Portfolio Report
One view across every client and location, so you can see which accounts need attention.
A portfolio report shows every client and location in one view, so agencies can see which accounts are slipping without opening each one individually.
What it does
Agencies managing thirty clients lose the overview. Each account is visible individually, and the question that actually matters — which accounts are slipping this month — requires opening thirty dashboards and holding the comparison in your head. Nobody does that reliably, so it does not get done.
The consequence is that account problems are discovered at renewal. A client who has been quietly declining for four months raises it in the renewal conversation, at which point the agency is defending rather than demonstrating. The information existed the whole time; nobody had a view that surfaced it.
A portfolio view answers the question directly. Every client and location in one place, ranked by performance and trend, so accounts needing attention identify themselves. Account management shifts from reactive to planned, which is the difference between renewals being routine and being anxious.
It also makes capacity legible. Seeing the whole portfolio alongside the work completed per account exposes where effort is going relative to where it is needed, which is frequently not the same distribution anyone would have chosen deliberately.
Everything Portfolio Report gives you
Whole-portfolio view
Every client and location in one screen rather than thirty separate dashboards.
Client grouping
Group locations by client, brand or region so the view matches how the agency is actually organised.
Performance ranking
Accounts sorted by performance and by trend, so problems surface without anyone looking for them.
Trend flags
Highlights accounts declining over consecutive periods rather than only current position.
At-risk identification
Surfaces accounts whose trajectory suggests a difficult renewal while there is still time to act.
Drill-down to detail
Move from portfolio overview to a single location without leaving the view.
Work-versus-performance
Compare effort spent against results by account, which frequently reveals misallocated capacity.
Portfolio-level reporting
Summary reporting for agency leadership rather than for clients.
Scales without limit
No cap on clients or locations, since pricing is per location rather than per account.
From setup to first result
- 1
Group locations by client
The grouping is what makes everything else meaningful. Do it before drawing conclusions from the view.
- 2
Review the ranking
Sort by trend rather than absolute position, since a strong account declining matters more than a weak one holding steady.
- 3
Identify at-risk accounts
Look for consecutive declining periods. One bad month is noise; three is a pattern.
- 4
Drill into the causes
Open the account and check what changed — competitor activity, profile edits, review velocity.
- 5
Compare effort against results
Check where time is going. It is frequently concentrated on accounts that need it least.
- 6
Act before renewal
Address declining accounts while there is time to show recovery, not during the renewal conversation.
- 7
Review weekly
A quick weekly scan is enough. The point is catching trends early, not analysing in depth every week.
What changes with Portfolio Report
- Reviewing the portfolio only at renewal
- Ranking by absolute performance
- Reacting to a single bad month
- Never comparing effort to results
- Leaving locations ungrouped
- Per-client review does not scale
- Problems surface at renewal otherwise
- Trend matters more than position
- Capacity is usually misallocated
- Early action allows recovery
Per-client review does not scale
Beyond a handful of accounts nobody reliably holds the comparison across all of them.
Problems surface at renewal otherwise
Four months of quiet decline becomes visible in the conversation where you can least afford it.
Trend matters more than position
A strong account declining is a bigger risk than a weak account holding steady, and only trend shows that.
Capacity is usually misallocated
Effort concentrates on the clients who ask most, not on the ones who need most, and the portfolio view exposes that.
Early action allows recovery
Addressing a decline three months before renewal produces a recovery story rather than a defence.
Leadership needs a different view
Agency principals need portfolio health, not client-level detail, and that view rarely exists otherwise.
What it measures
- Clients and locations under management
- Performance by account
- Trend direction per client
- Accounts flagged at risk
- Work completed per account
- Portfolio-wide averages
What you get out of it
See every account at once
One view instead of thirty dashboards.
Catch decline early
Trend flags before renewal, not during it.
Plan account management
Reactive becomes scheduled.
Spot misallocated effort
Work compared against results per account.
Scales with the agency
No cap on clients or locations.
Leadership visibility
Portfolio health for principals.
What Portfolio Report produces
Every output is exportable and white-label, with your branding and none of ours.
Portfolio overview
Every client and location with performance.
Trend ranking
Accounts sorted by direction of travel.
At-risk list
Accounts declining over consecutive periods.
Client rollup
Performance grouped by client.
Effort comparison
Work completed against results per account.
Leadership summary
Portfolio health for agency principals.
Who uses Portfolio Report
Send branded reports on a schedule and stop assembling decks by hand.
Give leadership the rollup and operators their own detail from one report.
Report per franchisee and across the network without duplicating work.
See plainly whether the last three months moved anything.
Get more out of it
- Sort by trend rather than absolute performance. A declining strong account is a bigger risk than a stable weak one.
- Scan weekly, analyse monthly. The weekly pass exists to catch direction, not to investigate.
- Treat three consecutive declining periods as a pattern and one as noise.
- Compare effort against results regularly — capacity usually concentrates on the loudest clients rather than the neediest.
- Act on at-risk accounts at least a quarter before renewal, so there is time to show recovery.
- Group properly before drawing conclusions. Ungrouped locations make the portfolio view close to meaningless.
Reviewing the portfolio only at renewal
By then a decline is established, and the conversation becomes a defence rather than a demonstration.
Ranking by absolute performance
It flatters accounts in easy markets and penalises hard ones, hiding the accounts genuinely losing ground.
Reacting to a single bad month
Normal fluctuation triggers changes that undo work already succeeding. Three consecutive periods is the threshold.
Never comparing effort to results
Capacity drifts toward the clients who ask most rather than the ones who need most, and nobody notices without the comparison.
Leaving locations ungrouped
The portfolio view depends on grouping. Without it the screen is a list rather than an overview.
Manually vs with Portfolio Report
| Doing it manually | With Portfolio Report |
|---|---|
| Opening each client dashboard separately | Every account in one view |
| Decline discovered at renewal | Trend flags months earlier |
| Ranking by current position | Ranked by direction of travel |
| Effort allocated by who asks loudest | Work compared against results |
| No view for agency leadership | Portfolio-level summary reporting |
| Account management is reactive | Planned from a weekly scan |
- Group every location by client
- Sort the view by trend, not position
- Flag accounts declining three periods running
- Drill into causes before acting
- Compare effort against results quarterly
- Address at-risk accounts a quarter before renewal
- Scan the portfolio weekly
Portfolio Report is 1 of 42 tools you get
Every tool below is on the same plan at the same price. Nothing here is an add-on, an upgrade, or a separate subscription.
Rank & Visibility
Manage Profiles
Posts & Automation
Reviews & Reputation
Reports & White-Label
Others vs Local SEO Tool
How the usual pricing and packaging in this category compares with ours.
“Other tools” describes the common pattern across the category, not any one named product.
Portfolio Report is included on every plan
One flat price per location covers all 42 tools. There is no higher tier, no add-on, and no per-seat charge.
- All 42 tools on every plan
- No per-seat charges
- No setup fee and no contract
- Cancel or change locations any time
Portfolio Report questions
What is a portfolio report?
A single view across every client and location an agency manages, ranked by performance and trend so at-risk accounts surface without manual checking.
Is there a limit on clients or locations?
No. Pricing is per location, so the view scales with the portfolio rather than forcing a plan change.
Can I group by client?
Yes, by client, brand, region or any structure the agency uses. Grouping is what makes the view meaningful.
How do I spot at-risk accounts?
Sort by trend rather than position, and treat three consecutive declining periods as a pattern worth acting on.
Why sort by trend rather than performance?
Absolute ranking flatters accounts in easy markets. A strong account declining is a bigger risk than a weak one holding steady.
How often should I review it?
A weekly scan to catch direction, with monthly analysis. The weekly pass is for noticing, not investigating.
Can I drill into a single client?
Yes, from the overview into location-level detail without leaving the view.
Can I share a client’s section with them?
Client-facing reporting is handled by Local SEO Reports. The portfolio view is for internal account management.
What is the effort comparison for?
Comparing work completed against results per account, which usually reveals that capacity is concentrated on the loudest clients.
Does it help with renewals?
Substantially. Addressing decline a quarter before renewal produces a recovery story instead of a defensive conversation.
Can agency leadership get a summary?
Yes. Portfolio-level reporting gives principals health across the book rather than client-level detail.
What counts as an at-risk account?
Consecutive declining periods, particularly where effort has been steady, which suggests the decline is competitive rather than neglect.
Can I see which accounts get the most work?
Yes, and the comparison against results is frequently uncomfortable but useful.
Does one bad month matter?
Rarely. Normal fluctuation produces bad months. Three consecutive periods is where the pattern becomes real.
How does this differ from multi-location reporting?
Multi-location reports cover one client’s estate. The portfolio view covers every client the agency manages.
Can I filter by region or team?
Yes, using whatever grouping structure you configure.
Is it useful for a small agency?
From roughly ten accounts upward. Below that most people can hold the comparison mentally.
Does it show review and ranking data together?
Yes, so an account declining on rankings while gaining reviews is distinguishable from one declining on both.
What is the biggest benefit?
Discovering decline months before renewal rather than during it, which changes the entire nature of the conversation.
Where should I start?
Group everything by client, then sort by trend. The accounts at the bottom of that list are your week.
Every tool. One price. No add-ons.
$5.33 per location per month gets you Portfolio Report and the other 41 tools.