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Purpose

The Group Dashboard provides an aggregated, top-down view of AI search visibility across an entire group of websites. Instead of checking individual sites one by one, customers use this page to see combined metrics for Share of Voice, Mention Rates, Citation Rates, ranking positions, and estimated Dollar Value Captured. This page is essential for teams managing portfolios of brands, regional sites, or enterprise groups, allowing them to track overall market presence against competitors, filter across multiple web properties at once, and schedule group-wide email or Slack reports.

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What’s on the page

Page header Displays the breadcrumb “Group /” followed by the group’s name. On the far right is a kebab menu (⋯) containing actions for the group. Filter bar A sticky bar that stays at the top of the screen as you scroll. It includes:
  • Date Range & Baseline Picker: Two date selection chips. The first sets the selected period for the dashboard. The second (vs. baseline) sets the comparison period for all delta/change badges (e.g., “+2.3%”).
  • Websites, Topics & Prompts: A dropdown that filters data down to specific websites in the group, topics, or individual prompts.
  • + Add filter: A menu to add specific criteria (Models, Prompt status, Prompt type, Variations, Locations, Personas, Prompt tags, Brand identifiers) or import a saved view.
  • Combine websites toggle: A switch that dictates how data is drawn. When checked (grouped mode), the dashboard aggregates all the group’s websites into a single “brand” entity. When unchecked (detailed mode), charts show each group website as its own individual line or slice.
  • Views dropdown: A menu to save the current filter setup, load an existing view, or set a default view.
Dashboard cards grid A draggable, resizable layout of chart cards displaying the group’s data. Note that this dashboard supports a specific subset of 5 charts:
  • Share of Voice: A donut chart and ranked list showing how often AI mentions the group’s brand(s) versus competitors.
  • Mention Rate: A line/area chart tracking the percentage of AI responses that mention the brand over time.
  • Citation Rate: A line/area chart tracking how often the brand’s tracked content is cited by AI.
  • Position Over Time: A line chart tracking average ranking positions for the brand vs. competitors.
  • Dollar Value Captured: A summary card showing the estimated financial value driven by AI visibility.

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Manage Reports Modal

Accessible from the header’s ⋯ menu, this modal lets users schedule email and Slack deliveries for the group dashboard. It displays a “Reports” table with the following columns:
  • Report: The name of the report. Clicking the row edits the report.
  • Schedule: The cadence (e.g., “Weekly”), day, and delivery hour in the user’s timezone.
  • Charts: The number of charts included in the scheduled delivery.
  • Recipients: The total count of active subscribers, or “None”.
  • Actions (invisible header): A kebab menu (⋯) for managing the individual report.

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Import from website view dialog

Opened via the ”+ Add filter” menu. This dialog lists all saved views belonging to the individual websites within the group. Users can select one or more of these views to instantly pull their specific filters (like specific prompts, tags, or models) into the group dashboard. If the chosen views have conflicting settings (e.g., one looks at “Active” prompts and another at “Paused”), a conflict-resolution screen explains how the merge will be handled.

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What you can do here

Dashboard & Layout Actions
  • Toggle view modes: Click the “Combine websites” toggle to switch all charts between a single aggregated brand and a detailed per-website breakdown.
  • Reorder cards: Click and drag the grip handle (six dots) in the top-right corner of any chart to move it.
  • Resize cards: Click and drag the bottom-right corner of a card to stretch or shrink it.
  • Highlight competitors: Click a competitor’s name in a chart’s bottom legend to focus on their data line/slice and dim the others.
  • View chart info: Hover over or click the [ i ] icon on a card to open a dialog explaining how that specific metric is calculated.
Filtering Actions
  • Set dates: Click the “Date Range” chip to pick the primary window. Click “Select baseline…” to add a comparison period.
  • Swap periods: If the baseline period overlaps or sits after the selected period, a warning badge appears. Click the “Swap” or “Swap periods” button on the badge to fix the order.
  • Clear baseline: Click the “X” icon on the baseline chip to remove the comparison.
  • Apply filters: Click ”+ Add filter” to add rules. For multiselect options (Models, Locations, Personas, etc.), the filter defaults to “is any of” (inclusion only).
  • Clear All: Click the “Clear All” button (appears when filters are active) to reset everything back to defaults.
  • Filter by website/topic: Click the “Websites, Topics & Prompts” chip to open a nested tree. Check specific websites, expand them to check specific topics, or expand topics to check individual prompts. Click “Apply”.
Saved View Actions
  • Save a view: Click the “Views” button and select “Save as view”. Enter a name, pick an icon, and check “Keep end date current” if you want the date window to roll forward automatically. Click “Save”.
  • Load a view: Click “Views” and select any saved view from the list to apply its filters.
  • Clear selected view: Click the “X” next to the active view’s name in the trigger to revert to the “Default” view.
  • Update filters: Open the “Views” menu, hover over the active view, click the ⋯ icon, and choose “Update filters” to overwrite it with the currently visible filters.
  • Set default: From a view’s ⋯ menu, select “Set as default” so it loads automatically when you visit the group.
  • Edit view: From a view’s ⋯ menu, select “Edit” to rename it or change its icon.
  • Delete view: From a view’s ⋯ menu, select “Delete”. This is destructive.
  • Import website views: Click ”+ Add filter”, select “Import from view”, check the desired views, and click “Import N view(s)”. If there are conflicts, click “Import anyway” to accept the merged logic or “Back” to change selections.
Report Actions
  • Open reports: Click the ⋯ menu in the top right of the page header and click “Manage reports”.
  • Create report: Inside the modal, click “New report” to open the report builder.
  • Edit report: Click a report row, or click its ⋯ menu and select “Edit”.
  • Preview report: Click a report row’s ⋯ menu and select “Preview and test” to jump straight to the delivery testing step.
  • Delete report: Click a report row’s ⋯ menu and select “Delete”. A confirmation dialog will warn: “This permanently deletes “<report name>” and stops its scheduled deliveries.” Click “Delete report” to confirm.

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Data shown

The dashboard pulls AI response tracking data (mentions, citations, position rankings) generated by querying target prompts against AI engines (ChatGPT, Gemini, Perplexity, Claude, Copilot, AI Overviews, AI Mode, Grok, DeepSeek, Meta AI, Mistral). All metrics are aggregated across the websites that belong to the group, and are compared against a capped list of the top 100 competitors found across those websites.

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Common workflows

Analyzing high-level group performance:
  1. Navigate to the Group Dashboard.
  2. Ensure the “Combine websites” toggle is checked (Grouped mode).
  3. Set a “Date Range” (e.g., Last 30 days) and select “Previous period” as a baseline.
  4. Scroll through the cards to see how the overall portfolio’s share of voice and citation rates grew or shrank compared to the previous month.
Merging individual site strategies into a group view:
  1. On the Group Dashboard, click ”+ Add filter” and select “Import from view”.
  2. Select specific saved views that were previously created for individual websites in the group (e.g., a view tracking “High Intent Prompts”).
  3. Click “Import views”.
  4. Review any conflicts on the resolution screen, click “Import anyway”, and then click “Views” -> “Save as view” to save this combined setup for the whole group.
Scheduling a portfolio report:
  1. Click the ⋯ menu in the top right of the page header and select “Manage reports”.
  2. Click “New report”.
  3. The builder will automatically select the 5 group-compatible charts.
  4. Give the report a name, set a weekly/monthly cadence, add email or Slack recipients, and save it.

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Empty, loading, and error states

  • Loading: An animated loader appears in the center of the dashboard while group structure and initial metrics initialize. Individual cards display skeleton loaders (gray pulsing shapes) while fetching data.
  • Empty: If the selected filters exclude all data (e.g., no mentions occurred), cards display a blurred sample chart overlaid with a “No data” message.
  • Error: If a chart fails to fetch, it shows a blurred background with a “Something went wrong…” message and a refresh (retry) button.
  • No Reports: If the Manage Reports modal is opened and no reports exist, an empty state displays “No reports” with a “New report” button.
  • Linked from: The main sidebar navigation under the Groups section, Market Landscape pages, and direct group links.
  • Links to: The Report Builder (via the Manage reports modal) which opens in-place to configure scheduled deliveries.

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Common support questions

Why are some of my charts missing from the Group Dashboard? The Group Dashboard currently supports a focused subset of 5 charts (Share of Voice, Mention Rate, Citation Rate, Position Over Time, and Dollar Value Captured). Other charts available on single-website dashboards (like Brand Traits or Sources Visualization) are not available here yet. What does the “Combine websites” toggle do? When checked, it adds all your group’s websites together and treats them as one giant “Brand” line on the charts. When unchecked, the charts break out into a detailed view, drawing a separate line or pie slice for each individual website in the group. Why is there a warning on my baseline date? If your selected baseline comparison period overlaps with your main date range, or if it takes place after your main date range, the dashboard flags it. Comparing against the future makes metrics read backwards (e.g., a drop looks like an increase). You can click “Swap” on the warning badge to easily flip them. Why can’t I export my Group Saved View to CSV? The CSV export option (usually found in the Views dropdown) is intentionally hidden for Group dashboards. Group filters combine data across multiple sites in a way that the standard prompt CSV exporter doesn’t currently support. Why didn’t my date range import when I used “Import from view”? When importing filters from website-level views into a group, the date range is intentionally ignored. The dashboard always applies the imported criteria (like models, tags, and personas) to the date range you currently have selected on the group page.