See Portfolio Health in One Score
Instantly understand if your overall portfolio is thriving or underperforming.
Meet Portfolio Summary™
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.
Search Atlas is the number one search engine tool in the world. After 15 years in SEO, I can confidently say OTTO SEO is a game-changer. Other tools are overhyped and overpriced. You won’t find anything better than Search Atlas.
Perry BelcherCo-Founder at DigitalMarketer
1
Unified Health Score Across All Accounts
First
Industry Portfolio Metric
50%
Faster Client Reviews
1
Dashboard – Dozens of Accounts
What Is Portfolio Summary™?
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.
What Becomes Possible With Portfolio Summary™
Smart Account Categorization
Celebrate Biggest Wins, maintain Stable accounts, and rescue At Risk ones with clarity.
Real-Time Tracking
Get daily refreshed scores and week-over-week trends to spot momentum shifts early.
Executive-Ready Reporting
Turn complex datasets into boardroom-ready summaries for faster stakeholder decisions.
Pull Data From Multiple Sources
GA4, GSC, GBP, and rank trackers all in one unified portfolio view.
The 5-Stage Workflow to Portfolio Clarity
From confusion to clarity, Portfolio Summary™ redefines how multi-account performance is managed.
01
Unified Health Score
Combine multiple KPIs into a weighted 0-100 score for each account and the entire portfolio.
02
Smart Categorization
See which accounts fall under Biggest Wins, Stable, or At Risk, automatically.
03
Cross-Source Intelligence
Pull in data from GA4, GSC, GBP, and keyword rank trackers.
04
Trend Analysis
Monitor daily updates, week-over-week movement, and long-term historical context.
05
Actionable Insights
Allocate resources strategically, celebrate successes, and prioritize struggling accounts.
Portfolio Summary™ vs Other Tools
| Feature | Portfolio Summary™ (Search Atlas) | Semrush | Ahrefs | SE Ranking | AgencyAnalytics | Serpstat |
|---|---|---|---|---|---|---|
| Integrated Into Dashboard |  Yes – unified in Report Builder | Projects dashboard | Portfolios on dashboard | Multi-project dashboard | Roll-up dashboards | My Projects list |
| Unified Health Score | Weighted portfolio score (0–100) |  No unified score (per-site audit only) | No unified score (per-site only) | No unified score (project-level only) | Partial — Health Score per client, but no combined portfolio score | No unified score |
| Smart Categorization | Biggest Wins / Stable / At Risk | Not available | Not available | Not available | Not available | Not available |
| Multi-Source Data | GA4, GSC, GBP, Rank Tracker | GA & GSC integrations | Ahrefs-only data | Limited to GA4 & GSC integrations | GA4, GSC, GBP, other integrations | Limited – GSC integration only |
| Real-Time Updates | Daily refresh & trends | Scheduled (daily/weekly) | Scheduled (daily/weekly) | Client-facing dashboards show near-real-time | Live dashboards (GA4, GSC, etc.) | Periodic updates |
| Pricing (general) | Included in Search Atlas plans | Expensive: $139–$500+/mo | Expensive: $99–$449+/mo | Affordable: from $65/mo | Mid-to-high: $59–$349+/mo | Budget-friendly: from $50/mo |
Managing dozens of client accounts or multi-brand portfolios used to mean drowning in spreadsheets.
Effortless to Use in 3 Simple Steps
01
Connect Accounts
Link GA4, GSC, GBP, and rank trackers for each client or brand.
02
View Portfolio Health
See your overall portfolio score and individual account categories.
03
Act on Insights
Allocate resources, report to stakeholders, and track improvements over time.
Who Gets the Most Out of Portfolio Summary™
Digital Marketing Agencies
Manage dozens of client brands with one health score and executive-ready dashboards.
Enterprise Multi-Brand Companies
Track product line or brand portfolio performance across markets.
Account Managers
Prioritize accounts that need immediate attention without hours of manual analysis.
Agency Owners
Deliver instant portfolio insights in client reviews and pitch meetings.
Portfolio Clarity for Agencies
Other tools focus on single accounts. Portfolio Summary™ gives you the big picture across every client.
Portfolio Clarity for Agencies
Other tools focus on single accounts. Portfolio Summary™ gives you the big picture across every client.
Use Smart Categorization to Stay Ahead
Know exactly which accounts to celebrate, stabilize, or rescue without guesswork.
One Health Score, Dozens of Accounts
Stop digging through spreadsheets. One number tells you the full story.
Engineer Clarity With a 0–100 Score
Complex portfolios simplify into one number that defines overall health instantly.
Real-Time Daily Tracking
Always current — see momentum shifts before they become major issues.
Turn Insights Into Growth
Act fast on underperforming accounts, reallocate resources, and prove wins with data.
Turn Complexity into Clarity
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.
Frequently Asked Questions
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.
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.