Client dashboard (sample data - replace with approved client data)

Monthly visibility progress, source status, and next actions.

This initial dashboard shows how GeoPlus can track a client's AI visibility, source readiness, completed work, remaining issues, and recommended next actions over time. All values on this page are sample placeholders and must be replaced later.

Active sample account

Example Local Service Client (sample data - replace with approved client data)

Cache Valley / Idaho Falls pilot market (sample data - replace with approved client data) · Monthly proof period (sample data - replace with approved client data)

Dashboard metrics

What changed this month.

Each metric includes freshness and confidence so operators can tell whether data is ready, stale, blocked, or still needs provider setup.

AI mentions

Tracked mention status (sample data - replace with approved client data)

Change from prior month (sample data - replace with approved client data)

Freshness: Sample check date required
Confidence: Medium until engine checks are rerun

Shows whether approved AI visibility checks mention, miss, or confuse the business. (sample data - replace with approved client data)

Citation quality

Citation consistency status (sample data - replace with approved client data)

Improved, flat, or needs review (sample data - replace with approved client data)

Freshness: Sample citation audit date required
Confidence: Medium until directory checks are verified

Tracks whether business facts appear consistent across profiles and directories. (sample data - replace with approved client data)

Local SEO readiness

Readiness status (sample data - replace with approved client data)

Setup progress indicator (sample data - replace with approved client data)

Freshness: Sample local audit date required
Confidence: Low until GSC, GBP, and site access are approved

Summarizes website, GBP, schema, service pages, and location-page readiness. (sample data - replace with approved client data)

Content gaps

Open content gaps (sample data - replace with approved client data)

New, reduced, or unchanged (sample data - replace with approved client data)

Freshness: Sample content review date required
Confidence: Medium until service priorities are confirmed

Tracks missing service, FAQ, proof, team, location, or buyer-question content. (sample data - replace with approved client data)

Completed fixes

Completed work log (sample data - replace with approved client data)

Shipped this period (sample data - replace with approved client data)

Freshness: Sample operator update date required
Confidence: High only after owner review

Lists approved cleanup, content, profile, citation, and reporting tasks completed this period. (sample data - replace with approved client data)

Remaining issues

Open blockers and issues (sample data - replace with approved client data)

Needs owner, provider, or operator action (sample data - replace with approved client data)

Freshness: Sample issue review date required
Confidence: Medium until source access is complete

Shows unresolved source gaps, unclear facts, access blockers, and unverified profile items. (sample data - replace with approved client data)

Recommended next actions

Prioritized next steps (sample data - replace with approved client data)

Queued for next proof period (sample data - replace with approved client data)

Freshness: Sample planning date required
Confidence: Medium until client priorities are confirmed

Turns the current state into a short action plan for the next month. (sample data - replace with approved client data)

Data sources

Future provider readiness.

These integrations are identified for future reporting, but provider access still requires approval. Missing access should be visible before any monthly report is sent.

Google Search Console

Needs approval

Freshness: Not connected in sample dashboard

Confidence: Low until property access is approved

Blocked by: Client or owner must approve property access

Google Analytics 4

Needs approval

Freshness: Not connected in sample dashboard

Confidence: Low until analytics access is approved

Blocked by: Client or owner must approve analytics access

Google Business Profile

Blocked

Freshness: Not connected in sample dashboard

Confidence: Low until profile access is confirmed

Blocked by: GBP manager access and location confirmation required

Cloudflare

Needs approval

Freshness: Not connected in sample dashboard

Confidence: Low until DNS or analytics access is approved

Blocked by: Provider access and scope approval required

AI visibility checks

Connected sample

Freshness: Sample checks only

Confidence: Medium for layout only, not client findings

Blocked by: Replace sample prompts with approved client checks

Completed fixes

Published source-of-truth cleanup notes (sample data - replace with approved client data)
Reviewed service-page clarity (sample data - replace with approved client data)
Queued citation consistency updates (sample data - replace with approved client data)

Remaining issues

Confirm approved Google Business Profile access (sample data - replace with approved client data)
Replace sample AI visibility checks with client-specific prompts (sample data - replace with approved client data)
Verify which service pages are highest priority (sample data - replace with approved client data)

Recommended next actions

Connect approved data sources (sample data - replace with approved client data)
Run the monthly AI visibility check set (sample data - replace with approved client data)
Publish the next source cleanup and content recommendations (sample data - replace with approved client data)

Monthly proof output

Monthly Proof Report (sample data - replace with approved client data)

This report summarizes Example Local Service Client (sample data - replace with approved client data) for Monthly proof period (sample data - replace with approved client data). Use it as a template until approved client data replaces the sample values. (sample data - replace with approved client data)

Completed fixes

Published source-of-truth cleanup notes (sample data - replace with approved client data)
Reviewed service-page clarity (sample data - replace with approved client data)
Queued citation consistency updates (sample data - replace with approved client data)

Remaining issues

Confirm approved Google Business Profile access (sample data - replace with approved client data)
Replace sample AI visibility checks with client-specific prompts (sample data - replace with approved client data)
Verify which service pages are highest priority (sample data - replace with approved client data)

Recommended next actions

Connect approved data sources (sample data - replace with approved client data)
Run the monthly AI visibility check set (sample data - replace with approved client data)
Publish the next source cleanup and content recommendations (sample data - replace with approved client data)

Source status

Google Search Console: Needs approval. Freshness: Not connected in sample dashboard. Confidence: Low until property access is approved. Blocked by: Client or owner must approve property access. (sample data - replace with approved client data)
Google Analytics 4: Needs approval. Freshness: Not connected in sample dashboard. Confidence: Low until analytics access is approved. Blocked by: Client or owner must approve analytics access. (sample data - replace with approved client data)
Google Business Profile: Blocked. Freshness: Not connected in sample dashboard. Confidence: Low until profile access is confirmed. Blocked by: GBP manager access and location confirmation required. (sample data - replace with approved client data)
Cloudflare: Needs approval. Freshness: Not connected in sample dashboard. Confidence: Low until DNS or analytics access is approved. Blocked by: Provider access and scope approval required. (sample data - replace with approved client data)
AI visibility checks: Connected sample. Freshness: Sample checks only. Confidence: Medium for layout only, not client findings. Blocked by: Replace sample prompts with approved client checks. (sample data - replace with approved client data)