Portfolio overview (multi-site)
If you run more than one site, the Portfolio Overview gives owners and operations leads a single screen showing how every site is performing. The Business Dashboard stays focused on the site cards (so it scales to many sites); the Portfolio is one click away.
Open the Portfolio
From the Business Dashboard, click the 'Portfolio overview' button next to the 'Your Sites' heading. The button only appears when you're a manager+ AND you have more than one active site.
Read the rollup
Each row is a site, with its current compliance score, open actions, and recent failure counts. Sort or scan to spot the sites that need attention.
Drill into a site
Click any site row to open its Site Dashboard. From there you can open the Compliance Report or Action Log to dig deeper.
Tips
- Use this view at the start of every Monday to plan your week's site visits.
- If a site is consistently red, set a one-off quarterly periodic check there to formalise weekly walkthroughs.
- The rollup respects role-based site visibility — Staff and Supervisors don't see sites they're not assigned to.