Portfolio Report
One view across every client and location, so you can see which accounts need attention.
A portfolio report puts every client and location in one view, ranked by how they are moving, so the accounts slipping this month are visible without opening thirty dashboards.
What it does
Agencies running thirty clients lose the overview. Each account is visible on its own, but the question that actually matters, which accounts are slipping this month, needs thirty dashboards opened and the comparison held in your head. Nobody does that reliably, so it does not get done.
What follows is that account problems get discovered at renewal. A client who has been quietly declining for four months raises it in the renewal conversation, and at that point you are defending rather than showing. 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 how they are moving, so the three accounts that need attention this week are at the top instead of buried.
It also changes who can do the work. A view that ranks accounts by movement can be read by anyone. Thirty dashboards can only be read by the person who knows all thirty.
Everything you get
Every client in one view
All accounts and all locations on one screen rather than thirty logins.
Ranked by movement
The accounts that slipped most sit at the top, because those are the ones needing a call.
Health per account
A single read per client so you can see the book at a glance.
Filter and group
By client, by manager, by region, or by how long they have been with you.
Drill into any account
From the overview straight into that client detail without losing your place.
Trend per client
Not just where they are, but which way they have been going.
Flags on the accounts at risk
Sustained decline marked rather than left for you to notice.
Reviews and rankings together
Because an account can be fine on one and failing on the other.
Branded export
The whole book in a document, for an internal review or an investor.
From setup to first result
- 1
Add every client and location
The view is only as good as what is in it.
- 2
Group it the way you run the agency
By account manager is usually more useful than by region.
- 3
Read the top of the list first
It is ranked by movement, so the accounts needing attention are already at the top.
- 4
Look at trend, not position
A client at position four heading down needs you more than one at eight holding steady.
- 5
Act on three
A weekly habit of fixing the top three beats a monthly review of all thirty.
- 6
Check the flags
Sustained decline is marked. Those are the renewal conversations coming.
- 7
Review it weekly
Monthly is late enough for a four month decline to be three months old.
What changes when you use it
- Reviewing it monthly
- Judging by position rather than direction
- Leaving small accounts out
- Reading it and doing nothing
- Grouping by region when you staff by manager
- Nobody opens thirty dashboards
- Decline is found at renewal
- Movement matters more than position
- A ranked view can be read by anyone
- The information already existed
Nobody opens thirty dashboards
So the comparison never happens, and the question that matters goes unanswered.
Decline is found at renewal
By which point you are defending rather than showing, and the client has already decided.
Movement matters more than position
A client heading down from four needs you before a client sitting steady at eight.
A ranked view can be read by anyone
Thirty dashboards can only be read by the one person who knows all thirty.
The information already existed
The failure is never data. It is that nothing surfaced it in time to act.
Weekly beats monthly
A monthly review makes a four month decline three months old before anyone sees it.
What it measures
- Clients and locations under management
- Movement per account this period
- Accounts in sustained decline
- Health score distribution
- Accounts by manager
- Time since each account was last worked
Reports you can send
Every output can be exported and carries your branding, never ours.
Portfolio overview
Every client and location, ranked.
Health score per account
One read per client.
Movement report
Who went up and who went down.
Risk flags
Accounts in sustained decline.
Grouped views
By manager, region or client.
Branded export
The book in one document.
Who this is built for
See the whole book in one screen and find the slipping account before renewal.
Treat each region as an account and compare them properly.
One view of every franchisee, ranked by who needs help.
A new location joins the same view on day one.
Get more out of it
- Put every client and location in, including the small ones.
- Group by account manager rather than by region.
- Read the top of the ranked list and act on three.
- Watch trend rather than position. Direction predicts the renewal conversation.
- Review it weekly. Monthly is late.
- Use the risk flags as your call list, not as a report.
Reviewing it monthly
A four month decline is already three months old by the time a monthly review finds it.
Judging by position rather than direction
A client holding steady at eight is safer than one falling from four.
Leaving small accounts out
They are the ones nobody is watching, and the ones that churn quietly.
Reading it and doing nothing
A ranked list is a call list. If nothing follows it, the view has not changed anything.
Grouping by region when you staff by manager
Group it the way the work is actually divided, or nobody owns the numbers.
By hand, or with this
| Doing it manually | With Portfolio Report |
|---|---|
| Thirty dashboards, no comparison | One ranked view of the whole book |
| Decline found at renewal | Slipping accounts flagged this week |
| Position with no direction | Trend per account |
| Only one person can read it | A view anybody can act on |
| Small accounts unwatched | Every client and location included |
| No record for an internal review | A branded export of the book |
- Add every client and every location
- Group by account manager
- Sort by movement rather than position
- Read the top three and act on them
- Check the sustained decline flags
- Book a weekly fifteen minute review
- Export the book before any internal meeting
One of 42 tools on the same plan
Every tool below is on the same plan at the same price. Nothing here is an extra, an upgrade or a separate subscription.
Rank & Visibility
Manage Profiles
Posts & Automation
Reviews & Reputation
Reports & White-Label
Questions people ask
What is a portfolio report?
One view across every client and location you manage, ranked by how they are moving, so the accounts that need attention are at the top rather than buried in thirty dashboards.
Why not just check each client?
Because nobody opens thirty dashboards and holds the comparison in their head. The question that matters, which accounts slipped this month, only gets answered if something surfaces it.
How often should I read it?
Weekly. A monthly review means a four month decline is three months old before anyone sees it.
Should I look at position or trend?
Trend. A client falling from position four needs you more urgently than one sitting steadily at eight, and direction is what predicts the renewal conversation.
Can I group it by account manager?
Yes, and that is usually more useful than region, because it matches how the work is actually divided.
Does it include small clients?
It should. Small accounts are the ones nobody is watching and the ones that churn without warning.
Can I export it?
Yes, the whole book in one branded document, which is what most agencies want before an internal review.
Every tool. One price. Nothing extra to buy.
$5.33 per location per month gets you Portfolio Report and the other 41 tools.