A Weekly and Monthly Routine

A short, regular routine catches what matters without daily checking. Use this as a starting point and adapt it to your team.

Every Week

A few minutes are enough:

1. Open your Brand Dashboard and compare your main metrics with the week before. 📄 Understanding your Brand Dashboard

2. Note the Search Terms or Topics where you gained or lost the most, and check which competitors appear there instead. 📄 Understanding the Competitor Tab

3. Open the Citations tab and look for sources that are new or cited often for those Search Terms. 📄 Understanding the Citations Tab

4. Pick one or two things to act on this week and note them down.

Then add two quick checks:

• Look for Search Terms with an Unsupported region badge or that stopped running.

• Review new brands on the Competitors tab and keep the list clean.

Every Month

• Set the date picker to Last 30 days with Weekly aggregation and compare with the month before.

• Check whether the actions you took last month moved the Search Terms they targeted.

• Retire Search Terms that no longer matter and add new ones in one batch.

• Review your Credits use against your plan. 📄 Understanding Credits and Usage

• Share a summary with your team or clients. 📄 Presenting and Sharing a Custom Dashboard

Every Quarter

• Review your Topics and competitors against your current market and products.

• Check who has access to your Workspace and Brands. 📄 Restricting brand access for team members and clients

Tip: Keep a simple log of changes to Search Terms, brand names and content. It makes monthly comparisons much easier to explain.