How to Use the Portfolio Dashboard

What the Portfolio Dashboard Shows

The Portfolio dashboard provides an aggregated view of all your SEO projects. This centralized command center helps you monitor the overall health and performance of your entire portfolio. You can quickly identify which projects require immediate attention, track ranking trends, and understand the general volatility across your SEO initiatives.

Each project listed in the dashboard displays key metrics:

• Project Name: The name assigned to your project.
• Clients: Any client tags associated with the project.
• Team Lead: The designated team member responsible for the project.
• Health Score: A composite score indicating the overall health of the project, taking into account factors like ranking trends and volatility.
• Volatility: A metric showing the fluctuation in keyword rankings for the project.
• Rank % Change (7 Days): The percentage change in average keyword rankings over the last seven days.
• Best Ranks: The number of keywords ranking in positions 1-3.
• Top 10 Ranks: The number of keywords ranking in positions 1-10.
• Lost Top 10: The number of keywords that dropped out of the top 10 positions in the last 7 days.
• Gained Top 10: The number of keywords that entered the top 10 positions in the last 7 days.
• Last Update: The timestamp of the most recent data update for the project.

This dashboard is designed to manage a large number of projects efficiently. It can scale to accommodate over 200 projects without performance degradation, using scoped data selections for heavy queries.

Sorting Projects by Health, Volatility, or Attention Needed

The Portfolio dashboard allows you to sort your projects dynamically to prioritize your focus. You can sort by clicking on the column headers.

Sorting options include:

• Health Score: Sorts projects by their overall health from lowest to highest or highest to lowest. Projects with a lower health score often require more immediate attention.
• Volatility: Sorts projects by the degree of ranking fluctuation, from least volatile to most volatile, or vice versa. High volatility might indicate significant ranking changes that need investigation.
• Rank % Change (7 Days): Sorts projects based on their average ranking movement over the past week, helping you identify projects with significant gains or losses.
• Lost Top 10 / Gained Top 10: Sorts projects by the number of keywords that have exited or entered the top 10, highlighting significant ranking shifts.

The health score is a primary indicator for triaging projects. It combines factors such as volatility, ranking decay, and overall ranking trends into a single "needs attention" flag, allowing you to quickly identify projects that are underperforming or experiencing negative trends.

Setting Up Client Tags and Folders

To organize your projects effectively, you can assign client tags and group projects into folders. These organizational tools help streamline your workflow, especially when managing multiple clients or internal initiatives.

To assign a client tag:

1. Navigate to the Portfolio dashboard.
2. Click on the row of the project you wish to tag.
3. In the project details panel, locate the "Client" field.
4. Enter a new client name or select an existing one from the dropdown.

To create folders:

1. On the Portfolio dashboard, locate the filter and organization options.
2. Select "Create New Folder".
3. Name your folder (e.g., "Agency Clients Q4", "Internal Sites").
4. Drag and drop projects into the desired folder.

Folders provide a way to filter your dashboard view, showing only the projects within a specific group. This feature is useful for agencies managing different client tiers or internal teams focusing on specific project sets.

The Alerts Feed Across All Projects

The Portfolio dashboard includes a consolidated alerts feed that displays critical notifications from all your projects. This feed acts as a notification center, highlighting significant events that might impact your SEO performance.

Alerts can include:

• Significant ranking drops: e.g., "Keywords for 'Project X' dropped by an average of 5 positions".
• Major keyword gains: e.g., "'Project Y' gained 10 new keywords in the top 10".
• Volatility spikes: e.g., "High ranking volatility detected for 'Project Z'".
• Indexing issues: If integrated with other tools, e.g., "Indexing issues detected for 'Project A'".

The alerts feed is designed to help you proactively address issues and capitalize on opportunities across your entire portfolio without needing to check each project individually. You can filter alerts by project, type, or severity to quickly find the most relevant information.

Delegating Projects to Team Members

The Portfolio dashboard facilitates team collaboration by allowing you to assign projects to specific team members. This feature ensures clear ownership and accountability for each project.

To delegate a project:

1. On the Portfolio dashboard, find the project you want to assign.
2. Click on the project row to open its details.
3. Locate the "Team Lead" field.
4. Select a team member from the dropdown list.

Once a project is assigned, the "Team Lead" column on the dashboard will display the assigned individual. Team members can then filter the dashboard to view only the projects delegated to them, streamlining their task management.

When to Graduate from Projects to Portfolio

While individual project dashboards provide granular insights, graduating to the Portfolio dashboard becomes beneficial when you manage multiple SEO initiatives simultaneously.

Consider using the Portfolio dashboard as your primary view when:

• You manage 5 or more projects: Switching between individual project views becomes inefficient. The Portfolio dashboard offers a quick overview of all projects at once.
• You need to triage and prioritize: The health score and sorting options are designed for identifying urgent needs across a broad set of projects. Instead of reviewing each project, the Portfolio view allows you to see which projects need attention first based on aggregate data.
• You oversee a team: As a manager, you can use the Portfolio dashboard to track the performance of all projects under your team's responsibility, delegate tasks, and monitor overall progress.
• You need to report on overall performance: When presenting to stakeholders, the Portfolio dashboard provides a high-level summary of your SEO efforts across all projects, enabling you to highlight key wins and areas for improvement efficiently.

The Portfolio dashboard transforms multiple individual project observations into a structured, actionable command center, allowing for more strategic oversight and efficient resource allocation.

Related

• How to Use the Report Builder
• How to Use the Client Portal