Marin Skincare went from blind spot to unlocking a complete wholesale year-end report in a few minutes without a single CSV export

THE CHALLENGE

Sam Griswold at Marin Skincare needed to conduct a year-end review of the company's wholesale business, a separate Shopify store serving hundreds of B2B customers including retailers, spas, and medical practices. The data existed. The industry categories were there. The problem was that there was no clean, usable way to view it all together.

Sam had defined nine categories including Gift Store, Esthetician, Dermatologist, Spa/Med Spa, Natural/Foods, Medical Practice, Hotel, Gym, and Other, and the customer base was largely tagged. But Shopify's native reporting couldn't surface the segmented view the team needed. Without a clear lens into which industries drove the most revenue, carried the highest average order value, or represented the best growth opportunities, year-end strategic planning was effectively stalled.

The alternative was manually pulling and reconciling data across sources — a process that would take days, not minutes.

THE SOLUTION

Sam brought the question to Flaunt's AI analyst. In a few minutes, he had a complete wholesale business overview ready for leadership.

Flaunt parsed thousands of data points across orders and customer records to deliver a full 2025 performance snapshot with directional clarity on monthly trends, seasonal patterns, and average order value shifts across the year. Q4 emerged as the clear strength period, with a notable peak in November and an AOV increase in the back half of the year pointing to meaningful shifts in purchasing behavior.

Crucially, Flaunt also diagnosed the remaining data gap. It identified which customer records still lacked clean industry tags, confirming exactly where the segmentation needed work and giving Sam a prioritized starting point for completing it. From there, Flaunt generated an export of the highest-value accounts along with recommendations on where each untagged account likely belonged based on available signals.

FLAUNT'S IMPACT

In a single conversation, Sam walked away with a complete year-in-review report ready for leadership, a prioritized list of accounts to finish the tagging project, and a clear path to the fully segmented analysis that had not been possible before.

The analysis also set the foundation for what comes next. Once tagging is complete, Flaunt can immediately re-run the full breakdown by industry, showing revenue, AOV, order frequency, product preferences, and geographic distribution by customer type. The year-end review became both a deliverable and a starting point.

What would have taken two full days of manual work was done in a few minutes.