JBK Wellness Labs — Admin Portal · Phase 1 Admin Portal JBK JBK Admin Operations · Admin Overview Dashboard Alerts 3 Order Management All Orders 12 All Clients Client Messages 3 Operations Operational Intelligence Team Management Admin Portal Operations Overview Everything across all clients, orders, and team — one view. Good morning, JBK Team. 2 new submissions need review. 1 quote pending client approval. 2 New Intake 12 Active Orders 1 Quote Pending $92K Pipeline 2 New Submissions Awaiting R&D invoice 3 Samples Out Awaiting client feedback 5 In Development R&D team working $92K Pipeline Value Active orders combined Recent Orders View all → 01 Vitamin C Eye Cream Luminary Skin Co. New Today → 02 Vit C Brightening Serum Elara Brand Co. Sample Sent Nov 2 → 03 Herbal Repair Moisturizer Elara Brand Co. Pricing Oct 29 → Alerts View all → ⚠️ Quote overdue — 4 days Herbal Repair Moisturizer — Elara Brand Co. sent Oct 29. Oct 29 📋 2 new submissions awaiting R&D invoice Vitamin C Eye Cream (Luminary) and Ashwagandha Sleep Capsule (Roots). Today 🧪 Sample feedback pending — Elara Vit C Brightening Serum delivered Nov 4. Awaiting client notes. Nov 4 Order Management All Orders Every order across every client. Filter by stage. Click any order to open the full client journey. All 12 New Submission 2 Awaiting Payment 2 In Development 3 Sample Sent 2 Revision Round 1 Pricing 1 Fulfilled 1 01 Vitamin C Eye Cream Clean Beauty · 15ml Luminary Skin Co. New Submission Today → 02 Ashwagandha Sleep Capsule Clean Nutrition · 60ct Roots Wellness New Submission Today → 03 Herbal Eye Serum Clean Beauty · 15ml Meridian Beauty Awaiting Payment Yesterday → 04 Hydrating Hair Mask Clean Beauty · 200ml Elara Brand Co. Awaiting Payment Nov 3 → 05 Adaptogen Daily Capsule Clean Nutrition · 60ct Elara Brand Co. In Development Oct 22 → 06 Collagen Glow Serum Clean Beauty · 30ml Meridian Beauty In Development Oct 10 → 07 Adaptogen Energy Tonic Clean Nutrition · 30ml Roots Wellness In Development Oct 31 → 08 Vitamin C Brightening Serum Clean Beauty · 30ml Elara Brand Co. Sample Sent Nov 2 → 09 Herbal Balance Toner Clean Beauty · 150ml Luminary Skin Co. Sample Sent Oct 28 → 10 Bi Bong™ Repair Oil Clean Beauty · 30ml Meridian Beauty Revision Round 2 Nov 1 → 11 Herbal Repair Moisturizer Clean Beauty · 50ml Elara Brand Co. Pricing Oct 29 → 12 Bi Bong™ Nourishing Face Oil Clean Beauty · 30ml Meridian Beauty Fulfilled Oct 15 → ← All Orders EB Elara Brand Co. Clean Beauty · Client since Jan 2024 5 Projects · 3 Active Client Journey ● Sample Sent ✓ Submission ✓ R&D Invoice ✓ In Development ● Sample Sent ○ Revision ○ Pricing ○ Fulfill ○ Shipped Last activity Sample shipped Nov 2 via FedEx · Client confirmed receipt Nov 4 · Awaiting feedback Client Info Client Info Messages 2 Order History Order Stages Submission Samples & Revisions ● Fulfill Order Pricing & Quotes Reorder Business Details Company Elara Brand Co. Industry Clean Beauty — Skincare Contact Sarah Mitchell Email [email protected] Phone +1 (310) 555-0182 Location Los Angeles, CA Client Since January 2024 Distribution Sephora, DTC, Amazon Clean Standard Sephora Clean Account Summary Total Projects 5 Active Orders 3 Formulas on File 5 Total Revenue $31,400 Avg. Margin 39% Last Order Nov 3, 2024 Preferred Category Serums, Oils Elara Brand Co. Full message history · All projects Vit C Serum Moisturizer All EB Hi, I just submitted the new intake for the Vitamin C Eye Cream. Looking forward to getting started! Today · 9:14 AM JBK Thank you — reviewing the brief now. R&D invoice coming shortly. Today · 9:42 AM Nov 2 · Vitamin C Brightening Serum JBK Your sample shipped via FedEx #794644782935. Expected delivery November 4th. Nov 2 · 10:14 AM EB Received — testing now. Texture feels exactly right. Full feedback by end of week. Nov 4 · 2:31 PM JBK Wonderful — looking forward to your notes. Nov 4 · 3:05 PM Send Full Order History Bi Bong™ Nourishing Face Oil 30ml · Jan 2024 · 2,500 units $18,000 Completed Hyaluronic Plumping Serum 30ml · Jun 2024 · 5,000 units $34,000 Completed Vitamin C Brightening Serum 30ml · Oct 2024 · Sample sent Sample Sent Vitamin C Eye Cream 15ml · Today · New submission New Action Required Submission received. Review details and send the R&D invoice to begin the project. Vitamin C Eye Cream Submitted Today · 9:14 AM Awaiting Invoice Product Details Category Clean Beauty Format Eye Cream · 15ml Key Ingredients Vit C 10%, Caffeine, Peptides Avoid Parabens, Fragrance Attachment formula_spec.pdf ↓ Production Details Quantity 2,500–5,000 units Timeline 3–6 months "Lightweight gel-cream, fast absorbing, sensitive skin." AI Document Analysis Key actives: Ascorbyl Glucoside 10%, Caffeine 2%, Matrixyl 3000. No prohibited ingredients. Recommended R&D fee: $350. Send R&D Invoice Request More Info Stage 2 — Assign to Team (after payment) Payment not yet received. SR Sarah R. Lead Formulator 3 active MK Marcus K. R&D Chemist 5 active JP Jen P. Junior Formulator 2 active Vitamin C Brightening Serum — Sample R1 Sarah R. · Shipped Nov 2 · FedEx #794644782935 Awaiting Feedback Intake Sample R1 Feedback Approval Production Assigned to Sarah R. Oct 17 Sample R1 Complete Nov 1 Shipped · Delivered Nov 4 Nov 2 Client Feedback — Pending Send Follow-up Mark Feedback Received Bi Bong™ Repair Oil — Revision Round 2 1 "Texture slightly too heavy. Reduce shea 10–15%." 2 "Absorption rate needs to improve." ✓ "Scent profile perfect — keep exactly as is." Route Revision to Team Ready to Fulfill Sample approved. Review the formula bill of materials below and generate a purchase order to begin production. Vitamin C Brightening Serum — 5,000 units Ready to Order Ingredient Qty Needed Source Status Vitamin C 2.5 kg Assign supplier To Purchase Hyaluronic Acid 1 kg Assign supplier To Purchase Glycerin 3 kg Inventory In Stock Automated vendor matching and best-price sourcing arrive in a later phase. For now, generate the PO and assign suppliers manually. Generate Purchase Order Adjust Pending Client Approval — 4 Days Quote #JBK-Q-2024-012 sent Oct 29. No response received. Herbal Repair Moisturizer Quote #JBK-Q-2024-012 · Sent Oct 29 Awaiting Approval Tier Unit Cost Unit Price Margin Total 2,500 units $4.82 $7.50 35.7% $18,750 5,000 units $4.14 $6.80 39.1% $34,000 10,000 units $3.67 $6.25 41.3% $62,500 Resend Quote Edit New Quote Approved Formulas — Ready to Reorder Bi Bong™ Nourishing Face Oil 30ml · Last ordered Mar 2024 · 2,500 units Reorder → Hyaluronic Plumping Serum 30ml · Never reordered Reorder → Operations Operational Intelligence Surfaced automatically from connected data — no manual entry. Client info, team assignments, status updates, pricing, and formulas all connected. 42 Avg. Cycle Days Intake to approval 38% Avg. Margin Across all projects $6.2K Avg. Order Value Per manufacturing order 2.1x Repeat Rate Avg. orders per client Cycle Time by Product Type Face Oils 28 days Serums 38 days Supplements 52 days Moisturizers 34 days Margin by Category Face Oils 44% Serums 41% Supplements 31% Moisturizers 38% Client Profitability MB Meridian Beauty $48,200 44% avg margin EB Elara Brand Co. $31,400 39% avg margin LS Luminary Skin Co. $12,800 34% avg margin Team Performance SR Sarah R. 28 days avg 12 completed · Fastest on serums MK Marcus K. 36 days avg 18 completed · Supplements specialist JP Jen P. 44 days avg 7 completed · Junior — improving Operations Team Management See who is working on what, manage workload, and add new team members. + Add Team Member SR Sarah R. Lead Formulator 3 active Vit C Brightening Serum — Elara Herbal Eye Serum — Meridian Collagen Glow Serum — Meridian MK Marcus K. R&D Chemist 5 active Adaptogen Daily Capsule — Elara Sleep Gummy Formula — Roots +3 more JP Jen P. Junior Formulator 2 active Bi Bong™ Repair Oil — Meridian Herbal Toner — Roots + Assign new project Operations All Clients Click any client to open their full profile — company info, order history, formulas, pricing, and communication. EB Elara Brand Co. Clean Beauty · Since Jan 2024 3 Active 5 formulas · $31,400 revenue · 39% avg margin MB Meridian Beauty Clean Beauty · Since Jun 2023 2 Active 8 formulas · $48,200 revenue · 44% avg margin LS Luminary Skin Co. Clean Beauty · Since Mar 2024 1 New 2 formulas · $12,800 revenue · 34% avg margin RW Roots Wellness Clean Nutrition · Since Aug 2024 1 New 1 formula · $8,200 revenue · 32% avg margin Operations Client Messages All client communication per project — centralized and tracked. Elara — Vit C Serum Elara — Moisturizer Luminary Skin Co. Roots Wellness Vitamin C Brightening Serum — Elara Brand Co. #JBK-2024-041 · Sample Round 1 Awaiting Feedback JBK Your Vitamin C Brightening Serum sample has been shipped via FedEx (#794644782935). Expected delivery November 4th. Nov 2 · 10:14 AM EB Received — testing now. Initial impression is great, texture feels exactly right. Will send full feedback by end of week. Nov 4 · 2:31 PM JBK Wonderful — looking forward to your notes. Take your time. Nov 4 · 3:05 PM Send Overview Operational Alerts Everything that needs attention — surfaced automatically. ⚠️ Quote overdue — 4 days Quote #JBK-Q-2024-012 — Herbal Repair Moisturizer. Elara Brand Co. sent Oct 29. No response. Oct 29 View 📋 2 new submissions awaiting R&D invoice Vitamin C Eye Cream (Luminary) and Ashwagandha Sleep Capsule (Roots) submitted today. Today Review 🧪 Sample feedback pending — Elara Brand Co. Vit C Brightening Serum sample delivered Nov 4. Awaiting client notes. Nov 4 View AI Assistant JBK AI Assistant Ask anything about the business. Connected to all clients, orders, projects, formulas, and team data. Projects at risk? Most loaded formulator? Awaiting feedback? In development now? AI Hello. I have access to JBK Wellness Labs data — clients, orders, projects, formulas, and team performance. Ask me anything. JBK Which projects are overdue or at risk? AI Two items need attention right now: Herbal Repair Moisturizer — Elara Brand Co. Quote #JBK-Q-2024-012 has been awaiting client approval for 4 days with no response. Adaptogen Daily Capsule — Elara Brand Co. In development since Oct 22, now running past the typical supplement cycle. Everything else is on track. Sarah R. has the lightest queue if you need to rebalance. Ask → Send R&D Invoice ✕ Set the R&D fee. Once sent, the client receives it through the portal and payment is tracked automatically. R&D Fee Amount $ Internal Note (optional) Send Invoice Cancel Assign to Team Member ✕ Select a team member. They are notified and the project enters their queue immediately. SR Sarah R. Lead Formulator 3 active MK Marcus K. R&D Chemist 5 active JP Jen P. Junior Formulator 2 active Priority Standard Rush Low priority Confirm Assignment Cancel Add Team Member ✕ First Name Last Name Email Address Role / Title Lead Formulator R&D Chemist Junior Formulator Project Manager Operations Admin Portal Access Admin Portal — full access Project Manager Portal — assigned projects only Add & Send Invite Cancel