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Build Your Marketplace Growth Plan

Use this worksheet to prepare for an account review. It is an illustrative planning tool, not a client case study or a revenue forecast.

Start with the numbers you control

Include fulfillment, expected returns, and other variable costs in the appropriate fields without counting them twice. This simplified calculation excludes fixed overhead and taxes. An assumed conversion rate can differ from actual results.

Your first review

  1. Collect recent sales, ad spend, product costs, fees, and inventory reports.
  2. List the products and channels that matter most to the business.
  3. Record current problems, constraints, and the decision each metric should support.
  4. Choose a small number of actions, with an owner and a review date.

An illustrative 90-day sequence

Establish the baseline

Agree on definitions, inspect account issues, and identify missing data.

Make prioritized changes

Address the most important listing, advertising, or operational issue first.

Review and adjust

Compare results with the baseline, account for other changes, and decide what to keep or test next.

See a client reporting example · Discuss your account · Browse the guides