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.