Getting Started
By Jacob
By Jacob
Start here - set up TrackIQ and find your way around.
Welcome to TrackIQ
Welcome aboard! 👋 If you’ve ever stared at your Amazon metrics and wondered, "Why did my sales drop yesterday?" or "Where are my optimization opportunities?" — you are exactly where you need to be. TrackIQ is an advanced analytics platform built specifically for Amazon sellers and agencies managing multiple accounts. We combine your raw data with powerful AI to stop the guesswork and give you instant, actionable answers. Instead of drowning in spreadsheets, TrackIQ does the heavy data-lifting for you. Here is a quick look at the "magic" you can now access: - 🤖 Smart AI Insights & Alerts: Our AI monitors your catalog 24/7. You will receive proactive alerts for critical events like Zero Sales Days, sudden Conversion Rate drops, and out-of-stock risks before they impact your bottom line. - 📊 Automated, AI-Driven Reports: Say goodbye to manual data pulling. Generate stunning, presentation-ready Insight Reports using simple AI prompts, or set up automated Business Reports to land straight in your inbox. - 📈 The Ultimate Unified Dashboard: Track your complete performance in one place. From standard KPIs (Sales, ACoS, ROAS, Inventory) to advanced advertising metrics across Sponsored Ads, DSP, and AMC Cloud. What's Next? To let the AI do its job, we first need to fetch your data. Proceed to the next step: 👉 [The Quick Start Guide: Your First 48 Hours]
The Quick Start Guide
Just signed up for TrackIQ? Welcome! Because TrackIQ relies on deep data analysis, the very first thing we do is securely import your historical Amazon data. This initial sync can take up to 24 hours. To help you hit the ground running, here is a simple checklist of what to do on your first and second day. 📅 DAY 1: Setup & Sync (While Your Data is Loading) 1. Connect Your Amazon Accounts This is step zero. Head over to the Integrations page to link your Amazon Seller or Vendor Central accounts. 👉 Read the full guide here: [How to Connect Your Amazon Account] 2. Configure Users & Access If you manage multiple brands or run an agency, you don't have to do it alone. Go to Settings > Users & Access to invite your colleagues or clients. You can assign specific roles (like Secondary User or View Only) and use the Assign Accounts tab to strictly control which specific Marketplaces they are allowed to see. 3. Explore the Workspace Navigation Take a moment to look around the dashboard. Even if the data is empty, get familiar with the Header Navigation: - Brand Selector: Easily switch between different brands you manage. - Marketplaces: Filter your view by specific Amazon regions. 📅 DAY 2: Dive into the Data (The Fun Part!) Once your data is fully synced (we will notify you!), your TrackIQ dashboard will come alive. Here is your Day 2 action plan: 1. Review Your First AI Insights 🤖 Don't dig through spreadsheets just yet. Click on AI Insights in the left sidebar. Our AI has already scanned your catalog. Look for urgent alerts like Zero Sales Day or Conversion Rate Drops, and take immediate action. 2. Check the Global Dashboard 📈 Go to the main Dashboard to see the "Big Picture". Review your essential KPI cards at the top—such as Total Sales, ACoS, and ROAS—to gauge your overall health at a glance. 3. Generate Your First AI Insight Report 📊 Experience the magic of our AI reporting. 1. Go to Reports > Insight Reports and click Create Report. 2. Fill in the quick details in the dialog (Title, Date Range, Template, and Data Source). 3. Once you are in the editor, simply type a prompt describing what you need (e.g., "Generate a comprehensive performance report"), and click Generate Report. 4. The AI will instantly build a presentation-ready slide deck for you right on the screen! Need a hand? Remember, our support team is always just a click away using the chat widget in the bottom right corner!
Navigating Your Workspace
When you are managing multiple Amazon accounts or running an agency, keeping your data organized is critical. TrackIQ's workspace is designed to let you seamlessly switch contexts without ever losing your place. Here is a quick breakdown of how to navigate your new command center. 🌍 1. The Global Filters (Top Header) At the top right of your screen, you will find your primary controls. Whenever you change these filters, your entire dashboard—including all reports and AI insights—instantly updates to reflect your selection. - Brand Selector: Click here to easily switch between the different brands you manage. - Marketplaces: Need to drill down into a specific region? Use this dropdown to view data for a specific Amazon marketplace (e.g., US, UK, CA) or view them all combined. [Tip: Sisipkan screenshot area Header kanan atas di sini] 🗂️ 2. The Main Sidebar (Left Menu) Your sidebar is where the actual work gets done. Here is a quick tour of what you will find inside: - Dashboard: Your global overview. Get a quick pulse on your top-level KPIs (Sales, ACoS, ROAS). - AI Insights: Your automated assistant. Review proactive alerts for sales drops, out-of-stock risks, and optimization opportunities. - Reports: The home of automated reporting. Generate AI-powered Insight Reports with a simple prompt, or schedule automated business reports. - Analytics: Dive deep into your specific product data and performance trends. - Inventory: Keep a close eye on your stock levels. - Sponsored Ads: Monitor the performance of your active Amazon advertising campaigns. - DSP & AMC Cloud: Advanced modules for analyzing your Demand-Side Platform and overall marketing performance. [Tip: Sisipkan screenshot keseluruhan Sidebar kiri di sini] 💡 Pro Tip: If you ever feel lost while diving deep into your data, just click the TrackIQ logo in the top left corner to instantly return to your main Dashboard.