Group Dashboard

Displays aggregated AI visibility metrics (share of voice, mention rate, citation rate, position, dollar value captured) across all websites in a named group, with cross-website filtering and comparison period support.

Purpose

The Group Dashboard provides a bird’s-eye view of AI search performance across a portfolio of multiple websites or brands. It aggregates visibility metrics, like Share of Voice, Mention Rate, and Citation Rate, so marketers and executives can see how their entire portfolio stacks up against competitors in a single unified view.

Customers use this page to measure high-level brand dominance, track overarching trends across different business units, and quickly spot which individual websites or topics are driving the most visibility. The ability to toggle between an aggregated “Grouped” view and a split “Detailed” view makes it easy to switch from a macro summary to a comparative breakdown.

What’s on the page

Page Header

Shows the breadcrumb title (e.g., “Group / Enterprise Portfolio”) to orient the user and confirm which group they are currently viewing.

Filter Bar

The control center for the dashboard, containing the date picker, comparison period picker, scope filters (Websites, Topics & Prompts), the ”+ Add filter” menu, the “Combine websites” toggle, and the “Views” saved-views dropdown.

Modular Dashboard Cards

A customizable grid of charts displaying aggregated performance metrics.

• Share of Voice: A donut chart and ranked list showing how often the group’s brands are mentioned in AI responses relative to tracked competitors. The legend lists brand/competitor names alongside their percentage share.
• Mention Rate: An area/line chart tracking the group’s mention rate over the selected date range. The X-axis represents the date, and the Y-axis is the mention rate percentage. Lines plot the brand rate, competitor averages, and individual competitors.
• Citation Rate: An area/line chart tracking how often AI responses link to or cite the group’s content over time.
• Position Over Time: A line chart showing the group’s average ranking position in AI responses over time. Lower numbers (closer to 1) are better.
• Dollar Value Captured: A bar/area chart estimating the monetary value of AI citations captured by the group’s websites over time (typically by month).
• Competitor Heatmap: A color-coded grid where rows represent topics and columns represent brand websites and competitors. Cell colors intensify based on the mention or citation percentage for that intersection.
• Sankey / Sources Flow: A flow diagram where the left nodes are source domains (like news sites or Reddit) and the right nodes are brand websites and competitors. The thickness of the connecting ribbons illustrates the volume of mentions driven by that source.

What you can do here

Filtering and Scoping

• Date Range: Restricts all charts and cards to the selected time window.
• Compared to: Adds a previous-period overlay (dotted lines or comparison badges) to mention rate, citation rate, position, and Share of Voice. You can remove this by clicking the Clear comparison period (×) button inside the field.
• Websites, Topics & Prompts: Opens a dropdown to tightly scope the dashboard to specific websites or categories within the group.
  • Click Apply to run the charts with the draft selection.
  • Click Clear to uncheck everything.
  • Click Select All to check every prompt across all websites.
  • Click the A-Z sort button or Newest First sort button to reorder the list of topics/prompts.
• Combine Websites toggle: Switches the dashboard between two modes. When toggled on (Grouped mode), all websites in the group are summed together into one giant “brand” line. When toggled off (Detailed mode), the charts split out each of the group’s websites as distinct lines to compare them against each other.
• + Add filter: Opens a menu to layer on additional criteria:
  • Models: Filters metrics to specific AI engines (e.g., ChatGPT, Perplexity, Gemini, Copilot, Claude).
  • Prompt status: Includes Active, Paused, or Both.
  • Prompt type: Filters to Branded, Non-Branded, or Both.
  • Variations: Includes or excludes prompt variations.
  • Locations: Limits data to specific geographies (only available if the location feature is active on your plan).
  • Personas, Prompt tags, and Brand identifiers: Filters the data to matching tags or target segments configured across the group.
  • Clear All: Resets all these extra filters to their defaults.
  • Import from view: Merges filter rules from a saved website view into this group (see below).

Importing Website Views

To save time, you can pull in a filter setup you already created for a single website.

• Click Import from view (in the + Add filter menu) to open the Import dialog. This shows a list of saved views from every website in the group.
• Select the views you want, and click Import to apply them.
• If the imported views conflict with your current setup (e.g., one view says “Active prompts only” but you currently have “Paused prompts only”), you’ll be taken to a conflict resolution screen. Click Import anyway to accept the proposed resolutions, Back to pick different views, or Cancel to abort.

Managing Saved Views

If you build a complex filter setup, you can save it via the Views dropdown in the top right.

• Save as view: Opens an input field. Type a name, optionally pick an icon, and click Save (or Cancel to abort).
• Load a view: Click any saved view’s name in the dropdown to instantly apply its filters.
• Clear active view: Click the (×) next to the active view’s name on the main button to go back to the default state.
• View Options Menu (⋯): Hover over any saved view in the dropdown and click the three dots to open a submenu:
  • Edit: Opens a modal to rename the view or swap its icon.
  • Update filters: Overwrites the saved view with whatever filters you currently have active on the page.
  • Set as default / Remove default: Pins this view so it loads automatically whenever you open this group’s dashboard.
  • Export: Downloads a CSV file of all the specific prompts currently matching this view.
  • Delete: Permanently removes the view (prompts you for confirmation first: “Are you sure you want to delete the view ‘[name]’? This action cannot be undone.”).

Data shown

The dashboard pulls from all AI responses collected for the tracked prompts associated with the websites in the group. If the group has 3 websites, the data represents the combined visibility of all 3 against their tracked competitors. The date range defaults to the last 30 days unless specified otherwise.

Common workflows

Filter group metrics by specific websites and prompts

1. Click the “Websites, Topics & Prompts” filter chip in the filter bar.
2. Expand a website row to see its individual topics and prompts.
3. Check or uncheck individual prompts, entire topics, or entire websites.
4. Click Apply at the bottom of the popover to update all charts.

Compare current period to a previous period

1. In the Date Range filter, select your primary date range.
2. Click the “Select period…” comparison picker right next to the “compared to” text.
3. Choose a custom date range or select the “Previous Period” preset.
4. All charts will automatically update to show dotted comparison overlays and percentage delta badges (+/-).

Save current filters as a named view

1. Configure your desired filters (date ranges, models, specific prompts, etc.).
2. Click the “Views” dropdown in the top right.
3. Click “Save as view”.
4. Type in a memorable name and optionally select an icon.
5. Click Save. The view is now securely saved and accessible to your team.

Import filters from a website-level saved view

1. Click ”+ Add filter” in the filter bar.
2. Click “Import from view” at the bottom of the add-filter menu.
3. In the modal, check the boxes for one or more saved views belonging to the group’s websites.
4. Click Import. (If there are conflicting rules, review how they will be merged and click “Import anyway”).

Switch between detailed and grouped chart modes

1. Locate the “Combine websites” toggle in the top right area of the filter bar.
2. Toggle it ON to collapse all the group’s websites into a single massive “Brand” line.
3. Toggle it OFF to plot each individual website in the group as its own line, allowing you to see which specific property is driving the metrics.

Empty, loading, and error states

• Loading: While the group data initially loads, an animated loader (spinner) appears on screen. Once the shell is ready, individual chart cards display shimmering skeleton placeholders while their specific metrics are calculated.
• Empty: If no AI responses match your selected date range or strict filter criteria, the charts will render empty states/flat lines with no data points.
• Error: If a specific chart fails to fetch its data, the card blurs out and displays a “Something went wrong…” message overlaid with a circular retry button.

Linked from / links to

• Linked from: Users typically arrive here by clicking a group name in the Left navigation sidebar (under the “Groups” section) or via a redirect from the Market Landscape page (for members who only have landscape access).
• Links to: The individual charts do not currently link out to other pages, acting purely as an analytical summary.

Common support questions

Why don’t I see all my competitors in the Share of Voice chart? To keep the charts legible and fast, the group dashboard caps the displayed competitors to the top 100 based on mention rate. Competitors falling outside the top 100 are grouped out or excluded from the visual slices.

What does the “Combine Websites” toggle actually do? It changes how your own brand is drawn on the charts. If you turn it ON, all your websites are merged into one total metric (e.g., one “Brand” line). If you turn it OFF, you’ll see a separate line/slice for each website in your group, so you can compare their performance directly.

Can I set my favorite group filters to load automatically? Yes. Configure the page exactly how you want it, save it as a view from the “Views” dropdown, then click the three-dot (⋯) menu next to that new view and select “Set as default”.

I tried to import a view but it told me there was a conflict. What does that mean? This happens if you try to import a view that has a strict rule (like “Only show ChatGPT”) while your current dashboard has a conflicting rule (like “Only show Perplexity”). The conflict screen will tell you exactly how it plans to resolve the contradiction (usually by broadening the filter to include both).