Portfolio
The agency multi-client screen. One row per brand, biggest movers first, each brand measured over its own newest seven collected days.
Portfolio is your morning glance across every brand in the workspace, whether that is an agency roster or several in-house products. One row per brand, biggest movers at the top. You see which client is surging and which needs a call today. Each brand is measured against its own freshest week of data, so a client that collected yesterday and one that collected last week are each judged fairly.
What it does
Portfolio ranks your brands by movement and shows which client needs attention, without averaging away a brand whose data is stale.
How to use it
Portfolio appears only when a workspace has 2 or more brands. With a single brand it redirects, and its sidebar link is hidden.
- Click a row to switch the active brand and open its Overview.
- The delta header cycles through three sorts: movers, then gains, then drops.
- Rows with missing data always sort last, so an empty brand never poses as a top mover.
How it's computed
Rollups are built from daily aggregates over a 42-day fetch horizon. Each brand's window anchors at its own newest search-grounded date, not at today's clock.
- Visibility (7d) is a run-count-weighted blend. It always equals that brand's Overview headline.
- The 7-day delta is a percent change against the prior slice. It is null when there is no baseline.
- Mentions (7d) = round(sum of presence_rate times run count).
- The 14-day trend fills uncollected days with null, never zero.
- A brand is stale when it is more than 2 days behind the portfolio anchor. Never-collected and dormant brands get different em-dash tooltips, following the data-honesty rule.
- Open actions use the same "open" definition as Actions.
- Archived brands are left out of the blend by default, because a stopped brand's flat history would read as live performance. The "archived brands hidden" toggle brings them back in with a badge.
Limits
Portfolio needs at least 2 brands. Plans set that through their brand limits, so the feature follows your plan's brand allowance.
Related
- Overview: the per-brand headline that Portfolio's Visibility mirrors.
- Actions: the open-actions count rolled up per brand.
- Plans and quotas: how brand limits are set per plan.