked Questions

* **Can I compare multiple communities at once?**\
  Yes, use the Insights tab to compare any set of communities, groups, or regions.
* **How often does the data update?**\
  Most data updates in near real time; CRM-driven move-in data syncs daily. We see many communities load in their move ins to the CRM the last couple of days of the month, so expect the data to be more complete at the beginning of the following month
* **Do I need to set up every tab individually?**\
  No—once integrations are in place, all tabs populate automatically.
* **Can I export reports?**\
  Yes, exports are available in CSV and PDF for easy sharing with stakeholders.

***

The Further Dashboard isn’t just reporting—it’s a **decision-making engine** for senior living operators. By unifying marketing, sales, and customer insights, it ensures you know exactly which investments drive move-ins and which don’t.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.talkfurther.com/products/analytics/further-dashboard.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.