The overview dashboard
The Dashboard is the first page you land on after signing in. It shows flexible period cards displaying key metrics, tabs for switching between Dashboard view, a geographic Map, and Trends analysis, plus detailed tables of your products and orders.
In this guide:
- Select a period using presets or a custom range
- Read the period cards and view the P&L ledger
- Switch between Dashboard, Map, and Trends views
- Search and sort your products and orders
Prerequisites
- You’ve connected your Amazon Seller account and selected at least one marketplace.
- The initial data sync has completed (a banner at the top tells you).
Step 1: Select a period
At the top of the dashboard, use the Period picker to select your date range. Quick presets let you jump to common views:
- Today, Yesterday, MTD, Last month — executive overview
- Today, Yesterday, 7d, 14d, 30d — recent performance tracking
- MTD, Last month, 2 / 3 months ago — monthly comparisons
- This / Last quarter, 2 / 3 quarters ago — quarterly views
Click a preset to apply it, or click Custom range to pick your own dates.
Your selection updates the entire page — cards, tables, and all linked metrics.
Step 2: Read the period cards
Below the period picker, a horizontal strip of cards shows key metrics for each selected period:
- Total Sales — gross revenue (Amazon revenue only, before returns)
- Total Orders — count of orders shipped in the period
- Profit — Sales − COGS − Amazon fees − ad spend − allocated expenses
- Ad Spend — total spend across all connected Ads regions
- Plus additional metrics like Units, Refunds, and Margin
Each card is clickable — click it to select that period, which filters the Products and Order Items tables below to show just that period’s data.
Click View details → on any card to open a detailed P&L ledger showing revenue by channel, all Amazon fees, cost of goods, shipping, and refunds broken down by category.
Step 3: Switch between views
At the top of the page, three tabs let you switch perspectives:
- Dashboard — Period cards and product/order tables (default view;
?view=dashboard) - Map — Geographic sales and stock distribution by region (
?view=map) - Trends — Metric trends over time in an interactive heatmap (
?view=trends)
Click any tab to switch. Each view preserves its own filters and date range as you navigate.
Step 4: Search products and orders
Below the cards, two tabs show your data in table form: Products and Order Items.
Use the search box above the tables to find products by ASIN, SKU, or product name (Products tab) or search by order ID or status (Order Items tab).
- Products table — Rows show each product’s sales, units, profit, and other metrics for the selected period
- Order Items table — Rows show individual line items from orders, with fulfillment status and dates
The tables automatically filter to the period you selected via the cards above.
Step 5: Export period data
On the Products tab, look for an Export button to download the visible products data as an Excel file. File is named with a timestamp for easy tracking.
Troubleshooting
- Cards show “—”. The initial sync hasn’t finished. Check the banner at the top.
- Profit is showing unexpected numbers. You haven’t classified all expenses. Go to Finance → Expenses and categorize them so they roll into profit.
- A marketplace doesn’t appear in my data. That marketplace isn’t connected or isn’t ticked under Settings → Amazon Accounts. See Choose your marketplaces.
- Search isn’t working. The search is server-side; if you type an ASIN/SKU that exists but doesn’t appear, it may not be in the current period’s data.