Let’s take a closer look at what you’re seeing at the top of your dashboard.
⚠️ Note: The data shown on the dashboard roll up covers only the past six months to keep it brief and actionable for the dashboard. To access your entire financial history, please utilize Gather Analytics.
Case Type Filters
On the far left, you’ll find your case type filters.
These control which cases are included throughout your dashboard. Selecting or unselecting case types (like Pre-Need or At-Need) will:
Update the case cards shown on your dashboard
Adjust the active case count
Change the financial roll-up totals displayed
So, if you filter to only show At-Need cases, all counts and financial summaries will update to reflect that selection.
See how when I have all case types on I see 131 active cases and multiple financial cards:
but filtering to just "Trade", I only see 5 active cases and just the April finance card.
Active Cases Count
This number represents all non-archived cases your funeral home currently has within the last 6 months reflected in this roll up.
It’s also filtered by your selected case types. For example, if you have 20 active At-Need cases and 10 active Pre-Need cases, filtering to just At-Need will show 20 Active Cases.
Financial Roll-Up
The cards to the right summarize your expected revenue and collection progress by month.
Each card shows:
The total expected amount for that month
The percentage collected so far
For instance, if you expected $20,000 in September and have collected $15,000, the card will display:
$20,000 — 75% Collected
How Dates Are Grouped in the Financial Roll-Up
Cases are grouped by month using a fallback date system:
Primary: The month of the death date (if entered)
Fallback: If no death date is available, the system uses the month the case type was assigned (like when it became “At-Need” or “Pre-Need”).
If a case was created as At-Need and never changed, the case’s creation date is used instead.
This means if a case had a death date of September, but the payment was created in October, the finances for this case would still be grouped with September.
Similarly, this means if a case had a death date of September, but the case was created in October, the finances for this case would still be grouped with September.