We built Portfolio to be the central place for your team to know what’s going on across all clients and where attention is needed.
Stay informed about the performance of all your clients with a weekly report of your top and bottom performing clients, so you can prioritize your efforts.
A snapshot of your agency over the month can be obtained easily, removing the need to search for the information you need.
Filtered client view
Each team member can filter the dashboard to only the clients they want to see.
Quick status view
Check the status of one or all clients with the simple traffic light system.
Account statistics
Easily see how each client is set up and performing with summary views.
Consolidated notifications
Schedule emails at the same time and get one consolidated email. Or send Slack messages to a Client channel.
Multiple data sources
Bring different channel teams together and have a single view for each Client.
Customizable branding
Customizable branding across the app, Slack and emails lets you share notifications directly with clients.
We monitor your portfolio, so you can focus on execution and growth.
