Overview
The Portfolio Health Score provides a single, central measure of portfolio performance across all accounts in Search Atlas. This article explains exactly how the score is calculated, how accounts are categorized, and which data sources drive the results.
1. Portfolio Health Score Formula
The Portfolio Health Score is a weighted average that reflects the overall status of your portfolio on a 0–100 scale.
Formula:
Health Score = (High Performer share × 100) + (Stable share × 50) + (At Risk share × 0)
Each share is the decimal proportion of accounts in that category (a value between 0 and 1). For example, with 50 accounts (30 High Performer, 15 Stable, 5 At Risk): (0.60 × 100) + (0.30 × 50) + (0.10 × 0) = 75.
Outputs
- Central health score (0–100)
- Percentage change (positive or negative) compared to the previous period
2. Account Categorization
Accounts are sorted into three groups based on week-over-week (WoW) changes in their Health Score. Thresholds are applied so that every account falls into exactly one category.
Biggest Wins
- Accounts with a WoW change of ≥ +5% in Health Score
- The top 5 accounts by WoW gain are highlighted individually
- Any additional qualifying accounts are grouped under “+X more”
Stable
- Accounts with a WoW change greater than −2% and less than +5%
- Small natural fluctuations are considered stable
At Risk
- Accounts with a WoW change of ≤ −2% 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 (every 24 hours). To pull the latest data on demand, click the Refresh Data button in the top-right corner of the Portfolio Health dashboard.
4. Secondary Metrics (Per Account)
Each account includes a secondary data line that shows source attribution. Examples include:
- GA4: Total Users
- GSC: Clicks
- GBP: Calls or Impressions
- KRT: Keywords in Top 10
- GBP: Average Rank
The system clearly labels which source each number is derived from, so you can tell at a glance whether an account’s signal is coming from analytics, search performance, business profile activity, or rank tracking.
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, the account is placed in the At Risk category.
6. Value Score
The Value Score is a separate metric that appears on the same Portfolio dashboard. It is calculated and displayed independently of the Portfolio Health Score and is intended to help you compare account value alongside account health. For the detailed Value Score calculation and how to interpret it, refer to the dedicated Value Score documentation.
7. Comp Score
The Comp Score column is now live on the Portfolio dashboard. It surfaces a competitive performance indicator next to each account so you can review it in the same view as the Health Score. For the full Comp Score definition and methodology, refer to the dedicated Comp Score article.
Summary
The Portfolio Health Score combines weighted performance categories, WoW change thresholds, and a clear hierarchy of data sources to give agencies a reliable single-number view of portfolio health. Reviewing it alongside the Value Score and Comp Score on the same dashboard gives you a fuller picture of performance, value, and competitiveness for every account.