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:

  • A central section with the list of active tracked campaigns.

  • An overview sidebar with the portfolio data.

You have a set of metrics available for each campaign and also aggregated for the entire portfolio in the left sidebar.

The Agency Dashboard has 5 key performance metrics:

  • Overall Visibility and trend

  • Client health

  • Objectives

  • Reports

  • Insights

Overall Visibility and trends

The sidebar shows you the Visibility overview, calculated for the entire portfolio. And this is where you can switch between devices and change timeframes to display different data.

At the center of the screen, see the Visibility trend for each campaign. Remember, campaigns inherit the settings applied to the whole portfolio in the sidebar.

Note: If you click on the campaign name, you’ll open the Rank Tracker tab to deep dive into the analysis.

Client health

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 sorting can help you monitor clients' potential satisfaction with the SEO campaign. Keep in mind that you can use the standard thresholds or customize them.

See the health status for your entire portfolio aggregated by Monthly Recurring Revenue (MRR) or campaign numbers in the sidebar. The MRR data for the whole portfolio will only be calculated if the monthly retainer for each client campaign is available for all campaigns.

At the center of the dashboard, check the MRR/Health column. Click on any campaign's health status to access its Client Health Tracker.

Objectives

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 sidebar. 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 to the Forecast module by pressing the + button.

Reports

The client reporting process lets you upload reports, track your reporting process, and collect engagement data and client feedback.

In the overview sidebar, check the number of submitted reports along with client feedback, number of views, and open rate for the entire portfolio. Click on "Past Reports" to explore the engagement and feedback on previous reports.

In the center section, check the status of each campaign's reports: submitted, pending, in progress, overdue, or inactive.

From the Reports menu, 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.

Insights

This module helps you identify the critical insights for your campaign and share them with your clients and team.

Tip: Filter insights according to your focus.

Note: The Dashboard has two views. One for tracked campaigns and one for pitching campaigns. In this article, we focused on tracked campaigns. Keep in mind that the pitching view doesn't include all the sections in the regular view since these campaigns are just one-day snapshots and are not actively tracked.

Just click the logo in the top left corner to go back to the Dashboard from any other place in the app.

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