All your sites side-by-side
Cross-site overview for operators managing multiple properties. Compare scores, coverage, and trends across your entire portfolio in one view.
Find
Portfolio gives operators managing multiple sites a unified overview. Compare AI health scores, citation coverage, scan status, and key trends across every site in your account without switching between individual site dashboards. One view, every site.
What this tool does
- Cross-site overview of all sites in your account
- Compare AI health scores, citation coverage, and trends
- Identify which sites need attention without switching dashboards
Where This Fits
Portfolio is a Monitor tool. Use it to identify which sites in your portfolio need the most attention and to report on overall portfolio health.
What you see in the product
- Per-site scores and citation coverage at a glance
- Scan status and last-scan timestamps across all sites
- Trend indicators showing movement direction per site
Plan behaviour
Plan behaviour
- Agency — Portfolio view available for all sites in your account
When to Use It
When to Use It
- You manage multiple client sites and need a fast overview of overall portfolio health.
- You want to identify which site has the weakest AI visibility before prioritising work.
- A client requests a summary view of how all their properties are performing.
Common Pitfalls
- Portfolio scores are aggregates — always drill into individual sites for detailed diagnosis.
- Sites with different query sets are not directly comparable on citation share.
Example
Example
You use "Portfolio" to establish current visibility and identify where results are weaker than expected. The output gives you a baseline you can review again after making changes.
What it looks like
- Multi-site summary
- Score comparison
- Quick drill-in
Next steps
Start with the plan that fits your current stage, or compare tiers if you need more reporting depth, outputs, or workflow scale.