FHC-152The Application
Dashboard Application
The application everything else sits inside. It replaces PowerBI as the place people go to look at Foundry's numbers, and nobody needs a PowerBI license to read a report.
- Sign in with Microsoft. Only Foundry employees and authorized partners can get in, and what each person sees depends on the role they have been given.
- Left navigation by section and page, with the current selection highlighted and a collapsed form on mobile.
- A bar across the top of every page holding the filters for that area and the link to download the data behind it.
- User management. Search the user list, add, edit, or remove users, with Super Admin and Market Leader roles at launch.
- Take the data with you from any page: a CSV or Excel download, a link that keeps a spreadsheet up to date, or a connection for anyone still working in PowerBI.
- Deep links work. A link to a specific page sends the user through login and then straight back to that page.
FHC-183Healthcare
Healthcare: Overview
Operator, property, and occupancy data that used to require digging through Yardi, now in one filterable view with live data.
- Portfolio stats at the top: managed properties, states, average occupancy, and total unit capacity.
- Communities grouped three ways: by LP capital partner, by operator, and by state.
- Occupancy by care level across assisted living, memory care, and independent living.
- Sortable property table with LP partner, state, year built, date acquired, NOI, and occupancy, shown both visually and numerically.
- Filters: period, property, majority owner, and state.
FHC-183Healthcare
Healthcare: Per Resident Days
Revenue and expenses normalized to resident days, so one property or operator can be compared against another on equal terms.
- Revenue PRD and expense PRD charts, grouped by owner, state, or property. Owner is the default grouping.
- Benchmark table with occupancy, resident days, revenue, expenses, PRD income, PRD expenses, and variance against the portfolio average.
- Portfolio average recalculates with the time period selected, so the comparison always matches the window on screen.
- The filters carry over, so a view narrowed on the overview page stays narrowed here.
How the metrics are defined
- Resident Days
- Total residents multiplied by days in the month occupied.
- Resident Capacity
- Total bed capacity multiplied by days in the month.
- Occupancy %
- Resident days divided by resident capacity.
- PRD Revenue
- Total revenue divided by resident days.
- PRD Expenses
- Total expenses divided by resident days.
- Portfolio Average
- Average PRD revenue across the whole portfolio for the selected period.
FHC-203Development & Investment
D&I: Active Projects
Every project in Course of Construction, pulled from ProCore, with contingency burn and schedule status tracked in real time instead of summarized by hand.
- Stats across the active book: active deals, hard cost contingency used, soft cost contingency used, and construction costs spent against budget.
- All Projects table with percent complete, percent HCC used, development manager, scheduled completion, and estimated completion.
- Detailed View toggle opens budget, used, and remaining for hard cost contingency, soft cost contingency, and construction costs.
- Completion Tracking toggle shows delay days and a status of Ahead, On Schedule, or Delayed.
- HCC and SCC percent used charts by project, for spotting the outliers quickly.
- Project detail page with the project summary, total budget, contingency remaining, and schedule position.
- Filters: fund, LP or capital partner, GC, market, and DM.
FHC-209Services
Services: Overview
Property Management, Project Management, and Brokerage revenue brought together and updated nightly, so the whole service book can be read by client in one place.
- Total revenue with the split across Property Management, Project Management, and Brokerage.
- Revenue grouped by service, client, market, or property type, plus a monthly revenue trend split by service line.
- Multi category client analysis: how many clients buy more than one service, and how much revenue concentrates in them.
- Property Management page with fee composition, revenue by market, reimbursables called out separately, and a searchable property table with square footage.
- Project Management page with revenue by service type, revenue by project lead, and a project table with status and location.
- Brokerage page with revenue by transaction type, producing agents, and a deal table down to agent and counterparty.
- Filters: time period, market, type, and service.
FHC-182Financials
Financials: P&L
The Yardi P&L rebuilt as a statement you can filter, reshape, and drill into, including detail the Yardi interface does not expose.
- Expand and collapse nested account levels, with subtotals held at each level whether the level is open or closed.
- Show values as dollars or as a percent of gross revenue, with variances expressed in percentage points.
- View by total, month, quarter, or year, with year to date expanding into a column per month.
- Compare against budget and prior year in the same view.
- Click any line item to see the journal entries behind it, including who created each entry and when. That detail is not available in the Yardi interface today.
- Quick toggles for senior living reimbursements, promotes, budget, and prior year with a year selector.
- Defaults to the latest closed month. If a custom range pulls in months that are not closed, a banner says so.
- Filters: period, line of business, department, region, market, and sub market. Filters persist for the user and carry between the P&L and Transactions pages.
FHC-241Clients
Client List
Every client in one searchable list, with their services and D&I revenue joined together. Built for looking a client up in the minute before a QBR.
- Searchable, sortable client list showing type, market, service mix, services revenue, D&I revenue, and total revenue.
- Client detail page with total revenue, services revenue, D&I revenue, and total square footage across engagements.
- Revenue breakdown by type and year over year revenue growth by service line.
- Revenue over time as this year against last year, with the growth percentage on its own axis.
- Service properties and engagements table, nested by service type with square footage and revenue summed per group.
- D&I engagements table for clients where Foundry holds the capital partner relationship.
