Enter your goals in our Goals Template and upload them to Enquire for a quick and easy way to add Goals to your communities!
Downloading and filling out the Template
- Click Admin on the left menu
- Click Communities on the left Admin menu
- In the Name column, click the name of the community you would like to set goals for
- In the upper right of the community detail page, click the blue Setup Goals button
- Click the grey Download Template button just above the goals table
- This will download a Microsoft Excel file titled EnquireGoalsTemplate.xlsx, open this file in Excel
- The template will look very similar to the Goals table in Enquire. Fill out the Goals you would like to set for your community and Save the template.
- Head back over to the Goals page in Enquire and upload your template. Click into the download manager box and locate the file on your computer or drag and drop the file from your computer onto the download manager box.
- Once you have uploaded the template, refresh the page. Your goals will then populate in the corresponding fields.
NOTE: It may take some time for goals to populate to the goals table after refreshing.
Goal uploading FAQ
I uploaded the template file but my goals haven't populated.
Make sure that the template was saved as a .xls or .xlsx file format. These are the required formats when uploading a template.
How do I upload Goals for a specific Year?
You can specify the year for your goals by updating the Year row (just above the month row) in the template. Updating each cell in this row is required for Goals to be input for the correct year.
What are suggested monthly goals based on industry benchmarks?
Activity goals are the average by community/facility care level(s).
| Monthly Activity Goals | Life Plan Residential | Independent | Independent and Assisted | Assisted Living | Memory Care | Assisted and Memory Care | Skilled Nursing |
| Total Inquiries* | 57 | 50 | 43 | 43 | 37 | 41 | 53 |
| Other Inquiries | 21 | 31 | 21 | 28 | 21 | 23 | |
| Referrals | 13 | 7 | 11 | 6 | 5 | 7 | 47 |
| Web Form | 23 | 12 | 11 | 9 | 11 | 11 | 15 |
| Initial Tour | 16 | 15 | 15 | 14 | 13 | 13 | |
| Retour (Other Tours) | 14 | 4 | 9 | 2 | 3 | 6 | |
| Appointment | 18 | 6 | 6 | 5 | 4 | 6 | |
| Home Visit | 4 | 9 | 7 | 6 | 8 | 7 | |
| Call Out | 447 | 233 | 148 | 175 | 194 | 193 | 55 |
| Move In (Rounded) | 5 | 5 | 6 | 4 | 5 | 4 | |
| Move In | 5.2 | 4.6 | 6 | 4.3 | 4.5 | 4.3 | |
| Outreach Appointment | 22 | 40 | 35 | 24 | 31 | 27 | 61 |
| Admissions | 12 |
*Sum of referrals, web forms and other inquiries (i.e. call in inquiries, etc.)
Performance goals are the average by community/facility care level(s).
| Monthly Performance Goals | Life Plan Residential | Independent | Independent and Assisted | Assisted Living | Memory Care | Assisted and Memory Care | Skilled Nursing |
| Inquiry to Tour | 27% | 29% | 35% | 34% | 41% | 35% | |
| Tour to Move In | 19% | 24% | 27% | 32% | 35% | 27% | |
| Inquiry to Move In | 6% | 6% | 11% | 11% | 15% | 11% | |
| Call Contact Rate | 54% | 53% | 47% | 42% | 52% | 48% | |
| Referral to Admit (Admit %) | 22% |