PBJAY ESSENTIAL · AMAZON SELLERS
I’ve used Sellerboard for years, and I consider it an essential tool for Amazon sellers. It is an excellent fit for individual brands and for agencies supporting them.
When you run an Amazon business, your next decision usually connects several moving parts: the margin on a product, the advertising supporting it, the stock available to sell, and the cash needed for the next order. Sellerboard brings those conversations together. You can move from an account overview to a product, investigate what changed, and give your next action a clearer financial foundation.
This guide explores the full Amazon toolkit, including capabilities that are easy to miss if you mainly use the profit dashboard. The recommendation reflects my years of use; the detailed feature coverage below is based on Sellerboard’s current documentation and release notes, checked September 13, 2026.
Why it earns our Essential recommendation
For Amazon sellers: A practical place to understand product economics and turn them into pricing, purchasing, and advertising decisions.
For individual brands: A shared view of the business for the founder, operations team, and marketing partners.
For agencies: Client account switching, reporting, and access controls support a more complete conversation about performance.
Start with: Accurate product costs and a familiar reporting period. Then add the workflows that fit how your business operates.
1. Understand what your products contribute
Sellerboard’s dashboard brings sales, refunds, advertising, Amazon fees, shipping costs, and your recorded product costs into the same view. Drill down to individual products and orders to understand the activity behind the totals. Product overview.
The different views answer different questions. Tiles give you a quick comparison of periods. Charts help you follow change over time. The P&L lays out the components of performance, while Trends helps you identify products whose direction deserves attention. Filters let you focus on an ASIN, SKU, or product group. Dashboard guide.
How to use it: Before increasing a product’s budget or placing another order, compare its sales, margin, refund rate, and advertising costs across equivalent periods. A stronger sales week becomes much more useful when you can explain what it contributed.
Recent dashboard additions include customizable metrics within tiles, a P&L heatmap, and alerts for missing COGS or oversold FIFO batches. These help you tailor the view and find cost records that need attention. Dashboard update.
2. Make the cost model reflect your business
The Products area connects cost records to profitability. Current help documentation describes FIFO, weighted-average, and period-based methods, with batches and marketplace-specific settings. Batch records can include product cost, packaging, and inbound shipping. Choose a method that matches your reporting approach and maintain it consistently. COGS and product settings.
Sellerboard’s August 2026 release also describes scheduled daily COGS imports from Google Sheets or a CSV/Excel URL. That is useful when your operations team already maintains a cost sheet: map the fields carefully and review the first import before relying on it. Automatic COGS import.
Include the costs around the sale
Record one-time and recurring overhead, assign expenses to relevant products or marketplaces, and spread eligible expenses across a period. A brand can include photography or software; an agency and client can agree how service fees should appear in the report. Indirect expenses.
Variable expense rules go further: costs can be based on sales, orders, units, or ad spend, with conditions such as product, marketplace, and fulfillment channel. Examples include a per-unit prep charge or a percentage-based advertising management fee. Check whether a cost is already captured elsewhere so it is counted once. Variable expenses.
For merchant-fulfilled orders, shipping profiles support rules based on order price, quantity, or weight, including tiered and zone-based pricing. This helps FBM sellers represent their fulfillment economics more closely. Keep the rules aligned with the shipping services and charges you actually use. FBM shipping profiles.
3. Bring profit into your advertising decisions
Sellerboard’s PPC tools cover campaign, ad-group, and keyword analysis, bid recommendations, and keyword automation. You can work toward target ACOS or profitability, review recommendations manually, or enable automatic changes. Keyword harvesting helps move promising search terms into your campaign structure. PPC capabilities.
For a brand, this connects the advertising conversation with the product’s economics. For an agency, it gives the client review a useful second question: how did the growth affect profit?
A practical starting point: Choose a small group of established products, confirm their costs, and review recommendations before enabling automation. Agree on the goal for each group—launch support and mature-product profitability can call for different decisions.
Sellerboard’s help documentation explicitly describes PPC profit as estimated, with some associated costs calculated using historical averages. Attribution timing also affects recent results. Use the dashboard to guide investigation and compare mature reporting periods when evaluating changes. PPC calculation methodology.
4. Discover how shoppers find and choose your products
Search Term Performance uses Amazon Brand Analytics data to connect impressions, clicks, orders, and profit. Impression share and click share can help you investigate whether a product needs more visibility or a more compelling listing. Sellerboard specifies this feature for brand-registered sellers. Search Term Performance.
Keyword Research lets eligible brand-registered sellers begin with a keyword or ASIN and explore search frequency rank, click share, conversion share, and the leading ASINs for a term. It also highlights short-term trend changes. Keyword Research.
Use the two together: find a relevant opportunity, examine how your own products perform on that search, and decide what to test in your listing or advertising. These are inputs to a focused experiment, rather than a reason to add every suggested keyword.
Connect external campaigns to Amazon results
Sellerboard’s September 10, 2026 update adds campaign-level profit to its Amazon Attribution view, using connected external ad spend alongside attributed sales and product costs. The documented connections include Facebook, TikTok, Google, Snapchat, Pinterest, and Bing. The view requires Brand Registry eligibility and existing Amazon Attribution campaigns/tags; Sellerboard does not create attribution links for you. Amazon Attribution update.
For teams running creator campaigns or paid traffic to Amazon, this is a valuable addition to the review. Confirm all relevant spend is connected and allow the attribution window to mature before comparing campaigns.
5. Connect replenishment with demand and cash
The Inventory Planner considers sales history, seasonality, supplier manufacturing and shipping times, and your reorder preferences. It shows stock coverage and reorder timing, with purchase orders and FBA shipments feeding the planning workflow. Sellerboard also documents AWD stock syncing and prep-center stock updates. Inventory planning.
For a single brand, this helps organize the next purchasing decision. For an agency, it provides context before recommending an advertising increase: can the client keep that product available through the next replenishment cycle?
Sellerboard also reports an estimated missed-profit figure associated with stockouts. Treat it as a prioritization signal based on historical sales and average unit profit, rather than booked revenue. Stockout estimate.
Give cash timing its own review
The Cashflow module tracks payouts, purchases, expenses, investments, and distributions, and estimates the next three payout periods or months. Its records are separate from the profit dashboard; editing cash-flow entries does not change your P&L. It reflects entered or imported transactions rather than automatically reading your bank balance. Cashflow documentation.
Bring the replenishment plan and cash-flow view into the same discussion. A profitable product can still require a supplier payment before the next Amazon payout arrives.
6. Learn from returns and review reimbursement opportunities
Return data can inform product development as well as reporting. Compare refund rates by ASIN, follow their direction over time, and review Amazon’s reported reasons. A recurring sizing issue may point to a clearer fit guide; repeated transit damage may suggest a packaging change. Sellerboard distinguishes the financial effects of sellable and unsellable returns. Returns analysis.
The September 2026 release extends refund-reason reporting to FBM orders, subject to the data Amazon supplies. This brings useful customer context to sellers fulfilling their own orders too. FBM returns update.
The separate Money Back area supports investigation of lost or damaged inventory, returns, FBA fee changes, and reimbursement gaps. It is worth assigning someone to review regularly. Reports and Money Back explained.
The Reimbursement Gap report compares reimbursements with recorded COGS and provides exports and a message template for follow-up. Sellerboard does not automatically submit these claims. Review the evidence and applicable Amazon requirements, then track any case and the amount actually recovered. Reported opportunities are estimates. Reimbursement Gap workflow.
7. Keep everyday account work organized
Listing and account alerts
Alerts cover listing changes, new sellers, Buy Box changes, fees, feedback, and replenishment signals. The alert dashboard supports filtering, comments, and marking items resolved, with configurable email notifications. For a team, that makes the next step ownership: who checks each type of alert and records what happened? Alert capabilities.
Review requests and customer follow-up
The Autoresponder supports Amazon’s standard review-request template as well as custom email workflows, product-based campaigns, and message-status tracking. It can reduce repetitive follow-up work. Configure messages and eligibility in line with Amazon’s current communication and review policies; use the workflow to invite honest feedback. Review-request tools.
Repeat purchasing and customer value
The LTV dashboard compares accumulated revenue, units, and orders per buyer across products and time windows. This is particularly interesting for replenishable products: do customers buy again, and which products bring them back? Revenue per buyer is not profit per buyer, so bring margin and fulfillment costs into any acquisition-budget decision. LTV documentation.
8. Explore the reseller workflow and new repricer
For wholesale and arbitrage sellers, the Reseller Workflow connects mobile barcode scanning and buy lists with offer creation, relisting, FNSKU labels, prep and packing templates, FBA shipments, and batch-level profitability. The benefit is continuity: the buying decision and the eventual sales performance live in a connected process. Reseller Workflow.
Sellerboard’s September 3, 2026 release introduces a repricer using the costs and profit targets in your account. It supports profile-based minimum and maximum prices, formula-based boundaries, profit floors, schedules, and strategies for profit, sales, or liquidation. The announcement says it supports connected Amazon marketplaces and FBA/FBM offers and is included in the subscription. Repricer release.
This is a newer capability to evaluate separately from our long-term recommendation. Start with selected products and acceptable price boundaries. Review the change log, margin, and Buy Box performance together before expanding its use.
9. Why it belongs in an agency’s toolkit
Sellerboard’s agency offering includes a single agency profile for switching between client accounts, an agency logo in the dashboard, customizable access rights, and scheduled reporting. Its agency page still marks centralized payment management for client accounts as coming soon. Confirm the plan and account setup for your client portfolio. Agency capabilities.
The practical value is a shared commercial conversation. A PPC specialist can explain advertising performance alongside the client’s costs. An account manager can connect a promotion to replenishment. A founder can see how those recommendations fit the wider business.
Exports support Excel and CSV for further analysis or client reporting. Keep a consistent reporting period and cost methodology across each client’s reviews, and add a short explanation of the decisions the numbers support. Reporting options.
A useful brand or client review
Performance: Which products contributed most, and what changed in their costs?
Growth: Which advertising or listing experiment should we run next?
Availability: Can stock and supplier timing support that plan?
Follow-through: Who owns the action, and when will we review its result?
This is PBJay’s suggested meeting structure, adaptable to an individual seller or a client portfolio.
Pricing: choose for your operating needs
Published Amazon plans checked September 13, 2026:
Standard: $19 monthly or $179 annually; up to 3,000 orders per month.
Professional: $29 monthly or $279 annually; up to 6,000 orders per month.
Business: $39 monthly or $369 annually; up to 15,000 orders per month.
Enterprise: $79 monthly or $759 annually; up to 50,000 orders per month.
Allowances for additional accounts, users, automated reports, and review requests differ. Granular access rights are listed on Enterprise. Sellerboard advertises a one-month trial without a credit card and a public demo. Check current inclusions and any applicable tax before choosing. Current pricing.
Put the essentials to work first
Begin with a product you know well. Check its costs and a familiar period, add the expenses your team owns, and make one informed decision from the result. Then bring in inventory planning, reporting, and the automation that fits your operation. Keep formal bookkeeping and reconciliation alongside this operational view.
Our recommendation: essential for Amazon sellers. Whether you run one brand or support several as an agency, Sellerboard gives you a practical foundation for connecting your numbers to your next move.
About this coverage: Nathan Perry has used Sellerboard for years. The Essential designation is PBJay’s editorial recommendation. Current feature descriptions are based on the official sources linked throughout; they do not mean every module or recent release has been independently tested by PBJay. No performance results are implied. Features and pricing can change.
