> For the complete documentation index, see [llms.txt](https://help.rankability.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rankability.com/agency/portfolio-performance.md).

# Using Portfolio performance

Portfolio performance is the agency-level comparison table for finding clients that need attention before you open their individual workspaces. It combines Rankability visibility, Google Search Console, Google Analytics, and Tracker coverage in one view.

At the agency level, select **Performance**. This opens **Portfolio performance**; it is not the same as the Performance summary inside one client workspace.

## Choose a date and comparison period

Select the last 7, 14, 28, or 90 days. Then compare the selected range with either:

* The immediately previous period of the same length.
* The same period last year.

Each change indicator uses the comparison you selected. A gray dash can mean no change or insufficient comparable history; hover over it for the page's explanation.

Trend colors show direction for that metric. Green is favorable, red is unfavorable, and gray means the absolute change is below the 5% display threshold. Average position is inverted because a lower position is better. Always interpret metrics together—for example, higher CTR with sharply lower impressions can reflect narrower reach rather than an unqualified improvement.

## Read the columns

* **SPI** is the client's 0–100 Search Performance Index and its change. A mixed-scales badge warns when projects in the rollup use different platform-inclusion settings.
* **Clicks, Impressions, CTR, and Avg position** come from the selected Google Search Console property and period.
* **Sessions and Engagement rate** come from Google Analytics.
* **Tracked** is the number of tracked keywords, with the number of active tracking projects below it.

The **Portfolio totals** row follows the current filters. Clicks, impressions, sessions, and tracked keywords are sums. SPI, CTR, average position, and engagement rate are averages across clients with the required data; the connected-client counts show the contributing coverage.

## Filter, search, and sort

Quick filters are views over the same portfolio and can overlap:

* **Declining** means the client's SPI trend is below zero.
* **Improving** means the SPI trend is above zero.
* **Missing data** means the client has tracked keywords but is missing GSC or GA4 connectivity.
* **Tracking paused** means tracked keywords exist but no tracking project is active.

The count on each quick filter is calculated before the text search. Search matches client names and domains. Select a column heading to sort, and select it again to reverse the direction.

Clients without GSC, GA4, or an SPI result appear in a separate **Not connected** group. Expand that group and use **Connect GSC** or **Connect GA4** to open the client's settings. A connected service can still show a dash until enough data and comparison history have synced.

## Export and investigate

Select **CSV** to export the currently visible rows, including the active search, quick filter, and whether the Not connected group is collapsed. The export includes client, domain, SPI, GSC metrics, GA4 metrics, and tracked-keyword count.

Click a client row to open its workspace before acting. Portfolio performance is a triage surface, not a causal diagnosis. Confirm the selected property, connection freshness, tracking state, individual reports, and underlying date range before recommending a change.

## Troubleshooting

* **A client is absent from a quick-filter count:** The quick-filter counts use the connected-client group; search text is applied afterward.
* **Missing data is not zero:** A dash indicates unavailable or insufficient data. Do not substitute zero when calculating a result.
* **A change looks backward:** Average position treats decreases as improvement; other metrics generally treat increases as improvement.
* **The page fails to load:** Select **Retry**. If only one client's data is absent, open that client's settings rather than treating the whole portfolio as unavailable.

## Related articles

* [Understanding Home and Performance](/getting-started/understanding-the-dashboard.md)
* [Client settings reference](/account-and-settings/client-settings-reference.md)
* [Connecting client Google services](/account-and-settings/connecting-client-google-services.md)
* [Understanding the Search Performance Index](/track/understanding-spi.md)