Sample dashboards

See what your numbers would look like

Three demonstrations built on invented data, one for each kind of business we work with most. Pick the one closest to yours — each shows a question the business could not answer before, answered on one screen.

Choose an industry above to open its dashboard.

Riverstone Dental Group

6 locations · 12 months to Aug 2026

SAMPLE DATA — DEMONSTRATION ONLY
Total revenue

$2.07M

Across 6 locations

Net profit

$183k

8.8% margin · 2 locations below zero

Revenue / provider hour

$510

Spread of $323 best to worst

Chair utilisation

68%

+4 pts vs prior year

The question most groups cannot answer

Your best location by revenue is not your best location by profit

Same six practices, same twelve months. Switch the ranking and the order changes almost completely — because overhead, payer mix and provider cost never appear in a revenue report.

1
RiversideRiverside Ave
$412,000
2
OakmontOakmont Park
$389,000
3
MidtownMidtown Centre
$377,000
4
LakeviewLakeview Plaza
$341,000
5
FairviewFairview Road
$298,000
6
BrooksideBrookside Mall
$256,000
1
OakmontOakmont Park
$88,400
2
RiversideRiverside Ave
$61,200
3
LakeviewLakeview Plaza
$54,300
4
MidtownNEAR BREAK-EVENMidtown Centre
$12,100
5
FairviewLOSING MONEYFairview Road
-$9,400
6
BrooksideLOSING MONEYBrookside Mall
-$23,200

Why the order changes

Midtown — #3 revenue, #4 profit

Highest rent per operatory in the group and the lowest chair utilisation. Busy, but carrying fixed cost it cannot fill.

Fairview — #5 revenue, #5 profit, below zero

Hygiene-heavy service mix at 19% margin, plus two associates running under 60% booked.

Brookside — #6 revenue, #6 profit, below zero

Opened 14 months ago and still ramping. Lab costs run 31% above group average on the same case mix.

Productivity

Revenue per provider hour

Chair time is the constrained resource. This is the number that tells you how it is being used.

Dr. A. Reddy · Oakmont
$684
Dr. L. Ortiz · Riverside
$591
Dr. M. Bell · Lakeview
$528
Dr. P. Shah · Riverside
$497
Dr. T. Keller · Midtown
$402
Dr. S. Whitfield · Fairview
$361
Group average $510/hr. Closing half the gap on the bottom two providers is worth roughly $193,000 a year in revenue on chair time you already pay for. Assumes ~1,500 chair hours per provider per year.
Service mix

Margin by service line

Volume and profit are not the same thing. One high-volume service is losing money on every case.

Service lineCasesRevenueMargin
Crowns & bridges412$618,00052.9%
Implants96$432,00050.5%
Hygiene & preventive4,820$482,00018.9%
Orthodontics78$273,00027.5%
Endodontics164$186,00024.2%
Whitening & cosmetic340$82,000-8.5%
Twelve-month trend

Revenue held. Profit did not.

Revenue is a flat line you would never investigate. Profit tells a different story in May and June.

$0k$50k$100k$150k$200kMARGIN COLLAPSESepOctNovDecJanFebMarAprMayJunJulAug
RevenueNet profit
May–June 2026. Revenue stayed within 6% of trend while net margin fell from 9.8% in April to 2.6% in June. A lab-cost increase and six weeks of locum coverage absorbed the difference. On a revenue report this period looks entirely normal.

Riverstone Dental Group does not exist. Every figure on this tab is invented. It is published to show the format and the kind of question a LUMYX dashboard answers, not to represent a client engagement.

Northbeam Apparel

Shopify + Meta + Google · 12 months to Aug 2026

SAMPLE DATA — DEMONSTRATION ONLY
Revenue

$6.97M

Across 6 core SKUs

Contribution margin

$632k

9.1% · 2 SKUs below zero

Blended ROAS

3.2x

Looks healthy. It is not the whole story

Return rate

14.6%

24% on the worst SKU

The number the ad platform will never show you

Your best-selling product is losing you money on every order

Blended ROAS of 3.2x looks healthy. Once shipping, returns and COGS are subtracted, the ranking inverts — and the SKU you promote hardest is the one draining the account.

1
Winter ParkaOuterwear
$1,640,000
2
Oversized HoodieFleece
$1,420,000
3
Core TeeEssentials
$1,180,000
4
Fleece JoggersFleece
$1,110,000
5
Denim JacketOuterwear
$980,000
6
Knit BeanieAccessories
$640,000
1
Core TeeEssentials
$341,000
2
Fleece JoggersFleece
$188,000
3
Knit BeanieAccessories
$112,000
4
Oversized HoodieFleece
$96,000
5
Denim JacketLOSING MONEYOuterwear
-$31,000
6
Winter ParkaLOSING MONEYOuterwear
-$74,000

Why the order changes

Winter Parka — #1 revenue, #6 contribution

Heaviest item in the catalogue. Shipping and returns take 31% of order value, and it is discounted every spring to clear stock.

Oversized Hoodie — #2 revenue, #4 contribution

78% of units go to first-time buyers acquired above contribution. Volume is real; the margin is bought.

Denim Jacket — #5 revenue, #5 contribution

A 24% return rate on sizing. Every return carries outbound freight, inbound freight and refurbishment.

Acquisition

True CAC vs platform-reported CAC

Platforms report the CAC they can see. These are the numbers after shipping, returns and COGS.

TikTok · platform says $19
$58
Meta · platform says $28
$47
Google Shopping · platform says $26
$39
Google Search · platform says $22
$31
Affiliates · platform says $17
$24
Email & SMS · platform says $4
$6
Blended CAC is $34. Contribution per order is $29. Every order acquired through TikTok or Meta at these rates costs more than it returns, which is invisible in a ROAS report.
Channel economics

Contribution by channel

Two channels are consuming more than they generate once real costs are applied.

ChannelSpendRevenueContribution
Organic & direct0$2,890,00024.0%
Email & SMS34,000$610,00035.1%
Google Search284,000$980,00015.1%
Affiliates88,000$240,00012.9%
Retargeting126,000$390,000-22.6%
TikTok198,000$520,000-29.8%
Meta412,000$1,340,000-15.8%
Twelve-month trend

Revenue grew. Contribution did not.

The chart every founder should see before approving another budget increase.

$0k$200k$400k$600k$800kMARGIN EROSIONSepOctNovDecJanFebMarAprMayJunJulAug
RevenueContribution
Feb 2026 onward. Revenue held within 8% of its peak while contribution margin fell from 15.0% to 4.2%. Paid spend scaled faster than contribution, and blended ROAS stayed above 3x throughout — which is precisely why nobody caught it.

Northbeam Apparel does not exist. Every figure on this tab is invented. It is published to show the format and the kind of question a LUMYX dashboard answers, not to represent a client engagement.

Kestrel Industrial Supply

6 key accounts · 12 months to Aug 2026

SAMPLE DATA — DEMONSTRATION ONLY
Revenue

$16.9M

Across 6 key accounts

Net margin after cost-to-serve

$724k

4.3% · 1 account below zero

Largest customer

24% of revenue

but only 5% of profit

Cost to serve

3.1–14.2¢

per revenue dollar, best to worst

The report your ERP holds but will not produce

Your biggest customer is not your most profitable customer

Gross margin says these accounts are fine. Once freight, returns, rebates and cost-to-serve are applied, the order changes and one account moves below zero.

1
Halverson GroupNational account
$4,120,000
2
Cormack IndustrialRegional
$3,480,000
3
Delaney & SonsRegional
$2,960,000
4
Prentice ManufacturingContract
$2,540,000
5
Stroud FabricationRegional
$2,180,000
6
Wexford PlantContract
$1,640,000
1
Prentice ManufacturingContract
$284,000
2
Delaney & SonsRegional
$211,000
3
Cormack IndustrialRegional
$147,000
4
Wexford PlantContract
$96,000
5
Halverson GroupNEAR BREAK-EVENNational account
$38,000
6
Stroud FabricationLOSING MONEYRegional
-$52,000

Why the order changes

Halverson — #1 revenue, #5 net margin

Negotiated freight terms absorb 6.2% of order value, and 40% of lines ship as split deliveries under two pallets.

Stroud — #5 revenue, #6 net margin, below zero

Highest return rate in the book plus 62 days sales outstanding. The working capital cost alone exceeds gross margin.

Prentice — #4 revenue, #1 net margin

Orders full pallets on a fixed schedule. The lowest cost to serve per dollar in the entire customer base.

Cost to serve

Cents of cost per revenue dollar

Freight, split shipments, returns and credit terms, allocated to the accounts that actually cause them.

Stroud Fabrication · Regional
14.2¢
Halverson Group · National account
11.4¢
Cormack Industrial · Regional
6.9¢
Wexford Plant · Contract
5.6¢
Delaney & Sons · Regional
4.8¢
Prentice Manufacturing · Contract
3.1¢
Moving Halverson to Prentice’s ordering pattern — full pallets, fixed schedule — is worth roughly $340,000 a year without changing price or volume.
Product lines

Margin with inventory carrying cost

One legacy line has been carried on the books for years at a negative return.

Product lineSKUsRevenueMargin
Safety equipment220$2,360,00026.8%
Fasteners1,240$4,200,00022.3%
Hydraulics310$3,920,00018.1%
Bearings480$2,740,00015.6%
Cutting tools390$2,010,0009.2%
Legacy castings150$1,690,000-3.4%
Twelve-month trend

Revenue was flat. Margin was not.

A freight surcharge absorbed in March never made it into the price list.

$0k$400k$800k$1200k$1600kSURCHARGE ABSORBEDSepOctNovDecJanFebMarAprMayJunJulAug
RevenueNet margin
March 2026. A carrier surcharge of roughly 4% took effect and was absorbed rather than passed on. Revenue never moved, so nothing triggered a review. Net margin fell from 5.9% to 2.7% and stayed there.

Kestrel Industrial Supply does not exist. Every figure on this tab is invented. It is published to show the format and the kind of question a LUMYX dashboard answers, not to represent a client engagement.

How we work

Our approach to every engagement

LUMYX is a new practice, and we would rather show you exactly how we work than pad this page with case studies we have not earned yet. Here is the process every client goes through.

01Profile the data

We load your raw files and check row counts, date coverage, duplicates, and missing values before promising anything.

02Model it properly

A star schema with a real date table and named measures in DAX, so totals reconcile and future questions are cheap to answer.

03Design for decisions

Each page answers one question. Headline number first, drivers underneath, detail on drill-through — not a wall of charts.

04Hand over and train

Published to your workspace with scheduled refresh, a walkthrough session, and documentation of every measure.

What you can expect from us

  • Reconciled numbers. Every total on a LUMYX dashboard ties back to your source system. If it does not match, we fix it before you see it.
  • Documented measures. You get a written definition of every metric, so “revenue” means the same thing to everyone in your business.
  • You own the file. The .pbix and the data model are yours. No lock-in, no hostage situation if you move on.
  • Honest scoping. If your data is not ready for a dashboard, we will tell you that during the audit rather than build on a bad foundation.

On case studies: we do not publish client work without written permission, and we will never invent metrics to look more established than we are. As engagements complete and clients approve, real projects will appear here.

Every dashboard above is a demonstration built on invented data. None of the companies shown are real and no figures relate to any actual business.

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