---
title: "Live ERP dashboards and reporting | lumic"
description: "Sales and margin, receivables, purchasing, job costing and consolidated financials, read live from your ERP. Dashboards only read; nothing posts from them."
canonical: https://get-lumic.com/services/dashboards-and-reporting/
last_updated: 2026-10-11
---

# Live ERP dashboards and reporting | lumic

> Sales and margin, receivables, purchasing, job costing and consolidated financials, read live from your ERP. Dashboards only read; nothing posts from them.

Source: https://get-lumic.com/services/dashboards-and-reporting/ | Contact: hello@get-lumic.com

Services Dashboards and reporting

# Live dashboards on your own data. No more morning export.

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.

[Book a call](https://cal.com/lumic/20-minute-call) See the dashboards

In production

## Nine live dashboards, running every day.

These dashboards run every day inside an operating company, on the same live data the agents work from. Clients are kept private.

### Sales & margin

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.

- Dashboard · ERP
- Replaces a daily export
- Multi-company, one view

### Receivables & aging

Live aging by customer, the same view that feeds the collections agent.

- Dashboard · ERP
- Live

[Cash receipts and collections →](https://get-lumic.com/services/cash-receipts-and-collections/)

### Consolidated financials

A live income statement and product-margin view, consolidated across sister companies, that shows the month-end result.

- Dashboard · ERP
- Multi-company GL consolidation
- An income statement that's never stale

### Job costing & production rates

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.

- Dashboard · production data + ERP
- Estimate vs. actual per job
- Overruns surfaced early

### Purchasing

Open POs, receipts and vendor price changes.

- Dashboard · ERP
- Live

### AP workbench

Every open bill, its PO match and its approval state.

- Dashboard · accounting software
- Live

[AP automation →](https://get-lumic.com/services/ap-automation/)

### Commissions

Rep commissions from live sales.

- Dashboard · ERP
- Live

### PTO tracking

Balances and requests.

- Dashboard · HR data
- Live

### Ask your data (AI)

Plain-English questions over the same live data. It drafts entries for a person to approve.

- AI assistant · the same live data
- A person approves each entry

Clients are kept private; every figure is from production.

See them running

## Watch each dashboard on its own.

Short films of the dashboards lumic builds, with narration. Every figure is sample data.

- [Receivables](https://get-lumic.com/video/demos/lumic-keynote-receivables.mp4)
- [Sales](https://get-lumic.com/video/demos/lumic-keynote-sales.mp4)
- [Purchasing](https://get-lumic.com/video/demos/lumic-keynote-purchasing.mp4)
- [Financial](https://get-lumic.com/video/demos/lumic-keynote-financial.mp4)
- [Ask your data (AI)](https://get-lumic.com/video/demos/lumic-keynote-connector.mp4)

Each film opens on its own. Every figure is sample data.

Read only

## Dashboards only read. Agents do the work.

### Live, on your own data.

Every screen reads straight from your ERP, so it is current the moment you open it. No re-keying. No new system to learn.

### Nothing posts from a dashboard.

Dashboards only read. When work needs doing, an agent prepares the entry, and a person on your team checks it and approves it.

### Kept working.

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](https://get-lumic.com/services/). Every agent and dashboard in production: [Portfolio](https://get-lumic.com/portfolio/).

## Based in St. Louis. Start with a conversation.

[Book a call](https://cal.com/lumic/20-minute-call) or write to lumic [hello@get-lumic.com](mailto:hello@get-lumic.com?subject=lumic%20intro%20call)

Every engagement is led by a senior FDE, on site.

How to start

A 20‑minute call. You walk the team through the work your people do by hand.

A written proposal. What lumic would build, the timeline, and the cost.

An on-site visit. lumic’s FDEs meet your team where the work happens and confirm the plan. St. Louis first; they travel for the right fit.

---

© 2026 lumic | Serving Greater St. Louis, Missouri and Illinois | Privacy