ServicesDashboards and reporting
Sales and margin, receivables, purchasing, job costing and consolidated financials, read live from your ERP. Every screen answers a question an owner asks. Dashboards only read: nothing posts from them.
In production
These dashboards run every day inside an operating company, on the same live data the agents work from. Clients are kept private.
Sales and gross margin by customer, product and rep, read straight from the ERP, including every entry the agents made. It replaces the report someone exported every morning.
Live aging by customer, the same view that feeds the collections agent.
A live income statement and product-margin view, consolidated across sister companies, that shows the month-end result.
Production rates feed real per-job cost and margin: estimate against actual during the job, not at close. Costs the agents enter show up the same day.
Open POs, receipts and vendor price changes.
Every open bill, its PO match and its approval state.
Rep commissions from live sales.
Balances and requests.
Plain-English questions over the same live data. It drafts entries for a person to approve.
Clients are kept private; every figure is from production.
See them running
Short films of the dashboards lumic builds, with narration. Every figure is sample data.
Each film opens on its own. Every figure is sample data.
Read only
Every screen reads straight from your ERP, so it is current the moment you open it. No re-keying. No new system to learn.
Dashboards only read. When work needs doing, an agent prepares the entry, and a person on your team checks it and approves it.
lumic watches, tests, fixes and upgrades what it builds, for as long as you run it.
lumic builds it, and keeps it working.
| Instead of | With lumic |
|---|---|
| Exporting the same reports every morning | Numbers live, no export |
| Stale spreadsheets nobody trusts | One live set of data |
| Build-and-ghost consultants | A team that stays on |
Other jobs lumic automates: Services. Every agent and dashboard in production: Portfolio.
Every engagement is led by a senior FDE, on site.