Case volume over time
Track how many cases you handled by month, quarter, or year, and watch the trend across periods.
Reporting & Analytics
Funeral home reporting and analytics
Reports built from the same case records your team works in every day, so the numbers reflect live data with no spreadsheet exports. See case volume over time, burial and cremation mix, revenue, outstanding balances, and per-location comparison at a glance.
Who it is for
- Owners who want to see how the firm is doing at a glance
- Managers tracking case volume and disposition mix
- Multi-location firms comparing performance across sites
- Anyone tired of rebuilding the same spreadsheet each month
What it replaces
- Monthly spreadsheets built by hand
- CSV exports stitched together from other tools
- Counting cases off a whiteboard or call log
- Guessing at outstanding balances across cases
How reporting works
Reports read directly from your live case records. There is nothing to export, reconcile, or update by hand.
- 01
Open the dashboard
Land on a summary of case volume, disposition mix, revenue, and outstanding balances for the period you pick.
- 02
Filter by period or location
Narrow to a month, quarter, or year, and for multi-location firms, view one site or compare all of them side by side.
- 03
Drill into the detail
Move from a chart to the underlying cases, so a number is never just a number you have to trust on faith.
- 04
Review surfaced insights
Read short plain-language summaries of what changed this period, offered as a starting point to confirm against the records.
- 05
Share with partners or staff
Pull the figures you need for an owner meeting, a partner review, or a year-end conversation with your accountant.
What you can see
Every view is built from the case record, so it stays current as your team works.
Burial and cremation mix
See the split between dispositions and how it shifts over time, by location or across the whole firm.
Revenue and balances
View revenue alongside outstanding balances, so you know what is invoiced and what is still owed.
Payments collected
Follow payments collected over a period, drawn from the same payments recorded on each case.
Documents pending signature
See how many documents are still waiting on a signature, so nothing sits open longer than it should.
Preneed conversions
Track how many preneed contracts converted to at-need cases, and per-location results for multi-location firms.
Common questions
Do I need to export anything to build a report?
No. Reports read from your live case records, so there is nothing to export, paste, or reconcile in a spreadsheet.
Can I compare locations?
Yes. Multi-location firms can view a single site or compare all locations side by side from one dashboard.
How do the AI summaries work?
They offer short plain-language notes on what changed in a period, written from your data. They are assistive starting points to confirm against the records, not a substitute for your own review.
Is the data exportable?
Yes, anytime. Your records and the figures behind every report are yours to export whenever you want.
See your operation at a glance
In 20 minutes we walk through the dashboard with sample data, using the views that matter to your firm.