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Purpose

The Group Dashboard provides a combined view of AI-search visibility metrics across multiple tracked websites. It allows customers to monitor Share of Voice, Mention Rates, Citation Rates, ranking positions, and the estimated dollar value of their AI presence at an aggregate level, rather than checking each website individually. Customers can filter this data by specific websites, topics, prompts, dates, and models, and save these configurations as custom views for quick access.

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What’s on the page

  • Page Header: Displays “Group / ” followed by the name of the group you are currently viewing.
  • Filter Bar: A sticky bar at the top of the dashboard containing all data controls.
    • Date Range: Allows you to pick the primary time period for the data. You can also pick a “compared to” period to see historical deltas (like “+2.5%”).
    • Websites, Topics & Prompts: A dropdown that lets you narrow down the dashboard to specific websites in the group, specific topics, or individual prompts.
    • + Add filter: A menu to add more specific filters (like Models, Prompt status, Locations, etc.) or import filters from an individual website’s view.
    • Combine websites: A toggle switch. When turned on, the dashboard combines all the websites in the group into a single aggregated brand view. When turned off, it breaks out performance metrics for each website individually.
    • Views: A dropdown menu to save the current filter setup, switch between saved views, or revert to the “Default” view.
  • Dashboard Cards:
    • Share of Voice: A donut chart and ranked list showing how often AI models mention your grouped brand(s) compared to your top competitors.
    • Mention Rate: A time-series chart showing the percentage of AI responses that mention your brand over time.
    • Citation Rate: A time-series chart showing how often AI responses directly cite your tracked content over time.
    • Position Over Time: A chart tracking your average ranking position in AI responses over time.
    • Dollar Value Captured: Estimates the monetary value of your brand’s AI visibility.
  • Card Controls:
    • (i) (Info icon): Hovering or clicking this icon on any card opens an explanation of what the metric means and how it is calculated.
    • Drag handle: Located in the top-right of each card (appears on hover), allowing you to click and drag to rearrange the dashboard layout.
    • Resize handle: Located in the bottom-right of cards, allowing you to drag and resize the card’s width or height.

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What you can do here

  • Filter the dashboard data:
    • Click Date Range to select a time frame and an optional “compared to” period (which adds trend badges like “+X%” to the metrics). To clear the comparison, click the x next to the comparison date.
    • Click Websites, Topics & Prompts to open a popover where you can search, expand websites/topics, and check specific prompts. Click Apply to update the dashboard. You can also click Clear to remove the selection, or Select All to select every prompt. If a filter is active, you can clear it quickly by clicking the x on the filter chip.
    • Click + Add filter to filter by Models (ChatGPT, AI Overviews, Perplexity, Gemini, Copilot, Claude, AI Mode, Grok, DeepSeek), Prompt status (Active, Paused, Both), Prompt type (Non-Branded, Branded, Both), Variations, Locations, Personas, Prompt tags, and Brand identifiers.
    • If you have active filters, click Clear All (appears next to the filters) to reset them.
  • Toggle “Combine websites”: Click the switch next to the “Views” dropdown to change whether the charts display data for the group as one massive brand (combined) or break out lines/segments for each website individually.
  • Save a view: Set up your desired filters, click Views in the top right, and click Save as view. Type a name, pick an icon, and click Save.
  • Switch to a saved view: Click Views and select any saved view from the list to instantly apply its filters. Choose Default (or click the x on the active view’s name) to go back to the standard unfiltered view.
  • Manage saved views: Open the Views menu, hover over a saved view, and click the three-dot (⋯) kebab menu to access:
    • Edit: Change the view’s name and icon.
    • Update filters: Overwrite the view’s saved filters with whatever filters you currently have active on screen.
    • Set as default (or Remove default): Make this view load automatically when you open the group.
    • Delete: Permanently removes the saved view.
  • Import filters from a website view: If an individual website in the group has a saved view you want to reuse, click + Add filter and select Import from view. Check the views you want to bring in and click Import N view(s). If the imported view conflicts with your current group filters (e.g., one wants Active prompts, the other wants Paused), you will see a “Some filters conflict” screen where you can review the changes and click Import anyway or Back.
  • Customize dashboard layout: Hover over the top-right corner of any card to grab the six-dot handle and drag it to a new position. Grab the bottom-right corner to resize the card.
  • Retry a failed card: If a card fails to load its data, you will see a “Something went wrong…” message. Click the RefreshCw (retry) icon button to try loading it again.

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Data shown

The dashboard displays aggregated mention counts, citation percentages, search positions, and estimated dollar values calculated from the AI model responses tracked across all the websites in the current group. The competitors shown are the top 100 competitors by mention rate across the entire group.

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Common workflows

Compare current performance to a previous period
  1. Click the Date Range filter chip at the top of the dashboard.
  2. Select your primary date range (e.g., “Last 30 days”).
  3. In the “compared to” section, pick a comparison range (or use the “Previous Period” preset).
  4. The dashboard cards (like Share of Voice and Mention Rate) will reload to show green/orange badges indicating how your metrics changed between the two periods.
Scope the dashboard to specific websites or topics
  1. Click the Websites, Topics & Prompts filter button.
  2. Expand a website to see its topics, or expand a topic to see its prompts. You can also use the search bar to find them quickly.
  3. Check the boxes next to the websites, topics, or individual prompts you want to analyze.
  4. Click Apply. The dashboard will instantly update to show data only for those selections.
Import a saved view from a single website
  1. Click + Add filter in the filter bar and choose Import from view.
  2. In the “Import from website view” dialog, you will see a list of saved views from the websites in this group.
  3. Check the boxes for the views you want to merge into your group dashboard.
  4. Click Import N view(s). If there are conflicting settings (like different models selected), review how they will be resolved and click Import anyway.
Save and reuse a dashboard configuration
  1. Set up your date range, select specific websites/prompts, and add any other filters (like Models or Locations) from the + Add filter menu.
  2. Click the Views button in the top right.
  3. Click Save as view, type a name, choose an icon, and click Save.
  4. The next time you visit the group, you can click Views and select this view to restore all your filters instantly.
Toggle between combined and per-website chart display
  1. Find the Combine websites switch located next to the Views dropdown in the filter bar.
  2. Click the switch to turn it off. The charts will re-render, breaking out performance metrics to show a separate line or segment for each individual website in your group alongside your competitors.

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Empty, loading, and error states

  • Empty state: If your selected filters exclude all data (or if the websites in the group have no data yet), the dashboard charts will blur out and display a “No data” message.
  • Loading state: While the group data is initially loading, a spinning loader icon is centered on the screen. Skeleton outlines of the charts will show while data is being fetched.
  • Error state: If a specific metric fails to load, its card blurs out and displays “Something went wrong…” with a circular retry button.
  • Linked from: Accessed by clicking a group name in the left sidebar navigation, or from Market Landscape / group listing pages.
  • Links to: The “Import from view” dialog references saved views from individual websites.

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Common support questions

Why can’t I see the “Export as CSV” option in my group saved view menu? Group saved views contain filters that span multiple websites. The standard CSV exporter only supports single-website exports, so the “Export as CSV” option is deliberately hidden in the group Views menu. What does the “Combine websites” toggle do? When turned on, the dashboard treats all the websites in your group as one giant brand, combining all their mentions and citations into a single “Group” line or chart segment. When turned off, the dashboard breaks out the data so you can see a separate line or segment for each individual website in the group alongside your competitors. Why did some of my competitors disappear from the charts? To keep the dashboard fast and readable, the charts cap the competitor list to the top 100 competitors (ranked by how often they are mentioned). If a competitor falls outside the top 100, they will not be drawn on the charts. Why can’t I edit or delete a group saved view? Group saved views can only be edited or deleted by the person who created them, or by a user with Group Admin privileges. If you are a Viewer in the group and did not create the view, those options will be locked.