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Portfolio Baseline Settings



You can update the following baseline values for each campaign in the Enterprise Portfolio Report:
  • Total Page Rankings on Page 1, 2, and 3 of the SERPs
  • Average Rank and Visibility Score Rank Metrics
  • Google Analytics Traffic: Total, Organic, and Paid
  • Search Console (Webmaster Tools) Queries, Impressions, and Clicks
Rank Ranger calculates rank data based on the last day of the previous month, and Analytics & Webmaster Tools data based on the previous calendar month.

If a campaign was created in January, then the baseline data will display in this report beginning on February 5th.  For campaigns that existed in Rank Ranger before the Portfolio Report was created, baseline data is set as of October 1 (or later if the campaign was created - or Google Analytics or Search Console (Webmaster Tools) was connected to the campaign - after October 1, 2015).

This feature is available to customers with Enterprise packages and is found in Campaign Settings > Portfolio Baseline.
 
Portfolio Report Baseline Settings
 

Video: How to Set Baseline Values

            
 




Total Page Rankings

 
Modify the Total Page Rankings Baseline

If you have website summary rank data from a time period prior to your campaign set update, you can modify the SERP page 1, 2 & 3 total page ranking baseline by entering those numbers in the corresponding fields.   

Change Total Page Rankings baseline


 

Rank Metrics

 
Modify Average Rank and Visibility Score by Search Engine

If you want to use Average Rank and/or Visibility Score data from a time period other than the campaign start date as your baseline, you can enter that data in the corresponding Rank Metrics fields.  

Change Rank Metrics by search engine


Analytics Traffic Baseline

 
Establish Your Analytics Traffic Baseline

If Google Analytics tracking code was added to a website before the date that you want to establish a baseline to compare future results against, you can enter the preferred baseline values in the corresponding fields.

establish your Analytics Traffic baseline



Search Console (Webmaster Tools) Baseline

 
Establish Your Search Console (Webmaster Tools) Queries, Impressions & Clicks Baseline

If Google Search Console (Webmaster Tools) tracking code was added to a website before the date that you want to establish a baseline to compare future results against, you can enter the preferred baseline values in the corresponding fields.

establish your Webmaster Tools baseline


Success & Error Messages

 
Success!

When you click the Save button, you should see this success message indicating that your changes have been updated and will be reflected in the Portfolio report. 

Baseline updates success message



Notice: Update Not Accepted

Baseline metrics cannot be updated until the month after a campaign has been created (i.e., after the first report has been generated). If the campaign is created in January, the baseline settings can be changed after February 1st.
 
Baseline - New Campaign Error



Notice: No Changes

If you click the Save button without making any changes to the metrics, you will receive a notice indicating that no changes were made.
 
Baseline - No Change Error Message




Portfolio Report Options

Enter Custom Report Title

Date

  • Select Month and Year
    Compare to Past allows you to compare the data to a previous time period, including:
    • Previous Period (MoM)
    • Same Time Last Year (YoY)
    • Baseline
    • Custom Date
    • MoM and YoY (the table will display two columns for each metric change that is selected to Show.
Enter Custom Report Title

Custom Report Title

  • Enter a custom title to display at the top of your report (optional)
    This title will also display in your PDF reports, both at the top of the report and within the table of contents.
Campaign Details

Display

Deselect all columns: is an option to deselect all selected columns and the table will not display in the report.
  • Trend Chart: enable the display of a monthly trend chart at the top of the report
  • Metric Total: enable the display of a section containing the totals for the selected campaigns. This includes the number of campaigns, keywords, keywords ranking on Page 1, Page 2 & Page 3, average rank, visibility score, traffic (all), new users, traffic (organic), new users (organic), traffic (paid) and new users (paid)
  • Target Values: enable to allow setting of Target Values (e.g., goals) for various performance fields in the report

Campaign Details


  • Create Date: the campaign creation date
  • Campaign Name
  • Campaign URL
  • Keywords # (Baseline): the number of keywords added during campaign creation
  • Keywords #: the number of keywords as of the last day of the report month
  • SEs # (Baseline): the number of search engines added during campaign creation
  • SEs #: the number of Search Engines as of the last day of the report month
Select Total Page Rankings Metrics

Total Page Rankings

All current page rank data in this report is based on the last day of the report month

  • Page 1 (Baseline): the total number of campaign keywords ranking on Page 1 of the SERPs on the day the campaign was created.
  • Page 1 (Current): the total number of campaign keywords ranking on Page 1 of the SERPs (as of the last day of the report month)
  • Page 1 (Change): the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current number of keywords with Page 1 rank.
  • Page 2 (Baseline): the total number of campaign keywords ranking on Page 2 of the SERPs on the day the campaign was created.
  • Page 2 (Current): the total number of campaign keywords ranking on Page 2 of the SERPs (as of the last day of the report month)
  • Page 2 (Change): the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current number of keywords with Page 2 rank.
  • Page 3 (Baseline): the total number of campaign keywords ranking on Page 3 of the SERPs on the day the campaign was created.
  • Page 3 (Current): the total number of campaign keywords ranking on Page 3 of the SERPs (as of the last day of the report month)
  • Page 3 (Change): the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current number of keywords with Page 3 rank
Select Average Rank metrics

Average Rank

  • Baseline: the average rank of all campaign keywords on all search engines tracked in the campaign on the day the campaign was created
  • Total: the average rank of all campaign keywords on all search engines tracked in the campaign on the last day of the report month
  • Change: the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current Average Rank
  • Search Engines: the average rank change percentage for each search engine that the campaign keywords are being tracked on
Select Visibility Score details

Visibility Score

Visibility Score is based on the position of ranking keywords and average search volume

  • Baseline: the visibility score on the day the campaign was created
  • Total: the visibility score on the last day of the report month
  • Change: the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current total visibility score
  • Search Engines: the visibility score change percentage for each search engine
Select Google Analytics Traffic totals

Google Analytics Totals

Requires Google Analytics integration

  • Traffic (Baseline): traffic for the calendar month based on campaign creation date
  • Traffic (Current): traffic totals for the report month
  • Traffic (Change): the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date)  and the Current Traffic
  • New Users (Baseline): the number of new users reported for the calendar month based on the campaign creation date
  • New Users (Current): the number of new users during the report month
  • New Users Change: the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current user totals
  • Direct Traffic: the number of sessions resulting from a user entering a direct link to the site (e.g., typing or via a bookmark)
  • Referral Traffic: the number of sessions involving a referral link from another site.
  • Bounce Rate: the percentage of single-page visits (i.e., visits in which the user left the site from the same page they entered on without clicking deeper)
  • Goal Completions: the number of times users completed all the elements of a particular goal defined for the site in Google Analytics
  • Goal Value: the total value of completed goals based on the value assigned to each goal in Google Analytics.
  • Transactions: the number of completed transactions.
  • Revenue: the total value of completed transactions.
Select Google Analytics Organic Traffic data

Google Analytics Organic Traffic

Requires Google Analytics integration

  • Traffic (Baseline): organic traffic for the calendar month based on campaign creation date
  • Traffic (Current): organic traffic totals for the report month
  • Traffic (Change): the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current Organic Traffic
  • New Users (Baseline): the number of new users from organic search for the calendar month based on campaign creation date
  • New Users (Current): the number of new users from the organic search during the report month.
  • New Users (Change) - the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current Organic User totals
  • All Users (Baseline) - the number of all users from the organic search for the calendar month based on the campaign creation date. 
  • All Users (Current) - the number of all users for the selected report date range.
  • All Users (Change) - the percentage of change between the selected option from the "Compare to Past" in the Date option.
  • Transaction Revenues (Baseline) - the transaction revenue from the organic search for the calendar month based on the campaign creation date.
  • Transaction Revenues (Current) - the transaction revenue of the organic search for the selected report date range.
  • Transaction Revenues (Change) - the percentage of change between the selected option from the "Compare to Past" in the Date option.
Select Google Analytics Paid Traffic data

Google Analytics Paid Traffic

Requires Google Analytics integration

  • Traffic (Baseline): paid traffic for the calendar month based on campaign creation date  
  • Traffic (Current): paid traffic totals for the report month
  • Traffic (Change): the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current Paid Traffic
  • New Users (Baseline): the number of new users generated from paid traffic for the calendar month based on the campaign creation date
  • New Users (Current): the number of new users generated from paid traffic during the report month
  • New Users (Change): the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current Paid New User totals 
Select Search Console (Webmaster Tools) metrics

Search Console (Webmaster Tools)

Requires Google Search Console integration

  • Queries (Baseline): the total number of search queries that returned pages from the campaign's primary domain for the  calendar month based on the campaign creation date
  • Queries (Current): the total number of search queries that returned pages from the campaign's primary domain during the report month
  • Queries (Change): the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current Queries
  • Impressions (Baseline): the number of times pages from the campaign's primary domain appeared in search results for the  calendar month based on the campaign creation date
  • Impressions (Current): the number of times pages from the campaign's primary domain appeared in search results during the report month
  • Impressions (Change): the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current Impressions
  • Clicks (Baseline): the number of times a user clicked the campaign's primary domain's listing in search results for a particular query for the calendar month based on campaign creation date
  • Clicks (Current): the number of times a user clicked the campaign's primary domain's listing in search results for a particular query during the report month
  • Clicks (Change): the percentage of change between the selected option from the "Compare to Past": (Baseline, Previous Period, Same Time Last Year or Custom Date) and the Current Clicks
  • CTR (Current): the current click-through rate
Portfolio Report Campaign Selection

Campaigns

  • Both Industry and Profile menus allow quick selection from a predefined list. To add or edit these items open the campaign's General Settings  > Advanced Settings screen and add/edit industry or profile settings
  • Select the Campaigns from the list to include in the report
Portfolio Report Campaign Selection

Users

For this report, Users are the campaign managers that are assigned in the Campaign General Settings > Advanced Settings screen.
  • Select the Users from the list to be included in the report



Apply Changes

  • Whenever you make changes to Report Options you must click the Apply Changes button in the left sidebar in order for those changes to be saved.

Add to PDF Report


Conveniently add a report or graph with its current settings to a PDF report by hovering over the gold gear icon and selecting Add to PDF Reports

add report to PDF


Select the PDF Report that you want the report or graph added to
             
select white label report

Drag the new report or graph into the position you want it to display in the PDF and confirm that the Date settings do not conflict with the automated scheduling settings.

Enterprise Account Features


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