Dashboard & metrics
Agency: client performance reports & content-plan sharing
From Portfolio, generate a frozen performance report or a content plan for any client brand and share it with a read-only link, no login required.
Where this lives
Portfolio (/portfolio) is the agency hub. Below each brand's live numbers, two more blocks sit: Performance reports and Content plan.
Client performance reports (/cr)
Generate a report for last week, last month, or a custom range. Generating freezes a snapshot at that moment, so a report a client has already seen never silently changes under them later.
- On a brand's card in Portfolio, pick a period and click Generate report.
- Optionally edit the intro text, outro text and "prepared by" line.
- Click Share to get a /cr/<token> link; copy it and send it to the client.
- Revoke the link any time from the same card.
Content-plan sharing (/p)
Create a content plan for a brand from the SEO studio (the "Create a content plan" link on a brand's Portfolio card jumps you there), then share it from Portfolio as a /p/<token> link. The shared page shows only the client-safe plan: titles and one-line descriptions per item across weeks, never your internal writer notes.
Good to know
- Both links use the same unguessable-token-as-credential model as drop dashboards and older client reports: no login, revocable any time.
- Portfolio only appears once you belong to 2 or more brands, or are on an Agency-plan brand.
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