app.alerasales.com/sales-pipeline/moxie/dashboard
V1.0 · BETA
May 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 May 18 · $24,180 to date · projected $26,800 by month end
Actual · Day 1 to 18 Projected · Day 19 to 31
$25K $18K $12K $6K TODAY · $24.2K DAY 1 DAY 7 DAY 13 DAY 18 · TODAY DAY 31
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 · May 2026
Showing 12 of 131
OrderDateProviderProductQtyValueStatus
#2412May 18
JK
Dr. Jessica Kim
LV Aesthetics
Numbing cream3$90Processed
#2411May 18
MT
Monica Torres
Bella Vita Med
Numbing cream6$175Processed
#2410May 17
PS
Priya Shah
Glow Studio LA
Numbing + healing4$148Shipped
#2409May 17
MY
Dr. Marcus Young
Elevate MedSpa
Numbing cream12$348Shipped
#2408May 16
ES
Emma Sullivan
Radiance LA
Numbing cream5$145Delivered
#2407May 16
SN
Sarah Novak
Luxe Beauty Bar
Numbing cream3$90Delivered
#2406May 15
JN
Julia Nguyen
Bloom Med Aesthetics
Numbing + healing8$268Delivered
#2405May 15
DO
Dana Ortiz, NP
MedElite Studio
Numbing cream6$175Delivered
#2404May 14
RH
Rachel Hayes
Sculpt Aesthetics
Numbing cream3$90Delivered
#2403May 13
KP
Dr. Kira Patel
Luna Aesthetics
Numbing cream3$90Delivered
#2402May 13
AC
Alex Chen
Pearl Beauty Co
Numbing + healing4$148Delivered
#2401May 12
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
May 17
Next nudge
Jun 5
PS
Priya Shah
Glow Studio LA
Est
Total spent
$2,890
Orders
12
Last order
May 17
Next nudge
Jun 7
MT
Monica Torres
Bella Vita Med
Growing
Total spent
$1,675
Orders
8
Last order
May 18
Next nudge
Jun 8
DO
Dana Ortiz, NP
MedElite Studio
Growing
Total spent
$1,420
Orders
7
Last order
May 15
Next nudge
Jun 4
JN
Julia Nguyen
Bloom Med Aesthetics
Growing
Total spent
$1,310
Orders
6
Last order
May 15
Next nudge
Jun 2
ES
Emma Sullivan
Radiance LA
Growing
Total spent
$1,165
Orders
6
Last order
May 16
Next nudge
Jun 3
SN
Sarah Novak
Luxe Beauty Bar
Growing
Total spent
$890
Orders
5
Last order
May 16
Next nudge
Jun 3
AC
Alex Chen
Pearl Beauty Co
Growing
Total spent
$740
Orders
4
Last order
May 13
Next nudge
May 31
RH
Rachel Hayes
Sculpt Aesthetics
Growing
Total spent
$540
Orders
3
Last order
May 14
Next nudge
Jun 1
JK
Dr. Jessica Kim
LV Aesthetics
New
Total spent
$90
Orders
1
Last order
May 18
Next nudge
Jun 17
KP
Dr. Kira Patel
Luna Aesthetics
New
Total spent
$90
Orders
1
Last order
May 13
Next nudge
Jun 12
DR
Dr. L. Ramirez
Canyon Aesthetics
New
Total spent
$90
Orders
1
Last order
May 12
Next nudge
Jun 11
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 $
May 19
AC
Alex Chen
Pearl Beauty Co
28Step 1 · 3Initial reminder$148
May 19
MY
Dr. Marcus Young
Elevate MedSpa
33Step 1 · 3Initial reminder$348
May 20
RH
Rachel Hayes
Sculpt Aesthetics
38Step 2 · 3Soft follow up$90
May 21
KP
Dr. Kira Patel
Luna Aesthetics
31Step 1 · 3Initial reminder$90
May 22
JN
Julia Nguyen
Bloom Med Aesthetics
42Step 2 · 3Soft follow up$268
May 23
DR
Dr. L. Ramirez
Canyon Aesthetics
29Step 1 · 3Initial reminder$90
May 24
ES
Emma Sullivan
Radiance LA
35Step 2 · 3Soft follow up$145
May 26
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 · May 185 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 · May 174 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
May 163 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·April pacing 28% above
This month
$24,180
↑ 28% · vs April 2026
Last month
$18,890
April 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 May 18 · $24,180 captured · +28% MoM
Daily revenue
$1,200 $900 $600 $300 APR 19 APR 26 MAY 03 MAY 10 MAY 18
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 7 days ago

Moxie Pipeline · Weekly Digest

Week of May 11 to 17·Sent to marina@alerasales.com, nabeel@alerasales.com, and 2 others
The week at a glance
Strongest week to date at $8,960 in captured revenue, the sixth consecutive week of growth and a +26% jump from the prior week. Friday was the single biggest day at $1,580. Personalized reorder nudges drove most of the upside, converting at 26% versus the 22% baseline. No automation incidents.
By the numbers
$8,960
Revenue captured
↑ 26%vs last week
42
Orders processed
↑ 17%vs last week
26%
Nudge conversion
↑ 4 ptsvs last week
87
Emails automated
↑ 12%vs last week
6-week revenue trend
$4,260 APR 06 $4,890 APR 13 $5,240 APR 20 $6,480 APR 27 $7,120 MAY 04 $8,960 MAY 11 CURRENT
Weekly captured revenue+110% over 6 weeks
Daily breakdown · May 11 to 17
$1,400 MON 11 $1,350 TUE 12 $1,280 WED 13 $1,420 THU 14 $1,580 FRI 15 $980 SAT 16 $950 SUN 17
Weekdays averaged $1,406Weekend ran 31% below
Top performers this week
01
Dr. Marcus Young
Elevate MedSpa
2 orders
$1,580
02
Priya Shah
Glow Studio LA
2 orders
$890
03
Monica Torres
Bella Vita Med
2 orders
$720
04
Dana Ortiz, NP
MedElite Studio
1 order
$640
05
Julia Nguyen
Bloom Med Aesthetics
1 order
$560
Key moments
  • Dr. Marcus Young at Elevate MedSpa placed the largest single line item of the week, a 12-tube reorder worth $348, bringing his lifetime spend to $3,240.
  • Four new providers activated this week. Three placed first orders within 48 hours of onboarding, beating the four-day average from Q1.
  • Reorder nudge conversion jumped to 26%, up 4 points from last week. Personalized nudges referencing last order size outperformed the generic template by 2x.
  • Friday May 15 closed at $1,580, the single biggest revenue day of the month so far. Six orders processed between 14:00 and 17:00.
  • Two providers passed 60 days without a reorder response. Flagged for manual review by Marina and paused from the auto-nudge sequence.
  • Numbing cream held at 82% of revenue mix. Healing cream attach rate ticked up to 47% of providers buying both.
Looking ahead
  • 18 reorder nudges scheduled for this week across the growing and established tiers, with three Step 3 final check-ins.
  • Expected revenue from scheduled nudges is $4,100 to $5,200 based on the current 26% conversion rate.
  • Three net new providers have onboarded and will enter the initial welcome sequence Tuesday.
  • If current pace holds, May lands at $38,000 to $41,000, roughly 2x March and a new monthly high.
  • Q2 to date: $43,300 of an estimated $58,000 quarter, tracking 18% above plan.
Settings·Workspace

Configuration

4 systems connected Last sync 2m ago·0 sync errors·v1.0 BETA
Integrations
All connected
G
Gmail
marina@alerasales.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@alerasales.com and 3 others
Real time flag alerts
Slack DM whenever a flagged item needs attention