> 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/getting-started/understanding-the-dashboard.md). # Understanding Today and Performance Use Rankability Today to work the day's client changes, Performance to compare results, and client workspaces to execute the next action. Rankability has two agency-level starting points with different jobs. **Today** tells you which client changed and needs a decision. **Performance** compares measured results across clients. Use a client workspace to investigate or execute after either page identifies where to focus. ## Use Today for the day's client changes Today is one queue of client changes that need a decision. Rather than grouping clients by workflow state, it leads with the single change most worth your attention. The heading tells you how many clients need attention or that you are caught up, and the line above it records when the page last refreshed. * The lead card names the client, when the change happened, and the channel it came from, such as AI search, AI reputation, Website, or Automation. For a tracking change it gives one short **Why this matters** explanation, then offers **Investigate with Serena**. A knowledge-monitoring change instead offers **Review changes**, which takes you into Automate. * **Next up** lists the following few changes, and anything beyond them collapses into a group of remaining changes you can expand. * **Dismiss** removes a change from Today when it does not need action. It changes what Today shows you; it does not change the client's data. * **Serena investigating** lists changes where an investigation is already running, so you can reopen one instead of starting it again. * When you are caught up, **Positive movements** surfaces a verified recent Tracker gain — a page entering the top ten, a new citation, or a new brand mention — with **Draft with Serena** for client communication and **View report** for the evidence behind it. * **Opportunities** links to recent Tracker reports where a traditional ranking is close to the top ten or a captured AI answer does not yet mention the client. It appears only when the saved report data supports an opportunity. * **Recent projects** provides a short path back into the latest Tracker and Copywriter work, plus a link to all projects. These rows are navigation, not new alerts. Today shows changes, not every suggested or planned task. Those remain on each client's Activity record. It also does not diagnose an SPI movement on its own; use Performance and the client's Track reports for that evidence. If the organization has no client yet, Today prompts you to create one. If the day's changes cannot be loaded, Today says so and leaves your existing data unchanged rather than presenting an empty queue as being caught up. ## Use Performance for portfolio comparison Open **Performance** when the question is about outcomes rather than workflow—for example, which clients are declining, which are improving, or which are missing connected data. Portfolio performance combines SPI, Google Search Console, Google Analytics, and tracking coverage in one comparison table. You can select a 7-, 14-, 28-, or 90-day range, compare it with the previous period or the same period last year, filter and sort the client list, and export the visible rows to CSV. Treat Performance as a triage surface. A negative change shows where to investigate; it does not prove a cause. Open the client and confirm the selected properties, data freshness, tracking history, projects, and underlying reports before recommending action. See [Using Portfolio performance](/agency/portfolio-performance.md) for the metric and filter rules. ## Move into the correct workspace The agency navigation also includes: * **Clients** for adding clients and managing client-level setup, connections, and access. * **Projects** for finding work across clients. See [Using the Projects page](/account-and-settings/using-the-all-projects-page.md). After selecting a client, the navigation changes to that client's workspaces: **Ask Serena**, **Research**, **Create**, **Audit**, **Promote**, **Track**, and **Automate**. Activity remains the client's durable work record, but it is reached from the client's own Home page and contextual links rather than from a top-level client-sidebar item. The selected client controls the website, brand context, sources, integrations, projects, and collected data used in those areas. Confirm the client name before starting a scan, generating content, publishing, or changing settings. ## Troubleshooting * **A client change you expected is not in Today:** Today queues changes it detected from tracking and monitoring, not every planned or suggested task. Check whether the change was dismissed, and open the client's own reports for the underlying evidence. * **Today says you are caught up but a client still needs work:** Being caught up means no detected change is waiting for a decision. It is not a statement that every client is healthy; use Performance and the client's Track reports for that. * **Today cannot load the day's changes:** Use the retry control. Today reports the failure rather than showing an empty queue, and your existing client data is unchanged. Open Clients or Performance directly in the meantime. * **Performance shows a dash or Missing data:** A missing value is not zero. Check the client's Google connections, tracking status, and whether enough history exists for the selected comparison. ## Related articles * [Using Portfolio performance](/agency/portfolio-performance.md) * [Using Activity](/activity/tasks-board.md) * [Using Automate](/automate/using-automate.md) * [Using the Projects page](/account-and-settings/using-the-all-projects-page.md) * [Setting up the client portal](/account-and-settings/client-portal-sharing.md) * [Understanding the Track overview](/track/reporter-executive-summary.md)