# Portfolio Report > Every client and location in one view, sorted worst first, with its own space and the right access per person. Built for agencies and franchises. Source: https://localrankchecker.co/tools/portfolio-report/ Site: Local Rank Checker Updated: 24 August 2026 --- Portfolio view # Every client on one screen, worst first. The portfolio view puts every client and location you manage in one place, sorted by what needs attention. Each client sits in its own space, each person sees the right locations, and you switch between them in a click. [Start your free trial](https://app.gbppromote.com/register)[See pricing](/pricing/) One view of everythingWorst first sortingA space per client ## The short answer The portfolio view shows every client and location you manage on one screen, grouped by brand, region or franchisee. Sort it worst first and the accounts that need help rise to the top. Each client lives in its own space with the right access for the right people, and you can open any single location from the full portfolio with one click. What it is ## What is a portfolio view? If you manage forty accounts, you have to check forty times how each one is doing. Without one screen that holds them all, attention goes to whichever client emailed last. The quiet account is the dangerous one. It never complains, so nobody checks it, and clients often go quiet just before they cancel. With a portfolio view, you decide which client to help based on data, not on who emailed last. The list is sorted by what changed, so an account that got worse without saying anything sits above one that sent three messages. attention, two ways Loudest client this weekFINE, JUST CHATTY Quiet client, rankings fallingACTUALLY AT RISK Sorted worst firstRISK ON TOP Who really needs you 01 · One screen ## All the clients you manage, in one place. Every location you manage appears in the same view, whether that is six locations for one brand or two hundred across forty clients. Grouping follows how you work: by client, by brand, by region or by franchisee. [See Multi Location Management →](/tools/multi-location-management/) the portfolio Clients14 Locations87 Grouped byCLIENT One screen 02 · Worst first ## The weakest accounts rise to the top. Sort the portfolio by what slipped, and the locations that need help rise to the top: falling rankings, unanswered reviews, incomplete profiles. You spend Monday morning on the five accounts that moved, instead of scrolling forty that did not. [See the Location Trend Report →](/tools/location-trend-report/) sorted by trouble 1. Harbor Dental · rank fallingACT 2. Vine Cafe · 6 reviews waitingACT 3 to 40 · steadyLEAVE ALONE Worst first 03 · A space per client ## Separate rooms, one building. Each client sits in its own space. Their locations, their reviews, their reports, kept apart from every other client. Switching between spaces takes a click, and nothing from one client ever appears in front of another. [See Local SEO Reports →](/tools/local-seo-reports/) client spaces Harbor DentalOWN SPACE Vine Cafe GroupOWN SPACE Wrong tab in a screen shareCANNOT HAPPEN A space per client 04 · The right access ## Each person sees only their part of the portfolio. Give the right people the right access: an account manager sees their clients, a branch manager sees one location, and you see everything. People work under their own logins, so the change history says who did what. [See the GBP Audit →](/tools/agency-gbp-audit/) who sees what YouEVERYTHING Account manager Kim5 CLIENTS Branch manager Raj1 LOCATION The right access 05 · Drill down ## From the portfolio to one location in a click. The portfolio shows which accounts need attention. Click into an account to see why: the rankings, reviews, audit score and recent work for that one location. The reports manager appears next to it, filtered by status, schedule and client, so your reporting tasks are visible in the same place. [See the Multi Location Report →](/tools/multi-location-report/) drilling in Portfolio → Harbor DentalONE CLICK Rank scans · reviews · auditALL THERE Their next reportDUE IN 4 DAYS Drill down What you get ## The portfolio toolkit ### Everything in one view Every client and location you manage, together. ### Worst first sorting The accounts that slipped rise to the top. ### Grouping that fits you By client, brand, region or franchisee. ### A space per client No client ever sees or shares another's data. ### Access per person Managers see their accounts, branches see their own. ### One click drill down From all your clients to one location instantly. How it works ## How to set it up - **Add every client and location.** Even the inactive ones. Those matter most. - **Group them how you work.** Client, brand, region or franchisee. - **Set access per person.** Own logins, right scope. - **Sort worst first on Mondays.** Work the top five, leave the rest. - **Check the quiet accounts monthly.** They will not ask for help on their own. monday morning Accounts that moved5 Worked through5 Time spentONE MORNING The book, at a glance One flat price ## Included in the one plan - The portfolio view and all 41 other tools - Unlimited clients and groups - All 42 tools included at every plan size - Access controls at no extra cost - Three day free trial, no credit card needed From 8 locations$5.33 per location / month 1 location $16 · 2 to 7 flat $37 · [full price list](/pricing/) [Start your free trial](https://app.gbppromote.com/register) FAQ ## Questions people ask **Q: How many locations can the portfolio hold?** Hundreds. The grouping and sorting are what keep it readable, not the count. **Q: What does worst first actually sort by?** What changed for the worse: falling rankings, growing unanswered reviews, audit scores that dropped. The point is that trouble rises to the top instead of hiding in the list. **Q: Can clients see each other?** No. Each client has its own private space, and access settings let each person see only the accounts they manage. **Q: Why include dormant accounts?** An inactive account is easy to forget and expensive to lose. In the portfolio its numbers still get read, even when nobody is talking about it. **Q: How is this different from the multi location report?** The portfolio is the live screen you work from. The report is the document you send. The portfolio tells you where to act today, and the report shows a client or franchisor what happened over the period. **Q: Does it work for a single brand with branches?** Yes. Use regions instead of clients and the same view works for a franchise or a chain: every branch in one list, with the weakest at the top. ## The client who cancels is usually the one nobody checked on. Every client on one screen, sorted by who needs you, with the silent ones still on the list. From $5.33 per location each month, three day trial. [Start your free trial](https://app.gbppromote.com/register)[Browse all 42 tools](/tools/)