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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.

How Baseline is determined 
If a campaign was created in January 2015 then the baseline data will display in this report beginning on February 1, 2015. 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 previous 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
 

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


Portfolio Report - Campaign Details

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Portfolio Campaign Details report


Campaign Portfolio Total Page Rankings Report

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Campaign Portfolio Total Page Rankings report


Campaigns Average Rank & Visibility Score Portfolio Report

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Campaigns Portfolio Average Rank & Visibility Score


Online Marketing Portfolio Report: Google Analytics Traffic Totals

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Google Analytics Traffic Totals for Online Marketing Portfolio


Organic Traffic Online Marketing Campaigns Portfolio Report

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Campaigns Portfolio Report for Organic Traffic


Paid Traffic Online Marketing Portfolio Report

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Online Paid Traffic Portfolio report

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

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




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 centered 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

Target Values


  • This feature allows you to set Target Values (e.g., goals) for various performance fields in the report, and can be set to Show or Hide from a display.

Campaign Details


  • Campaign Creation Date
  • Campaign Name
  • Campaign URL
  • Number of Keywords (Baseline) - this is the number of keywords added during campaign creation)
  • Number of Keywords (as of the last day of last month)
  • Number of Search Engines (Baseline) - this is the number of search engines added during campaign creation)
  • Number of Search Engines (as of the last day of last 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 previous 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 last 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 last 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 last 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

  • 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 Current Average Rank - the average rank of all campaign keywords on all search engines tracked in the campaign on the last day of the previous month.
  • Average Rank Change - the percentage of change between the Baseline and Current Average Rank.
  • Average Rank Change per Search Engine - 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.

  • Visibility Score Baseline - the visibility score on the day the campaign was created.
  • Total Current Visibility Score - the visibility score on the last day of the previous month.
  • Visibility Score Change - the percentage of change between the Baseline and Current Visibility Score.
  • Visibility Score Change per Search Engine - the visibility score change percentage for each search engine.

 
Select Google Analytics Traffic totals

Google Analytics Totals

Requires that campaigns are connected to Google Analytics profiles.

  • Baseline Traffic - traffic for the portion of the calendar month that RangerBot first generated data for the campaign.  
  • Current Traffic - Analytics Traffic Totals for the previous calendar month.
  • Traffic Change - the percentage of change between the Baseline and Current Traffic.
  • New Users Baseline - the number of new users for the portion of the calendar month that RangerBot first generated data for the campaign.
  • New Users Current - the number of new users during the previous calendar month.
  • New Users Change - the percentage of change between the Baseline and Current user totals.
Select Google Analytics Organic Traffic data

Google Analytics Organic Traffic

Requires that campaigns are connected to Google Analytics profiles.

  • Baseline Organic Traffic - organic traffic for the portion of the calendar month that RangerBot first generated data for the campaign.  
  • Current Organic Traffic - Analytics Organic Traffic Totals for the previous calendar month.
  • Organic Traffic Change - the percentage of change between the Baseline and Current Organic Traffic.
  • Organic New Users Baseline - the number of new users from organic search for the portion of the calendar month that RangerBot first generated data for the campaign.
  • Organic New Users Current - the number of new users from organic search during the previous calendar month.
  • Organic 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 that campaigns are connected to Google Analytics profiles.

  • Baseline Paid Traffic - paid traffic for the portion of the calendar month that RangerBot first generated data for the campaign.  
  • Current Paid Traffic - Analytics Paid Traffic Totals for the previous calendar month.
  • Paid Traffic Change - the percentage of change between the Baseline and Current Paid Traffic.
  • Paid New Users Baseline - the number of new users generated from paid traffic for the portion of the calendar month that RangerBot first generated data for the campaign.
  • Paid New Users Current - the number of new users generated from paid traffic during the previous calendar month.
  • Paid 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 that campaigns are connected to Google Search Console (Webmaster Tools) profiles.

  • Baseline Queries - the total number of search queries that returned pages from the campaign's primary domain for the portion of the calendar month that RangerBot first generated data for the campaign.
  • Current Queries - The total number of search queries that returned pages from the campaign's primary domain during the previous calendar month.
  • Queries Change - the percentage of change between the Baseline and Current Queries.
  • Baseline Impressions - The number of times pages from the campaign's primary domain appeared in search results for the portion of the calendar month that RangerBot first generated data for the campaign.
  • Current Impressions - The number of times pages from the campaign's primary domain appeared in search results during the previous calendar month.
  • Impressions Change - The percentage of change between Baseline and Current Impressions.
  • Baseline Clicks - the number of times a user clicked the campaign's primary domain's listing in search results for a particular query for the portion of the calendar month that RangerBot first generated data for the campaign.
  • Current Clicks - The number of times a user clicked the campaign's primary domain's listing in search results for a particular query during the previous calendar month.
  • Clicks Change - The percentage of change between Baseline and Current Clicks.
Portfolio Report Campaign Selection

Campaigns

  • Both Industry and Profile drop-downs allows you to select from a predefined list. To add or amend these items go to  Campaign Settings General Settings  > Advanced Settings.
  • Select the Campaigns from the list to include within the report.




Export Report Data

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.

View Onscreen or Export Data

  • Report data can be viewed onscreen or you can export data to an Excel or CSV file. All the data that has been set to "Show" will be exported.  You can also export the reports as PDF files.



Enterprise Account Features


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


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