Some features described in this article might be available only for Tracked Campaigns, and/or on specific pricing plans. Learn more.
The Dashboard helps you assess your overall performance, identify which aspects require your attention, and prioritize your work more effectively.
It also acts as a homepage for your account. You can create new campaigns and easily navigate to any of the existing ones.
The Agency Dashboard has, by default:
The top stats section with your portfolio's overall data on the tracked campaigns with 4 key performance metrics - read more on each below:
A central section with the table or list of campaigns and key metrics to help you analyze their standing in your portfolio.
At the top, you can switch to view your list of Draft (pitching) campaigns.
The Top Stats area is disabled here, since no trends are tracked on Draft campaigns, as they are one-day snapshots.
You can directly start tracking or archive the Draft campaigns from here, without going through the Campaign Settings menu.
Overall Visibility & Trends
The top stats section shows you the Visibility overview, calculated for the entire campaign portfolio. Here, you can switch between desktop and mobile devices and change timeframes to display different data.
Note: The "Blended Visibility" is the arithmetic average between the Desktop and the Mobile Visibility.
Right next to the campaign names in the table, see the Visibility trend for each campaign. Remember: campaigns inherit the settings that you apply in the top stats.
Clicking on the campaign name will lead you to its Rank Tracker module.
We classify campaigns as healthy, average, or poor to let you know what to focus on. We process data to understand the health of your campaigns, and then we identify them with different statuses in the Dashboard. This can help you monitor clients' potential satisfaction with the progress of the SEO campaign.
Keep in mind that you can use the standard thresholds or customize them by clicking on the Health value to open the Client Health Tracker sidebar, and then Check threshold settings.
Note: The changes you make in the Client Health thresholds will apply to all the campaigns in your portfolio.
Alternatively, you can click the Settings cog in the dashboard to view this sidebar.
See the health status for your entire portfolio aggregated by the number of campaigns, in the top stats. If you have added a Monthly Recurring Revenue (MRR) to all your campaigns, you can set the MRR toggle ON to view the Health status by MRR.
To keep progress in check, scan the objective status that compares the actual state of your campaign to the estimated performance you set as an objective in the Forecast module.
Check the status of your campaign's objectives in the top stats. We classify campaigns into 4 categories: On track, Behind, At risk, and campaigns without objectives.
See the objective status, the actual performance, and the forecasted one for each campaign in the central section. If you didn't set an objective, go directly to the Forecast module by pressing the (+) button.
The client reporting process lets you upload reports, track your reporting process, and collect engagement data and client feedback.
In the top stats section, check the number of submitted reports and the number of days left for the scheduled submission date for the current month.
Clicking on the block or See all opens a sidebar with details about all the reports, along with client feedback, number of views, and open rate for the entire portfolio.
In the central section, under the monthly reports column named after the current month (e.g., "Jan Report"), you can check the status of each campaign's reports marked as: Submitted, Pending, In progress, Overdue, or Inactive.
Clicking on it will open the Reports sidebar with the Reports menu. From there, you can upload or create a report, view feedback, check the number of views and open rates, and generate a link to send to clients or peers. You can also disable the report tracking for a specific campaign.
At a campaign level, you have the name of the account manager in charge of each of them. Change or assign one without leaving the Dashboard:
Dashboard filters or segmenting the portfolio
You can filter the view by:
Campaign attributes: name, domain (URL), Visibility or Visibility trend,
Health attributes: campaign MRR,
Objective attributes: Forecast Status,
Reporting attributes: Account Manager.
On the Tracked list, filtering adjusts the Top Stats, accordingly.
The default campaign name is its domain URL. However:
In the initial setup wizard, you can choose to add a custom campaign name.
Alternatively, you can edit the campaign name through Settings >> Campaign Settings >> Change Settings (per campaign) >> then edit at the very top, through the pencil icon.
You can request an update of the domain URL only through our Support team, in case of a domain migration.
These dashboard filters can help you segment the campaign portfolio and understand the performance, for example, on a client for which you track multiple domains.
To quickly see the campaigns for which you're the Account Manager, you'll find the dedicated dropdown filter at the top left:
Tip: From anywhere else on the platform, clicking on the logo at the top left corner takes you directly back to the Dashboard.