Performance Tracker X

Gain complete clarity over your business

Performance Tracker X is the complete customer experience management tool that evaluates staff and financial performance, streamlines success plans, and improves your bottom line.

An Indispensable Tool

Our industry-leading Performance Tracker X empowers you to run a more profitable business while helping you provide a better experience to your customers. Choose from any the following survey options:

  • Funeral Home At-need
  • Funeral Home Pre-need
  • Low Cost Cremation Business
  • Cemetery At-need
  • Cemetery Pre-need
  • Combination

Accountability Management

JCG Performance Tracker X offers real-time contract and survey reports that pinpoint areas of strength and weakness while assessing your company’s sales efforts, customer satisfaction, and overall performance.


Filter by date range, company, location, region, arranger, and case type. With this level of visibility, you’ll know exactly where your company stands with regard to performance, customer satisfaction, and sales.

Trend Spotting

The industry’s case mix is shifting and average sales are changing. This means you need to stay ahead of the curve by continually anticipating customer needs and understanding the trajectory of your business.

Customer Experience

 Be able to reward your team for the outstanding customer service they provide. Gain key insights, and know how your families feel about the level of service and overall experience your business provides.

Step 1: Assess Your Customers’ Experience

Get more out of your surveys and evaluate your business from every angle. We measure your performance based on the customer experience.

Step 2: Evaluate Your Team’s Sales Performance

We gather your data, assess your contracts, and compare your call volume to other firms of your size. We also evaluate your average sale per case type by company, region, location, and arranger.

Step 3: Take Action Based on Customer Feedback

 Once the data is collected, you’ll be notified immediately of an interaction, so you can take action.

Step 4: Remain Aware and Engaged

Monitor customer sentiments shared on social channels and engage accordingly, so you can better manage your online reputation.

A word from our clients

Thank you for constructing a solid survey format that gives us true customer feedback. We use our survey data to evaluate and upgrade all of our team, but especially our administrative staff. The direct feedback from families along with the format you use gives us the ability to provide objective feedback during our performance appraisals and coaching. It is hard to argue with “what the family said”! Keep up the great work of pushing the profession to higher levels.

– Jay Dodds

Let’s start the conversation

With a clear understanding of where the profession has been, and a compelling vision of where it’s going, we help our clients reach new levels of success. Let’s talk about how we can do the same for you.