Pageoptimized
Reporting and clients

Showing Analytics to a client

Analytics can go on a client portal link, and it is off by default. That is a deliberate choice rather than an oversight: this section carries revenue, and whether a client sees what their site earns is a commercial…

Analytics can go on a client portal link, and it is off by default. That is a deliberate choice rather than an oversight: this section carries revenue, and whether a client sees what their site earns is a commercial decision you make on purpose.

Turning it on

Open Settings → Client portal, edit the share link, and tick Analytics: audience and outcomes in the sections list. The "Full transparency" preset includes it; the other two do not.

If you use the layout editor, the panel can be placed anywhere in the report and sized like any other block.

What the client sees

A panel headed What visitors did, with:

  • Visits from search over the period, and the trend
  • The share that stayed to read
  • Leads, or actions taken — see below
  • Revenue, or sales
  • The pages that brought the most in

Every number is search traffic only, and the panel says so. A client comparing it against their own Analytics will find it lower, and it is much better that they read why on the report than that they ask you about it in a meeting.

Map your outcomes first

The panel changes depending on whether you have named your events on the Setup tab.

Mapped, it says Leads and Sales. Unmapped, it says Actions taken and stops there.

That is on purpose. Reporting an unmapped event count as "leads" would be a guess dressed up as a number, on the one screen in the product where a wrong number costs somebody a client. Ten minutes on Setup makes the panel say the thing you actually want it to say.

Page groups make the report readable

A client asks how the pricing pages are doing. They do not ask how fourteen URLs are doing.

Group your pages on the Landing pages tab and the Outcomes tab gives you one row per group — sessions, key events, leads, revenue, conversion rate. That row is the sentence you read out in the meeting.

What a portal link can never do

Nothing on a portal path spends money or touches Google. Every number a client sees is read from data a scheduled sync already collected — a portal URL is held by someone outside your workspace, and anything reachable from it that costs money is a bill a stranger could run up with the link.

That is also why each panel carries the date its numbers stop. A client looking at a figure needs to know whether it is from this morning or from March, and unlike you they cannot press refresh to find out.

Next

  • Sharing a client portal
  • Setting up outcomes, page groups and your own metrics
  • What the Analytics section is for