How to Use Sellerboard - Detailed Tutorial & Review

Vova Even Mar 07, 2023
24 People Read
how to use sellerboard tutorial review
Table of Contents
  1. Sellerboard: How to Use It - Detailed Tutorial And Review
    1. What Is Sellerboard And How It Started
    2. Dashboard
    3. Cashflow
    4. PPC
    5. Stock
    6. Products
    7. Expenses
    8. Reports
    9. Autoresponder
    10. Moneyback Feature
    11. Alerts
    12. Users And Rights Management
    13. Sellerboard Free Trial - Extended
    14. Final Words

Disclosure: Hi! It's Vova :) Some of the links in this article may be affiliate links. I get a commission if you purchase after clicking on the link, this does not cost you more money, and many times I can even get a nice discount for you. This helps me keep the content free forever. For you. Thank you! :)Β 

Sellerboard: How to Use It - Detailed Tutorial And Review


Hi, my name is Vova Even, and I have been an active Amazon seller since 2016.

I also share tutorials, hacks, and trade secrets on my channels on YouTube and Udemy.

In this article, I will guide you about how to use Sellerboard step-by-step and navigate your way through all the features together with the best practices to use them. 

 

In case you're wondering, Sellerboard is a profit analytic tool for Amazon, but it also has many other additional tools inside. So, with the overview, I will also provide a detailed review of how to use it with Jenny from Sellerboard.


By the end of this article, you will know how to use Sellerboard tools easily and without any hassle. In short, no more getting lost in the maze – I have you completely covered! πŸ˜‰

 

For this post, I invited Jenny Adams from Sellerboard. She was very diligent the whole way through, giving us a detailed overview of Sellerboard and its features.

Before diving deeper into the article, I've got a little something for you if you aren't much of a reader. The video down below covers everything from A-Z about Sellerboard, including how to use it, and its review. Hope you enjoy it :)



A final note before I begin: if you would like to test out Sellerboard, you have two free months to do so without a credit card.

Click here to access the extended free trial comprising all the features open.


sellerboard free account trial

 

Anyways, do note that this is an affiliate link, which means that if you ever use it, I'll get a little commission from Sellerboard – at no extra cost to you..

This way, you support my free content, and I'd really appreciate that. So, without further ado, let's hop right in! 

 

What Is Sellerboard And How It Started


Before anything else, let’s understand that Sellerboard is a profit analytics service for Amazon sellers with a whole bunch of additional tools they can benefit from.

Sellerboard features various tools, including Follow-up Mail Campaigns, Autoresponder Inventory Management, Reimbursement for lost and damaged stock and other FBA errors, as well as a PPC Optimizer that was launched just recently. Sellerboard also offers eBay and Shopify connectors to streamline store integration. 

 

Speaking of its history, Sellerboard was initially founded in 2017 by Vladi Gordon and Michael Mukhin. Vladi was originally a seller on Amazon.

While he was selling, he couldn't really understand the real numbers – how much money he was making, what he was paying for the fee, etc. Not to forget, there are over 70 Amazon fees available that it charges you.


When things began to get worse, he decided to create a tool that would help him understand things like which products are profitable and which ones are not, whether he is over stock or under stock, what is his profit margin, and everything about the Amazon fees.

As it turned out, he ended up making it, too, but he thought it would be even better if other Amazon sellers could also benefit from it.

 

Frankly, at that point in time, it was the perfect solution for sellers. Thus, he sold his Amazon business in 2017, went on working, and finally launched Sellerboard for everyone else.


Today, Sellerboard has a customer base of over 10,000 sellers and it's offered across four different pricing tiers (shown in the image below) and a demo account.



I've also added a video below that explains more stuff about the pricing of Sellerboard.


Dashboard



This is what the Sellerboard dashboard looks like. And when you register, you will notice that this is the first thing you see after switching from your Amazon Seller Account to Sellerboard. 


The dashboard extensively displays all the information about your products in various formats. Let me dig a bit deeper into that and you can always check the image above to be sure there's no confusion regarding what I'm talking about.

 

The Sellerboard dashboard gives you four options to switch between, including Tiles, Chart, Profit & Loss Table, and Trends. The Tiles view is the default, and it shows you five modules on top: "Today," "Yesterday," "This Month," "This Month Forecast," and "Last Month." They represent different time periods and different aspects of your store's performance.


The Tiles view also provides information about the performance of individual goods and orders. The parameters contain details about the items sold, refunds, advertising costs, profit, and income, among other things.


Having all the figures at hand is very helpful in staying ahead of any issues. You can know or anticipate if there's something wrong with your product.


For instance, if one of the items is giving out unexpected results, you can analyze it closely to see what must be fixed and why. By keeping track of the data, you can foresee any problems with your product and fix them before they even arise.

A useful resource in this respect would be customer feedback. You can sift through the customer reviews to see if there's any issue that multiple buyers are facing and if there is, you can rectify it immediately!

 

The best thing about the dashboard is that you can go further into any module by clicking "More" For example, if you want to see how and why a fee was charged, you can use this feature to view the breakdown and clarify your understanding. This is probably the biggest reason why I recommend Sellerboard.

Moreover, there are also mini triangles that, when clicked, allow you to expand columns into more details.

 

Hope it gives you a general idea about how the Seller board dashboard works. But before we move ahead, let's understand it better with the help of an example. I'll talk about the "This Month" module. When you click on it, you'll be directed to all the products that were sold this month and are being sold currently.


What's cool about it is that you'll also be able to see whether you are running out of stock. And to add, this is the latest feature that they just recently added. If it's red, it indicates time to reorder. If it's blue, it means that you can still wait. But the question that pops up here is – how exactly do they count the FBA stock? And the answer to that is simpler than you think!


They count this based on the estimated sales velocity. So if your products are selling fast, they make a forecast on how fast they will sell by the end of the month or by the end of the week. Accordingly, they'll notify you when it's time to reorder. So, in the column next to the product – "Units," you'll be able to arrange the products that were sold by the unit.

 

Suppose there were 687 units sold, for a particular date, in the "This Month" section, and it's not the end of the month yet. You'll be able to get all the information you need, such as how many of these units were returned because of a refund on a promotional sale. How much do you spend on ads? How many of the returns are sellable (only if there were any)? Because sometimes, the returns might not come back to the Amazon warehouse in a sellable condition. So, Sellerboard also shows us whether the refund was received in sellable condition or not.


You can also check your orders or pre-order items, instead of overall products. But, doing that may take some loading at times. Some people prefer to view products only, though. Yet I think per-order is more comfortable. 


Another plus is that you can group your products and orders by parents, marketplace, brand, or channel. In my opinion, the channel is a pretty cool option because most platforms don't allow you to filter between FBA and FBM products. On Sellerboard, you can see exactly how many products were sold in FBA and FBM individually.


The brand option is also a cool one. Here's how it works: if you have different brands or you're selling on different marketplaces, you can use it to see all the products – categorized in accordance with their brands – that were sold on Amazon.com, Amazon Canada, Amazon Brazil, etc.

 

Sellerboard has also recently included another fantastic feature to its dashboard called the eBay and Shopify connectors. These connectors provide you with the opportunity to sell your products on eBay and Shopify while being fulfilled by Amazon multi-channel fulfillment. So actually, buyers will order your products on Shopify and eBay, but the products themselves will be sent by Amazon.


Using this feature, you can expand your reach without having to worry about how the product will be delivered and how you’ll calculate all the fees. To add, it's not available on the demo account, but in your paid account, you'll be able to see both eBay and Shopify. 

 

To better understand, let's suppose for a moment that you own a real Sellerboard account. Now when you click on any of these connectors, you'll be taken to another dashboard displaying the same information as the main dashboard, but for these new markets (Shopify and eBay).


In short, it's safe to say that the Sellerboard dashboard is a very convenient place to see all your sales and expenses from a bird's eye view. The information is given in a very easy-to-understand style, making it even more convenient than checking the product out on Amazon.


That's not it though, Sellerboard keeps updating its tools and improving its functionality. According to them, the dashboard is refreshed around every 15 minutes. Thus, every time you log in, as long as the elapsed time is greater than 15, you'll always see the most recent information. And that's awesome, right? 

 

You can also log in to the tool through your phone – either use their application or log in through Safari or Chrome. Besides this, if you prefer, you can view your product(s)' performance for specific time periods.


For instance, you can choose the last 12 months, last 3 months, last 30 days, by day, and even by custom range. The good part is you can do the same in both tiles and in charts.

 

The chart view, as the name suggests, gives you a pictorial representation of how your store's been performing. You can also configure your account review and orders. So, for instance, you can remove advertising costs and orders to see the cost of goods. By comparing your performance for various time periods, you will get an idea of when you were most successful.


The P&L tab is also pretty much the same. It's in tabular form, which I believe is more convenient for the accounting team, or for someone selling on a specific marketplace.


Last but not the least, the Trends tab allows you to see how your product performs against various parameters such as sales, units, promo codes, and refund costs. It was launched just a year ago and is yet one of the most popular dashboard features.


With all these tools by Sellerboard, you can better educate yourself and your partners on real profits. Frankly, the stuff that Amazon provides is super tough to work with – to understand how your profits are calculated, and how to actually be profitable on the platform – all that's a hard nut to crack!


So yep, Sellerboard is the ultimate rescue as you can simply watch "already calculated" numbers to understand how things are shaping up. Not only this, but it's also very beneficial for agencies that provide consulting services to Amazon sellers. They might need to explain to new sellers how they should analyze their performance and differentiate between right and wrong.


With this software in hand, everyone will be able to see everything in one picture. Moreover, you'll be able to download the dashboard reports as XLS files (sheets).

In short, investing in Sellerboard would definitely be a wise choice.

The button below will grant you an awesome 2 free months trial. Enjoy!


Cashflow 


With this feature, you can analyze what's coming in and what's going out – in terms of cash. You can have a clear picture of your financial situation, including your income, discretionary spending, and savings goals. There's also a users and rights section so you may give your virtual assistants or anybody else permission to make changes to it.


What's great with the Cashflow feature is that you can have a peek into your payout, how much was spent on photo shooting, for example, or virtual assistant, or how much was spent on listing optimization or ads.

Plus, you may even add the additional expenses that were made. Although Amazon does have some charges that occur automatically, if you have an assistant who helps you manage your accounts, you can always include those extra costs here… You can also mention if it's a monthly (recurring) expense or a one-time expense.

 

To clarify, let me give you an example of what I mean by monthly. To clarify, let me give you an example of a monthly illustration. Suppose you pay your bookkeeper $250 every month. You'll only have to enter it once. They'll automatically take those $250 out of your monthly profit.


Need a good bookkeeping service? Read my article about such a service here. Good stuff.

Back to things..

Wondering why it's done?


Simply answered, this is done for you to understand what's the difference between the amount that you have – cash on hand – and the amount that's constantly being transferred through your card account when you make purchases and investments in other stuff.

Put another way, calculating your cash flow primarily involves factoring in all of your other financial commitments so that you can see how much money is actually available for spending.

 

Cashflow also has an Expense System to help you understand how much was spent. For instance, you can check if you spent more money this month than the last one. And how much cash you had on hand this month compared to another one?


Let's take an example here. Imagine that I had a monthly obligation to invest $2,000, but I invested $4,000 last month. This way, I can put off making any kind of investment until next month.

Plus I'm free to retain the money and use it toward other goals, for example, PPC optimization, listing optimization, or changing the product picture.


It's also helpful if you have a partner that's with you in the business. Cashflow will allow you to show them the data and divide it. For instance, if you and your partner share costs equally, you may split the bill accordingly.

 

PPC


This one is a relatively new feature that works as a PPC Optimizer, allowing you to analyze the profitability of your PPC campaigns, ad groups, and even keywords. 


PPC view helps you understand how successful your campaigns are, so you can manage your ads and make necessary modifications accordingly. You can also use it to maximize your earnings since it finds keywords that should be included in your listings and those that should be left over.


Let's deeply understand what each section of this view indicates and what it's used for.


Starting with the bar chart at the top, it's used to see how your ad sets have been performing for different periods of time. Essentially, you can check the PPC sales that were made during a given time, what was done, and how much was the real profit.


 

Honestly, Sellerboard is pretty simple to use. Yep, there are quite a lot of tabs, but they're pretty much similar. For example, speaking of the Campaigns tab of the PPC view consists of a table with several fields.


The fields allow you to have a peek into how it's been performing online. You can choose the amount of time you want your ad set to run, how much you want to spend on it, and check the statusβ€”of the ad set is automated or not.


By automation, I mean the PPC view has an automation status field. It tells if Sellerboard is running the campaign for you (automating it) or not. If the status is TEST, Sellerboard will itself keep a check on everything and recommend bids based on your PPC performance. If it's OFF, the ad is being run manually.


The bid indicates advertising costs. Meaning, if you're running ads on Facebook, Instagram, or Reddit, Sellerboard will recommend a budget (aka a "bid") based on criteria like your location and the keywords you're using in your searches.


The last field of the Campaigns tab is "Info." It contains a clickable option titled "More." This option is expandable – like always – where you can view additional information per product. 


There's also a "Group by" drop-down menu to categorize the campaigns by different variables, such as by ad group, keyword, or search term. Probably the best thing about the configuration is that you can control what you see there. For instance, if you want to see the clicks instead of the status, you can change that. Great, no?



Beside the Campaigns tab, there is another tab labeled "Automation log" (shown above). Once you go there, you will see the date, ad group, campaign, old bid, and the new bid that Sellerboard sets for you.

Another option it offers is that you can see if the ad was changed manually or automatically. There's also the ACOS and the Comment section; changeable manually. You're always able to add a comment to make sure why the change was made there. 


In my opinion, PPC is a super useful view. Setting up and automating effective ad campaigns allows you to repeatedly expose your message to target audiences. Buyers naturally have the urge to respond to such ads and purchase the first great thing they see.

They may ignore the ad the first and second time around, but on the third exposure, something inside of them snaps and they finally make the purchase. Well, that's the psychological impact. When you see the ad a few times, you will likely click on it.


And by the way, it's very smart and not as costly as other people may think. Once you set the ad right, you won't have to pay over the odds. Instead, the profits will be greater. Just make sure to use specific keywords and specific campaigns, and you're good to go!


Many people may think it can only be like breakeven, but actually – no, it can be even profitable in the ads themselves. What's more, Sellerboard monitors what people have to say in different Amazon seller groups on Facebook.


For instance, there's always a seller out there who has problems with PPC campaigns. Or with items that don't seem to bring any sales or reviews. The problem actually lies in how they've set their ads and listings.


That's why Sellerboard has created a PPC view to help you see and analyze how profitable your products can be, how much you have to turn in for them, and whether it's really worth selling.

sellerboard discount code

Stock


While we're at it, let me get one thing straight – you might need new stock frequently. And for that, you gotta understand whether it's time to order or not. Because you'd never want to run out of stock.

For another way of looking at it, imagine you have the order to purchase seven units of an already-stocked product. But there are just 10 left in stock.

It takes you 7 days to create those 7 products. You are selling one unit a day.

This means that after finishing the order, you will have only three products left in stock, and you must quickly purchase more or risk losing business.

Restocking, however, is not something that can be done in a day or two. Rather, it's a process that takes weeks. And that's where Sellerboard comes into action.


Basically, it notifies you when you're running out of stock based on the velocity of your sales. For instance, there are products that sell exponentially per order while others don't.


If we were to take a real-life example, then girls might buy a lot of hair bands at once, but definitely not five bottles of shampoo, at the same time (it depends, but let's use this example).

That's how Sellerboard analyzes how much your product is selling. They analyze the gross of your sales per product and then give an estimate of how much it is going to be sold and when it's time to reorder.

 

Similar to the Dashboard, the stock section also has small tiles. For example, you will see the cost of goods the first time, and you can also print the products that are available.


Scrolling down, you will see the products that are selected. They're basically your FBA products. On the top, they have a filter where you select whether you want to see FBA, FBM, or both on the stock account. Not only this, but you can also select specific products and search them by names, tags, SKUs, or ASINs.

 

Now for the good news, you'll be able to see how many of your products are in stock, on your reserve, stock value, estimated sales velocity, days of stock left (based on the current sales velocity), as well as whether you're running out of stock, indicated by a YES, NO, or SOON.


SOON means that you're not yet out of stock, but there's a high possibility that the time for you to reorder is nearing. Then, you also see how many you ordered, whether it's time to reorder, the recommended quantity for reordering, and finally, the ROI.


You can view all this information for every product. And if, for instance, you want to view two or three products out of all, you can choose them in the search bar above. There, if you select all, then, of course, you see all the products when you scroll down the page. 

 

One important factor to consider is that the market demand for your product may fluctuate over time.

While your product may be in high demand one month, it may not be as popular in the following month. To avoid overstocking or understocking your inventory, it's important to adjust the number of units ordered accordingly.

This is where Sellerboard comes in. By analyzing your sales data at the beginning and throughout the month, Sellerboard can recommend a suitable order quantity that reflects current market demand.

This means that if one of your products is not selling as well as before, Sellerboard will suggest a lower quantity to order.

On the other hand, if other products are selling well, Sellerboard may recommend ordering more of those items. By making these adjustments, you can optimize your inventory and ensure that you have the right amount of each product to meet customer demand.

 

If I were to talk about my experience as a seller, my biggest mistake was over-ordering stock without considering other factors such as market trends and demand. As a result, I often found myself struggling with inventory management, leading to unnecessary losses and missed opportunities.


Fortunately, with the advent of tools like Sellerboard, managing inventory has become a lot easier. In the past, I was a novice Amazon seller in 2016-17, and I often went out of stock, assuming that my products weren't selling well, only to realize later that my sales had exploded.


Nowadays, I rely on software like Sellerboard to help me make informed decisions about inventory management based on real-time sales data and market trends. It's a game-changer, and I can't imagine running my business without it.


On the other hand, there were times when I would order thousands of units, only to have them sit there unsold.

Unfortunately, this meant that all of my money was tied up in those products, rather than in my pocket where it belonged. It's clear that having the right tools for inventory management is crucial for any seller. From my own experience, I've learned that running out of stock is just as detrimental as over-ordering.

But thanks to tools like Sellerboard, I'm able to manage my inventory much more effectively and avoid making the same mistakes I did before.

Other tools that can help with inventory management are Helium 10, Jungle Scout and Sellerise.


Let's face it - having over 1,000 units in stock for 2 years or more is probably the last thing you want. It ties up a significant amount of your capital, and you run the risk of the products becoming obsolete or outdated, making it harder to sell them in the future.

 

Products

Moving on to the next section, we have the products tab.

Here, you can view all your products and make changes to them. What's great about this feature is that you can easily import and export data to and from Sellerboard. For instance, if you have a file with updated product information or you don't want to manually edit each product, you can import the file into Sellerboard, and it will update the information for you.


Another noteworthy feature is the ability to tag your products as either FBA or FBM, which allows you to analyze their performance in the dashboard and other sections, such as cash flow. This means that you have the flexibility to categorize your products and view their performance metrics in a way that is most meaningful to you.

 

One other advantage of using Sellerboard is that it allows you to edit the cost of goods sold (COGs) for your products. You can select the Amazon marketplace that you want to edit and view the cost elements for that marketplace. This feature enables you to see how profitable each of your products is.

Additionally, you can view the costs associated with manufacturing, shipping, PayPal fees, clearance, inspection, and other expenses related to the product. You can also add any additional expenses that are specific to that particular product or select a new time period for your analysis.

By doing this, you can get a clear understanding of the real cost of your product. For example, if the cost per unit for one of your products is 0.75 cents, you can compare it to how much you're selling it for minus all the fees deducted by Amazon. This way, you can determine the amount of money you're left with in the end.


Additionally, Sellerboard allows you to compare your product costs across all the marketplaces where you are currently selling. You can view and edit the costs for each marketplace individually, since you may be selling the same product in different regions with different costs.

The column next to COGs provides options to select the cost type, such as constant, per period batch, and others. This helps you identify any additional expenses associated with the product, allowing you to accurately determine the real cost of the product and its profitability.


Let's consider the example of iPhone cases. You may have additional expenses such as custom designs, logos, or packaging that are not reflected in the COGs.

In such cases, you can easily add these expenses to the cost analysis to determine the true cost of the product. This allows you to have a more accurate understanding of the profitability of each product and make informed decisions about pricing and inventory management.

 

In the product section, our main focus is to add the costs of each product in a centralized location for all marketplaces. By doing so, we can easily edit the costs according to the right marketplace. Here, we fill in all the costs related to a specific product, such as manufacturing, shipping, inspection, PayPal fees, and other additional expenses.

Tagging each product as FBA or FBM allows us to see the shipping costs and make necessary adjustments. Additionally, Sellerboard automatically displays the value of unsellable returns. Overall, this section provides a clear understanding of all costs associated with each product.


Expenses

Moving on to the Expenses section, this is where you can add indirect costs. While the Cash Flow section shows you what's left in your pocket after deducting your expenses, the Expenses section allows you to manually enter costs that were not automatically pulled from Seller Central.

For example, if you spent money on shipping or other expenses that were not recorded in Seller Central, you can add them here. This way, you get a more accurate picture of your overall expenses. You can delegate the task of adding expenses to a virtual assistant or an accountant who has the necessary permissions to access this section.

 

In the Expenses section, you can add both recurring and one-time expenses, such as samples, rent, accounting software, warehouse costs, tax consultant fees, and more. You can also specify the period for which you want to see your expenses. For example, you might want to see your expenses for a particular quarter, month, or week.


Additionally, if there's an expense that hasn't been added to Seller Central, you can add it here. This can be done by either you or someone else with access rights, such as a virtual assistant or accountant.


One of the benefits of this section is that you can add a new expense at any time. Whether it's a recurring or one-time cost, you can quickly and easily include it in your analysis. By keeping track of your expenses in this way, you can get a better understanding of your overall profitability and make more informed business decisions.

 

In the "Product" column, you can select the corresponding product for the expense to identify which product it's associated with. The expense will depend on the marketplace the product is being sold on, whether it's a monthly recurring fee or a one-time fee.

If you add the expense as a recurring fee, such as a monthly fee, Sellerboard will include it in the report for the next month. However, if it's a one-time expense, Sellerboard will not include it in the following months. This is a smart feature that ensures accurate tracking of expenses for each product.

Reports 

Before we dive into the reports, I have some exciting news to share - Sellerboard has recently added QuickBooks integration, which was previously unavailable.

Isn't that amazing? But that's not all. Sellerboard also allows you to export your data easily. You can export the dashboard with tiles for today, this month, next month, the forecast, or any chosen periods that you need.

The data can be exported to an Excel or CSV file, including all relevant information such as product details and fees. You can export data by date, by product, or by orders - whatever suits your needs. This feature comes in handy when you need to send reports to Amazon, partners, investors, or for any other purposes.

The process is straightforward - just select the time period and file format, and download the file. Whether you need it for your investors, partners, or Amazon, the report is at your fingertips in an Excel or CSV file.

Some people prefer doing things the old-fashioned way, such as downloading reports and analyzing data through them. This approach may be more comfortable for those who are used to it or prefer a different way of doing things.

It ultimately depends on personal preference. There may also be situations where you need to export data from Sellerboard to import it elsewhere, which many sellers often do. In any case, if you require a report, Sellerboard offers the option to download it. And that's pretty much all you need to know about downloading reports from the Sellerboard dashboard.

Autoresponder

Sellerboard offers an Autoresponder feature that automatically sends messages to your buyers, requesting product reviews, feedback, and more.

Let's be real; everyone is chasing after reviews to boost their sales. And with Sellerboard, you have two ways to get more reviews and increase your sales. The first is the Autoresponder, which sends automated messages to your buyers, asking for product reviews and customer feedback.

But here's the kicker – the messages are sent on your behalf, making it seem like you're personally requesting the review.


Now, let's get to the exciting part – the "Request Review" feature. Similar to the Helium 10 Seller Assistant Extension tool.

I actually have a full blog post of Sellerboard Vs Helium 10. You might find it useful.

But before you can use this feature, you need to choose a template. What's impressive about Sellerboard is that they use the official Amazon selling partner API to automate the entire process. They send a review request on your behalf, and it's sent from Amazon, not from you.

The email sent to your buyers includes your product listing images, product details, and other information you've included. Buyers can then rate their experience with your product, and choose the number of stars they want to award. This feature is top-notch and is sure to boost your sales and help you get more reviews.


You may be wondering, why use this new template. The answer is simple - because it's new to customers.

Using it now adds more trust to buyers, as they receive an email from Amazon rather than a random sender. Plus, since it's new, customers are more likely to open up and respond to it out of curiosity. Many sellers report that this feature has multiplied their sales compared to previous periods, resulting in valuable feedback.


Sellerboard has also analyzed the best time to send these emails. If you want to try out this feature, it's recommended to send it between 6:00 and 7:00 AM when people are starting their workday and have time to respond while enjoying their coffee.

Sending it during working hours might cause them to forget or become too busy. Thanks to Sellerboard, you can choose when you want the email to be sent for maximum impact.


Timing is everything when it comes to maximizing the effectiveness of the "Request Review" feature in Sellerboard.

According to Sellerboard's analysis, the best time to send the review request email is between 7-8 PM.

In the evening, when people are relaxed and browsing on their phones, they're more likely to open and respond to an email.

By sending the email during this time, you increase the chances of getting more reviews and boosting your sales. And the best part is that Sellerboard allows you to choose the exact time you want the email to be sent, making it easy to customize the timing according to your needs.

This data will vary between categories and products, so please test out things yourself and see what works best for you.


Moreover, the best part is that the template is auto-generated, so you don't have to worry about writing anything. You only need to set the times for it to be automatically sent.


Another important thing to note is that if a customer returns a product and a refund is initiated, automated emails are not sent to them. However, they will receive an email asking for the reason why they are returning the product. This is a great way to minimize negative reviews, and it shows that your brand cares about its customers.


If you ever want to switch to your own template, you can easily do so after a few months or even a few years. With Sellerboard, you have two options: the Amazon standard review feedback/solicitation template or your own custom email text. If you choose the latter, you can customize your own template and let it send automatically.


Moving on to the campaign tab, Sellerboard provides several useful features to make your life easier. You can exclude repeating customers and choose the products that you want to include in your campaign. The interface is user-friendly and intuitive, with everything in its proper place and expandable for additional details.

Whether you need to filter by-products, or orders, or blacklist certain customers, you'll find the right options easily.


There are two types of campaigns available: standard campaigns or Amazon's templates. Once you select your products, you can choose the campaign that you want to include in them. You can also import files if you need to, and Sellerboard supports a wide range of file formats.


The best part? Sellerboard handles everything automatically for you with Autoresponder. You can easily view the status of your campaigns and emails, including whether they've been sent or not, and when the last sent date was. You can choose to blacklist certain customers, send review requests, or direct them to the blacklist.


Even if you want to do something manually for a specific product, you can always come to the Autoresponder, choose the product and campaign, and send it to everyone. Overall, Sellerboard makes it incredibly simple to manage your campaigns and keep track of their status.


Moneyback Feature

The Money-back feature offered by Sellerboard is truly remarkable as it allows users to obtain three comprehensive reports.

The platform offers two options - lost and damaged items, and returned products.

You may be wondering why this feature is necessary. Well, it's because Amazon may owe you a substantial amount of money, and you might not even be aware of it. If you've ever used FBA, you may have experienced a scenario where Amazon lost or damaged your product in their warehouse without notifying you.

This is where the first case comes in. You can read more about Amazon reimbursements in my article here.


Sellerboard is designed to download the report and analyze how much money Amazon owes you for the lost or damaged products that you were not reimbursed for.

Although Amazon usually reimburses sellers automatically, there are instances where they forget or certain issues arise, resulting in skipped reimbursements. Sellerboard ensures that you receive what is rightfully yours by generating comprehensive reports and highlighting any discrepancies.


The report generated by Sellerboard contains crucial details about your products, including the product date, transaction ID, and information on whether they were lost, damaged, found, reimbursed for, or missing.

For instance, if you were reimbursed for 28 products but have 82 missing items, Amazon owes you approximately $395.24. This also applies to small gift boxes, where 65 were lost, 36 were found, and 29 are missing. In this case, Amazon owes you approximately $179.80, depending on the product.


Fortunately, these reports are straightforward to comprehend. All you need to do is download the report and reach out to Amazon to claim your reimbursement.

Sellerboard even provides a template to help you contact Amazon separately, making it easier for you to receive what is rightfully yours. By using this feature, you can quickly determine how much money Amazon owes you and take appropriate action to recover it.

Alternative tools to Sellerboard in the reimbursement space are;

GETIDA

Seller Investigators

Seller Locker

Sellerise

Helium 10 Refund Genie

Refund Sniper


When using Sellerboard, you can request reimbursement for lost or damaged items by providing the necessary details, such as the dates, transaction ID, SKU, and ASIN.

Luckily, all this information is readily available in the report you downloaded earlier, making it a quick and easy process to copy and paste into the reimbursement template and contact Amazon. Apart from lost and damaged inventory reports, Sellerboard also provides refund reports.


For instance, let's say you sell me a product in January, but I decide to return it after a few days. Amazon automatically reimburses me from your pocket.

However, if I fail to return the product, I'm in a win-win situation because I get to keep the product and the money. Amazon might not charge me again to reimburse you, as they assumed I returned the product. This is a common occurrence, and buyers are usually not charged after 45 days of not returning the product.

By using Sellerboard's refund reports, you can track such cases and take the necessary action to recover your money.


Sellerboard provides a valuable service by analyzing refunds and returns that were not sent back to Amazon or were sent back in an unsellable condition.

For example, if you sell a high-cost product and have a weekly order like that, you may be losing money. To address this issue, Sellerboard offers a report that can be downloaded for a specific period, such as 18 months, so you can see how much money Amazon owes you.

The report contains information on refunds and returns, as well as any charges that were not applied as they should have been. For instance, if a customer broke one of the earrings they bought from you, Amazon should charge them for it, but they may not always do so. The report helps you identify such cases and claim the money you're owed.


In addition to the report, Sellerboard also provides a template that you can use to submit your claim to Amazon. The template includes all the necessary information, such as the dates, transaction ID, SKU, and ASIN.

You simply fill in the details and submit the claim to Amazon. Based on real data pulled from Amazon, Sellerboard estimates that 99.9% of the time, Amazon will reimburse you if your claim is proven. This means you can be confident in getting the money you're owed with Sellerboard's help.


In addition to the lost and damaged inventory and refunds, Sellerboard can also help with FBA fee changes.

Amazon sometimes places products in the wrong category or changes the measurement of a product, resulting in higher fees.

With Sellerboard, you can analyze when these changes occurred for each item and download a report to contact Amazon for a refund. No one wants to pay extra for the wrong category, and Sellerboard can help you get back the money that you'd otherwise lose. The process is straightforward: download the report, analyze the changes, and contact Amazon for a refund. With Sellerboard's help, you can stay on top of FBA fee changes and avoid unnecessary expenses.


The report generated by Sellerboard contains essential information such as the marketplace, ASIN, SKU, order number, fee date, recharged amount, and currency. By analyzing this report, you can identify the money that you're owed but haven't received. Ignoring this situation could lead to significant losses.

As a business owner, it's crucial to ensure that you're not leaving any money on the table. Fortunately, Sellerboard can help you identify issues, mistakes, or errors related to your orders or warehouse. With Sellerboard, you can easily request reimbursements for any discrepancies in the past few months. Don't miss out on the money that belongs to you. 


Alerts 

Alerts are an incredibly valuable feature because they not only show up on your dashboard but also send you email notifications.

For example, if you need to restock, Sellerboard will not only display this information on your dashboard but also send you a notification.

This is particularly useful if you have a Hijacker in your listing, a parent or child ASIN, or any changes made to your listings.

In fact, there's a long list of scenarios that Sellerboard will notify you about. If there are any changes to your commissions or if there's a quantity deviation in your inbound shipment, Sellerboard will send you a notification. Even if you lose the buy box, Sellerboard will notify you.

Additionally, stock alerts will let you know if your category has changed. These alerts ensure that you're always up-to-date with any changes or issues that could potentially affect your business.


 


As shown in the image, there's a comprehensive list of alerts available for you to choose from, and you can opt to receive notifications via email or on Sellerboard itself.

Having the option for both types of notifications is especially useful because it allows you to stay on top of any issues or concerns, no matter where you are. By being promptly notified of even the smallest inconvenience, you can take immediate action to address it, such as contacting seller support to resolve the problem.

Some alerts may appear to be recurring, but these are the ones that require your attention the most. Additionally, the lowest price feature alerts you when a competitor offers a better price, enabling you to keep up with the competition and stay ahead of the game. With these alerts, you can easily monitor your account and ensure everything runs smoothly.

 

Users And Rights Management

One of Sellerboard's best features is the ability to provide customized access to specific individuals, whether it's a marketer, partners, investors, or assistants.

The best part is that you can grant access to a specific feature in Sellerboard, rather than the entire account. For example, you can give a marketing person access to the PPC optimizer or restrict a partner's view to specific marketplaces, like Amazon US. This level of flexibility allows you to control who has access to what information.


If you have an investor, you can manage all the features on Sellerboard and grant additional access to a third-party team while controlling their visibility.

Furthermore, Sellerboard sends you a monthly report on the dashboard, stock, or orders, providing an additional notification. You can even set up automatic reports to be sent to your email every month on a specific date. This added convenience is too good to pass up!

 

Sellerboard Free Trial - Extended

Great news! You can now enjoy a 2-month free trial of Sellerboard using the link provided below.

The best part is that you don't need to provide any credit card information, and you will have access to all of Sellerboard's amazing features. So, what are you waiting for? Click the link below and start your free trial today!


Sellerboard Extended Free Trial Of 2 Month

sellerboard discount

Final Words

After following this step-by-step guide on how to use Sellerboard, I am confident that you now have a better understanding of its features and benefits.

Remember, you can take advantage of the special offer of a two-month free trial by clicking on the link I provided above. If you have any further questions or concerns, please do not hesitate to reach out to me for assistance.


Also, be sure to check out my blog and Udemy channels for more valuable content on e-commerce and Amazon selling. Thank you for reading, and I look forward to connecting with you again soon!


Best regards,

Vova :)

Table of Contents
  1. Sellerboard: How to Use It - Detailed Tutorial And Review
    1. What Is Sellerboard And How It Started
    2. Dashboard
    3. Cashflow
    4. PPC
    5. Stock
    6. Products
    7. Expenses
    8. Reports
    9. Autoresponder
    10. Moneyback Feature
    11. Alerts
    12. Users And Rights Management
    13. Sellerboard Free Trial - Extended
    14. Final Words

Disclosure: Β Hi! It's Vova :) Some of the links in this article may be affiliate links. I get a commission if you purchase after clicking on the link, this does not cost you more money, and many times I can even get a nice discount for you. This helps me keep the content free forever. For you. Thank you! :)