How does the health score work?

It combines weighted performance metrics across connected accounts into a single 0-100 score.

Can I see which accounts are stable vs. at risk?

Yes. Accounts are automatically categorized as Biggest Wins, Stable, or At Risk.

What data sources are supported?

Currently GA4, Google Search Console, Google Business Profile, and keyword rank trackers — with more integrations on the roadmap.

How often is the data updated?

Portfolio Summary refreshes daily, with week-over-week trend comparisons and historical tracking.

Is the scoring transparent?

Yes. You can see exactly which metrics and data sources contribute to each account’s score.

How reliable is the categorization?

Smart Account Categorization uses weighted scoring plus trend data to minimize false positives.

Does it integrate with other Search Atlas tools?

Yes. Portfolio Summary is part of the Report Builder dashboard, integrated with rank tracking, content performance, and SEO automation.

Who should use Portfolio Summary?

Agencies with 10+ clients and enterprises with multi-brand portfolios are the primary users.

How is Portfolio Summary different from spreadsheets or manual reporting?

Unlike static spreadsheets, Portfolio Summary updates daily, categorizes accounts automatically, and provides one health score for instant clarity.

Meet Portfolio Summary™

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.

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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.

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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 dashboard showing health score, top 5 biggest wins, stable metrics, and at-risk reports from GA4 and GSC sources

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.

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What Becomes Possible With Portfolio Summary™

See Portfolio Health in One Score

Instantly understand if your overall portfolio is thriving or underperforming.

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.

Unified Health Score

Combine multiple KPIs into a weighted 0-100 score for each account and the entire portfolio.

Smart Categorization

See which accounts fall under Biggest Wins, Stable, or At Risk, automatically.

Cross-Source Intelligence

Pull in data from GA4, GSC, GBP, and keyword rank trackers.

Trend Analysis

Monitor daily updates, week-over-week movement, and long-term historical context.

Actionable Insights

Allocate resources strategically, celebrate successes, and prioritize struggling accounts.

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Portfolio Summary™ vs Other Tools

Only Portfolio Summary™ combines a single health score, real-time categorization, and executive-ready insights in one place.

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

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)

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

Effortless to Use in 3 Simple Steps

Connect Accounts

Link GA4, GSC, GBP, and rank trackers for each client or brand.

View Portfolio Health

See your overall portfolio score and individual account categories.

Act on Insights

Allocate resources, report to stakeholders, and track improvements over time.

Start Tracking Now

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.

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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.

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Turn Complexity into Clarity

SearchAtlas performance summary showing top 5 biggest wins, stable reports, and at-risk metrics with traffic and total user growth percentages from GA4 and GSC sources

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.

Explore Portfolio Summary™

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.

What is Portfolio Summary™?

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.

Why does it matter for agencies?

Agencies juggle dozens of accounts. Portfolio Summary™ eliminates manual analysis and gives instant clarity for reporting, resource allocation, and client reviews.

Why does it matter for enterprises?

Enterprises with multiple brands or product lines can finally track portfolio performance in one view, instead of piecemeal reports.