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Portfolio Performance Overview Report



The Portfolio Report is an Enterprise tool that provides management with the ability to analyze the performance of all SEO and online marketing campaigns in one screen.  This report contains many options for comparing baseline data to current data and viewing comparison change calculation, as well as change per search engine.

This report is available in Enterprise accounts after the 5th of every month, displaying the previous month's data.

About Baseline Data
For campaigns that existed in Rank Ranger before the Portfolio Report was created, baseline data is set as of October 1, 2015 (or later if the campaign was created - or Google Analytics or Search Console {Webmaster Tools} was connected to the campaign - after October 1).
  • Page Rank, Average Rank and Visibility Score are based on the last day of the report month.
  • Google Analytics and Webmaster Tools data are based on the previous calendar month.
If you have baseline data from a previous time period, Portfolio Report Baseline values can be manually changed in Campaign Settings > Portfolio Baseline.

Enterprise SEO Portfolio Report
 


Video: Create Portfolio Performance Reports

            
 




Create Multiple Report Versions

 
Report Presets

The Portfolio Report places an abundance of rank and traffic metrics at your fingertips, but since it may not be comfortable to view dozens of columns across a screen, we recommend using Report Presets to create and save the settings for the variety of management reports you may need.

Portfolio Report Presets


 

Set Goals

 
You can establish performance-based goals by setting the Target Values option to "Show" in Report options. 

Target Values

With Target Values set to Show, you can hover over a the gray corner of a report cell and click the target to launch a settings screen. 

Target Values



Set Target Value

Enter the Target Value, for example, the goal for the number of Page 1 keywords, Average Rank, and/or Total Traffic, and click the Save button

Set Target Value



Portfolio Report with Target Value Indicators

If you target value is achieved, a bright green indicator displays in the performance field; if the value is exceeded then the indicator is darker green and if it is not reached the indicator is red.  You can hover over the colored indicator to view the Target Value. 

Portfolio Report with Target Value indicator



 

Screenshots

 
Portfolio Report - High-Level Performance Overview
 
Portfolio Performance Report
Performance Trend Chart
This chart can be set to display or hide in Report Options > General Settings 


Metric Totals
This section can be set to display or hide in Report Options > General Settings

            




Portfolio Report - Campaign Details

Display creation date, campaign name, URL, number of keywords, keywords baseline, search engines and search engines baseline.
Create this report view

Portfolio Campaign Details report


Campaign Portfolio Total Page Rankings Report
Display creation date, campaign name, number of keywords, keywords ranking on page 1, 2 and 3, along with their baseline rank and rank change
Create this report view

Campaign Portfolio Total Page Rankings report


Campaigns Average Rank & Visibility Score Portfolio Report
Display creation date, campaign name, number of keywords, average rank per search engine and change, average rank for campaign, average rank baseline, average rank change, visibility score per search engine, visibility score, visibility score baseline and visibility score change (since baseline)
Create this report view

Campaigns Portfolio Average Rank & Visibility Score


Online Marketing Portfolio Report: Google Analytics Traffic Totals
Display campaign name, total traffic, total traffic baseline, total traffic change, total new users, total new users baseline, total new users change (since baseline)
Create this report view

Google Analytics Traffic Totals for Online Marketing Portfolio


Organic Traffic Online Marketing Campaigns Portfolio Report
Display campaign name, organic traffic, organic traffic baseline, organic traffic change, organic new users, organic new users baseline and change
Create this report view

Campaigns Portfolio Report for Organic Traffic


Paid Traffic Online Marketing Portfolio Report
Display campaign name, total traffic, total traffic change, paid traffic, paid traffic baseline, paid traffic change, paid new users, paid new users baseline and change
Create this report view

Online Paid Traffic Portfolio report

Queries, Impressions, and Clicks Portfolio from Search Console (Webmaster Tools)
Display campaign name, Search Console queries, queries baseline, queries change, impressions, impressions baseline, impressions change, clicks, clicks baseline and change.
Create this report view

Portfolio Report Search Console (Webmaster Tools) Queries, Impressions, and Clicks


Portfolio Report Options

Enter Custom Report Title

Date

  • Select Month and Year
    Compare to Past allows you to compare the data to a previous time period, including:
    • Previous Period
    • Same Time Last Year
    • Baseline
    • Custom Date
Enter Custom Report Title

Custom Report Title

  • Enter a custom title to display at the top of your report (optional)
    This title will also display in your PDF reports, both at the top of the report and within the table of contents.
Campaign Details

Display


  • Trend Chart: enable display of a monthly trend chart at the top of the report
  • Metric Total: enable display of a section containing the totals for the selected campaigns. This includes the number of campaigns, keywords, keywords ranking on Page 1, Page 2 & Page 3, average rank, visibility score, traffic (all), new users, traffic (organic), new users (organic), traffic (paid) and new users (paid)
  • Target Values: enable to allow setting of Target Values (e.g., goals) for various performance fields in the report

Campaign Details


  • Create Date: the campaign creation date
  • Campaign Name
  • Campaign URL
  • Keywords # (Baseline): the number of keywords added during campaign creation
  • Keywords #: the number of keywords as of the last day of the report month
  • SEs # (Baseline): the number of search engines added during campaign creation
  • SEs #: the number of Search Engines as of the last day of the report month
Select Total Page Rankings Metrics

Total Page Rankings

All current page rank data in this report is based on the last day of the report month

  • Page 1 (Baseline): the total number of campaign keywords ranking on Page 1 of the SERPs on the day the campaign was created.
  • Page 1 (Current): the total number of campaign keywords ranking on Page 1 of the SERPs (as of the last day of the report month)
  • Page 1 (Change): the percentage of change between the Baseline and Current number of keywords with Page 1 rank.
  • Page 2 (Baseline): the total number of campaign keywords ranking on Page 2 of the SERPs on the day the campaign was created.
  • Page 2 (Current): the total number of campaign keywords ranking on Page 2 of the SERPs (as of the last day of the report month)
  • Page 2 (Change): the percentage of change between the Baseline and Current number of keywords with Page 2 rank.
  • Page 3 (Baseline): the total number of campaign keywords ranking on Page 3 of the SERPs on the day the campaign was created.
  • Page 3 (Current): the total number of campaign keywords ranking on Page 3 of the SERPs (as of the last day of the report month)
  • Page 3 (Change): the percentage of change between the Baseline and Current number of keywords with Page 3 rank
Select Average Rank metrics

Average Rank

  • Baseline: the average rank of all campaign keywords on all search engines tracked in the campaign on the day the campaign was created
  • Total: the average rank of all campaign keywords on all search engines tracked in the campaign on the last day of the report month
  • Change: the percentage of change between the Baseline and Current Average Rank
  • Search Engines: the average rank change percentage for each search engine that the campaign keywords are being tracked on
Select Visibility Score details

Visibility Score

Visibility Score is based on the position of ranking keywords and average search volume

  • Baseline: the visibility score on the day the campaign was created
  • Total: the visibility score on the last day of the report month
  • Change: the percentage of change between the Baseline and current total visibility score
  • Search Engines: the visibility score change percentage for each search engine
Select Google Analytics Traffic totals

Google Analytics Totals

Requires Google Analytics integration

  • Traffic (Baseline): traffic for the calendar month based on campaign creation date
  • Traffic (Current): traffic totals for the report month
  • Traffic (Change): the percentage of change between the Baseline and Current Traffic
  • New Users (Baseline): the number of new users reported for the calendar month based on campaign creation date
  • New Users (Current): the number of new users during the report month
  • New Users Change: the percentage of change between the Baseline and Current user totals
  • Direct Traffic: the number of sessions resulting from a user entering a direct link to the site (e.g., typing or via a bookmark)
  • Referral Traffic: the number of sessions involving a referral link from another site.
  • Bounce Rate: the percentage of single-page visits (i.e., visits in which the user left the site from the same page they entered on without clicking deeper)
  • Goal Completions: the number of times users completed all the elements of a particular goal defined for the site in Google Analytics
  • Goal Value: the total value of completed goals based on the value assigned to each goal in Google Analytics.
  • Transactions: the number of completed transactions.
  • Revenue: the total value of completed transactions.
Select Google Analytics Organic Traffic data

Google Analytics Organic Traffic

Requires Google Analytics integration

  • Traffic (Baseline): organic traffic for the calendar month based on campaign creation date
  • Traffic (Current): organic traffic totals for the report month
  • Traffic (Change): the percentage of change between the Baseline and Current Organic Traffic
  • New Users (Baseline): the number of new users from organic search for the calendar month based on campaign creation date
  • New Users (Current): the number of new users from organic search during the report month.
  • New Users (Change) - the percentage of change between the Baseline and Current Organic User totals
Select Google Analytics Paid Traffic data

Google Analytics Paid Traffic

Requires Google Analytics integration

  • Traffic (Baseline): paid traffic for the calendar month based on campaign creation date  
  • Traffic (Current): paid traffic totals for the report month
  • Traffic (Change): the percentage of change between the Baseline and Current Paid Traffic
  • New Users (Baseline): the number of new users generated from paid traffic for the calendar month based on campaign creation date
  • New Users (Current): the number of new users generated from paid traffic during the report month
  • New Users (Change): the percentage of change between the Baseline and Current Paid New User totals 
Select Search Console (Webmaster Tools) metrics

Search Console (Webmaster Tools)

Requires Google Search Console integration

  • Queries (Baseline): the total number of search queries that returned pages from the campaign's primary domain for the  calendar month based on campaign creation date
  • Queries (Current): the total number of search queries that returned pages from the campaign's primary domain during the report month
  • Queries (Change): the percentage of change between the Baseline and Current Queries
  • Impressions (Baseline): the number of times pages from the campaign's primary domain appeared in search results for the  calendar month based on campaign creation date
  • Impressions (Current): the number of times pages from the campaign's primary domain appeared in search results during the report month
  • Impressions (Change): the percentage of change between Baseline and Current Impressions
  • Clicks (Baseline): the number of times a user clicked the campaign's primary domain's listing in search results for a particular query for the calendar month based on campaign creation date
  • Clicks (Current): the number of times a user clicked the campaign's primary domain's listing in search results for a particular query during the report month
  • Clicks (Change): the percentage of change between Baseline and Current Clicks
  • CTR (Current): the current click through rate
Portfolio Report Campaign Selection

Campaigns

  • Both Industry and Profile menus allow quick selection from a predefined list. To add or edit these items open the campaign's General Settings  > Advanced Settings screen and add/edit industry or profile settings
  • Select the Campaigns from the list to include in the report
Portfolio Report Campaign Selection

Users

For this report, Users are the campaign managers that are assigned in the Campaign General Settings > Advanced Settings screen.
  • Select the Users from the list to be included in the report



Apply Changes

  • Whenever you make changes to Report Options you must click the Apply Changes button in the left sidebar in order for those changes to be saved.

Add to PDF Report


Conveniently add a report or graph with its current settings to a PDF report by hovering over the gold gear icon and selecting Add to PDF Reports

add report to PDF


Select the PDF Report that you want the report or graph added to
             
select white label report

Drag the new report or graph into the position you want it to display in the PDF and confirm that the Date settings do not conflict with the automated scheduling settings.

Add to Marketing Dashboard


Conveniently add a report or graph with its current settings to a marketing dashboard:

1. Hover over the gold gear icon and select Add to Marketing Dashboard
2. Select the Dashboard (campaign name)
3. Select the Dashboard Page that you want the report added to


add report to PDF


4. Click the "Go to Dashboard" link to further customize the report (e.g., drag it to a specific position on the page, change date settings, etc.)
             



Refer to the Report Options section for details regarding the display settings, filters and sort options available for this report.

The report date (or date range) is governed by the selected Dashboard date option: Date Selection or Fixed Periods, learn more...

  • Daily reports default to the last day of the selected period
  • Weekly and monthly reports default to 1 month of data
To change the number of weeks or months displayed in a specific report, click the gear icon for any marketing dashboard report element and expand the Date option section, enter the number and click the Save Button.
 
marketing dashboard report date options




Enterprise Account Features


Designed for marketing professionals who manage major brands or large numbers of clients, Rank Ranger Enterprise provides scalable access for teams, ensuring that everyone has the tools they need to be successful.

In addition to our standard plan features, Enterprise plans include:


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