Survey Reports

Survey Dashboard

The Survey Dashboard allows you to measure and track your funeral home or cemetery business by viewing real-time stats:
  • Arranger Ranking by Survey Performance by Month
  • Arranger Ranking by Survey Performance YTD
  • Overall Performance
  • Net Promoter Score
  • Basic Survey Performance (# of Surveys Sent, Received, % Not Contacted, and % of Surveys Returned)
  • Alert Performance

Survey Improvement Opportunities

  • Compare survey responses by current month, prior 90 days, year to date for the prior year, and year to date for the current year
  • Designed to visually show whether your customer satisfaction has increased or decreased over a period of time
  • Evaluate your custom service with granular detail to delve in on opportunities for further improvement

Survey Performance Snapshot

An at-a-glance view of customer satisfaction scores with year over year progress summary.

Survey Summary Report

View detailed survey responses and your overall satisfaction score.


Sales Reports

Contract Mapping

  • An online, interactive report that can be filtered and refined as well as printed
  • Dive into specific areas of the United States to see your market share and sales penetration
  • Refine by Case Type (Custom, Standard, Secondary, Primary)

Sales Performance Snapshot

View company sales performance by sales item and your custom case types.

Sales Improvement Opportunities Report

  • Compare sales averages by current month, prior 90 days, year to date for the prior year, and year to date for the current year
  • Designed to visually show whether your sales averages have increased or decreased over a period of time
  • Evaluate your sales averages with granular detail to delve in on opportunities for further improvement
  • Refine by Case Type (Custom, Standard, Secondary, Primary)

Contract Analysis Dashboard

The Contract Analysis Dashboard allows you to measure and track your funeral home or cemetery business by viewing real-time stats:
  • Arranger Ranking by Sales Performance by Month
  • Arranger Ranking by Sales Performance YTD
  • Case Mix at the Primary Case Level
  • Overall Month and YTD Sales
  • Average Sales by Primary Case Type by Month and YTD
  • Discounts by Month and YTD
  • Pre Need Performance

What Our Customers Say…

“JCG Performance Tracker™ provides the most accurate and comprehensive reports of its kind. It’s revolutionized the way our directors do performance analysis of arrangers and management staff.”

“Very inclusive tool with countless features that take the time consuming work out of daily jobs, allowing my staff and I to focus on the important things; like taking care of our families at need. Excellent tool!”

“Highly impressed with how the complex calculations are made easy to understand and interpret in all of the Sales Analysis and Sales Snapshot reports. JCG Performance Tracker™ is a “must have” application for anyone working in the funeral home industry.”

“Thoroughly enjoy working with this user-friendly software; with ease of operation and the versatile options and enhanced features that allow me to stand apart from my local competition for all of my business divisions. Thank you JCG Performance Tracker™!”

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