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Purpose

The Group Dashboard provides an aggregated, cross-website analytics view for a defined group of websites. It allows marketers and team members to review their combined metrics, such as Share of Voice, Mention Rate, Citation Rate, Position Over Time, and ROI, in a single place. Users can toggle between viewing the group as one unified brand or breaking it down website-by-website, apply shared filters, and save or import custom views to streamline their reporting workflow.

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What’s on the page

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Page header

Shows a breadcrumb-style title reading “Group / {group name}”.

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Filter bar

Contains the primary controls for scoping the dashboard’s data:
  • Date Range (with comparison period): Allows you to select the primary reporting date range and an optional comparison period. This affects all metrics and charts on the dashboard.
  • Websites, Topics & Prompts: A popover menu that restricts all metrics to the specifically selected websites, topics, or individual prompts within the group.
  • Combine websites (toggle): A switch that flips the dashboard between “Detailed” mode (showing a per-website breakdown) and “Grouped” mode (combining all websites into a single aggregated brand representation).
  • Add filter: A menu to add additional specific filters to the dashboard.
  • Saved Views dropdown: A menu to load, manage, or export a saved combination of the dashboard’s filters.

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Modular dashboard grid

A draggable and resizable grid containing various metric cards. Depending on your configuration and data, you will see:
  • Share of Voice: A donut chart and a ranked list showing the group’s (or each website’s) share of AI mentions compared to competitors. Entities are ranked by percentage share and color-coded. Toggling between Detailed and Grouped modes changes the granularity of this view.
  • Mention Rate: A line or area time-series chart with the date on the x-axis and mention rate percentage on the y-axis. Includes a scrollable competitor legend. It tracks your brand’s mention rate against competitors over time, with an optional comparison period overlay.
  • Citation Rate: A line or area time-series chart with the date on the x-axis and citation rate percentage on the y-axis. It tracks how often AI cites your group’s or websites’ content versus competitors over time.
  • Position Over Time: A line chart with the date on the x-axis and the average position/percentile on the y-axis, displaying one line per entity. It tracks your brand and competitor ranking positions in AI responses over time.
  • Dollar Value Captured: A metric/stat card showing a monthly breakdown (bars and labels) that estimates the dollar value captured from AI citations across the group, based on ROI metrics.
  • Competitor Heatmap (if enabled): A heatmap grid where rows represent topics, columns represent your brand and competitors, and color intensity represents mention or citation percentage. It visualizes visibility by topic.
  • Sankey / Sources flow (if enabled): A Sankey diagram where the left nodes represent source domains, the right nodes represent your brand and competitors, and ribbon width represents mention volume. It visualizes which sources are driving mentions.

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What you can do here

  • Date range picker (primary): Click to open the calendar and choose the primary reporting date range. Includes presets like “Last 7 days”, “Last 14 days”, “Last 30 days”, and “All Time”.
  • Date range picker (comparison): Click the “compared to” field to choose a comparison period, featuring a “Previous Period” preset.
  • Clear comparison period: Click the “X” icon inside the comparison date field to clear the selected comparison range.
  • Websites, Topics & Prompts filter: Click to open a popover. You can expand a website to see its topics/prompts, check desired items, or use “Select All”. Click Apply to filter the dashboard, or Clear to remove the selection.
  • Combine websites toggle: Click to switch the dashboard between “Detailed” (per-website) and “Grouped” (combined) view modes.
  • Add filter: Click to open a popover containing grouped filter fields (such as Models, Prompts, Segments, Details) to add a new filter chip to the bar.
  • Import from view: Located inside the “Add filter” menu. Opens a dialog to import filters from existing website-level saved views.
  • Import from view dialog - select website view(s): Check one or more website-level saved views to merge into your group filter.
  • Import from view dialog - Import N view(s): Click to merge the selected views’ filters into the current group filters. If there are conflicts, it advances to a conflict-resolution step.
  • Import from view dialog - Import anyway: Applies the merged filters including any conflict resolutions (e.g., combining models, setting prompt status to ‘Both’).
  • Import from view dialog - Back / Cancel: Returns to the view picker step or closes the dialog without importing.
  • Clear All (Reset filters): Click to reset all group filters back to their defaults. Only appears when non-default filters are active.
  • Views dropdown - Save as view: Click to open an inline editor, type a name, select an icon, and save your current dashboard filters as a new saved view.
  • Views dropdown - select Default / a saved view: Click any view in the list to instantly load its filters into the dashboard.
  • Views dropdown - Edit: Inside the ⋯ row menu of a saved view. Opens a dialog to rename the view and change its icon.
  • Views dropdown - Update filters: Inside the ⋯ row menu of a saved view. Overwrites the saved view’s filters with whatever filters are currently active on the dashboard.
  • Views dropdown - Set as default / Remove default: Inside the ⋯ row menu of a saved view. Marks or unmarks the view as the default view that loads automatically for this group.
  • Views dropdown - Export: Inside the ⋯ row menu of a saved view. Exports the view’s associated prompts as a downloadable CSV file.
  • Views dropdown - Delete: Inside the ⋯ row menu of a saved view. Deletes the saved view after you accept the confirmation prompt: “Are you sure you want to delete the view ‘{name}’? This action cannot be undone.”
  • Clear selected view: Click the “X” icon next to the active Views pill to deselect the currently loaded saved view and return to Default.
  • Dashboard card drag handle: Click and drag the grid icon (six dots) in the top-right of any dashboard card to reorder it within the layout.
  • Card resize handle: Click and drag the bottom-right corner of a dashboard card to resize its width or height within the grid’s constraints.
  • Export cards: If available via dashboard settings, captures your visible dashboard cards as PNG images and bundles them into a downloadable ZIP file.

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Data shown

This dashboard displays metrics pulled from your group’s member websites and their tracked prompts and responses. It aggregates AI model responses (from engines like ChatGPT, Gemini, Perplexity, Copilot, Claude, AI Mode, Grok, DeepSeek, and Google AI Overview) across all the websites in the group. It also aggregates competitor data and logo information across those same websites. All data is scoped to your selected date range and any active filters or saved views.

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Common workflows

Compare group performance over time
  1. Open the /group/[id] dashboard.
  2. Adjust the primary date range and click the “compared to” field to add a comparison period.
  3. Review the Share of Voice, Mention Rate, Citation Rate, and Position cards to see deltas and comparison badges representing your performance shifts.
Filter to a subset of websites/prompts
  1. Click the “Websites, Topics & Prompts” filter chip in the filter bar.
  2. Expand a specific website to view its underlying topics and prompts, and check the desired items (or use “Select All”).
  3. Click Apply.
  4. The dashboard will automatically re-fetch and scope all cards to your exact selection.
Switch between combined and per-website views
  1. Locate the “Combine websites” switch in the filter bar.
  2. Toggle it on (Grouped mode) to aggregate all websites into a single, unified brand line or slice.
  3. Toggle it off (Detailed mode) to break down the metrics so each website is shown separately.
Save and reuse a filter combination
  1. Adjust your dashboard filters (such as models, prompt status/type, locations, personas, tags, etc.) to your liking.
  2. Open the Views dropdown in the top right and click Save as view.
  3. Enter a name for your view and pick an identifying icon.
  4. Click Save. The view now appears in your dropdown and can be reloaded, set as default, or deleted later.
Import filters from an existing website-level saved view
  1. Click Add filter, then select Import from view.
  2. Select one or more website-level saved views from the provided list.
  3. Click Import N view(s).
  4. If there are conflicts (e.g., conflicting models or prompt statuses), review the conflict cards presented and click Import anyway to resolve them and apply the filters.

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Empty, loading, and error states

  • Loading: When you first load the group dashboard or change major filters, a full-page spinner (AnimatedLoader) appears while data initializes. Individual dashboard cards will show skeleton loaders (such as chart, donut, list, or metric skeletons) while their specific data fetches in the background.
  • Empty: If there is no data available for the current filter combination, cards will render a blurred sample/placeholder dataset overlaid with a centered “No data” message.
  • Error: If a data request fails, the affected cards will display blurred placeholder content with a “Something went wrong…” message and a clickable retry (refresh) icon button so you can attempt to load the data again.
Linked from:
  • The main Sidebar navigation (under the Groups section, if you have group access).
  • The Group switcher / workspace selector.
  • Direct links to the group URL from your organization settings or group invites.
Links to:
  • /responses (via the “view all” links on stat cards, if those cards are not hidden).
  • /sources.
  • Exporting a saved view triggers a CSV file download directly to your machine rather than navigating to a new page.

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Common support questions

Why did my sidebar website selection disappear when I used the Websites/Topics/Prompts filter? The “Websites, Topics & Prompts” filter intentionally clears any website-scope selection you made in the sidebar. This prevents hidden intersections where you select prompts in the filter but they don’t belong to the website you selected in the sidebar. The filter on the dashboard acts as the primary scope override. Why can’t I see all of my competitors in the charts? To keep the charts readable and performant, the dashboard caps competitor data to the top 100 competitors by mention or citation rate. If your group tracks more than 100 competitors, the lowest-ranking ones will not be displayed even if selected. What happens when I toggle “Combine websites” off? When “Combine websites” is off (Detailed mode), the dashboard stops aggregating metrics into one unified “brand” line. Instead, it breaks the metrics down to show each individual website separately. In some views, like the Mention Rate or Citation Rate charts, the combined brand line is hidden entirely, and only the per-website percentage breakdowns are shown. What happens if I import a view that conflicts with my current filters? When importing filters from a website-level saved view, conflicts can arise (for example, if the view filters for different models or prompt statuses than you currently have selected). The system will warn you of these conflicts and require an explicit “Import anyway” confirmation. Conflicts are always resolved toward the more inclusive value (e.g., combining the two sets of models, or setting prompt status to “Both”). Why did my comparison date reset? The date range comparison (“compared to”) automatically resets whenever you change your primary date range. It does not persist across primary date range changes. Are Group Saved Views the same as my normal Saved Views? No, Group Saved Views are stored separately and are distinct from per-website Saved Views. They appear in different dropdowns. If you want to use a per-website saved view on a group dashboard, you must use the “Import from view” dialog to bridge them.