Payment data is everywhere at a funeral home, in the processor, on the case, in the books, but rarely in one view that answers an owner’s real questions. A good payment dashboard is not a pile of charts. It is the few figures that drive a decision: what came in, what is still owed, what is overdue, and where plans stand.
What belongs on it
| Metric | Why it matters |
|---|---|
| Collected this period | Cash actually received |
| Total outstanding | What the firm is still owed |
| Past due by aging | Which balances need attention now |
| Deposits taken | Cash secured at arrangement |
| Plan status | Which plans are on track or behind |
Tie every figure to a case
A number on a dashboard is only actionable if you can click into the case behind it. An outstanding total is interesting; the three cases that make it up are what you act on. The dashboard should be a doorway to the case, not a dead-end chart.
What to ask software vendors
- Does the dashboard show collected, outstanding, and past-due aging?
- Can I click from a figure to the case behind it?
- Does it include deposits and plan status?
- Is it live, or a report I run?
How FuneralHQ handles this
FuneralHQ draws payment figures straight from live case records, so collected, outstanding, past-due, and plan status are current and every number links back to the case. See online payments and, for groups, multi-location reporting.
Related resources
Read funeral home accounts receivable and what owners should see in a daily operations dashboard.