Know Which Clients Need You. Right Now.
Portfolio-level health scoring, MRR impact, and automated alerts — all built on your unified tracking data.
20+ Clients. Zero Portfolio Visibility.
Most agencies find out about performance drops the same way their clients do — too late. Without a portfolio-level view, managing SEO clients means logging into campaigns one by one and hoping nothing slipped through.
Drops Hide in Individual Campaigns
Ranking declines happen gradually over weeks. By the time you spot it in a monthly report, the client is already asking why traffic dropped. No early warning system means reactive firefighting.
Manual Portfolio Monitoring
Checking 20+ campaigns daily means logging into each one, pulling data from multiple sources, and cobbling together spreadsheets. Hours spent on monitoring that should be automated.
Revenue Impact Stays Invisible
When a client’s visibility drops, you see a chart going down. What you don’t see is the revenue at stake. Without MRR-weighted health tracking, every client looks equally urgent — even when they are not.
The result: client churn you didn’t see coming, missed upsell opportunities, and team members who can’t access the data they need because of per-seat licensing elsewhere.
Your Entire Portfolio. One Command Center.
Client Health Tracking by MRR
Every client gets a health score — HEALTHY, AVERAGE, or POOR — calculated from multiple tracking signals and weighted by Monthly Recurring Revenue. Built on your campaign data, not a bolt-on layer.
The result: not just “Client X dropped rankings” — but “Client X is at risk — that’s €2,000/month MRR.”
Portfolio Performance at a Glance
See all your campaigns in a single table with real-time visibility trends, health badges, objective status, report tracking, and automated insights — without clicking into individual campaigns. Summary cards at the top show aggregate visibility, health distribution, objective progress, and reporting status across your entire portfolio.
Filter the view by visibility, device, MRR value, objective status, or account manager. Need to know which mobile campaigns are underperforming? Which high-MRR clients are behind on objectives? One filter, one answer.
- Summary cards: aggregate visibility, health distribution, objectives, reports
- Campaign table with visibility trends, health badges, and MRR per client
- Filter by performance, device, revenue, objectives, or account manager
- Inline objective tracking — forecast vs. actual progress without leaving the portfolio
Built-In Signals and Reporting
Automated signals surface what’s changing across your portfolio: competitors outranked, visibility shifts, and keyword movement — accessible directly from the portfolio view without entering individual campaigns. No separate alerting tool needed.
Monthly reporting is tracked per client, per month, directly from the dashboard. Create reports with Google Slides, upload existing PDFs, and see which reports are overdue at a glance. Your team always knows what’s been submitted and what hasn’t.
- Automated insight cards: competitor changes, visibility trends, keyword movements
- Monthly report tracking with submission status per client
- Google Slides integration for report creation
- PDF upload for existing reports
“Constant innovation — crucial in an evolving digital landscape. The platform provides very rich reporting data which is essential to campaign strategy and client relationships, plus a very professional and friendly team that goes above and beyond.”
Martyn H.
Head of Insight, Small-Business (via G2 ★ 4.5/5)
