TRANSPARENCY
Clear Reporting, Confident Decisions
A single source of truth that brings together every element of your pre-need program so you can make timely decisions with confidence.
PNA’s reporting is customizable so you can focus on what matters most—whether that’s historical sales, new account pipeline, pricing changes, or pre-need prices by type of service. Let us help you bring what matters into focus.
ANALYTICS
Actionable By Design
Analytics built for action. portfolio and inflation metrics, and sales activity are consolidated into dashboards with incorporated benchmarks to help you quickly identify areas needing attention.
Understand the state of your pre-need sales pipeline with visibility into new lead growth, sales activity, and pricing trends.
View account performance alongside inflation benchmarks to see how values compare with anticipated service costs—without implying or guaranteeing future outcomes.
Compare GPL and catalog price movement against the national funeral inflation index to see how your pricing tracks relative to broader inflation and whether price list changes may be warranted.
THE VALUE OF DATA
Better Data Can Lead to Better Decisions
PNA connects management, custody, investment, and sales data so you can review account values, inflation benchmarks, and operational trends in one place.
FAQ
Learn more about PNA’s Reporting Tools
Your PNA dashboard consolidates account balances, portfolio activity, sales pipeline data, pricing trends, and inflation in one place. Each data point is updated in real time so you can review the state of your pre-need program without waiting for monthly statements or manual reports.
PNA’s platform connects management, custody, investment, and sales data into a single view. Configurable dashboards allow you to focus on what matters most to your operation, whether that is new account activity, pricing trends, or portfolio benchmarks. Role-based permissions ensure each team member sees only what is relevant to their responsibilities.
Yes. PNA’s dashboards and reports are accessible from any device, including mobile. Role-based permissions ensure each team member sees only what is relevant to their responsibilities.