Portfolio Overview

Real-time analytics across all clients

$0
Monthly Recurring Revenue
+8.2%
0
Active Clients
+3 this month
0
Avg Health Score
+4.2 pts
0%
Avg LLM Visibility
+12.5%

๐Ÿ“ˆ Health Score Distribution

Excellent (90+)
25%
Good (80-89)
35%
Fair (65-79)
25%
Poor (<65)
15%

๐Ÿค– LLM Visibility by Model

ChatGPT
68%
Claude
52%
Gemini
61%
Perplexity
73%
Copilot
44%

๐Ÿ’ฐ Revenue by Tier

Growth 12 clients
$11,964/mo
Professional 8 clients
$15,976/mo
Enterprise 3 clients
$8,991/mo
Total MRR $36,931/mo

โš ๏ธ At-Risk Clients

Sample Business A Score: 38 | Grade: D
3 critical issues
Sample Business B Score: 52 | Grade: C
Declining trend
Sample Business C Score: 63 | Grade: B
Stale citations
78
Health Score
+5 pts
47
Active Citations
92%
NAP Accuracy
B+
Overall Grade

Score Components

Accuracy88/100
Coverage72/100
Authority81/100
Freshness65/100
Engagement58/100
62%
Mention Rate
38%
Recommendation Rate
156
Queries Tracked
B
Visibility Grade

Visibility Trends (Weekly)

Tracking mention and recommendation rates across all AI models

๐Ÿ“ˆ Trend visualization โ€” connect live data source for real-time charts
342
Total Events
28
Conversions
8.2%
Conversion Rate
$4,200
Revenue Attributed

Conversion Funnel

Citations Viewed โ€” 1,240
Website Visits โ€” 893
Engagement โ€” 342
Conversions โ€” 28

๐Ÿ”ฎ Performance Forecast โ€” Next 6 Months

Holt-Winters seasonal model with confidence intervals

๐Ÿ“Š Forecast visualization โ€” predictions generated by the forecasting engine

๐Ÿงช Active Experiments

No active A/B tests. Design a new experiment to start optimizing.

๐Ÿ“„ Generated Reports

Automated monthly reports for client delivery

Select a client and generate their monthly analytics report.

โ€”
Pending Approval
โ€”
Approved
โ€”
Changes Requested
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Published This Month

๐Ÿ’ผ Revenue Intelligence

$36.9K
MRR
$443K
ARR
$1,604
Avg Revenue/Client
3.2%
Monthly Churn

๐Ÿ“Š Upsell Opportunities

High-health clients eligible for tier upgrades

Connect live data to view upsell pipeline