Step 1
Review portfolio
The team reviews a portfolio of fictional client sites.
Illustrative workflow / Website portfolio monitoring
A day in the
workflow.
A portfolio workspace for agencies reviewing site health, analytics collection and the work needed to resolve issues.
Fictional scenario. This is a marketing walkthrough, not a customer case study or a live CRM.
Step 2
Inspect evidence
A failed analytics collection is clearly shown as unavailable.
Step 3
Assign action
An owner investigates the issue and records a next action.
Step 4
Record resolution
The resolved item retains the evidence and follow-up history.