See your entire portfolio’s health in seconds, not hours.
Managing dozens of client accounts or multi-brand portfolios used to mean drowning in spreadsheets. Portfolio Summary™ gives you one score, smart categorization, and real-time insights so you instantly know which accounts to celebrate, nurture, or rescue.
Unified Health Score
Across All Accounts
Industry Portfolio
Metric
Faster Client
Reviews
Dashboard –
Dozens of Accounts
Portfolio Summary™ by Search Atlas is the first enterprise-ready dashboard that transforms complex multi-account data into a single health score. It automatically categorizes accounts as Biggest Wins, Stable, or At Risk so agencies and enterprises can act faster.
Instead of wasting hours in manual analysis, you see portfolio health at a glance, backed by multi-source intelligence and real-time updates.
Instantly understand if your
overall portfolio is thriving or
underperforming.
Celebrate Biggest Wins, maintain
Stable accounts, and rescue At
Risk ones with clarity.
Get daily refreshed scores and week-over-week trends to spot momentum shifts early.
Turn complex datasets into boardroom-ready summaries for faster stakeholder decisions.
GA4, GSC, GBP, and rank trackers all in one unified portfolio view.
From confusion to clarity, Portfolio Summary™ redefines how multi-account performance is managed.
Combine multiple KPIs into a weighted 0-100 score for each account and the entire portfolio.
See which accounts fall under Biggest Wins, Stable, or At Risk, automatically.
Pull in data from GA4, GSC, GBP, and keyword rank trackers.
Monitor daily updates, week-over-week movement, and long-term historical context.
Allocate resources strategically, celebrate successes, and prioritize struggling accounts.
Only Portfolio Summary™ combines a single health score, real-time categorization, and executive-ready insights in one place.
Link GA4, GSC, GBP, and
rank trackers for each
client or brand.
See your overall portfolio
score and individual account
categories.
Allocate resources, report
to stakeholders, and track
improvements over time.
Manage dozens of client brands with
one health score and executive-
ready dashboards.
Track product line or brand
portfolio performance across
markets.
Prioritize accounts that need
immediate attention without hours
of manual analysis.
Deliver instant portfolio
insights in client reviews and
pitch meetings.
Other tools focus on single accounts. Portfolio Summary™ gives you the big picture across every client.
Other tools focus on single accounts. Portfolio Summary™ gives you the big picture across every client.
Know exactly which accounts to celebrate, stabilize, or rescue without guesswork.
Stop digging through spreadsheets. One number tells you the full story.
Complex portfolios simplify into one number that defines overall health instantly.
Always current — see momentum shifts before they become major issues.
Act fast on underperforming accounts, reallocate resources, and prove wins with data.
See exactly which accounts are Biggest Wins, Stable, or At Risk with instant health score distribution. Track week-over-week and historical trends to separate noise from true performance shifts.
Every account receives a 0–100 score, giving you the clarity to prove campaign impact, spot momentum early, and prioritize resources before issues escalate.
Portfolio Summary™ is a Search Atlas dashboard feature that consolidates multi-account performance data into a single health score with smart categorization and real-time updates.
Agencies juggle dozens of accounts. Portfolio Summary™ eliminates manual analysis and gives instant clarity for reporting, resource allocation, and client reviews.
