Good morning, Kimber
Saturday, September 5, 2026 · Here's your business at a glance.
DTC orders today
2
$75 · 2 need packing
Collected via PayPal this week
$468
9 DTC orders · +$1,920 wholesale invoiced
PayPal fees this week
$17.98
2.9% + $0.49/order · net $450.02 to bank
Revenue this month
$2,400
Aug closed at $10,920 ▲ 12%
Needs your attention
- THCv Focus is OUT OF STOCK — out since Aug 14. Est. $1,188/mo in missed sales. Plan production run →
- PM Relax low — 22 left, ~7 days at current velocity. Reorder point 30.
- TRIO ChimeCard low — 18 left, ~4 days at current velocity. Reorder point 40.
- 2 COAs expiring — THCv Focus & Care Crumble batches over 12 wks old. Review COAs →
Reorder-due accounts 6
| Happy Days Dispensary Every 5 wks · last 2026-08-05 |
$860 | Due |
| The Flowery — Long Beach Every 6 wks · last 2026-07-30 |
$540 | Due |
| Good Grades — Jamaica Every 5 wks · last 2026-08-12 |
$720 | Due |
| Trends Dispensary — Lindenhurst Every 6 wks · last 2026-07-24 |
$490 | Due |
| Bayside Buds — Bay Shore Every 5 wks · last 2026-08-08 |
$815 | Due |
| Wantagh Apothecary & Wellness Every 6 wks · last 2026-07-18 |
$430 | Due |
Next class
SEP12
CBD 101 — Relief Without the High
11:00 AM · Farmingdale studio
14 of 18 RSVPs · Bilingual handouts ready
Latest DTC orders
| CC-1042 Dana R. · Massapequa, NY |
$45.00 | New |
| CC-1041 Luis M. · Brentwood, NY |
$30.00 | New |
| CC-1040 Aisha T. · Queens, NY |
$45.00 | Packed |
| CC-1039 Meg W. · Columbus, OH |
$60.00 | Shipped |
| CC-1038 Priya S. · Hicksville, NY |
$55.00 | Shipped |
DTC orders
Direct-to-consumer · ships all 50 states via USPS. Click an order for detail.
| Order | Date | Customer | Items | Total | Status |
|---|---|---|---|---|---|
| CC-1042 | 2026-09-05 | Dana R. Massapequa, NY |
2 | $45.00 | New |
| CC-1041 | 2026-09-05 | Luis M. Brentwood, NY |
2 | $30.00 | New |
| CC-1040 | 2026-09-04 | Aisha T. Queens, NY |
1 | $45.00 | Packed |
| CC-1039 | 2026-09-04 | Meg W. Columbus, OH |
2 | $60.00 | Shipped |
| CC-1038 | 2026-09-03 | Priya S. Hicksville, NY |
1 | $55.00 | Shipped |
| CC-1037 | 2026-09-02 | Tom B. Tampa, FL |
2 | $90.00 | Shipped |
| CC-1036 | 2026-09-01 | Carol H. Levittown, NY |
1 | $30.00 | Shipped |
| CC-1035 | 2026-08-31 | Jen K. Babylon, NY |
3 | $45.00 | Shipped |
| CC-1034 | 2026-08-30 | Rob D. Denver, CO |
2 | $68.00 | Shipped |
| CC-1033 | 2026-08-29 | Nina F. Farmingdale, NY |
1 | $30.00 | Shipped |
| CC-1032 | 2026-08-28 | Sam O. Portland, ME |
3 | $88.00 | Shipped |
| CC-1031 | 2026-08-27 | Grace L. Huntington, NY |
2 | $60.00 | Shipped |
Wholesale accounts
14 active accounts — NY dispensaries & pharmacies. Click an account for history & one-click reorder.
| Account | Type | Last order | Amount | Cadence | Trend (8 mo) | Status |
|---|---|---|---|---|---|---|
| Strain Stars — Farmingdale Farmingdale, NY |
Dispensary | 2026-08-28 | $1,240 | Every 4 wks | +18% | On track |
| Happy Days Dispensary Farmingdale, NY |
Dispensary | 2026-08-05 | $860 | Every 5 wks | +9% | Reorder due |
| Herbwell Cannabis — Huntington Huntington, NY |
Dispensary | 2026-08-22 | $1,480 | Every 4 wks | +24% | On track |
| The Flowery — Long Beach Long Beach, NY |
Dispensary | 2026-07-30 | $540 | Every 6 wks | +4% | Reorder due |
| Terp Bros — Astoria Astoria, NY |
Dispensary | 2026-08-30 | $1,920 | Every 3 wks | +31% | On track |
| Good Grades — Jamaica Jamaica, NY |
Dispensary | 2026-08-12 | $720 | Every 5 wks | +12% | Reorder due |
| Dagmar Cannabis — Syosset Syosset, NY |
Dispensary | 2026-08-25 | $980 | Every 4 wks | +15% | On track |
| Platinum Leaf — Hempstead Hempstead, NY |
Dispensary | 2026-08-18 | $640 | Every 5 wks | +7% | On track |
| Trends Dispensary — Lindenhurst Lindenhurst, NY |
Dispensary | 2026-07-24 | $490 | Every 6 wks | +2% | Reorder due |
| High Tide — Patchogue Patchogue, NY |
Dispensary | 2026-08-27 | $1,130 | Every 4 wks | +21% | On track |
| Kush Klub — Massapequa Massapequa, NY |
Dispensary | 2026-08-15 | $580 | Every 5 wks | +6% | On track |
| Bayside Buds — Bay Shore Bay Shore, NY |
Dispensary | 2026-08-08 | $815 | Every 5 wks | +11% | Reorder due |
| Seaford Family Pharmacy Seaford, NY |
Pharmacy | 2026-08-20 | $510 | Every 6 wks | +14% | On track |
| Wantagh Apothecary & Wellness Wantagh, NY |
Pharmacy | 2026-07-18 | $430 | Every 6 wks | +8% | Reorder due |
Inventory
Live stock by SKU with velocity-based days-of-stock. No more finding out you're out when a customer asks.
SKUs in stock
8 / 9
1 out · 2 below reorder point
Units on hand
305
$6,367 at wholesale value
Missed sales (est.)
$1,180
THCv Focus out since Aug 14
| SKU | Batch | Retail | On hand | Units/day | Days left | Status |
|---|---|---|---|---|---|---|
| AM Energize Oral Solutions | AM | CBD:CBG "Energize" |
CC-2608-AM | $30 | 64 | 2.4 | 27 d | Healthy |
| PM Relax Oral Solutions | PM | CBD:CBN "Relax" |
CC-2608-PM | $30 | 22 | 3.1 | 7 d | Reorder now |
| THCv Focus Oral Solutions | PMU | THCv "Focus" |
CC-2605-PMU | $30 | 0 | 1.8 | — | OUT OF STOCK |
| K.O. Double Oral Solutions | K.O. Double Dose |
CC-2607-KO | $45 | 41 | 2.9 | 14 d | Healthy |
| TRIO ChimeCard TRIO ChimeCard (pre-dosed day card) |
CC-2608-TR | $15 | 18 | 4.2 | 4 d | Reorder now |
| TRIO (Español) Spanish TRIO ChimeCard |
CC-2608-TS | $15 | 33 | 1.1 | 30 d | Healthy |
| Money Melon Vape K.O. CBD Vape — The Money Melon 1g AIO |
CC-2607-MM | $55 | 57 | 1.6 | 36 d | Healthy |
| Care Crumble K.O. Concentrated Care CBD Crumble |
CC-2606-CR | $40 | 26 | 0.7 | 37 d | Healthy |
| Comfort Balm Skin Care & Aromatherapy — Comfort Balm |
CC-2607-SK | $28 | 44 | 0.9 | 49 d | Healthy |
Reorder alerts fire automatically when a SKU crosses its reorder point — by email or text, before the shelf goes empty. PM Chocolate (coming soon) will appear here on first production run.
COA registry
Every batch, every certificate — one link to send a pharmacy, a dispensary buyer, or a customer.
| Batch | Product | Tested | Lab | Total THC | Status | |
|---|---|---|---|---|---|---|
| CC-2608-AM | AM Energize | 2026-08-12 | Green Analytics NY | Non-Detect | Current | |
| CC-2608-PM | PM Relax | 2026-08-12 | Green Analytics NY | Non-Detect | Current | |
| CC-2605-PMU | THCv Focus | 2026-05-04 | Green Analytics NY | Non-Detect | Expiring | |
| CC-2607-KO | K.O. Double Dose | 2026-07-21 | Kaycha Labs NY | Non-Detect | Current | |
| CC-2608-TR | TRIO ChimeCard | 2026-08-12 | Green Analytics NY | Non-Detect | Current | |
| CC-2608-TS | TRIO (Español) | 2026-08-12 | Green Analytics NY | Non-Detect | Current | |
| CC-2607-MM | Money Melon Vape | 2026-07-09 | Kaycha Labs NY | Non-Detect | Current | |
| CC-2606-CR | Care Crumble | 2026-06-15 | Green Analytics NY | Non-Detect | Expiring | |
| CC-2607-SK | Comfort Balm | 2026-07-09 | Kaycha Labs NY | Non-Detect | Current |
Public links resolve to a branded COA page (PDF + summary) — scannable QR on every unit label. Non-Detect THC on every batch is the whole pharmacy pitch; this registry keeps the proof one click away.
ChimePoints loyalty
12 members · earn 2 pts per $1 · Bell → Chime (300 pts) → Resonance (800 pts).
🔔 Bell
6
new members
🎐 Chime
4
300+ points
✨ Resonance
2
800+ points · top fans
Members
| Member | Since | Points | Lifetime | Tier |
|---|---|---|---|---|
| Carol H. | 2024-11 | 1,240 | $620 | Resonance |
| Dana R. | 2025-02 | 980 | $495 | Resonance |
| Jen K. | 2025-06 | 640 | $330 | Chime |
| Nina F. | 2025-01 | 590 | $310 | Chime |
| Luis M. | 2025-09 | 410 | $205 | Chime |
| Priya S. | 2026-01 | 350 | $180 | Chime |
| Grace L. | 2026-02 | 220 | $120 | Bell |
| Tom B. | 2026-03 | 180 | $90 | Bell |
| Aisha T. | 2026-05 | 120 | $75 | Bell |
| Sam O. | 2026-06 | 90 | $58 | Bell |
| Meg W. | 2026-07 | 60 | $60 | Bell |
| Rob D. | 2026-08 | 40 | $68 | Bell |
Redemption feed
- 2026-09-04Carol H. redeemed 200 pts → $10 off PM Relax
- 2026-09-01Jen K. redeemed 150 pts → free TRIO ChimeCard
- 2026-08-28Dana R. redeemed 200 pts → $10 off K.O. Double
- 2026-08-24Nina F. redeemed 100 pts → $5 off order
- 2026-08-19Luis M. redeemed 150 pts → free TRIO (Español)
Classes & events
Education is the funnel — track RSVPs and how many attendees become customers.
Upcoming classes
4
40 total RSVPs
Attendance → customers
68%
28 of 41 consumer attendees (90 d)
Revenue from class alumni
$1,340
last 90 days, first orders only
Upcoming
SEP12
CBD 101 — Relief Without the High
11:00 AM · Farmingdale studio
14/18 RSVPs · Bilingual handouts ready
SEP19
Budtender Training — Terpene & Cannabinoid Basics
6:30 PM · Terp Bros, Astoria
9/12 RSVPs · Wholesale account training
SEP26
Caregivers Circle — Pre-Dosed Routines
11:00 AM · Farmingdale studio
11/16 RSVPs · Waitlist 3
OCT3
Sleep & Wind-Down Workshop (PM line)
1:00 PM · Seaford Family Pharmacy
6/15 RSVPs · Pharmacy co-hosted
Past classes → sales
| Class | Attended | Became customers |
|---|---|---|
| CBD 101 2026-08-22 | 16 | 11 69% |
| Caregivers Circle 2026-08-08 | 13 | 9 69% |
| Budtender Training — Happy Days 2026-07-25 | 8 | B2B training |
| CBD 101 (Español) 2026-07-11 | 12 | 8 67% |
Attendees get a ChimePoints code at the door — that's how attendance links to first purchase, automatically.
Reports
August 2026 summary · updates itself — no spreadsheet night required.
Aug revenue
$10,920
▲ 12% vs Jul
Wholesale share
75%
$7,300 dispensary · $940 pharmacy
Avg DTC order
$47.60
56 orders · $1.09 avg postage
Repeat rate (90 d)
51%
of customers ordered again
💵 PayPal money view — Aug 2026 your DTC system of record
Gross DTC sales$2680.0056 orders collected via PayPal
−
PayPal fees−$105.162.9% + $0.49 × 56 · eff. 3.9%
=
Net payout$2574.84after PayPal takes its cut
✓ Reconciliation — $2574.84 hit your bank from DTC in August. Wholesale ($8,240 dispensary + pharmacy) is invoiced separately and not through PayPal.
Fees are computed on your real orders — every dollar PayPal keeps, shown so you can price it in. Connect PayPal (see “⚡ What this needs”) and this reconciles itself each month.
Revenue by channel (6 mo)
DispensaryDTCPharmacy
Top SKUs — Aug (all channels)
THCv Focus absent — out of stock. Every month it's out is roughly a top-5 slot left on the table.
Retention cohorts — % ordering again by month
| New in | M0 | M1 | M2 | M3 | M4 | M5 |
|---|---|---|---|---|---|---|
| Mar | 100% | 42% | 31% | 27% | 24% | 22% |
| Apr | 100% | 45% | 34% | 29% | 26% | |
| May | 100% | 48% | 36% | 31% | ||
| Jun | 100% | 51% | 39% | |||
| Jul | 100% | 54% | ||||
| Aug | 100% |
Month-1 retention has climbed from 42% → 54% since classes restarted in June. Reading left to right: of everyone new in March, 42% came back the next month.