Most preneed programs are managed by exception: someone notices a maturity, or a lapse, when it happens to come up. That works until it does not. A preneed dashboard replaces noticing-by-luck with a clear, current view of the program, so an owner can manage it deliberately: what is in force, what is funded, what is maturing, and what needs attention now.
What belongs on it
| Tile | Why it matters |
|---|---|
| Contracts in force | The size and health of the book |
| Total funding | The backing behind the obligations |
| Upcoming maturities | What is converting to at-need soon |
| At risk of lapsing | Where action is needed now |
| Follow-ups due | Keeping records and relationships current |
Link every number to a record
A preneed dashboard is only useful if you can move from a figure to the contracts behind it. Three contracts at risk of lapsing is a number; the three records, with their contacts and funding, are what you act on. The dashboard should be a doorway to the records, not a static report.
What to ask software vendors
- Does the dashboard show in force, funding, maturities, and lapses at risk?
- Can I click from a figure to the records behind it?
- Does it surface follow-ups due?
- Does it roll up across locations?
How FuneralHQ handles this
FuneralHQ draws preneed figures from live preneed records, so contracts in force, funding, maturities, lapses at risk, and follow-ups due are current and each links back to the record, with multi-location reporting for groups. See it for preneed teams.
Related resources
Read how to report on preneed across multiple locations and preneed follow-up workflow.
About the FuneralHQ Editorial Team
This guide was written by the FuneralHQ Editorial Team, the in-house team behind funeral home software used by independent firms to run cases, documents, payments, and QuickBooks sync in one record. We write from how funeral homes actually operate, and we cite sources for regulatory and industry claims.