Agency & Reporting🗂️

    Portfolio Health Dashboard

    Manage all your clients' SEO health from a single, unified view.

    Managing 100+ client sites requires instant visibility into which projects need attention. The Portfolio Health Dashboard provides a single-screen triage view with health scoring, trend arrows, and priority alerts so you start every day knowing exactly where to focus.

    Why You'll Love Portfolio Health Dashboard

    Unified Overview

    See every client's SEO health at a glance — one dashboard, all projects. No more clicking through individual project views.

    Health Scoring

    Each project gets a composite health score based on ranking trends, volatility levels, alert count, and SOV trajectory.

    Priority Triage

    Projects sorted by urgency — the ones needing immediate attention bubble to the top. Never miss a declining client.

    Trend Indicators

    Quick visual indicators (arrows, colors) show whether each project is improving, stable, or declining over the past 7 and 30 days.

    Alert Aggregation

    See total alert counts per project without diving into each one. Critical alerts are highlighted for immediate visibility.

    Quick Navigation

    Click into any project for detailed analysis with one click. The portfolio view is your starting point for every workday.

    How It Works

    1

    Projects Aggregated

    All your projects (across folders and team members) are pulled into a single portfolio view.

    2

    Health Calculated

    Each project's health score is computed from ranking trend data, volatility levels, alert counts, and visibility trajectory.

    3

    Priority Sorted

    Projects are sorted by urgency — declining health, high alert counts, and negative velocity surface to the top.

    4

    Action Taken

    Click into any project for full analysis, handle alerts from the portfolio view, or export the portfolio health summary for team stand-ups.

    The Difference is Clear

    Without Portfolio Health Dashboard

    • ✗ Checking each client project individually every morning
    • ✗ Missing declining clients until they complain
    • ✗ No systematic prioritization of agency attention
    • ✗ Team meetings without clear data on where to focus

    With Portfolio Health Dashboard

    • One-screen overview of every client's health
    • Declining projects automatically surface to the top
    • Data-driven daily prioritization for the team
    • Exportable portfolio health summaries for stand-ups and reviews

    Perfect For

    Agency Morning Check-insAccount Manager ReviewsTeam Stand-upsClient PrioritizationResource PlanningMonthly Portfolio Reviews
    "The portfolio dashboard is the first thing our team opens every morning. In 30 seconds, we know which clients need attention today. Before LemRank, that took 20+ minutes of clicking through individual projects."

    — Charlotte Baker, Head of Client Services, Quantum SEO

    Frequently Asked Questions

    How many projects can it handle?

    There's no limit. The portfolio dashboard scales from a handful of projects to hundreds, with the same triage-based prioritization.

    Can team members see only their assigned projects?

    Yes. Folder-based access control ensures team members only see projects in folders they're assigned to. The portfolio view respects these permissions.

    What goes into the health score?

    A composite of ranking trend direction, portfolio volatility level, active alert count, share of voice trajectory, and content decay signals. Each factor is weighted by severity.

    Can I export the portfolio view?

    Yes. Export a portfolio health summary for team meetings, management reviews, or resource planning discussions.

    How does the Portfolio Dashboard help agencies scale?

    The dashboard provides a single-screen triage view of all client projects with health scoring (red/yellow/green), trend arrows, and priority alerts. Agencies managing 50+ clients report saving 2-3 hours daily by immediately knowing which projects need attention instead of manually checking each one.

    Can I customize dashboard views per team member?

    Yes. Each team member can save their own filtered views, pin priority clients, and set notification preferences. Folder-based access control ensures team members only see the clients they manage.

    Ready to Try Portfolio Health Dashboard?

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    14-day free trial — no credit card required

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