What you see
Overview KPI cards
A row of headline counts for your workspace:- Clients — how many clients you manage.
- Projects — how many projects across those clients.
- Sites Managed — total sites.
- Portfolio Health Index — a roll-up health score across your sites.
Site Stability
A trend chart of your sites’ scores over time, so you can see whether overall health is improving or slipping.Site Health Distribution
A breakdown of your sites (and recent findings) by health band, so you can see at a glance where the problems are concentrated.Recent Activity
A timeline of what’s happened across your sites recently — audits run, fixes applied, content published, GEO runs completed. Useful for catching up after time away.How the data is calculated
- Cards are computed from the latest successful run of each underlying tool.
- If you haven’t run a tool yet, the matching figure shows No data rather than a misleading zero.
- GEO numbers populate only after you’ve added at least one query for a site and the first run has finished.
- AI referral traffic populates only after the Analytics sub-tab on the GEO tab is connected to Google Analytics 4.
Drilling into a site
Open a client, then select a site. The site workspace contains its Scoreboard, orchestration tools, channels, content studio, operations, integrations, reports, and help. See Navigate Cleo for the current navigation map.When the dashboard looks empty
- New site: run Cleo Audit or Website Audit under SEO → Audit so the first health data can populate.
- GEO panels empty: add at least one prompt in GEO and wait for the first run. See GEO.
- AI referral traffic empty: connect Google Analytics 4 from the GEO tab’s Analytics sub-tab.
