Rate Increase Outlook

The Rate Increase Outlook sheet presents an organized view of key rate change metrics at the community level.

• Obtain a bird's-eye view of rate changes before and after increases across all communities, along with variances to forecasted figures.
• Understand the targeted and actual percent changes in rates for each community.
• Pinpoint areas that require closer scrutiny or targeted intervention.
• Evaluate the precision of your forecasting model by comparing the variance between targeted and actual rate changes.

Layout Tips

The buttons along the left-hand side filter the app to different statuses in the rate increase process.

Questions to get started

Which communities had significant discrepancies between targeted and actual post-increase rates?

• By reviewing the Variance to Forecast columns in the pivot table, you can spot the communities with the largest discrepancies.

How accurate are our rate increase forecasts across all communities?

• To assess this, look at the overall variance to forecast percentages. You can also break this down by community to see where forecast accuracy may vary.