The Portfolio AI Summary provides an automated health score for your portfolio, giving you a clear view of overall website performance at a glance. The score updates every 24 hours and is based on the number of sites classified as Wins, Stable, or At Risk.
This tool helps you understand account health, track trends, and identify problem areas quickly, without manually reviewing every report.
Access Path
Access Path
Open Report Builder.
In the Portfolio Summary view, locate one of the domains listed under:
Trending Up
Stable
Trending Down
How the Portfolio Health Score Works
How the Portfolio Health Score Works
The health score is recalculated every 24 hours.
Websites are grouped into three categories:
Wins (Green) → Performing well
Stable (Yellow) → No significant changes
At Risk (Red) → Declining or showing issues
Example distribution:
46 websites in Wins
9 websites in Stable
224 websites At Risk
Based on this distribution, the system generates the Portfolio Health Score, which reflects the overall status of your accounts.
View Your Portfolio Summary
View Your Portfolio Summary
Open Sidebar > Report Builder
Select Portfolio Summary
Review the Portfolio Health Score at the center of the dashboard
Check the distribution across Wins, Stable, and At Risk categories
How Portfolio Summary is Calculated
How Portfolio Summary is Calculated
1. Portfolio Health Score
The Portfolio Health Score provides a single, central measure of portfolio performance across all accounts.
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:
Central health score (0–100).
% change (positive or negative).
2. Categorized Accounts API
Accounts are categorized into three groups based on their performance.
Biggest Wins
Accounts with ≥ +5% WoW improvement in Health Score.
Top 5–10 accounts highlighted individually.
Additional accounts grouped under “+X more.”
Stable
Accounts with between -2% and +4% WoW change.
Small natural fluctuations are considered stable.
At Risk
Accounts with ≤ -2% WoW decline in Health Score.
Top 5 riskiest accounts highlighted, others grouped under “+X more.”
3. Update Frequency
All categorization and health score calculations are updated daily.
4. Secondary Metrics (Per Account)
Each account includes a secondary data line of source attribution.
Examples:
GA4: Total Users
GSC: Clicks
GBP: Calls or Impressions
KRT: Keywords in Top 10
GBP: Average Rank
The system should clearly indicate which source each number is derived from.
5. Categorization Data Source Priority
To decide which metric drives categorization, the system follows this order of preference:
GA4 – Total Users
GSC – Clicks
GBP – Impressions
KRT – Keywords in Top 10
GBP – Average Rank
Fallback: If none of the above are available → account is placed in At Risk.
6. Categorization Data Source Priority
GA4 → GSC → GBP (Impressions) → KRT → GBP (Avg. Rank)
Fallback: If no data → account placed in At Risk.
🆕 Editable Executive Summary Improvement
🆕 Editable Executive Summary Improvement
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
Editable content: Modify text directly within the Executive Summary area.
Rich formatting support: Add emphasis, headings, and bullet points for a cleaner presentation.
Improved stability: The updated backend handling ensures smoother editing with reduced data loss.
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.
Access Path
Open Report Builder.
In the Portfolio Summary view, locate one of the domains listed under:
Trending Up
Stable
Trending Down
Click on a specific project/domain (e.g.,
searchatlas.com).The system will open the Executive Summary view for that selected project.
Refresh Data
Refresh Data
✅ To update your summary, click Refresh Data
✅ Processing time depends on the total number of reports in Report Builder
✅ Once refreshed, the health score and categories will display the most recent insights
Glossary
Glossary
Portfolio Health Score – A single number summarizing the performance of all sites in your portfolio
Wins (Green) – Sites showing strong, positive performance
Stable (Yellow) – Sites holding steady with no significant changes
At Risk (Red) – Sites showing negative trends or needing attention
FAQs
FAQs
❓ How often does the Portfolio Health Score update?
❓ How often does the Portfolio Health Score update?
Every 24 hours.
❓ Can I refresh data manually?
❓ Can I refresh data manually?
Yes. Use the Refresh Data button to update the portfolio summary instantly.
❓ Why does refreshing take time?
❓ Why does refreshing take time?
The calculation depends on the number of reports in your Report Builder—larger portfolios require more processing time.
❓ Can I export the portfolio summary?
❓ Can I export the portfolio summary?
Yes. Use the Download CSV option in the top-right corner of the dashboard.
The Portfolio AI Summary makes it easy to track the health of your websites in one place. With automatic daily updates and on-demand refresh, you’ll always have an accurate snapshot of account performance—helping you focus your attention where it’s needed most.