What This Page Does
The Agency Portfolio Dashboard gives agency admins a bird's-eye view across all managed clients. Compare health scores, Koray averages, tier progression, ranking momentum, and revenue metrics without switching between individual accounts.
Powered by: Five Fundamentals · Three Axes
Getting Started
- View the client summary table — all clients with key metrics
- Click any client to drill into their individual dashboard
- Use sort and filter to find clients needing attention
- Review portfolio KPIs — aggregate metrics across all clients
Key Features
- Client comparison table — health score, Koray avg, tier, ranking trend per client
- Portfolio KPIs — total managed keywords, average health, total organic revenue
- Alert summary — clients with critical alerts requiring attention
- Tier overview — how many clients are at Foundation/Growth/Authority
Tips & Best Practices
- Sort by health score to quickly identify clients needing attention
- Clients below health score 50 should be reviewed within 48 hours
- Use the portfolio view in agency performance reviews
- Track tier progression monthly — clients should advance within 3-6 months