Monitor financial and operations performance with an overview and history of your Amazon Seller KPIs. Improve them with our seller recommendations.

Use Cases

• Sales: Analyze sales from orders.
• Profit: View an expandable ledger of your financial activity. See profit metrics for a summary of performance.
• Unit Economics: Analyze finances from an SKU, ASIN, seller, or overall-level with enhanced filtering.
• Supply Chain: See inventory and supply chain recommendations side-by-side with your sales.

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Sales from Orders compared to Sales from Financial Events

Sales use cases will organize sales by purchase date and Profit use cases will organize sales by posted date.

• Purchase Date (Orders API): The purchase date in the Orders API refers to the date when a customer completes a purchase transaction on the Amazon platform. This is the moment when the order is placed, and the customer commits to buying the product or service. The purchase date is crucial for tracking when sales transactions occur from the perspective of customer activity.
• Posted Date (Finance API): The posted date in the Finance API refers to the date when a financial event associated with a transaction is officially recorded or posted in Amazon's financial system. This includes the date when the sale is completed along with associated fees, refunds, returns, and other financial activities related to the transaction are processed and reflected in the seller's financial records. The posted date is significant for accounting and financial reporting purposes, as it indicates when the financial impact of a transaction is recognized.

Data Highlight

This dashboard is built on Profit data models. Read more about Profit data in its dedicated article.

What's Inside

General Usage

Filters

• Dates: Pick a range of dates for overview and history data or two date ranges for comparison.
• Currency: Convert all monetary values to the desired currency.
• Seller Name: Filter your data to a selection of seller accounts.
• Marketplace: Filter your data to a selection of marketplaces.
• Product Tag: Filter your products to those attributed to at least one among a selection of tags.
• ASIN: Filter your data to a selection of ASINs.
• SKU: Filter your data to a selection of SKUs.
• Brand: Filter your data to a selection of Brands
• Product Name: Filter your data to a selection of Product Names

Sales Overview

See a visualized summary of sales history with breakdowns by product and order status.

Sales Detailed

Compare sales across all products.

Profit Overview

See a visualized summary of financial event-posted sales history with a roster of top-selling products.

Profit Explorer

Analyze profit events compiled from a comprehensive selection of seller finance data sources. Events are annotated with timestamp, category, subcategory, event description, and other additional fields. Events are aggregated according to the following grain:

• Posted Date
• Seller Account
• Marketplace
• ASIN
• SKU
• Event Category
• Event Subcategory
• Event Description

Categories: High-level grouping of events.

• Sales: Sales revenue including charges to customers (Tax/VAT, Giftwrap, Shipping).
• Refunds: Returns, Guarantees, Chargebacks, and related fees.
• Cost of Goods: Cost of goods sold and returned.
• Amazon Fees: Fulfillment fees, Service Fees, Warehousing, and more.
• Marketing: Advertising, Coupons, and Promotion.
• Adjustments: Made to sales charges and fees.
• Tax Expenses: Taxes withheld and paid.
• Tax Adjustments: Made to tax charges and expenses.

Subcategories: Low-level grouping of events.

Event Description: ****Individual event descriptions.

Profit Metrics Explorer

Metrics enabling a business-level summary of profit events and comparative performance.

Metrics are aggregated according to the following grain:

• Posted Date
• Seller Account
• Marketplace
• ASIN
• SKU

Metrics

• Gross Revenue: Sales including Tax Charges (VAT)
• Net Revenue: Gross Revenue - Refunds (Returns, Guarantees, and Chargebacks)
• Gross Profit: Net Revenue - Cost of Goods
• Operating Profit: Gross Profit - Marketing (Advertising, Coupons, and Promotion)
• Adjusted Operating Profit: Gross Profit - Adjustments
• Net Profit: Adjusted Operating Profit - Net Taxes (Tax Charges, Tax Expenses, Tax Adjustments, and Estimated Tax Liability)

Custom FBA Restock Recommendations

See restock recommendations for products and tune them according to your custom lead time, target weeks on hand, and relevant inventory fields.

Amazon FBA Restock Recommendations

See restock recommendations straight from Amazon.

Data

The Seller Finances and Supply Chain dashboard sources data from the Product Profit & Loss data models.

Getting Started

Requirements

You need to add the following sources to use the Seller Finances and Supply Chain report template:

• Amazon Seller Central Account(s): For the inclusion of finance and inventory data in the whole report.
• Amazon Advertising Account(s): For inclusion of ads revenue and expenses in the P&L.
• Product Expenses: For inclusion of CoGS in the P&L.

Report Template

Refer to this page to access the latest version of the Template.

Accessing the Template

You can access the template on Power BI Online or on Power BI Desktop.

Old Templates Versions

You can download below older versions of our Power BI dashboard templates in PBIX format.