Using TrackIQ Features

Understanding Your TrackIQ Dashboard

Welcome to the heart of TrackIQ. Your Dashboard is designed to give you an instant, holistic view of your Amazon business performance across all connected brands and marketplaces. Think of it as your daily "pulse check"—it’s the best place to start your day to ensure your catalog health and advertising efforts are on track. 🎛️ 1. Global Controls (Header) Before diving into the numbers, always check your Global Filters at the top. - Brand & Marketplace Selector: These determine which data you are looking at. - Date Range Picker: Select the specific time period you want to analyze (e.g., Today, Yesterday, Last 7 Days, Custom). All cards and charts on the dashboard will instantly update to reflect your selection. 🎯 2. Customizing Your Performance Cards (KPIs) At the top of the dashboard, you will find your primary Performance Cards, displaying essential Key Performance Indicators (KPIs) like Total Sales, ACoS, and ROAS. We know every business is different, so we have made these cards fully customizable. You can choose which metrics matter most to you. How to customize your KPI cards: 1. Click the Settings (gear) icon located right next to the Date Range button. 2. A customization modal will appear. 3. Simply check or uncheck the metrics you wish to display (such as Clicks, CPC, Conversion Rate, Impressions, ROAS, Spend, etc.). 4. Click Save to instantly update your Dashboard with your personalized view. 📊 3. Interpreting Your KPI Cards Each KPI card contains crucial information beyond just the main number: - Main Number: Your total value for the selected date range. - Comparison Indicator: Below the main number, you will see a percentage with an arrow. This shows your performance compared to the previous date period. - 🟢 Green (Up Arrow): Growth compared to the last period. - 🔴 Red (Down Arrow): A drop compared to the last period. For cost metrics like Spend or ACoS, this indicates a potential area for optimization. 📈 4. Analyzing Trends (The Performance Chart) The large chart area visualized below the KPI cards helps you track trends over time. By comparing different metrics on the chart (e.g., Sales vs. Spend), you can easily see correlations and spot patterns. Hovering your mouse over the graph will show you the exact data points for a specific day.

Understanding Your AI Insights & Alerts

Think of the AI Insights page as your 24/7 Amazon watchdog. Instead of manually digging through spreadsheets to find out why sales dropped, TrackIQ’s AI scans your entire catalog and surfaces the exact issues you need to look at right now. Here is how to navigate and manage your automated alerts. 🚦 1. Alert Categories (The Triage System) At the top of the main insights area, you will see your alerts neatly categorized by severity. This helps you prioritize your morning tasks: - 🔴 Critical: These are urgent issues that are directly costing you money right now (e.g., Zero Sales Day, Out of Stock). Handle these first! - 🟡 Warnings: Potential issues that need your attention before they become critical (e.g., Buy Box Lost, Conversion Rate Drops). - 🔵 Informational: General updates and optimization opportunities (e.g., New positive review, Inventory arrived). [Tip: Sisipkan screenshot area Tab/Filter Kategori di sini] 🪪 2. Reading an Alert Card Each alert is displayed as a card containing everything you need to understand the issue at a glance: - The Core Issue: The bold text tells you exactly what happened (e.g., "Zero Sales Day! This product had zero sales yesterday"). - Product Details: You will see the product name, ASIN, and its current status. - Key Metrics: Quick stats like Price, Rank, and BSR to give you immediate context without having to leave the page. ✔️ 3. Managing Your Alerts (Dismissing) TrackIQ acts as your radar. Once you are aware of an issue and have taken action in your Amazon Seller Central, you can clear the alert from your TrackIQ dashboard to keep your workspace clean. - Dismiss Single Alert: Click the Dismiss button on a specific alert card once you have reviewed it. - Dismiss All: If you have reviewed everything and want to clear your board, click the Dismiss All Alerts button in the top right corner. 🕒 4. Tracking with Alert History Accidentally dismissed an alert or want to see recurring issues? Look at the Alert History panel on the right side of your screen. This provides a chronological timeline of all your past alerts, making it easy to track the historical health of your products and see when specific issues (like losing the Buy Box) occurred.

Understanding Business Reports

Need a polished report to send to a client, a manager, or your own team — without building slides from scratch? Business Reports lets you generate a fully customized report in seconds with AI, or build one manually with drag-and-drop widgets, using your real Amazon data. Here's how it works: Step 1: Accessing Business Reports On the left-hand sidebar, click on Reports to expand the menu, then select Business Reports. You'll land on the main Business Reports page. Here you can see a table listing every report you've created, with columns for Logo, Report Title, Mode, Description, Date Range, Slides/Pages, and Created date — along with the usual Search, Filters, Manage Columns, and Export tools. In the top-right corner, there are three main buttons: Templates (to reuse a layout you've saved before), AI Report Generator, and Create Business Report. Step 2: Generating a Report with AI Click AI Report Generator to open its dialog. Here, you can see: - Quick start: six ready-made report types you can jump straight into — Executive Review, Weekly Ops, Product Deep-Dive, Vendor Scorecard, DSP Performance, and Diagnostic. - Describe the report: a free-text box (up to 5,000 characters) where you describe exactly what you want — for example, mentioning the audience, the metrics to include, and the decision the report should support. - Report type: choose between Slides (a 7–10 slide deck, one focus per slide, and supports scheduling) or Dashboard. - Date range and an optional Comparison range you can toggle on to compare against a prior period. Once you've filled this in, click Generate Report and TrackIQ will build the report for you automatically. Step 3: Creating a Report Manually If you'd rather build a report yourself, click Create Business Report instead. This opens a setup dialog starting on the General tab, where you can see: - Report Mode: Slides (presentation-style, 1320×720, supports scheduling) or Dashboard. - Template: a dropdown to start from Blank Report or a previously saved template. - Report Title and Date Range (both required), plus an optional Comparison Date Range and Report Description. - Brand Logo: an upload option so your report carries your branding. On the left side of this dialog, you'll also notice the categories you'll be able to customize once the report is created — Layout Widgets (Cover Design, Header Design, Footer Design, Weekly Header, Section Divider, Quote/Callout, Thank You) and Data Widgets (KPI Design, Chart Colors, Table Design). Once your details are filled in, click Create Report. Step 4: Building Your Report in the Editor After creating a report, you'll land in the report builder. On the left, you can see a Slides panel showing your current slide(s) as thumbnails, with a + Add Slide button to add more, and below that a Widgets panel grouped into categories: Layout (8), KPIs (3), Charts (12), Tables (6), Insights (3), and AI-Powered (8) — each expandable to reveal the individual widgets inside. At the top of the page, you'll find the report's date range, along with Settings, Save as Template, Download, and Save buttons. Step 5: Configuring a Widget Drag any widget from the left panel onto the canvas to add it to your slide. For example, dragging a KPI Card from the KPIs category adds it to the canvas, and a configuration panel opens on the right, where you can see three tabs: - Data Source: choose the Source (e.g. Portfolios) and the Metrics you want the card to display (e.g. Clicks). - Config and Style: further tabs to adjust the widget's settings and appearance (not shown here, but available alongside Data Source). Click Load Data in the top-right of this panel to populate the widget with real numbers. Hovering over a widget on the canvas also reveals quick actions to refresh, duplicate, or delete it. Step 6: Customizing Report-Wide Settings Click the Settings button in the top bar to open Report Settings, which lets you customize the look of your entire report. On the left, you can see the same General, Colors & Fonts, Layout Widgets, and Data Widgets categories from Step 3 — but now fully editable. For example, selecting Cover Design shows a gallery of ready-made cover page styles to choose from — including Dark Gradient, Split Panel, Minimal White, Full Bleed Color, Corner Accent, and Minimal Analytics, each with a live preview of how your title and branding will look. Once you've picked your styles, click Apply Settings to update the report. That's it! Whether you let AI generate a complete report in one step, or build and style each slide yourself, Business Reports gives you a polished, shareable output built directly from your Amazon data.

Analyzing Your Data

While your main Dashboard gives you the "big picture" of your business health, the Analytics section is where you dig into the details. This is where you can evaluate the exact performance of individual products or specific product groups. Here is how to navigate the two primary Analytics views in TrackIQ. 📦 1. Sales Performance (The Product-Level Deep Dive) Navigate to Analytics > Sales Performance to see a granular, ASIN-by-ASIN breakdown of your catalog. This table combines your retail and advertising data into one unified view. Key features of this page: - Comprehensive Metrics: Track everything from Buy Box percentage and Sessions, to Units Sold and Conversion Rates for each individual product. - Revenue Breakdown: Easily see the split between your Organic Revenue, Ad Revenue, and Total Revenue to understand what is truly driving your sales. - Ad Profitability: Review your Clicks, CPC, Spend, ACoS, and ROAS directly alongside your organic sales data. - Customizing the View: Use the filter and column settings at the top right of the table to hide metrics you don't need, or export the data for external reporting. 🗂️ 2. Category Insights (Strategic Grouping) If you have a large catalog, analyzing hundreds of individual ASINs can be overwhelming. Navigate to Analytics > Category Insights to group related products together and analyze their aggregated performance. This is highly useful for tracking seasonal product lines, specific variations (e.g., "Summer Apparel"), or separate sub-brands. How to use Category Insights: - Creating a Group: Click the Create New Category button at the top right. Name your category and select the specific ASINs you want to include in this group. - Aggregated Metrics: Once created, TrackIQ will automatically calculate the combined metrics for that entire category. You can instantly see the total Sessions, blended Conversion Rate, combined Revenue, and overall ACoS for that specific product group. - Drilling Down: You can always expand a category to see the individual ASINs that make up those total numbers.

How to Monitor Your Stock Levels

Never let a stockout catch you by surprise. The Stock Levels dashboard inside TrackIQ gives you a real-time, bird's-eye view of your entire inventory. From tracking your current on-hand units to spotting sales trends before they peak, this page ensures you always know exactly what products are ready to sell and what needs your immediate attention. Step 1: Accessing the Stock Levels Dashboard To view your inventory data, navigate to the correct page: 1. On the left-hand sidebar, click on Inventory to expand the menu. 2. Select Stock Levels from the dropdown list. Step 2: Understanding Your Inventory Metrics Once on the Stock Levels page, you will see a comprehensive table displaying all your products. Here is a breakdown of the key metrics you can track: - Product Details, ASIN & SKU: Easily identify your items with their image, title, and standard identification numbers. - Sales Trend: A quick visual mini-chart showing the recent sales momentum for that specific product. - Status: Instantly see if a product is actively In Stock or running low. - On Hand: The total physical count of the product currently sitting in your fulfillment centers. - Available: The actual number of units that are ready and available to be purchased by customers right now. - Unavailable: Units that are in the warehouse but tied up (e.g., reserved for pending orders, being transferred, or under processing). Step 3: Organizing Your View Just like in your Analytics dashboards, you can customize how you view this data. Use the Filters button to search for specific ASINs or SKUs. You can also customize your table layout using Manage Columns or hit Export to download the data for external reporting.

Monitoring Your Sponsored Ads Performance

Amazon Sponsored Ads (PPC) are a critical driver of visibility and sales. However, without proper monitoring, it’s easy to waste your budget on unprofitable clicks. The Sponsored Ads section in TrackIQ provides full transparency into your advertising efforts, organizing your data into a clear hierarchy. This allows you to drill down from high-level campaign budgets straight down to individual keyword performance. Here is how to understand and utilize the different views available in TrackIQ: 📂 1. Optimization Groups (Custom Campaign Grouping) This page acts as a strategic command center for your portfolio. Instead of viewing all your campaigns at once, Optimization Groups allows you to cluster related campaigns and products (e.g., by product line, seasonality, or brand) into one view to track their collective performance. How to use Optimization Groups: - Creating a Group: Click the Create New Group button to open the setup modal. - Flexible Setup: Within the modal, give your group a name and choose how to populate it. You can: - Enter product names, ASINs, or SKUs into the search bar. - Use the Import via CSV feature to bulk-upload a list of products (ideal for large catalogs). - Targeting & Filtering: Refine your group selection by filtering for specific Ad Types (SP, SB, SD) or campaign Status (Enabled, Paused, Archived). - Group Performance Table: Once created, the main Optimization Groups page displays a detailed table of only the campaigns belonging to your selected group(s), showing core metrics like Spend, Sales, ACoS, and ROAS. 📈 2. Campaigns (The High-Level Overview) When you need to see the big picture of your overarching ad spend trends, head to the Campaigns tab. - Performance Chart: This is the primary page in the Sponsored Ads section that features a visual trend chart at the top. Use it to compare high-level metrics like Spend vs. Sales over time. - Campaign Table: Below the chart, review your budgets, targeting types, and core metrics (Clicks, Spend, ACoS, ROAS) for each active campaign in your catalog. 🗂️ 3. The Granular Data Tables (Deep Dives) As you drill down deeper into your ad structure (such as Ad Groups, Keywords, Targets, Product Ads, and Search Terms), TrackIQ intentionally removes the performance chart to maximize your screen space for raw, actionable data. - Customizing the View: Use the column settings icon at the top right of these tables to choose exactly which metrics you want to see. - Example: Product Ads: This specific table includes a helpful Product Image next to each ASIN, making it easy to visually identify which products are driving ad spend. - Example: Keywords & Search Terms: Analyze the Match Type or find the exact phrases customers typed into Amazon, allowing you to pause unprofitable keywords or discover new opportunities.

Analyzing Your DSP Performance

Amazon DSP (Demand-Side Platform) allows you to reach audiences both on and off Amazon. Because DSP deals with complex, upper-funnel marketing metrics, TrackIQ customizes the data visualization for every single DSP category to give you instantly actionable insights. Here is how to navigate the 8 specialized views within your DSP dashboard: 📊 1. Campaigns (The Funnel Flow) This page visualizes the flow of your leads through the campaign stages, from Sent, to Opened, Clicked, and finally, your end revenue. - The Value: Quickly identify bottlenecks in your funnel. By seeing the exact drop-off percentages between stages (e.g., from Opened to Clicked), you can optimize your targeting or timing, forecast future revenue, and prioritize fixes where the loss is greatest. 📈 2. Ad Groups (Performance Drivers) View your top-performing ad groups through a horizontal bar chart grouped by campaign. The detailed table below includes crucial efficiency metrics like ACoS, ROAS, CTR, and CPC. - The Value: Instantly identify which ad groups are driving the most sales and whether your spend is justified. This data empowers you to reallocate budgets, pause inefficient groups, and scale up the high performers. 🎨 3. Creatives (Asset Effectiveness) This page uses a bar chart to show how each campaign contributes to total sales per creative asset. The table details metrics per creative, including format labels like "Amazon Hosted" or "Video." - The Value: Determine exactly which visual assets are converting. Evaluate CTR and ROAS at the creative level to decide if a format (like video vs. banner) should be scaled up or replaced. 🎯 4. Audience (Efficiency Analysis) Utilizing a Scatter Chart, this page visualizes the relationship between two metrics (default: Spend vs. Orders) for every audience segment. - The Value: Spot your most efficient segments immediately—look for the dots in the top-left of the chart indicating high orders with low spend. You can change the axes to analyze different angles (e.g., Spend vs. NTB Purchases) to confidently adjust your targeting budgets. 📦 5. Products (ASIN Contribution) A stacked bar chart breaks down how each campaign contributes to total sales per ASIN. The table includes deep metrics like Detail Page Views (DPV) and New-To-Brand (NTB) Purchases. - The Value: See which products generate the most DSP sales and understand if your ads are driving new customers (NTB) rather than just repeat buyers. Ensure your best campaigns are paired with your highest-potential products. 💻 6. Technology (Device Trends) Track ad performance across different devices (PC, Phone, Tablet, TV) over time using a detailed line chart. - The Value: Avoid wasted spend. If the data shows Phones generate the most impressions but PCs drive the most Ad Sales, you can adjust your bidding strategy and creative formats to favor the devices that actually convert. 🌍 7. Geography (Global Impact) This page features an interactive World Map with color gradients showing metric intensity (like Impressions) per country, supported by a data table. - The Value: Visually detect geographical imbalances. If a country has high impressions but zero orders, you are wasting budget. Use this map to execute precise targeting decisions and double-down on high-converting regions. 🏢 8. Inventory (Supply Sources) A bar chart ranks your Top 10 Supply Sources—the actual publishers or platforms where your ads appear (e.g., Magnite DV+, Amazon.com, Media.net). - The Value: Discover where your ads are placed and which platforms yield conversions. For example, if Amazon.com drives the highest sales despite lower impressions compared to other exchanges, you know the placement quality is superior and can direct your budget accordingly.

How to Create an AI-Powered Insight Report

Stop spending hours building presentation decks from scratch. TrackIQ’s AI-powered Insight Reports do the heavy lifting for you. Simply select your data sources, tell our AI what you want to see, and watch it instantly generate comprehensive, presentation-ready slides. Just type a prompt, and let the magic happen! ​ Follow these steps to generate your first AI-driven report: Step 1: Accessing the Insight Reports To get started, navigate to the Insight Reports dashboard: 1. On the left-hand sidebar, click on Reports to expand the menu. 2. Select Insight Reports from the dropdown list. 3. Click the blue Create Insight Report button located in the top right corner of your screen. Step 2: Configuring Your Report Details A dialog box will appear. Here, you will lay the foundation for your data: - Report Title: Give your report a clear, descriptive name. - Slide Template: Choose the visual theme for your presentation (e.g., Corporate Blue). - Date Range: Select the specific time period you want to analyze. - Data Sources: Check the boxes for the specific data you want the AI to process (such as Portfolios, Campaigns, or Vendor Sales). - Once your setup is complete, click the blue Proceed button. Step 3: Generating Your Report with AI You are now in the AI creation workspace—this is where the magic happens! - Verify Your Data: In the top-left corner, you can review a summary of the title, date range, and data sources you just selected. - Prompt the AI: Right below that, you will see a list of Pre-made Prompts (e.g., "Generate a comprehensive performance report"). You can simply click one of these to start, or type your own specific instructions into the text box at the bottom. - Generate: Click the Generate Report button and wait a few moments while the TrackIQ AI automatically builds your slides. - Present or Save: Once the report is ready, you can present it instantly right from the browser by clicking the Fullscreen button in the top right corner, or click Download to save it to your device.

Understanding the Product Details Insights Page

Want the full picture of a single product's performance without jumping between multiple reports? The Product Details Insights page brings together sales, inventory, pricing, and keyword data for any product into one consolidated view. Follow these steps to access and read your Product Details Insights page: Step 1: Accessing the Product Details Insights Page 1. On the left-hand sidebar, click on Inventory to expand the menu. 2. Select Stock Levels from the dropdown list. 3. Find the product you want to review, then click the Dashboard button below its ASIN and SKU tags. The Product Details Insights page will open, showing a complete breakdown of that product's performance. Step 2: Reviewing the Product Overview & Revenue Snapshot At the top of the page, you'll find: - The product image, title, SKU, ASIN, category, and BSR (Best Seller Rank), along with an Open in Amazon shortcut to jump straight to the live listing. - A Settings button and date range selector, so you can adjust the reporting period for the entire page. Below that, the Revenue Snapshot cards summarize Total Revenue, Ad Sales, Organic Sales, ROAS, ACoS, and TACoS for the selected date range, each compared against the prior period. The Conversion Funnel section then visualizes how shoppers move from Impressions to Clicks, Sessions, Page Views, and Purchase — making it easy to spot where drop-off is happening along the way. Step 3: Reviewing NTB & Repeat Customers, and Inventory Health Scroll down to find two side-by-side cards: - NTB & Repeat: breaks down orders and revenue from new-to-brand buyers vs. repeat customers over the last 4 reported months, along with average order value for each group. - Inventory Health: shows a current FBA snapshot — Days of Supply, stock breakdown (Fulfillable, Reserved, Unsellable, Researching), inbound breakdown, and a restock recommendation with suggested ship date and quantity. Step 4: Reviewing Sales Mix & Ad Channel Breakdown Continue scrolling to find: - Sales Mix: a daily trend chart comparing ad-attributed vs. organic revenue, along with a this-period-vs-prior-period comparison table. - Ad Channel Breakdown: spend share and performance (Spend, Sales, ACoS, ROAS, CTR) broken down by ad type — Sponsored Products, Sponsored Brands, Sponsored Brands Video, and Sponsored Display. Step 5: Reviewing Price, Buy Box & Keyword Rankings Further down, you'll see: - Price & Buy Box: your Buy Box ownership percentage, current listing and Buy Box price, and a price history chart. - Priority Keywords — Rank Tracker: daily organic rank for the product's tracked keywords, with average position, keywords improving vs. declining, and Top 10 coverage. Step 6: Reviewing Search Query Performance At the bottom of the page, the Search Query Performance table shows how shoppers are finding this product on Amazon — including monthly search volume and your brand's click share, cart share, and purchase share for each query, along with a weekly trend. That's it! The Product Details Insights page gives you a single, scrollable view of everything happening with a product — from sales and ads to inventory and keyword rankings — without needing to jump between separate reports.

Rule-Based Optimization

Tired of manually checking your campaigns every morning to adjust bids and budgets? Rule-Based Optimization lets you set the conditions once — like a target ACOS or a click threshold — and TrackIQ will automatically raise, lower, or pause bids and budgets for you, on a schedule you control. Follow these steps to create your first rule: Step 1: Accessing Rules 1. On the left-hand sidebar, click on Automations to expand the menu. 2. Select Rules. You'll land on the Rules page. Here you can see two tabs — Rules and Rule Groups — along with a Change log button (to review past rule edits) and a + Create Rule button, both in the top-right corner. The table lists every rule you've created, along with its Name, Rule Type, Status, and Created date. Step 2: Choosing a Rule Type Click + Create Rule to open the "What should this rule manage?" dialog. On the left, you'll see two categories of rules: - Advertising: Targeting and Campaign are currently available. Placement, Adgroup, and Audience are marked with a dot, meaning they're not yet available. - Harvest: Harvest Keywords, Harvest Product Targetings, and Negative Targeting are also marked as not yet available. Selecting Targeting shows a Targeting Rule, which adjusts bids or pauses keywords and product targets based on performance (Bid / Pause targeting). Selecting Campaign instead shows a Campaign Rule, which adjusts budgets or pauses entire campaigns based on performance (Budget / Pause campaign). Both rule types show an Example of what the rule does in plain English (e.g. "Every day at 09:00 — if ACOS > 40% and clicks ≥ 10, lower the bid 15%"), plus a Quick Start section with ready-made recipes such as Hit my Target ACOS, Cut wasted ad spend, or Pause bleeding campaigns. You can either apply one of these recipes as-is, or click Start blank [Targeting/Campaign] Rule to build your own from scratch. Step 3: Starting from a Quick-Start Recipe Click on a recipe to expand it and preview its logic before applying it. For example, expanding Hit my Target ACOS shows its full IF / ELSE IF logic: - IF ACOS is greater than 25% and Clicks ≥ 10 and Orders ≥ 1 → set the bid to hit your Target ACOS. - ELSE IF Clicks ≥ 15 and Orders = 0 → lower the bid by 20% (cut spend on targets that aren't converting). - ELSE IF ACOS is less than 18% and Orders ≥ 2 and Clicks ≥ 10 → raise the bid by 8% (scale up targets that are performing well). In short, this recipe automatically pulls bids down toward your target ACOS, cuts bids sharply on targets that spend without converting, and raises bids on efficient winners — all in a single daily rule. Once you've reviewed the logic, click Use this recipe. Step 4: Selecting Where the Rule Runs A "Where should it run?" dialog will appear. Select one or more existing rule groups (a saved collection of campaigns) from the dropdown, or click + New rule group to create one on the spot. Click Continue once you've made your selection. Step 5: Reviewing & Customizing the Rule You'll now land on the full rule setup page. At the top, the "Your rule, in plain English" banner summarizes the entire rule as a single readable sentence, updating live as you make changes. This page is broken into numbered sections: 1. Basics: the rule's Name, Status (e.g. Paused/Active), and what it Applies to (e.g. Keywords & targets). 2. Scope: which rule group(s) — and therefore which campaigns — this rule runs on. You can see the assigned group's name and how many campaigns it covers (e.g. "27 campaigns"), and attach or create additional rule groups here. 3. Cadence & Guardrails — Schedule: how often the rule runs. You can pick a preset (Daily · 9 AM, Mon–Fri · 9 AM, etc.) or set a custom recurrence, start date, and time. A "Next 3 runs" preview shows exactly when the rule will fire next. Scrolling further down the same section, you'll find: - Lookback: the window of past performance data the rule reads (e.g. last 30 days), and how many of the most recent days to ignore to account for attribution lag. - Profitability Goal: your Target ACOS, which the "Set bid to hit Target ACOS" action uses to calculate each new bid (revenue per click × Target ACOS). - Bounds & Change Cap: safety limits — the maximum percentage a bid can change per run, plus an absolute minimum and maximum bid, so the rule can never push a bid too far in one go. - IF / ELSE IF Branches: the actual rule logic. Branches are evaluated in order, and only the first matching branch fires for each keyword or target. In the example shown, IF · 1 ("Over target — recalculate bid") checks ACOS, Clicks, and Orders, and if all conditions match, sets the bid using the Target ACOS formula. Continuing down, you can see the remaining branches: - ELSE IF · 2 ("Spending, not converting") lowers the bid by a fixed 20% when a target has enough clicks but no orders. - ELSE IF · 3 ("Well under target — scale up") raises the bid by 8% when ACOS is comfortably below target and the target is converting well. You can click + Add Branch to add more conditions, or adjust any existing branch's conditions and action. Once you're happy with the setup, click Create Rule at the bottom of the page. Step 6: Creating a Rule Group Rule groups let you save a set of campaigns once and reuse them across multiple rules. To create one, click + New rule group (available wherever you're asked to select a rule group). In the dialog, you can see: 1. Group Details: a Name and optional Description for the group. 2. Campaigns: a searchable list of Available campaigns on the left, which you can filter by product, ad type (SP, SB, SD), or state (Enabled, Paused, All). Click the + icon next to a campaign to move it to the Assigned list on the right — this becomes the set of campaigns the rule group applies to. Once you've added your campaigns, click Create group. That's it! With Rule-Based Optimization, you can set your bidding and budget logic once and let TrackIQ apply it automatically on the schedule you define — no more manual daily check-ins.

Getting to Know Aria - Your AI Amazon Assistant

What if you could just ask a question about your Amazon business and get a complete answer instantly — no filters, no dropdowns, no digging through reports? Meet Aria, TrackIQ's AI Amazon Bot. You can ask Aria anything about your sales, ads, products, or inventory in plain English, and it will run the queries and bring back the answer for you. You can even ask Aria to build a fully customized dashboard, called a Studio, around your own questions. Here's how to get started with Aria: Step 1: Accessing Aria On the left-hand sidebar, click on Aria to expand the menu. You'll see two sections: Chat, where you talk to Aria directly, and Studios, where your AI-generated dashboards are saved. Step 2: Exploring the Aria Chat Page Opening Chat brings you to Aria's main page. On the left, you'll see a + New Chat button, a conversation search bar, filter tabs (All / Chats / Studio), and a Recent list of your past conversations. In the main panel, Aria greets you with "Ask anything about your Amazon data" and a set of built-in prompts you can click to get started right away, such as "Create a sales dashboard for last 30 days", "Show me the top 5 products by revenue this month", or "What is my overall ACOS for the last 7 days?" At the bottom, you'll find the message box where you can type your own question, along with a row of Visuals options — Auto, None, Charts, Tables, Mixed, Dashboard, and Studio — which control how Aria presents its answer. Step 3: Asking Aria a Question Type your question into the message box and press Enter. As an example, asking "can you give me a week over week trend report by product category for the past four weeks" shows exactly how Aria works behind the scenes: - Plan: Aria first lays out its plan — in this case, querying weekly sales by product category, calculating week-over-week changes, and formatting the results into a trend. - Data queries: you can see Aria running each query in real time (e.g. "Queried your data · 63 rows"), so you know it's pulling from your actual account data rather than guessing. - Insights: once finished, Aria presents a data table — here, a week-by-week sales breakdown per product category with week-over-week percentage changes — followed by a written summary highlighting key patterns, such as which category is driving sales and which one is more volatile. You can also click Download PDF in the bottom-right corner to save the full response as a document. Step 4: Building a Custom Dashboard with Studio Beyond answering questions, you can ask Aria to turn its analysis into a full, interactive dashboard — this is Studio. Each chat conversation can have its own Studio dashboard, tailored to whatever you discussed with Aria in that conversation. For example, asking Aria to build an estimation based on historical sales data generates a Sales History Analysis by ASIN dashboard. You can see it includes overview cards (Total Sales, Orders, Units Sold, Avg Order Value, Avg Daily Sales, Active ASINs) each with a trend sparkline and percentage change, a Monthly Sales Trend chart, a Monthly Growth Pattern chart, and a Product Performance Analysis table listing your top products. A different conversation can generate a completely different dashboard. Here's an Inventory Health & Coverage Dashboard, generated from a conversation about stock levels — you can see it summarizes On-Hand, Reserved, and Available Units, Total Units, Units Sold, and Sell-Through Rate, plus an Inventory Levels Trend chart, a Daily Inventory Turnover chart, and a Product-Level Analysis section with sales distribution by category and top products by sales volume. Every Studio dashboard includes: - An editable title (click the pencil icon) and a date range selector, so you can adjust the reporting period. - An external link icon to open the dashboard in its own tab, and a pin icon to save it for quick access later. - A message box at the bottom — "Ask ARIA to change the dashboard..." — so you can keep refining the dashboard just by chatting with Aria, without starting over. Studio is currently in beta and is heavily AI-generated, so building a dashboard can take a moment. Avoid refreshing the screen while it's generating. That's it! Whether you need a quick answer or a full custom dashboard, Aria and Studio let you get insights from your Amazon data just by asking — no manual report-building required.

Understanding Search Query Performance

Want to know exactly how shoppers are finding — or failing to find — your products on Amazon? The Search Query Performance page tracks every search term relevant to your category, showing how much of the clicks, cart adds, and purchases for that term your brand is actually capturing, and where your biggest untapped opportunities are. Here's how to read the page: Step 1: Accessing Search Query Performance On the left-hand sidebar, click on Analytics to expand the menu, then select Search Query Performance. Step 2: Reviewing the Summary Cards At the top of the page, you'll see the reporting week (e.g. Week 29 | Jul 19 - Jul 25, 2026) and four summary cards: - Total Keywords Tracked: the total number of search queries currently being monitored, with how many new keywords were discovered this week. - Avg. Brand Click Share: your brand's average share of clicks across all tracked search queries — essentially, how visible your products are in search results overall. - Biggest Opportunity: the single keyword with the most untapped potential — high search volume paired with very low (or 0%) click share for your brand. In this example, "sugar" has 112,846 monthly search volume but 0.00% click share, giving it an opportunity score of 112,843. - Brand Defense Alert: flags a branded or near-branded search term where your click share just dropped sharply week-over-week — a signal that a competitor may be encroaching on searches for your own product name. Here, "therahoney gel manuka honey" saw its click share drop 100% week-over-week. Step 3: Filtering Keywords by Category Below the summary cards, you'll find four tabs that group your tracked keywords: - All Keywords: every search query being tracked (644 in this example). - Opportunities: high-volume keywords where your click share is low relative to the potential (141 keywords). - Brand Defense: branded or near-branded terms worth monitoring for competitor encroachment (125 keywords). - Trending: keywords with rapidly changing search volume or share (32 keywords). You can also use the Search bar, Filters, Manage Columns, and Export buttons above the table to narrow down or download the keyword list. Step 4: Reading the Keyword Table The main table lists each search query with the following columns: - Search Query: the exact term shoppers are searching for. - Opp. Score (Opportunity Score): a calculated score highlighting how much potential click volume you're missing out on for that term — the higher the score, the bigger the gap between search volume and your current click share. - Search Volume: how many times shoppers searched for that term. - Click Share %: the percentage of all clicks on that search term's results that went to your products. - WoW Change: how your click share changed compared to the previous week. - Cart Add Share % and Purchase Share %: your share of cart adds and purchases for that search term, showing how well clicks convert further down the funnel. - Click Share Trend (8 WK): a mini trend showing your click share over the last 8 weeks. For example, you can see that "manuka honey" (33,377 volume) has a strong 16.76% click share but dropped 16.00% week-over-week, while "honey" (106,635 volume) only holds a 0.68% click share — a sign there's significant room to capture more of that broader term. Step 5: Digging Deeper into a Single Keyword Click the + icon next to any search query to expand it (it becomes a – icon, letting you collapse it again). This reveals a detailed breakdown for that keyword: - Search Funnel: four cards showing Impressions, Clicks, Cart Adds, and Purchases for that exact search term, each with its own conversion rate (e.g. click rate, cart rate, purchase rate) and your brand share of that funnel stage. In the example below, the "sugar" search term generated 988 impressions but only 1 click (a 0.1% click rate) and 0 purchases — showing your products are barely appearing or converting for this term despite its high search volume. - ASIN Breakdown: a table showing performance broken down by individual ASIN — Click Share, Cart Add Share, Purchase Share, and WoW Change — so you can see exactly which of your products (if any) are capturing traffic for that search term. That's it! Use Search Query Performance to spot high-volume keywords you're missing out on, defend search terms tied to your brand name, and see exactly which products are — or aren't — converting for the searches that matter most.