plan versions
Past months freeze, future months stay editable. Any two versions can be diffed, and every edit is logged: who, when, from → to.
for amazon sellers and agencies
plan and actualin one place
Versioned per-product plans, actuals pulled from Sellerboard on a schedule, and a client-ready report behind a link. Everything sellers usually stitch together in spreadsheets — without the manual pasting and the overwritten numbers.
impactlaunchSeptember 2026scenario: Basesample data
| metric | plan | actual | Δ |
|---|---|---|---|
| Revenue | $128 400 | $141 260 | ▲ 10.0% |
| Total Marketing | $31 200 | $27 480 | ▼ 11.9% |
| COGS | $42 700 | $46 900 | ▲ 9.8% |
| Referral | $19 260 | $21 189 | ▲ 10.0% |
| FBA | $14 800 | $16 240 | ▲ 9.7% |
| Payout | $71 980 | $80 350 | ▲ 11.6% |
| Profit | $18 640 | $22 110 | ▲ 18.6% |
| Operational Margin | 14.5% | 15.7% | ▲ 8.3% |
| Blogers | $2 400 | — | — |
- Revenue
- PPC
- Meta / Google
- Blogers
- Buyouts
- COGS
- Referral fee
- FBA fee
- Storage fee
- Promo
- Shipping
- Refund cost
- TEAM
- TAXES
- Subscriptions
- Certification
- Payout
- Profit
- Operational Margin
- Gross Margin
three things neither spreadsheets nor amazon reports solve
by hand, in spreadsheets
in amazon dash
Actuals
by hand, in spreadsheetsThe Sellerboard export is pasted into a spreadsheet by hand, rows copied as values, old ones deleted manually. Once a month, with mistakes.
in amazon dashThe Sellerboard feed link is pulled on a schedule, or you upload the file yourself. Re-importing a month is idempotent — nothing gets double-counted.
Plans
by hand, in spreadsheetsEditing overwrites the previous numbers. Comparing what you promised in May against August is impossible — in spreadsheets or in Amazon’s reports.
in amazon dashPlan versions: past months are frozen, future ones stay editable. Actuals are not tied to any version, so you can compare against any of them.
The report
by hand, in spreadsheetsThe client gets the file itself — with all the internal workings and your unit costs inside.
in amazon dashA /r/… link — read-only, pinned to one plan version and scenario, revoked in a single click.
three steps to your first report
- 01
connect the feed
In Sellerboard, create a “Dashboard by Product” automation delivered as a link, then paste that link here. We store it encrypted and show it masked in the UI.
- 02
enter the plan
The entry grid takes a paste straight from Excel. Or download the xlsx template, fill it in the way you always have, and upload it back — with a preview before anything is written.
- 03
share the report
Actuals arrive overnight and the plan-vs-actual builds itself. Your client gets a read-only link — without your unit costs or internal workings.
what the workspace does
scenarios
Base, Optimistic, Pessimistic and your own — driven by coefficients for volume, price, ads and other costs. Storage deliberately does not scale with volume, because warehouses do not work that way.
forecast accuracy
MAPE on revenue, units and profit: under 10% is good, under 25% is tolerable, beyond that is not. Half-loaded months are excluded so they cannot skew the score.
attainment by variation
What percentage of plan each variation hit, and the project as a whole. You see not just that you missed, but exactly who missed.
paste the plan from excel
The entry grid accepts Ctrl+V straight from your workbook. Or use the xlsx template round-trip: download, fill in, upload — with a preview before writing.
imports that never double-count
The feed pulls itself overnight. Re-import the same month as many times as you like: the previous rows are retired and the totals stay correct.
your team and your client see different things
Run as many projects as you need, each with its own member list. Invitations go out by email and the temporary password is shown exactly once.
- owner
- Full access: plans, actuals, members and report links.
- manager
- Runs plans and imports, but cannot grant access.
- viewer
- Read-only. Cannot move anything, not even by accident.
the shared report
a link you can hand over without worrying
The /r/… view opens without a login and shows results only: KPIs, plan vs actual and attainment. No unit costs, no settings, no other projects.
- pinned to one plan version and scenario — the snapshot is reproducible
- works on mobile and prints to PDF straight from the browser
- revoked in a single click, and can be given an expiry date
see it before signing up
this is what a finished report looks like
The same view your client receives: KPIs for the period, plan vs actual across every P&L line, and attainment by variation. No login, no form.
why you can trust the numbers
the engine is checked against a real financial model
The core is proven against a working seller’s financial model: every formula has a reference value, and the engine has to reproduce it or the tests fail. That is not a promise of accuracy — it is a build condition.
- 771
- financial-model formulas reproduced exactly
- 1590
- rows of real exports the field mapping is verified against
- 72
- Sellerboard metrics mapped onto P&L lines
the small things that make a report credible
empty is not zero
A month with no data shows a dash. It does not pretend to be a zero, it stays out of averages, and it cannot spoil the forecast score. Partially loaded months are flagged as partial.
colour is never the only signal
Roughly one man in twelve cannot separate that green from that red. So every cell carries an arrow and a sign, and the header has a colour-safe toggle that swaps green for blue.
the scale is continuous
Missing by 6% and missing by 60% should not look the same. Under ±5% is noise and stays unfilled; past that the fill builds smoothly to full saturation at ±30%. No three-step traffic light.
common questions
Do I need Sellerboard?
Yes, for automatic actuals. Sellerboard is the data source: it has no REST API, but it does have scheduled reports delivered over a signed link, and we fetch those. Without Sellerboard you can still upload the actuals as a file — everything downstream works the same.
What about advertising outside Amazon?
Meta, Google, bloggers and buyouts never appear in a Sellerboard export, so they are entered by hand on their own screen. Those are the only numbers you have to fill in manually.
My plan lives in Excel. Do I have to retype it?
No. The entry grid takes a paste straight from your workbook, or you can download the xlsx template, fill it in as usual and upload it back — we show you exactly what will change before writing anything.
What happens if I import the same month twice?
Nothing bad. Re-import is idempotent: the previous rows for that month are retired and the new ones take their place. Totals do not double.
Will my client see my unit costs?
No. The /r/… view returns results only: KPIs, plan vs actual and attainment. Settings, purchase prices and your other projects never leave the workspace. The link can be revoked or given an expiry date.
What does it cost?
It is free to start. There are no paid plans yet — when there are, existing projects will hear about it in advance.
Several brands and a whole team — will it cope?
Yes, the service is multi-user: as many projects as you need, each with its own members and the roles owner, manager and viewer.
talk to us
leave your contacts
We reply within one business day — by email or Telegram, whichever you prefer.
move your dashboard out of excel
Create a project, paste the plan from your workbook and connect the feed. Your first plan-vs-actual builds the same day.