The AI Portfolio Summary gives you a quick snapshot of how all your client properties are performing — useful for client reports or agency reviews.
Steps:
- Go to Command Center
- Click "Generate AI Summary"
- Wait 15-30 seconds
- A summary appears showing top performers, sites needing attention, and overall portfolio health
What it covers:
- Which properties have the most traffic growth
- Which properties are declining
- Notable changes across the portfolio
- Recommendations
You can copy the summary and paste it into a client report or agency update.