KwickMetrics Accounts Dashboard Portfolio View

Accounts Dashboard: Compare Performance Across Multiple Seller Accounts

Overview

The Accounts Dashboard provides a portfolio-level view of performance across multiple seller accounts connected in KwickMetrics. It allows you to compare key business metrics such as sales, profitability, and advertising performance across accounts within a single report.

Unlike the standard Dashboard, which focuses on a single account, the Accounts Dashboard aggregates performance data from all connected accounts to help you evaluate overall portfolio performance and identify differences between accounts.

The report uses synced marketplace data and reflects historical performance based on the selected reporting period.


Why Use This Report

The Accounts Dashboard helps you:

  • Compare sales and profitability across multiple seller accounts
  • Identify high-performing and underperforming accounts
  • Evaluate advertising efficiency across accounts
  • Monitor portfolio-level performance trends
  • Identify seasonal patterns and growth trends

This report is particularly useful for agencies, brands managing multiple stores, or businesses operating across several marketplace accounts.


All Accounts Table

The All Accounts table is the first section of the report and provides a summary of key performance metrics grouped by account.

Each row represents a seller account, while the All row aggregates totals across all connected accounts.

When comparison is enabled, percentage change indicators show how the selected period compares with the previous equivalent period.


Sales Metrics

When the Sales tab is selected, the table displays the following metrics:

Orders

Total number of orders placed within the selected reporting period.

Units

Total quantity of products sold during the selected period.

Revenue

Total sales amount generated before deducting fees, advertising costs, or expenses.

Estimated Net Profit

Net profit after deducting marketplace fees, advertising costs, COGS, storage fees, and recorded expenses.

Profit Margin

Net profit expressed as a percentage of revenue.

Profit Margin = (Net Profit ÷ Revenue) × 100

COGS (Cost of Goods Sold)

The total cost of products sold during the selected period.

Refunded Units

Total number of units refunded during the selected period.

Refunded Value

Total monetary value of refunded orders.


When the Advertisement tab is selected, the table displays advertising performance metrics.

ACOS (Advertising Cost of Sales)

Percentage of advertising spend relative to ad-driven sales.

ACOS = (Ad Spend ÷ Ad Sales) × 100

Lower ACOS indicates more efficient advertising.

TACOS (Total Advertising Cost of Sales)

Percentage of total sales revenue spent on advertising.

TACOS = (Ad Spend ÷ Total Sales) × 100

TACOS helps measure how advertising spend relates to overall business performance.

ROAS (Return on Ad Spend)

Revenue generated for every unit of advertising spend.

ROAS = Ad Sales ÷ Ad Spend

Higher ROAS indicates better advertising efficiency.

Ads Orders

Number of orders attributed to advertising campaigns.

Ads Sales

Revenue generated from ad-driven orders.

Ads Spend

Total advertising spend across campaigns.

Ads Units

Number of units sold through ad-driven orders.


Overall Performance Table

The Overall Performance Table provides a monthly and yearly breakdown of performance across all accounts.

The section title changes depending on the selected tab:

  • Overall Sales Performance (Sales tab)
  • Overall Ads Performance (Advertisement tab)

Table Structure

The table displays:

  • Columns: Months (January – December)
  • Rows: Years with available data
  • Total in Year: Sum of all months for each year
  • Total in Month: Sum of values across all years for that month
  • Overall Total: Combined total across all periods

Cells show metric values for each month and year combination. If no data is available for a period, the cell displays a dash (-).


Business Value

This table helps you:

  • Identify seasonal performance patterns
  • Compare year-over-year performance
  • Understand long-term performance trends
  • Analyze how performance changes across months

The Trends chart visualizes performance changes over time for selected accounts.

The chart updates dynamically based on the selected tab and filters.


Chart Elements

  • X-axis: Time (days, weeks, or months depending on selected date range)
  • Y-axis: Metric values
  • Lines: Each line represents a selected seller account
  • Comparison line: When enabled, shows data from the previous equivalent period

Metrics Available

Sales Tab

  • Orders
  • Units
  • Revenue
  • Net Profit
  • Profit Margin
  • ACOS
  • TACOS
  • ROAS
  • Ads Sales
  • Ads Spend

Insights Provided

The Trends chart helps you:

  • Identify growth or decline patterns
  • Compare account performance over time
  • Detect sudden spikes or drops
  • Evaluate performance changes between periods

Top 5 Accounts Charts

The Top 5 Accounts charts highlight accounts that rank highest for specific metrics.

Each chart displays horizontal bars showing the relative performance of the top accounts.


Sales Tab Charts

Top 5 Accounts Based on Revenue

Shows accounts generating the highest revenue during the selected period.

Top 5 Accounts Based on Estimated Net Profit

Shows accounts with the highest profitability.


Top 5 Accounts Based on Highest ACOS

Shows accounts with the highest advertising cost relative to ad sales.

Top 5 Accounts Based on Highest TACOS

Shows accounts allocating the largest share of total revenue to advertising.

Top 5 Accounts Based on ROAS

Shows accounts generating the highest return on advertising spend.


Filters and Controls

The Accounts Dashboard includes several controls that affect all sections of the report.


Date Range Selector

Defines the reporting period for all accounts.

Available options include:

  • Today
  • Yesterday
  • Last 7 Days
  • Last 30 Days
  • This Week
  • Last Week
  • This Month
  • Last Month
  • Last 6 Months
  • Last 12 Months
  • Custom Range

Comparison Toggle

Enables comparison with the previous equivalent period.

When enabled:

  • Percentage change indicators appear in tables
  • Comparison data appears in charts

Tab Selector

Allows switching between:

  • Sales – Displays sales and profitability metrics
  • Advertisement – Displays advertising performance metrics

All report sections update automatically when switching tabs.


Marketplace Filter

Allows filtering data by marketplace.

Available options:

  • Amazon
  • Walmart

This filter applies to all report sections.


Currency Selector

Defines the base currency used when comparing accounts.

When accounts operate in different currencies, values are automatically converted to the selected currency to ensure consistent comparison.


Marketplace Considerations

Performance calculations vary slightly by marketplace.

Amazon Accounts

  • Net profit calculations use Financial Events data
  • Advertising metrics are available when Amazon Ads integration is enabled

Walmart Accounts

  • Net profit calculations use order-level shipment data
  • Advertising metrics depend on Walmart Ads availability

Prerequisites

To access the Accounts Dashboard:

  • Multiple seller accounts must be connected
  • Order data must be synced for at least one account
  • The accountsDashboard module must be enabled

The Advertisement tab requires at least one account with advertising data integration.


Important Notes

Data Updates

Data reflects synced marketplace records and may update as refunds, fees, or financial events are processed.

Recent data may change during the day as marketplace updates are received.

Currency Conversion

When comparing accounts using different currencies, values are converted using current exchange rates.

Data Availability

Historical data is available only from the date when the account was first connected and synced.


Summary

The Accounts Dashboard provides a portfolio-level view of performance across multiple seller accounts.

By combining sales, profitability, and advertising metrics into a single report, it allows you to compare accounts, monitor trends, and identify areas that require further analysis or optimization.