Advice and answers from the Customer Success Team

Use My Profile to edit first name, last name, email, phone, bio, billing address, and profile image. Use My Billing to manage Stripe cards, view order history, print invoice details, cancel a plan, or deactivate the account.

Progress bars and count-up indicators appear while checks run so users know the platform is working. Completed checks create dashboard activity, notification bell counts, and notification center entries when relevant.

Email and BuddyPress notifications can be sent for finished searches, ranking changes, audit results, social updates, and worker errors.

Plans are managed through WooCommerce Subscriptions and connected to Analytics & Beyond tier limits. Tiers control brands, keyword counts, audit runs, AI checks, and other feature access.

The public plan section can advertise a trial. Admins manage the actual subscription products, pricing, and limits from WooCommerce and the A&B Platform tier settings.

A brand is the business, website, or client account you want to track. Each brand can have its own website URL, keywords, audit history, AI standing checks, social profiles, notifications, and reports.

Most agencies should create one brand for each client. Plan limits decide how many brands and checks can run each month.

Each brand has its own workspace. A workspace is the brand-specific version of the dashboard and tools. The URL includes the brand slug, such as /brand-name/dashboard/, so the user always knows which client account they are working inside.

The brand switcher appears in the app submenu above the tool buttons. Use it to move from one client brand to another. After a brand is selected, Dashboard, Keywords, SEO Audit, AI/GEO, Rank Tracker, Social, Reports, and Alerts all open for that active brand.

1. Open Dashboard or any main tool page.
2. Use the brand switcher on the left side of the submenu.
3. Select the client brand you want to work on.
4. Use the submenu buttons to move between Dashboard, Brands, Keywords, SEO Audit, AI/GEO, Rank Tracker, Social, Reports, and Alerts for that same brand.

The Dashboard score, setup progress, keyword data, rank history, SEO audit results, AI standing, social standing, reports, and alerts are pulled from the active brand workspace. If a user is on the wrong brand, switch brands first before running a check or reading results.

When a new brand is created, Analytics & Beyond opens that brand workspace automatically. If a brand is archived, it cannot be opened as an active workspace, and the system moves the user to another active brand when one is available.

Old links that use ?brand_id= still work for active brands. The platform automatically redirects them to the cleaner brand workspace URL and keeps useful extra information, such as report IDs. Invalid, archived, or inaccessible brand links will not fall back to another client account.

Open Dashboard or Brands, enter the brand or business name, website URL, and optional location details, then save. Repeat for each client business.

If you hit a limit, review My Billing or Plan Access to confirm the active tier.

Analytics & Beyond combines brand workspaces, real-time rank tracking, technical audits, AI visibility checks, social standing, keyword planning, notifications, and client-ready reports in one secure dashboard.

It is built for agencies and enterprise teams that manage client brands, not just one personal website.

The dashboard is the main workspace for the active brand. It shows Unified Visibility, brand intelligence cards, setup progress, recent activity, notifications, and links into every main tool.

New users see a first-time setup panel that asks for the website URL, core service, and top competitor. When submitted, Analytics & Beyond creates or reuses the brand workspace, saves the wizard status, tracks starter keywords, generates first keyword ideas, and opens the brand dashboard.

Use the feature cards to jump into Brands, Keyword Agent, Rank Tracker, SEO Audit, AI Standing, Social Standing, Reports & Graphs, My Profile, and My Billing.

The first-time setup wizard appears on the Dashboard for users who have not completed or skipped onboarding. It asks for three things: the website URL, the core service or offer, and an optional top competitor URL.

1. Website URL becomes the first brand workspace website.
2. Core Service becomes the first keyword seed and starter tracked keyword topic.
3. Top Competitor is saved in onboarding data and brand notes so staff can understand the market being compared.

After submission, the system creates or reuses the active brand, marks onboarding complete, adds starter tracked keywords, generates a first set of keyword ideas, and redirects the user into the brand dashboard. Users can skip the wizard and add brands manually later.

Unified Visibility Score is the main dashboard score for the latest active brand the user worked on. The dashboard chooses the brand from recent brand activity, completed checks, generated reports, and brand update times. It lists the scored brand above the score so users know exactly what the number is measuring.

The score is calculated from that brand’s latest available AI Standing, SEO Health, Rank Score, and Social Standing components. Components with no completed data stay blank and do not create a fake score. If the user has not added a brand yet, Unified Visibility stays at 0% and the dashboard invites the user to create the first brand.

To improve the score, add a brand, track keywords, run an SEO audit, check AI Standing, connect social profiles, and generate reports. As each check completes, the matching component fills in and the unified score updates from real data.

Choose a brand, enter seed terms, service areas, radius miles, and modifiers, then generate keyword ideas. Keyword Agent helps identify terms by volume, difficulty, intent, location, and opportunity.

Territory logic expands keywords across the selected city, county, municipality, neighborhoods, nearby searches, and radius phrases. If the brand has a recent SEO Audit, Keyword Agent also pulls missed opportunities from that audit so technical/content gaps can become keyword ideas.

When Ollama is enabled, Keyword Agent fetches the brand website text and asks Ollama to refine keyword intent and topical clusters from the page text plus the generated keyword list. If Ollama fails, times out, hangs, or returns invalid JSON, Keyword Agent automatically falls back to the saved Gemini API key and Gemini model. If both AI providers are unavailable, the local intent model still runs.

Use strong terms as tracked keywords in Rank Tracker and as topics for content planning.

Saved Ideas is the number of keyword opportunities stored for the active brand. These are the ideas Keyword Agent generated and saved so the user can review them later.

A saved idea is not automatically a tracked keyword. It is a candidate phrase the user can compare, use for content planning, or move into tracking by clicking Track.

Tracked Keywords are the search phrases the brand wants to monitor over time. They should be the most important services, products, locations, and customer problems for that brand.

After a keyword is tracked, Rank Tracker can check where the brand appears in search results and store ranking history. Tracked keywords should be specific enough to match what a real customer would search.

Avg Opportunity is the average opportunity score across saved keyword ideas for the active brand. Higher numbers usually point to stronger keyword targets.

The score balances useful signals such as search intent, estimated demand, and competition. A high average means the current idea set may contain useful topics for content, SEO pages, ads, or rank tracking.

Last Run shows the most recent date Keyword Agent generated keyword ideas for the active brand. If it says Never, that brand has not run keyword research yet.

Run Keyword Agent again when the business adds a new service, enters a new city, starts a new campaign, or needs fresh content topics.

Research Queue is the setup area for a keyword research run. Choose the brand, enter Seed Keywords, confirm location, language, radius miles, device, and result limit, then click Generate Ideas.

Seed Keywords are starter words or phrases. Use services, products, cities, customer problems, or campaign topics. Separate them with commas or new lines. Good seed keywords create better recommendations because they tell Keyword Agent what the brand actually wants to be found for.

Radius Miles tells Keyword Agent how local the research should feel. The system expands seed keywords with terms such as best, local, near me, in the selected city, county, neighborhood, company, service, provider, and agency. This helps local brands find phrases real customers may use when they search by service area.

The Keyword column shows the exact phrase a customer may type into a search engine. This is the phrase the brand can target with a page, article, service section, ad, or rank tracking.

Choose keywords that match real buyer language. A phrase like emergency plumber near me is more action-ready than a vague phrase like plumbing.

Keyword Intent explains what the searcher probably wants. They may want to learn, compare options, find a local service, buy something, or solve a problem.

Intent helps decide what to create. Informational keywords may need guides or FAQs. Local or commercial keywords may need service pages, location pages, offers, testimonials, and clear calls to action.

Keyword Opportunity Score is a priority score for a keyword idea. Higher scores usually mean the keyword may be more valuable for the brand because it has a useful mix of intent, demand, and competition.

Use Score to decide where to start, but do not use it alone. A lower-score keyword can still be valuable if it matches a core service, a profitable customer, or an important local market.

Tracked Set is the list of keywords the active brand is monitoring. These are the phrases that matter enough to check repeatedly for ranking movement.

Add Tracked Keywords lets users manually add phrases, one per line. Users can also click Track in the Keyword Ideas table to move a generated idea into the tracked set.

A good tracked set should include core services, products, city terms, branded searches, competitor comparison phrases, and customer problem phrases.

Keyword Competition estimates how hard it may be to earn visibility for that keyword. Lower competition can be easier to target. Higher competition may require stronger content, better technical SEO, backlinks, reviews, citations, and time.

Use competition to plan effort. Easy keywords can support quick content wins, while difficult keywords may need a larger SEO campaign.

Search Volume estimates how often people search for that keyword in the selected market. Higher volume can mean more demand and more potential traffic.

Volume should be balanced with intent and competition. A smaller keyword with strong buying intent can sometimes be more useful than a large keyword that is broad or hard to win.

The Track action saves a keyword idea into the brand’s tracked keyword set. That means the phrase can be monitored over time by Rank Tracker.

Track keywords that are important enough to measure repeatedly. These are usually core services, high-value products, location terms, and searches tied to leads or sales.

Rank Tracker measures where a client brand appears in search results for the keywords you choose. The dashboard Rank Score only updates after a rank check has created ranking history for that brand.

1. Select the brand you want to measure.
2. Add keywords, one per line. Use search phrases customers would type, such as a service, product, city, or problem.
3. Click Run Check. Wait for the progress bar to reach 100%.
4. Review Avg Position, Top 3, Last Checked, the trend graph, and the keyword table.

Rank checks now store a multi-engine result set in the rank history. The primary dashboard score remains based on the comparable Google organic position, while raw history also records Google Maps, Bing organic, Yahoo organic, and Apple Maps fallback/projection data when live data is unavailable.

What Average Position means

Average Position is the average search ranking across all tracked keywords for the selected brand. Lower is better. Position 1 means the brand is the first result. An average position of 54.7 means the brand is averaging around result position 55 across the checked keywords.

This helps brands understand whether they are visible for the phrases customers are searching. A high average position means the brand may need stronger pages, better content, more focused keywords, local SEO work, or technical SEO improvements.

What Top 3 means

Top 3 is the number of tracked keywords where the brand ranks in positions 1, 2, or 3. These are the top organic positions for a keyword and usually receive more attention and clicks than lower results.

Ranking in the Top 3 helps a brand win more search visibility, more qualified traffic, stronger trust, and more opportunities for leads or sales.

How to improve ranking positions

• Track keywords that match real services, products, cities, and customer problems.
• Create or improve pages that directly answer the search intent for each keyword.
• Add clear headings, helpful content, internal links, schema, and strong calls to action.
• Improve technical SEO issues found in SEO Audit, including page speed, crawlability, and metadata.
• Build authority with useful content, citations, local profiles, reviews, and relevant backlinks.
• Run checks regularly and compare movement over time instead of judging one single check.

If the dashboard still shows 0, first confirm the correct brand is selected and that the brand has at least one completed rank check. A keyword that is not found in the tracked search range counts as position 101, which lowers the score.

Choose a brand or URL and run the audit. When live checks are enabled, the progress meter moves while PageSpeed, DataForSEO, and bounded website monitoring checks run.

Review score bars, vitals, Monitoring Coverage, health trend, and recent audits. Use failed or warning items as the fix list.

Monitoring Coverage

• Monitoring Speed uses Core Web Vitals such as LCP, TBT, and CLS to show whether the page feels fast enough for users and search engines.
• Uptime checks whether the audited URL responds with a healthy HTTP status and how long the server took to answer.
• Duplicate Content samples the homepage and a small set of internal pages to look for duplicate page titles and meta descriptions.
• Schema checks whether structured data such as JSON-LD, microdata, or RDFa is present so search engines and AI systems can understand the brand.
• Broken Links checks a bounded sample of page links and flags URLs that return errors.
• Competition compares the brand against the saved top competitor from onboarding or brand notes. If no competitor is saved, the audit tells the user to add one.

Live checks are intentionally bounded so the audit stays fast. They are not a full enterprise crawler, but they give the user a practical first view of the problems that can block launch quality.

The public lead magnet can be embedded with

. It captures name, email, company, and website URL before showing the audit result. The result is stored in the existing leads and audits tables, and the user receives a token-protected branded PDF link. If Dompdf is installed, the system uses Dompdf for the white-label PDF. If Dompdf is not installed, a built-in PDF fallback still produces a valid branded PDF.

AI Brand Standing asks buyer-style questions across selected LLM models and records whether the brand appears, where it ranks, and how often competitors are mentioned.

The page stores the last checked date so users know how current the standing data is.

Open Social Standing, choose a brand, then connect supported OAuth accounts or enter profile handles and URLs where manual tracking is available.

Connected profiles power audience, engagement, content cadence, and social visibility reports. API keys must be configured by an administrator before OAuth connections can work.

Use Reports & Graphs to create a client-ready report for one brand at a time.

1. Log in at analyticsandbeyond.io/login/.
2. Open Reports & Graphs.
3. If you manage more than one brand, use the Brand dropdown at the top of the page and choose the business you want to report on.
4. Choose the date range: 30 Days, 90 Days, 180 Days, or 365 Days.
5. Click Refresh to load the latest dashboard data for that brand and date range.
6. Choose the report type: Executive Summary, SEO Performance, AI Visibility, Social Standing, or Full Intelligence Report.
7. Optional: add a short client note in the Optional client note field.
8. Click Generate Client Report.
9. Wait for the progress bar to finish. The system compiles SEO, rank, audit, keyword, AI visibility, social, and recommendation data, then saves the report.
10. After it finishes, scroll to the generated report history and click View to open the saved report.

You can also click CSV to download report data, or Print / PDF to print the dashboard or save it as a PDF from your browser.

If the Reports page says a brand is needed first, open Brands, add the business, then return to Reports & Graphs.

Trend lines show movement over time. Rising traffic, impressions, and clicks are good; lower average position values usually mean better search ranking.

Score rings summarize health out of 100. Bar charts compare buckets or time periods. Keyword tables show impressions, clicks, current position, position change, and mini history charts.