Getting Started

9 articles Jacob By Jacob

Start here - set up TrackIQ and find your way around.

Welcome to TrackIQ

TrackIQ pulls your Amazon sales, advertising, inventory and search data into one place, and then does three things with it. Watch the TrackIQ overview Prefer to watch? Fifty seconds on what TrackIQ does with your data. The three things 1. It shows you what happened. Every Amazon report you would otherwise open separately — sales, Sponsored Ads, DSP, search queries, rank, stock — in one place, on one date range, with one set of controls. 2. It lets you ask questions. Aria answers questions about your business in plain English and draws the chart for you. You do not need to know which screen the number lives on. 3. It watches while you are doing something else. AI Insights runs checks across your account and tells you when something crosses a threshold — a product about to run out, a keyword spending without converting. That third one is the difference between a reporting tool and something that earns its place. Reports wait for you to look. TrackIQ comes and finds you. Who it is for Amazon sellers, vendors and the agencies who manage them. It is most useful when you have enough going on that watching everything by hand has stopped being realistic — more than a handful of products, or advertising running across more than one campaign type. What you see first The dashboard headline tiles The Dashboard. Ten headline numbers for the period you choose, each with its trend and its change against the previous period. This is the thirty-second version of your account. Budget pacing and Optimization Opportunities Underneath: how your advertising is pacing against budget, the savings TrackIQ has already found, and how your catalogue is holding up on stock. None of this needs configuring. It is there as soon as your accounts are connected and the first sync completes. The two steps to get started 1. Connect your Amazon accounts. Settings → Connections. Start with your Seller account, because sales data underpins everything else. 2. Wait for the first sync, then open the Dashboard. Data does not arrive instantly. The Connections screen shows a last-synced time against each source, and until those appear the rest of the product will look empty — which is expected, not broken. Everything else in TrackIQ follows from those two steps. See The Quick Start Guide for the detail. What to read next | If you want to | Read | |---|---| | get set up properly | The Quick Start Guide | | find your way around | Navigating Your Workspace | | understand the metrics | Glossary: ACoS, TACoS, ROAS, NTB and Every Other Column | | stop checking things manually | Rule-Based Optimization | Related - Navigating Your Workspace — the shape of the application. - Glossary: ACoS, TACoS, ROAS, NTB and Every Other Column — the vocabulary, in one place. - What to Do in Your First Week — five days, an hour each. - Where Your Data Comes From and How Fresh It Is — what "up to date" actually means.

The Quick Start Guide

Three steps get you from a new account to something useful. The temptation is to open every screen at once; resist it. Do these in order. Watch the Quick Start walkthrough Prefer to watch? A minute on the three steps, in order. Step 1: Connect your Amazon accounts The Connections screen Settings → Connections. Connect in this order, because each one unlocks more of the product: | Order | Source | Unlocks | |---|---|---| | 1 | Seller (SP) | sales, orders, inventory, traffic — the foundation | | 2 | Advertising | Sponsored Products, Brands, Display | | 3 | Amazon DSP | the DSP screens, if you run display | | 4 | AMC | the AMC Cloud dashboards | DSP and AMC are separate connections from your main Seller account. Having one does not give you the others, and this catches most people out. Step 2: Verify the data actually arrived Last-synced times per source Come back to Connections and look at the last-synced time beside each source. This step exists because the most common first-day support question is “why is everything empty?”, and the answer is almost always that the first sync has not finished. Until those timestamps appear, empty screens are expected. Different sources arrive at different speeds, and some data has its own cadence entirely — Search Query Performance publishes weekly, AMC monthly. A blank AMC dashboard on day one is normal. Step 3: Read one screen properly The dashboard headline tiles Open the Dashboard and read two numbers: Month-to-date spend against budget. Compare the bar against where you are in the month. Two-thirds through with the bar past three-quarters means you are on course to overspend. The out-of-stock count. A stockout costs you rank as well as sales, and rank takes far longer to win back. Those two have deadlines attached. Everything else on the dashboard is interesting rather than urgent, and can wait until tomorrow. Then: ask Aria one real question Once data is flowing, the fastest way to understand what TrackIQ can tell you is to ask it something you actually need to know. A good question names three things — the metric, the period, and the comparison: Show me ROAS by week for the past 8 weeks, and tell me which ad type moved most. That is more useful than an hour of clicking, because it tells you what the data can do without first learning where every screen lives. Your first week | Day | Do this | |---|---| | 1 | Connect accounts. Verify sync. Read the dashboard. | | 2 | Check AI Insights — deal with anything under Inventory first. | | 3 | Open Sales Performance and find which products carry the business. | | 4 | Open Search Query Performance → Recommended actions and work the top three by impact. | | 5 | Set one rule — leave it paused, and read what it would have done. | By the end of that week you will have found money you were wasting and automated one thing you were doing by hand, which is a fair test of whether the tool is working for you. Related - What to Do in Your First Week — what to do once you are connected. - Navigating Your Workspace — finding your way around. - Glossary: ACoS, TACoS, ROAS, NTB and Every Other Column — if a column name is unfamiliar.

Navigating Your Workspace

TrackIQ's sidebar is grouped by the job you are doing, not by where the data came from. Six sections, and almost every screen inside them shares the same layout — so learning one teaches you the rest. Watch the navigation walkthrough Prefer to watch? A minute on how the sidebar is organised. The six sections The sidebar | Section | Contains | Use it for | |---|---|---| | Home | Dashboard, AI Insights | the state of things, and what needs attention | | Performance | Sales Performance, Search Query Performance, Rank Tracker, Category Insights, Inventory | questions about the business | | Advertising | Amazon Ads, Amazon DSP, AMC Cloud | questions about campaigns | | AI Workspace | Aria (Chat, Studios), Reports, Automations | asking, reporting, automating | | Tools | Exports | getting data out | | Settings | Profile, Connections, MCP & API Keys, Aria in Slack | configuration | The split worth internalising is Performance versus Advertising. Performance answers how is the business doing. Advertising answers how are the campaigns doing. When a number surprises you, knowing which of those two questions you are asking tells you which half of the sidebar to open. The layout repeats Almost every reporting screen has the same three parts, in the same order: 1. Headline tiles — the figures, each with a sparkline and a change against the previous period. 2. A trend chart — with Day / Week / Month, and a Values / % change toggle. 3. A table — with Search, Filters, Manage Columns and Export. Once you can read one, you can read all of them. See Filters, Manage Columns and Exporting a Table for the controls, and Date Ranges, Granularity and Comparing Against the Previous Period for the date behaviour. Check this before reading any number The brand and marketplace switcher Along the top: the brand and marketplace switcher. Every screen below it is scoped to whatever is selected there. If you manage more than one brand, or sell in more than one marketplace, this is the single easiest way to misread your own data — looking at the right screen for the wrong brand. Make checking it the first thing you do when a figure looks unfamiliar. If a section is missing Sections you do not have access to are hidden entirely, not greyed out. So a colleague can describe a screen that simply is not in your sidebar. There are two reasons: - Your role. Ask an administrator on the account to review your access, then reload the page — the sidebar is built when the app loads. - Your plan. Search Query Performance, DSP, AMC Cloud and Category Insights are PRO and above. See I Cannot See a Menu Item That Someone Else Can. Getting somewhere quickly The fastest route to an answer is often not the sidebar at all. Aria will fetch a number without you knowing which screen holds it, which is worth remembering on your first few days when the map is still unfamiliar. Related - Welcome to TrackIQ — what TrackIQ is for, and who it is for.

Automated Onboarding: Categories, Goals and Rank Tracking in Six Steps

Automated Onboarding sets up the parts of TrackIQ that depend on knowing your business: product categories, TACoS and ROAS goals, the search terms worth tracking, what counts as your brand, and your margins. You answer a few questions and review what TrackIQ proposes. Doing the same by hand takes an afternoon. Watch the walkthrough Prefer to watch? Under three minutes on all six steps, and what to check in each before you continue. Where to find it The Automated Onboarding banner on the Dashboard Seller accounts see a Set up Automated Onboarding banner at the top of the Dashboard. The button changes with where you are: | Button | Means | |---|---| | Start Automated Onboarding | nothing answered yet | | View progress | your categories are being built | | Resume setup | you saved part way through; the banner shows how far | | Review your categories | categories are built and waiting for you | Remind me later hides the banner for now. Nothing is lost. You do not have to finish in one sitting. Save & Exit is on every step, and Resume setup brings you back to the step you left. 1. Your business Step 1: Tell us about your business Five questions. Your answers go straight into the grouping. They decide how many categories you get and where the lines between them fall. Questions 1 and 3 are required; the rest only help if they apply to you. 1. Categorization (required). How you group your products today: by product line, by use case, by customer type. Be specific about what should not split a category. "Never split by pack size" is exactly the kind of rule it can use. The second box lists any categories you want kept intact, even where the search-term clustering would split or merge them. 2. Hero ASINs (optional). Your highest-priority revenue or strategic products, up to 50. The list is sorted by the last 30 days of sales, so your biggest sellers are at the top; search by name or ASIN for anything further down. TrackIQ does not build a category around a hero; it uses them to decide which categories to name precisely and which terms to prioritise. Hero ASIN picker, priority and sales cycle 3. Priority (required). Click Profitability, Stability and Growth in order, most important first. This steers which search terms get chosen for tracking. 4. Sales cycle. Mainly consumables, mainly one-time purchases, or a mix. Repeat buyers and one-off buyers search differently, which changes which terms are worth tracking. 5. Seasonality. If you have a clear peak, switch it on and say when. Off-peak, your best terms look weaker than they are; this stops TrackIQ judging a term on the last few months alone. Click Build my categories. It usually takes under a minute; larger catalogs take a couple of minutes. You can close the window while it runs. Your answers are saved. Once your categories are built, these answers are locked. The step stays visible for reference, but the later steps are where you refine the result. 2. Categories Step 2: Confirm your product categories The left-hand list shows every category TrackIQ identified, with its product count and 30-day sales. Select one to review it. Why these products are grouped. Each category shows the top Search Query Performance terms its products share, with each term's share. It is the evidence behind the grouping. If the terms do not describe one thing a shopper is looking for, the category is wrong. Fix what is wrong: - Rename a category in the name box. The name is used across rankings, advertising and profitability reports, so name it the way you would talk about it. - Move a product out with ×. It goes to Unassigned products. - Move a product in from the unassigned list with +. It joins the selected category. - + New category adds an empty one; the bin icon deletes one and returns its products to unassigned. The footer counts categories and unassigned products. Unassigned products are left out of every category report, so check that list before you continue. 3. Goals Step 3: Set TACoS and ROAS goals One row per category, with its baseline from the last 120 days and a suggested goal: TACoS 15% lower, ROAS 15% higher. Under each goal you can see how far it is from the baseline. Edit any goal you disagree with. Reset puts back the suggestion. Categories with no ad spend have no baseline to improve on, so set those yourself. The footer shows your blended TACoS goal, weighted by each category's sales. That is the number the whole account is now aiming at. See Glossary: ACoS, TACoS, ROAS, NTB and Every Other Column if TACoS and ROAS are new to you. 4. Search terms Step 4: Choose the search terms to track TrackIQ checks your organic rank daily for the terms tracked here, up to 25 per category. Relevance (0 to 100) is how strongly a term maps to the category. It is scored from Search Query Performance, raised where the term also earns advertising sales, or taken from advertising sales alone where there is no Search Query Performance evidence. - × stops tracking a term and moves it to the suggestions. - Add term tracks one of your own. - Suggested terms come from your search-query and advertising data. Click one to track it. At 25, a category is full. Remove a weak term to make room for a better one. A category full of low-relevance terms tells you less than a short list of the right ones. Daily tracking needs the Rank Tracker feature. Without it the terms are saved but not tracked. 5. Brand terms Step 5: Set your brand and competitor terms This decides how every search query is classified: - Branded: contains one of your terms. - Competitor: contains a rival's. - Generic: everything else. It is saved to Search Query Performance and to the Amazon Ads brand vs non-brand split. At least one brand term is required. Your brand. Brand name, sub-brands and the misspellings shoppers actually type, one per line. TrackIQ suggests terms from your account name; click one to add it. Competitor brands (optional). Rival brands whose searches you cannot win with a better listing. Use full brand phrases, not product words. Matching is on whole words, so a generic word in the brand box marks entire categories as branded. The bar at the bottom shows how your tracked terms now classify. If it says a term is probably too broad, 30% or more of your tracked terms are counting as branded, and one of your brand terms is doing that. If any tracked terms turn out to be competitor searches, the step names them. Go Back to Search terms and drop them: rank on a competitor's name is rarely worth tracking. 6. Margins Step 6: Set estimated margins Account margin is your typical gross margin across the whole account, before advertising. Where a product has no cost of goods recorded, Profit & Loss estimates it from this figure: COGS = listing price × (1 − margin). Products with real COGS entered are not affected. Category margins are set separately and start at 60%. Change the ones you know are different. Below the table, three figures update as you type: - Blended margin: weighted by each category's sales. - Est. gross profit: over the last 30 days. - Est. net after ad spend: gross profit less the ad spend on those same categories. If the net figure is negative, look at it before you move on. It is the first honest look at whether your advertising is paying for itself. Click Finish setup. What you get The summary shows the categories created, the terms now tracked and your blended margin. From there: Your categories are under Products → Categories, and they feed every category view in rankings, advertising and profitability reports. Your tracked terms are under Rank Tracker. The first organic rank snapshot lands within 24 hours. Your brand terms now split Search Query Performance and Amazon Ads into branded, competitor and generic. Your margins switch on profitability tracking in Profit & Loss. If any terms or rank-tracking projects could not be set up, the summary lists them. The categories, goals and margins are still saved. Next: What to Do in Your First Week.

Glossary: ACoS, TACoS, ROAS, NTB and Every Other Column

Most of the columns in TrackIQ are standard Amazon advertising metrics, but a few look similar and mean different things. This page defines every one you will meet, grouped by where you will meet it. Watch the metrics overview Prefer to watch? Fifty-six seconds on the pairs people mix up. The headline metric tiles Every reporting screen leads with the same shape: the figure, its trend, and its change against the previous period. Spend and return | Metric | What it is | Watch out for | |---|---|---| | Spend | What you paid Amazon for advertising in the period. | | | Ad Sales | Sales Amazon attributed to an ad. | Not your total sales. | | Total Sales | Everything you sold, advertised or not. | | | ACoS | Spend ÷ Ad Sales, as a percentage. | Lower is better. | | TACoS | Spend ÷ Total Sales. | Measures how much of the whole business is carried by ads. | | ROAS | Ad Sales ÷ Spend. | The inverse of ACoS. Higher is better. | ACoS and ROAS describe the same relationship from opposite ends. If your ACoS is 50%, your ROAS is 2.0. TACoS is the one worth watching over months: rising TACoS means you are buying a larger share of your own sales. Traffic and conversion | Metric | What it is | |---|---| | Impressions | Times your ad was shown. | | Clicks | Times someone clicked it. | | CTR | Click-through rate — clicks ÷ impressions. | | CPC | Average cost per click. | | Orders | Orders attributed to the ad. | | Conversions | Attributed conversion events. | | CR / CVR | Conversion rate. TrackIQ uses CR on the Sponsored Ads screens and CVR on the DSP screens; they answer the same question. | | RPC | Revenue per click — ad sales ÷ clicks. Useful when comparing placements with very different click volumes. | New-to-brand These appear on the AMC Cloud dashboards and on the DSP screens. | Metric | What it is | |---|---| | NTB Users | Shoppers who bought from your brand for the first time. | | NTB % | Share of buyers who were new to the brand. | | Repeat % | The remainder — people who had bought from you before. | | NTB Purchases | Orders placed by first-time brand buyers. | | NTB Sales | Revenue from those orders. | | NTB Purchase Clicks | DSP only — clicks that led to a new-to-brand purchase. | “New to brand” has a precise definition set by Amazon, not by TrackIQ, and it is time-bounded. The About this dashboard banner on each AMC dashboard states the exact window it is using — read it once per dashboard. DSP funnel metrics | Metric | What it is | |---|---| | DPV | Detail page views driven by the ad. | | Add to Cart | Cart additions driven by the ad. | | CPA | Cost per acquisition. | DSP is an upper-funnel channel, so DPV and Add to Cart often matter more than immediate sales. A DSP campaign with weak ROAS and strong DPV is doing its job. Search and rank | Metric | What it is | |---|---| | Impression Share | Your impressions for a query as a share of the whole market's. | | Click Share | The same, for clicks. | | Cart Share | The same, for cart adds. | | Purchase Share | The same, for purchases. | | Organic Rank | Your position in unpaid search results. | | Sponsored Rank | Your position among sponsored placements. | | Visibility | How consistently a rank project's products appear across its tracked keywords. | | BSR | Best Seller Rank, Amazon's category ranking. | Ranks are positions, so lower is better. Rank 1 is the top of the results. Inventory The inventory summary tiles | Metric | What it is | |---|---| | On Hand | Units available in fulfilment centres now. | | Inbound | Units on their way to Amazon. | | Reserved | Units allocated to orders or transfers. | | Unfulfillable | Units Amazon cannot sell. | | Daily Velocity (30D) | Average units sold per day over the last 30 days. | | Days of Cover | On Hand ÷ Daily Velocity — roughly how long stock lasts. | Days of Cover is the single most useful inventory number in the product. It turns a stock level into a deadline. Three pairs people mix up ACoS and TACoS. ACoS judges the advertising. TACoS judges the business. A campaign can have a fine ACoS while your TACoS quietly climbs. Ad Sales and Total Sales. Ad Sales is a subset. Comparing spend against Total Sales gives TACoS; against Ad Sales gives ACoS. CR and CVR. Same metric, different screens. Nothing is different about the calculation. Related - Understanding ROAS and Key Amazon Advertising Metrics — the advertising metrics in depth. - DSP Metrics Explained: DPV, Add to Cart, NTB Purchases and CPA — the DSP-specific ones. - What 'New to Brand' Actually Means — NTB, which is defined differently in different places. - Why Sponsored Products, Brands and Display Numbers Do Not Simply Add Up — before you total anything.

Where Your Data Comes From and How Fresh It Is

“How current is this number?” has a precise answer in TrackIQ rather than a general one, and it is per source rather than per account. Settings → Connections shows it. Everything else in this article is about why the sources differ. Watch the walkthrough Prefer to watch? Sixty-two seconds on per-source freshness, and why fresh is not the same as final. Where to look Each connected source carries its own last-synced time Each connected account shows a badge per source with how long ago it synced — SP for Seller data, ADS for advertising, and so on. Two badges from a healthy account might read SP 16 mins ago and ADS 46 mins ago. That gap is not a fault. It is the normal state, and it is the single most useful thing on the page. Four sources, four cadences | Source | What it carries | Arrives | |---|---|---| | Seller (SP) | sales, orders, inventory, traffic | through the day | | Advertising (ADS) | Sponsored Products, Brands, Display | through the day, behind sales | | Amazon DSP | display and video | daily | | AMC | new-to-brand, paths, time to conversion | monthly | Plus one that is not a connection at all: Search Query Performance publishes weekly, in Sunday-to-Saturday cohorts. See SQP Is Weekly. Why advertising always trails sales Amazon makes advertising reporting available later than sales reporting. Nothing in TrackIQ can shorten that. The practical consequence is one you will meet on your first day: look at today, and sales will be ahead of ads. A dashboard where ad spend looks suspiciously low against revenue for the current day is almost always this, not a problem. Judge a day once both have landed. The other lag: attribution Sync freshness and attribution are different things, and conflating them causes most “my numbers changed” questions. Sync is has the data arrived? Attribution is has Amazon finished deciding what it means? Amazon credits a sale back to an advertisement within a window — 7 days for Sponsored Products, 14 days for Brands, Display and DSP. So a fully-synced figure from three days ago is still going to change, because the window has not closed. A number can be perfectly fresh and still not final. See Why SP, SB and SD Numbers Don't Add Up. A practical rule for date ranges | If you want | Use | |---|---| | A trend | any range — ignore the last day or two | | A figure you will quote | a period that closed over 14 days ago | | Today's trading | sales only, and check again tomorrow | The right-hand edge of every daily chart is unreliable, on every screen. It is not a bug and it does not need reporting. Reading the badges | What you see | What it means | |---|---| | Minutes or a few hours ago | working normally | | Days ago, and not advancing | expired — reauthorise | | No timestamp at all | never completed a first sync | Note the date a timestamp stopped. It usually matches the day your charts started falling, which confirms the diagnosis before you change anything. See Fixing a Broken or Expired Amazon Connection. Day one is quiet, and that is correct Amazon delivers history over a period rather than in one go, so a new account fills in over days rather than minutes. AMC will be empty until Amazon's next monthly delivery. SQP will be empty until the next weekly publication. Neither is broken. See Why AMC Data Is Monthly and Sometimes Empty. The brand toggle The Brands & marketplaces panel has a toggle per brand that controls whether its data syncs at all, with a Show: All / Active filter above the list. Worth knowing, because a brand toggled off will look exactly like a brand whose connection has broken — no fresh data, no error. If a whole brand has gone quiet, check the toggle before the timestamp. Asking instead of looking Aria answers “how fresh is my data, by source?” directly, which is quicker than navigating to Settings when you are mid-analysis. See Aria Prompt Library. Related - Why Do My Numbers Not Match Seller Central? — when a figure disagrees. - Time to Conversion: Checking Your Attribution Window — why recent days under-report. - Search Query Performance Is Weekly: Reading Week Cohorts Correctly — the source with its own cadence.

What to Do in Your First Week

Your first fifteen minutes get you connected. The first week is about turning a screen full of numbers into a small set of things you actually watch, and one or two automations you trust. Five days, an hour or so each. Nothing here needs to be done in order, but this order works. Watch the walkthrough Prefer to watch? A hundred and twelve seconds on five days, one rule, and the twenty-minute weekly rhythm it builds to. Day 1 — Verify the data before you believe any of it The single most expensive mistake is acting on numbers you have not checked. Settings → Connections. Set the brand filter to All, not Active. Confirm every source you expect — SP, Ads, DSP, AMC — is present and shows a recent last-synced time. See Managing Your Connected Accounts. Open the dashboard and check one number against Seller Central. Sales for last month is the easiest. It will not match exactly, and that is expected — but it should be close, and you should understand why the gap exists before you rely on anything. See Why Don't My Numbers Match Seller Central? Note your data's age. Some sources lag. Knowing which ones stops you chasing a number that has not landed yet. See Where Your Data Comes From and How Fresh It Is. If something is missing, fix it now rather than working around it all week. See My Dashboard Is Empty. Day 2 — Learn the dashboard properly The KPI row Half an hour reading rather than clicking. Set the date range deliberately. Almost every confusing number is a date-range problem. Learn the granularity and comparison controls now. See Date Ranges, Day/Week/Month Granularity and Period Comparison. Read the KPI row against its comparison. The percentages beside each tile are versus the previous period. Understand which period that is. The Optimization Opportunities panel Open Optimization Opportunities. This panel is TrackIQ's own shortlist of what it thinks is wrong, with money attached. It is the fastest orientation to your account there is. See Reading the Optimization Opportunities Panel. Do not change anything today. You are building a baseline. Day 3 — Set up alerts, and only the ones you will act on Alerts, grouped by category The purpose of alerts is to let you stop checking. That only works if they are believable. Turn on the inventory alerts. Stockouts cost rank, and rank is expensive to buy back. These are the alerts with the clearest action attached. Turn on one or two performance alerts at thresholds that mean something for your business, not the defaults. Leave the rest off for now. An alert you routinely ignore trains you to ignore all of them, and that is worse than having none. See Alert Categories, Priorities and What Actually Triggers Them. Connect Slack if your team lives there. Getting the daily number where you already are beats a dashboard you have to remember to open. See Connecting TrackIQ to Slack. Day 4 — Find your first real wins Now do something with it. Two playbooks, both same-day: Cut wasted spend. Find the targets spending with nothing to show. It is the least controversial change available and it funds everything else. See Cut Wasted Ad Spend in an Afternoon. Find converting queries you are not bidding on. Proven demand, no keyword. See Find Converting Search Queries You Aren't Bidding On. Write down what you changed and when. Next week you will want to know. Day 5 — Automate one thing, carefully The dry-run preview Rules are where TrackIQ stops being a reporting tool. Start with exactly one. Set your guardrails first — bid floors and ceilings, and what the rule may not touch. Before the rule, not after. See Guardrails to Set Before You Automate Anything. Pick one recipe, not three. Target ACoS or cut wasted spend. See Quick-Start Recipes. Run the dry-run preview. It shows exactly what the rule would change, on your live data, without changing anything. If the preview surprises you, the rule is wrong — fix it now. See Dry-Run Preview: Seeing What a Rule Would Change. Enable it, then read the Change Log after its first run. Confirm it did what the preview said. See The Change Log: Auditing What a Rule Changed. End of week — the twenty-minute check Set a recurring slot. This is the routine the rest of it exists to support: 1. Alerts — anything new? Act or dismiss, do not leave them sitting. 2. The Change Log — what did your rule do, and was it right? 3. Optimization Opportunities — anything new and worth money? 4. Week-over-week on the dashboard — comparison on, not just this week's totals. Twenty minutes, weekly. That is the whole operating rhythm. What not to do in week one Do not turn on ten rules. You will not be able to tell which one caused what. Do not enable every alert. Noise is worse than silence. Do not judge a change in three days. Attribution lags — seven days for Sponsored Products, fourteen for the rest. See Time to Conversion: Checking Your Attribution Window. Do not skip the dry-run, ever. It is free and it is the only preview you get. Related - Your First 15 Minutes: Connect, Verify, Read Your First Dashboard — before this. - TrackIQ Core Features at a Glance — the map. - Glossary: ACoS, TACoS, ROAS, NTB, DPV, RPC, CVR — the vocabulary. - Guardrails to Set Before You Automate Anything — read before day 5.

Switching Brands and Choosing a Marketplace

Every number in TrackIQ is scoped to one brand and one marketplace. The control that sets both sits in the top bar of every screen, and it is easy to use for months without noticing it has two levels. Watch the walkthrough Prefer to watch? Ninety-six seconds on a control with two levels, and why switching disturbs nothing. The control The brand and marketplace picker The chip in the top bar shows your current scope: the brand, then a flag and the marketplace code. Click it and the picker opens in two parts. The brand sits at the top. MARKETPLACE is a separate section beneath it, listing each marketplace with its country name, its code, and a checkmark on the active one. Marketplace is chosen within a brand, not alongside it. That is the part worth understanding — switching brand and switching marketplace are two different actions on one control, and a brand's marketplace list is its own. What changes when you switch Everything reads the current scope, so a switch re-scopes the whole application: | Area | What it shows after a switch | |---|---| | Dashboard and Analytics | that brand + marketplace only | | Sponsored Ads, DSP, AMC | campaigns and reporting for that scope | | Search Query Performance | that scope's tracked queries | | Rank Tracker | projects belong to a marketplace | | Alerts | scoped to the brand | | Automations | rules are scoped, and a rule cannot act outside its scope | Nothing aggregates across the picker. There is no "all brands" or "all marketplaces" view. If you want a combined number you produce it yourself, and see the warning below before you do. The scope is why a number "changed" Before investigating a figure that moved unexpectedly, check the chip. The three things that most often explain a surprising number, in order: 1. The date range. 2. The brand or marketplace in the picker. 3. Something genuinely changed. The first two account for most of it. Both are visible in the top bar, and checking takes two seconds. Switching does not disturb anything A switch is a view change: Nothing is saved or lost. Filters and date ranges generally carry over; the data underneath does not change. Rules keep running in every scope, whether or not you are looking at it. Switching away from a brand does not pause its automations. Alerts keep firing for brands you are not currently viewing. The only control that actually stops data flowing is the sync toggle on Connections, which is a different thing entirely. See Turning Brand Sync On and Off. If a brand is missing from the picker Three causes, in order of likelihood: It is not connected. Add it in Settings → Connections. See How to Connect Your Amazon Accounts. Its sync is switched off. Set the Connections filter to All, not Active, and look for it there. Your role does not have access to it. See I Can't See a Menu Item Other People Can. If a marketplace is missing A marketplace appears when there is a connected Amazon account for it under that brand. Each marketplace is a separate Amazon account grant. A US seller account does not give TrackIQ access to your Canadian or Mexican listings — those are separate connections. Check you are on the right brand first. Marketplaces are listed per brand, so the list changes when the brand does. A habit worth having Say the scope out loud when you report a number. "US, Northwind, last 6 weeks" takes a second and prevents the single most common reporting error there is — two people comparing figures read at different scopes and concluding the data is broken. Related - Marketplaces and Currency — what changes below the marketplace line. - Managing Multiple Brands — running several at once. - Turning Brand Sync On and Off — the control that does stop data. - Date Ranges, Day/Week/Month Granularity and Period Comparison — the other half of scope.

Seller vs Vendor Accounts: What Changes in TrackIQ

TrackIQ supports both Seller and Vendor accounts, and the difference runs deeper than a label. It changes how products are identified, which screens have data, and what "sales" even means. Watch the walkthrough Prefer to watch? A hundred and ten seconds on SKU versus ASIN, two kinds of sales, and the large part where nothing changes. The account type is part of the connection Connected accounts, with the account-type chip Every Amazon connection records its type alongside its marketplace and currency. The count chip on each brand row states it — 1 SELLERS — and it is set by which Amazon account you authorised, not by anything you choose in TrackIQ. Seller — you sell to shoppers. Seller Central. Vendor — you sell to Amazon, which sells to shoppers. Vendor Central. KDP — Kindle Direct Publishing. One brand can hold both a Seller and a Vendor connection for the same country. They are separate authorisations and they report separately. The identifier changes The single most consequential difference. Sellers identify products by SKU. Your own code, your own naming, several SKUs frequently pointing at one ASIN. Vendors identify products by ASIN. Amazon's identifier, one per product. Everything downstream inherits this: | | Seller | Vendor | |---|---|---| | Product identity | SKU | ASIN | | Multiple listings per product | common | not applicable | | Joining ads to inventory | via SKU | via ASIN | | Export column | SKU | ASIN | A report built for one will not read cleanly on the other. If you run both, expect to reconcile at ASIN level, because that is the only identifier they share. What "sales" means changes too Worth being explicit, because the same word describes two different events. Seller sales are sales to shoppers. Your revenue is the retail price less Amazon's fees. Vendor sales are two different numbers: Shipped / ordered revenue — what Amazon bought from you, at wholesale. Sell-through — what Amazon then sold to shoppers, at retail. Those diverge, sometimes badly. Amazon can order heavily and sell slowly, or the reverse. A vendor reading only one of them has half the picture. Inventory means something different Seller inventory is yours, sitting in FBA or with you. You control replenishment, and a stockout is your problem to solve directly. Vendor inventory is Amazon's, once shipped. You influence it through purchase orders and forecasts, not by sending stock when you choose. A vendor stockout is usually a purchase-order problem, and it is not fixed the same way. So the inventory playbooks are not interchangeable. See Catch a Stockout Before It Costs You Rank, which is written from the seller side. Advertising is mostly the same The good news. Sponsored Products, Brands and Display work for both, and TrackIQ reports them identically. ACoS, ROAS, search terms, placements, rules — all the same. AMC works for both, given the connection. DSP works for both. Which means the advertising half of TrackIQ is common ground, and most of the difference sits in the sales, inventory and product screens. Vendor screens need a vendor connection TrackIQ has vendor-specific reporting — forecasting, inventory health, product sales — and it is populated by the Vendor Central connection. Without a vendor connection those screens have nothing to show. That is not a fault and not a plan restriction; it is an absent data source. Connect Vendor Central from Settings → Connections and they fill in. If you are a seller, you will never see them populated, and you are not missing anything. Which am I? If you are unsure: Do you set your own retail price? Seller. Do you receive purchase orders from Amazon? Vendor. Do you log into Seller Central or Vendor Central? That is the answer. Both? Then you have two connections and should read every figure with the account type in mind. TrackIQ keeps them separate; the reconciliation is yours. Related - Managing Your Connected Accounts — where account types are visible. - Marketplaces and Currency — the other axis of a connection. - Inventory: On Hand, Inbound, Days of Cover and Velocity — the seller-side inventory screen.