Uploading Goals using our Template

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

  1. Click Admin on the left menu
    Admin_Button.png
  2. Click Communities on the left Admin menu
    communities_button.png
  3. In the Name column, click the name of the community you would like to set goals for
  4. In the upper right of the community detail page, click the blue Setup Goals button
    setup_goals_button.png
  5. Click the grey Download Template button just above the goals table
    download_template_button.png
  6. This will download a Microsoft Excel file titled EnquireGoalsTemplate.xlsx, open this file in Excel
  7. 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.
    goal_excel_file.png
  8. 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.
    drag_and_drop_goals_template.gif
  9. 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.goal_year_row.png

 

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%

 

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