app.aleraskincare.com/sales-pipeline/moxie/dashboard
V1.0 · BETA
April 2026 · Last 30 days
A

Moxie Segment

Live 54 active providers·131 orders·87 emails automated·4 connected systems
Revenue captured
$24,180
↑ 28% · vs last month · across 131 orders
Emails automated
87
↑ 19% · vs last month · 34 hrs saved
Nudge conversion
26%
vs 18% baseline · +8 pts above target
Active providers
54
↑ 9 · new this month · 12 returning
Cumulative revenue · 30-day window
Through April 24 · $24,180 to date · projected $26,800 by month end
Actual · Day 1 to 24 Projected · Day 25 to 30
$25K $18K $12K $6K TODAY · $24.2K DAY 1 DAY 8 DAY 16 DAY 24 · TODAY DAY 30
Top providers by revenue
View all 12 →
Provider Tier Revenue Orders Cadence
MY
Dr. Marcus Young
Elevate MedSpa
Est · 4× $3,240 14 25 days
PS
Priya Shah
Glow Studio LA
Est · 4× $2,890 12 28 days
MT
Monica Torres
Bella Vita Med
Growing · 3× $1,675 8 21 days
DO
Dana Ortiz, NP
MedElite Studio
Growing · 3× $1,420 7 23 days
JN
Julia Nguyen
Bloom Med Aesthetics
Growing · 2× $1,310 6 26 days
ES
Emma Sullivan
Radiance LA
Growing · 2× $1,165 6 22 days
SN
Sarah Novak
Luxe Beauty Bar
Growing · 2× $890 5 29 days
JK
Dr. Jessica Kim
LV Aesthetics
New $90 1 first
+4 more providers · $216K combined · 1.7× cadence View all 12 →
Revenue by source
Export →
Automated reply orders
$10,880
45%
Reorder nudges
$6,770
28%
New provider onboarding
$3,385
14%
Manual upsell follow up
$1,935
8%
Reactivation campaign
$1,210
5%
Flagged items
3 need attention
3 bounced emails invalid provider addresses · needs manual review 2h ago
2 providers overdue 60+ days no reorder response after 3 nudges 6h ago
1 unusual order flagged order size 4× provider's typical volume 1d ago
Inbox·12 awaiting

Provider correspondence

Live 3 needs review·4 AI drafted·5 auto sent today
TN
Tina Nguyen, RN
Aspire Aesthetics
New provider onboarding · pricing question
Hi Marina, just getting set up with Moxie. Can you confirm how the 3 tube...
Needs review4m
JK
Dr. Jessica Kim
LV Aesthetics
First order · 3 tubes
Ready to place my first order, please send shipping info to the address...
AI drafted12m
DO
Dana Ortiz, NP
MedElite Studio
Reorder · 6 tubes
Running low, want to place a reorder. Same shipping address as before...
Auto sent1h
MT
Monica Torres
Bella Vita Med
Re · Healing cream sample request
Thanks for the info, I'd love to try the post treatment healing cream...
AI drafted2h
AC
Alex Chen
Pearl Beauty Co
Re · Your reorder reminder
Yes, please go ahead and place 4 tubes, using my saved payment method...
Auto sent3h
LR
Dr. L. Ramirez
Canyon Aesthetics
New account · onboarding questions
I just got access through Moxie and had a few questions about how this compares...
Needs review5h
SN
Sarah Novak
Luxe Beauty Bar
Re · Invoice confirmation
Got the invoice, shipping is confirmed. Quick question about the next order...
Auto sent7h
MY
Dr. Marcus Young
Elevate MedSpa
Reorder · 12 tubes · expedited shipping
Need to reorder asap, please expedite if possible. Higher volume this month...
AI drafted9h
ES
Emma Sullivan
Radiance LA
Thanks · received the shipment
All arrived, thank you. Clients love the product so we'll likely need more soon...
Auto sent12h
KP
Dr. Kira Patel
Luna Aesthetics
New provider inquiry
Just joined the Moxie network, want to learn more about your numbing cream...
Needs review14h
RH
Rachel Hayes
Sculpt Aesthetics
Re · Reorder reminder
Going to hold off for now, will check back next month when we have more clients...
Auto sent18h
JN
Julia Nguyen
Bloom Med Aesthetics
Order placed · confirmation received
Great, thanks. Look forward to getting the shipment by end of week...
Auto sent21h
Orders·131 this month

Order pipeline

Live All statuses·Apr 1 to Apr 24·98% fulfillment rate
Total this month
131
↑ 18% · vs last month
Total value
$24,180
↑ 28% · vs last month
Average order
$184
↑ 8% · vs last month
Fulfillment rate
98%
target 95% · +3 pts above
All orders · Apr 2026
Showing 12 of 131
OrderDateProviderProductQtyValueStatus
#2412Apr 24
JK
Dr. Jessica Kim
LV Aesthetics
Numbing cream3$90Processed
#2411Apr 24
MT
Monica Torres
Bella Vita Med
Numbing cream6$175Processed
#2410Apr 23
PS
Priya Shah
Glow Studio LA
Numbing + healing4$148Shipped
#2409Apr 23
MY
Dr. Marcus Young
Elevate MedSpa
Numbing cream12$348Shipped
#2408Apr 22
ES
Emma Sullivan
Radiance LA
Numbing cream5$145Delivered
#2407Apr 22
SN
Sarah Novak
Luxe Beauty Bar
Numbing cream3$90Delivered
#2406Apr 21
JN
Julia Nguyen
Bloom Med Aesthetics
Numbing + healing8$268Delivered
#2405Apr 21
DO
Dana Ortiz, NP
MedElite Studio
Numbing cream6$175Delivered
#2404Apr 20
RH
Rachel Hayes
Sculpt Aesthetics
Numbing cream3$90Delivered
#2403Apr 19
KP
Dr. Kira Patel
Luna Aesthetics
Numbing cream3$90Delivered
#2402Apr 19
AC
Alex Chen
Pearl Beauty Co
Numbing + healing4$148Delivered
#2401Apr 18
DR
Dr. L. Ramirez
Canyon Aesthetics
Numbing cream3$90Delivered
Showing 12 of 131 orders
Providers·54 active

Provider directory

Live 7 established·32 growing·15 new this month
MY
Dr. Marcus Young
Elevate MedSpa
Est
Total spent
$3,240
Orders
14
Last order
Apr 23
Next nudge
May 12
PS
Priya Shah
Glow Studio LA
Est
Total spent
$2,890
Orders
12
Last order
Apr 23
Next nudge
May 14
MT
Monica Torres
Bella Vita Med
Growing
Total spent
$1,675
Orders
8
Last order
Apr 24
Next nudge
May 15
DO
Dana Ortiz, NP
MedElite Studio
Growing
Total spent
$1,420
Orders
7
Last order
Apr 21
Next nudge
May 11
JN
Julia Nguyen
Bloom Med Aesthetics
Growing
Total spent
$1,310
Orders
6
Last order
Apr 21
Next nudge
May 9
ES
Emma Sullivan
Radiance LA
Growing
Total spent
$1,165
Orders
6
Last order
Apr 22
Next nudge
May 10
SN
Sarah Novak
Luxe Beauty Bar
Growing
Total spent
$890
Orders
5
Last order
Apr 22
Next nudge
May 10
AC
Alex Chen
Pearl Beauty Co
Growing
Total spent
$740
Orders
4
Last order
Apr 19
Next nudge
May 7
RH
Rachel Hayes
Sculpt Aesthetics
Growing
Total spent
$540
Orders
3
Last order
Apr 20
Next nudge
May 8
JK
Dr. Jessica Kim
LV Aesthetics
New
Total spent
$90
Orders
1
Last order
Apr 24
Next nudge
May 24
KP
Dr. Kira Patel
Luna Aesthetics
New
Total spent
$90
Orders
1
Last order
Apr 19
Next nudge
May 19
DR
Dr. L. Ramirez
Canyon Aesthetics
New
Total spent
$90
Orders
1
Last order
Apr 18
Next nudge
May 18
Reorder nudges·Automation on

Sequence engine

Active 3-step sequence·26% avg conversion·last sent 12m ago
Scheduled this week
18
across 3 sequence steps
Sent last 7 days
42
↑ 12% · vs prior week
Converted last 7 days
11
↑ 4 conversions · $1,840 captured
Conversion rate
26%
vs 18% baseline · +8 pts
Upcoming nudges · Next 14 days
Send dateProviderDays sinceSequenceTemplateExpected $
Apr 25
AC
Alex Chen
Pearl Beauty Co
28Step 1 · 3Initial reminder$148
Apr 25
MY
Dr. Marcus Young
Elevate MedSpa
33Step 1 · 3Initial reminder$348
Apr 26
RH
Rachel Hayes
Sculpt Aesthetics
38Step 2 · 3Soft follow up$90
Apr 27
KP
Dr. Kira Patel
Luna Aesthetics
31Step 1 · 3Initial reminder$90
Apr 28
JN
Julia Nguyen
Bloom Med Aesthetics
42Step 2 · 3Soft follow up$268
Apr 29
DR
Dr. L. Ramirez
Canyon Aesthetics
29Step 1 · 3Initial reminder$90
Apr 30
ES
Emma Sullivan
Radiance LA
35Step 2 · 3Soft follow up$145
May 02
PS
Priya Shah
Glow Studio LA
40Step 3 · 3Final check in$148
Showing 8 of 18 scheduled · ~$1,427 expected revenue
Activity log·Last 7 days

Event stream

Live All channels·247 events·last sync 2m ago
Today · April 245 events
14:32Reply sent
JK
Dr. Jessica Kim
LV Aesthetics
Gmail · MixmaxSent
14:20Order created
MT
Monica Torres
Bella Vita Med
Salesforce · QuickBooksProcessed
13:56Reorder nudge
AC
Alex Chen
Pearl Beauty Co
Mixmax sequenceDelivered
13:32Reply sent
DO
Dana Ortiz, NP
MedElite Studio
Gmail · MixmaxSent
12:18New lead flagged
DR
Dr. L. Ramirez
Canyon Aesthetics
Salesforce · new contactNeeds review
Yesterday · April 234 events
16:42Order created
PS
Priya Shah
Glow Studio LA
Salesforce · QuickBooksProcessed
15:21Reply sent
SN
Sarah Novak
Luxe Beauty Bar
Gmail · MixmaxSent
14:08Reorder nudge
MY
Dr. Marcus Young
Elevate MedSpa
Mixmax sequenceDelivered
11:35Order created
ES
Emma Sullivan
Radiance LA
Salesforce · QuickBooksProcessed
April 223 events
17:12New lead flagged
KP
Dr. Kira Patel
Luna Aesthetics
Salesforce · new contactNeeds review
14:48Reply sent
RH
Rachel Hayes
Sculpt Aesthetics
Gmail · MixmaxSent
10:22Order created
JN
Julia Nguyen
Bloom Med Aesthetics
Salesforce · QuickBooksProcessed
Revenue·Year to date

Revenue performance

Live $67,420 YTD·↑ 42% YoY·March pacing 28% above
This month
$24,180
↑ 28% · vs March 2026
Last month
$18,890
March 2026 closed
Quarter to date
$24,180
↑ 18% · vs Q1 2026
Year to date
$67,420
↑ 42% · vs YTD 2025
Daily revenue · Last 30 days
Through April 24 · $24,180 captured · +28% MoM
Daily revenue
$1,200 $900 $600 $300 MAR 26 APR 02 APR 09 APR 16 APR 24
Top providers · Last 30 days
MY
Dr. Marcus Young
Elevate MedSpa
$3,240
PS
Priya Shah
Glow Studio LA
$2,890
MT
Monica Torres
Bella Vita Med
$1,675
DO
Dana Ortiz, NP
MedElite Studio
$1,420
JN
Julia Nguyen
Bloom Med Aesthetics
$1,310
Revenue by product · Last 30 days
Numbing cream · 3oz tube
$19,840
82%
Healing cream · post treatment
$4,340
18%
2 SKUs · 47% of providers buy both · 1.4× avg order when combined
Weekly digest·Next Monday

Executive summary

Scheduled Sent every Monday·4 recipients·last delivered 4 days ago

Moxie Pipeline · Weekly Digest

Week of April 17 to 24·Sent to marina@aleraskincare.com, nabeel@aleraskincare.com, and 2 others
By the numbers
$8,960
Revenue captured
42
Orders processed
87
Emails automated
Key moments
  • Dr. Marcus Young at Elevate MedSpa placed the largest order this week at 12 tubes, bringing his lifetime spend to $3,240.
  • Four new providers activated their accounts, with three placing first orders within 48 hours of onboarding.
  • Reorder nudge conversion hit 26% this week, up 4 points from last week. Personalized nudges referencing last order size outperformed generic template by 2x.
  • Two providers passed 60 days without a reorder response. Flagged for manual review and potential pause.
Looking ahead
  • 18 reorder nudges scheduled for next week across the growing and established tiers.
  • Expected revenue from scheduled nudges is $4,100 to $5,200 based on historical conversion rates.
  • Three net new providers have onboarded and will enter the initial welcome sequence.
Settings·Workspace

Configuration

4 systems connected Last sync 2m ago·0 sync errors·v1.0 BETA
Integrations
All connected
G
Gmail
marina@aleraskincare.com · read and send · OAuth 2.0
● Connected
SF
Salesforce
Alera Production · read, write, opportunity creation
● Connected
MX
Mixmax
Sequence automation · engagement tracking · API key
● Connected
QB
QuickBooks
Invoice generation via Salesforce trigger · OAuth 2.0
● Connected
Automation preferences
Auto send replies to returning providers
AI drafts and sends replies automatically for providers with 3 or more prior orders
Auto send replies to new providers
For first time providers, drafts always go to your inbox for review before sending
Send reorder nudges automatically
Three step sequence triggered by days since last order per tier
Flag unusual orders
Orders 3x or more above a provider's typical size are flagged for review
Notifications
Weekly digest email
Every Monday morning to marina@aleraskincare.com and 3 others
Real time flag alerts
Slack DM whenever a flagged item needs attention