MARGIN & FORECAST · FREE XLSX

The margin
after everything.

A product P&L that goes beyond the unit price: landed cost, Amazon fees, ads, giveaways, launch costs and a 12-month view of the cash.

5 sheets.xlsx ExcelOct 2026 updated$0 with email

Best for: Sellers launching a product, reviewing an existing one, or explaining to a partner why revenue is not profit.

WHAT'S INSIDE

5 sheets,
no filler.

01

Unit economics

Revenue, landed cost, Amazon fees, ads and giveaways per unit, then profit, margin, markup, ROI, break-even units and the price needed for a target margin.

02

12-month projection

Current run rate, editable monthly growth and a seasonality index, then units, revenue, COGS, fees, ads, fixed costs and cumulative profit.

03

Price scenarios

Five price points with the same cost base, plus the price needed for your target margin.

04

Profit so far

A cash-aware view of revenue, COGS sold, fees, ads, giveaways, upfront costs and fixed costs — plus the cash still tied up in unsold inventory.

05

Rates & sources

Common 2026 referral rates, fulfillment bands and the links to verify the exact fee.

HOW TO USE IT

A short,
repeatable workflow.

01

Start with the real numbers

Price, units ordered, units sold and months since launch. Use the supplier invoice for COGS and the freight bill for inbound cost.

02

Build the landed cost

COGS plus freight, duty, prep and other costs. The sheet separates landed cost per unit from COGS per unit.

03

Add Amazon and marketing

Referral percentage, fulfillment fee per unit, total ad spend and giveaway cost. Marketing is spread across units sold, not units ordered.

04

Read the unit and the year

The Unit economics sheet is the decision; the 12-month projection is the plan. The Scenarios sheet is the stress test.

What it does not do

It does not connect to Seller Central, file a claim, post to your ledger or give tax advice. It organizes the numbers and the evidence so the decision — or the filing — is faster and better.

QUESTIONS

Before you
download.

What is the difference between margin and markup?+

Margin is profit divided by price. Markup is profit divided by cost. A 25% margin is a 33% markup; confusing them makes a thin product look healthy.

Why use units sold rather than units ordered?+

Ads, giveaways and Amazon fees are incurred on units sold. Units ordered affect cash and landed cost per unit, not the per-unit economics of a sale.

Are the upfront costs expensed?+

In the Profit so far block, yes. If your accountant capitalises them into inventory, book profit will differ; the unit margin is unaffected. The note explains the difference.

Can I use it for a non-Amazon product?+

Yes. Set the referral percentage and fulfillment fee to your channel's cost. The rest of the model is channel-agnostic.

WANT THE SOFTWARE, NOT THE SPREADSHEET?

Every payout,
perfectly in place.

TidyPayouts does for all your payouts what this workbook does for one.

Join the free beta Free during beta. No credit card.