The Portfolio Summary provides a high-level view of website search visibility and competitive positioning.

Gives quick insights into the performance of each tracked domain, helping you identify strengths and detect missing data.

The Portfolio Summary provides an automated health score for your portfolio, offering a precise and central measure of overall website performance across all accounts. The score updates daily and is based on the distribution of sites into three categories: Wins, Stable, and At Risk.

The Portfolio Health Score provides a single number (0–100) that summarizes a portfolio's performance.

Calculation Formula:

Health Score=(HighPerformer%×100)+(Stable%×50)+(AtRisk%×0)Total Reports\text{Health Score} = \frac{(High Performer \% \times 100) + (Stable \% \times 50) + (At Risk \% \times 0)}{\text{Total Reports}}Health Score=Total Reports(HighPerformer%×100)+(Stable%×50)+(AtRisk%×0)​

Outputs:

Accounts are grouped into three categories based on week-over-week (WoW) performance:

Each account includes a secondary line of data attribution. Examples:

The system clearly indicates which source each metric is derived from.

To determine which metric drives categorization, the system follows this order of preference:

Fallback: If none of the above are available, the account is automatically placed in At Risk.

We’ve enhanced the Executive Summary section in Report Builder to make it fully editable and customizable.

Users can now easily update, format, and tailor the summary text before finalizing their reports, giving agencies more control over how they present insights to clients.

Key Improvements

Impact
This update helps agencies personalize their reports, ensuring every client receives a summary that reflects their goals, results, and tone without needing external editing tools.

Dashboards available:

Analyzes keyword rankings across geographic areas, highlighting localized performance differences.

⚠️ Important Note:
It is normal to see missing data for the past few days. This is due to a known data lag in the Google Business Profile (GBP) API, which can delay metrics by up to 4 days.

To ensure accuracy, we’ve chosen not to display these incomplete dates in your charts. Google’s delayed data is often inconsistent during these periods, and removing them prevents misleading dips or confusion in your performance trends.

✅ This means your charts always reflect reliable, verified data instead of partial or inaccurate numbers.

We’ve added LLM Visibility data from Site Explorer directly into Report Builder, giving you a more complete picture of your site’s performance — all in one place.

Key Highlights

Impact
This enhancement helps agencies showcase AI-related visibility trends alongside traditional SEO metrics, enabling more intelligent reporting and better storytelling for client performance.

Feature Access path

We’ve added a new analytics section inside Report Builder that gives you clearer, more accurate visibility into traffic generated by AI assistants and LLM-powered search platforms. This update helps you understand how users are discovering your brand through next-generation search channels.

Separate Tracking for LLM-Driven Traffic

You can now see dedicated reporting for visits originating from:

• ChatGPT
• Perplexity
• Other AI/LLM-based referrer sources

Instead of being grouped under generic referral traffic, these sources are now surfaced independently, giving you a much more precise understanding of how AI-driven discovery contributes to your performance.

Why This Matters

• Understand exactly how much of your traffic is being driven by AI assistants and LLM search tools
• Measure the impact of emerging LLM channels on your SEO, content strategy, and user acquisition
• Identify new opportunities where AI-powered discovery is growing visibility and influencing user journeys

As search behavior continues to evolve, this enhancement ensures that your reporting keeps pace—allowing you to attribute performance accurately and make data-driven decisions grounded in how modern users search.