> ## Documentation Index
> Fetch the complete documentation index at: https://docs.searchable.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding Your Dashboard

> Navigate your Searchable dashboard and complete the essential setup steps

<Note>
  **On this page:** Dashboard Overview • Essential Getting Started Steps • Dashboard Navigation • Understanding Your Scores • Daily Workflow • Common Questions
</Note>

## Dashboard Overview

Your project dashboard is mission control for monitoring and improving your AI visibility. Once you create your project, you'll see a progress-based checklist that guides you through 5 essential setup steps.

<Frame>
  <img src="https://mintcdn.com/searchable/Zyms3YY9H2Yf2QTr/searchable-dashboard.png?fit=max&auto=format&n=Zyms3YY9H2Yf2QTr&q=85&s=7eb194e79577bdb1dc2b323ce2c03367" alt="Searchable Dashboard Overview" width="1586" height="943" data-path="searchable-dashboard.png" />
</Frame>

**What you'll accomplish:**

* Train your AI agent with your brand context
* Understand your current AI visibility baseline
* Optimize prompts for better tracking
* Identify and fix technical issues
* Create your first AI-optimized content

<Tip>
  The checklist tracks your progress automatically. Complete these 5 steps to unlock the full power of Searchable.
</Tip>

## Essential Getting Started Steps

Complete these actions in order to set up your workspace for success. Each step builds on the previous one.

### Step 1: Update Your Knowledge Base

<Card title="Train Your AI Agent" icon="brain" href="https://app.searchable.com/knowledge-base">
  **Time required:** 10-15 minutes\
  **Navigate to:** Dashboard → Knowledge Base
</Card>

**What it is:**\
Your knowledge base is where you teach Searchable's AI agent about your brand, products, and business context. This enables personalized recommendations throughout the platform.

**What to include:**

* **Brand Overview**: Company description, mission, and key differentiators
* **Products/Services**: What you offer and who it's for
* **Target Audience**: Who your ideal customers are
* **Competitors**: Main competitors you want to track
* **Business Goals**: What you want to achieve with AI visibility

**Why it matters:**\
A well-trained agent provides better content suggestions, more accurate competitive analysis, and personalized optimization recommendations.

**How to complete:**

<Steps>
  <Step title="Open Knowledge Base">
    Click "Knowledge Base" in the sidebar or use the checklist link
  </Step>

  <Step title="Add Brand Context">
    Upload documents, paste website copy, or write directly in the editor
  </Step>

  <Step title="Define Your Competitors">
    Add 3-5 main competitors for comparative analysis
  </Step>

  <Step title="Set Goals">
    Specify what success looks like (traffic, visibility, rankings)
  </Step>

  <Step title="Save & Test">
    Save your knowledge base and ask the agent a question to verify it understands your brand
  </Step>
</Steps>

<Check>✓ Knowledge base updated - Move to Step 2</Check>

***

### Step 2: Review Your Visibility Report

<Card title="Understand Your AI Presence" icon="chart-line" href="https://app.searchable.com/analytics?section=visibility">
  **Time required:** 5 minutes\
  **Navigate to:** Dashboard → Analytics → Visibility
</Card>

**What it shows:**\
Your visibility report tracks how often and where your brand is mentioned across 4 major AI platforms: ChatGPT, Gemini, Perplexity, and Claude.

**Key metrics to understand:**

<CardGroup cols={2}>
  <Card title="Visibility Score" icon="gauge">
    0-100 score showing how prominently you appear in AI responses
  </Card>

  <Card title="Mention Rate" icon="percent">
    Percentage of prompts that mention your brand
  </Card>

  <Card title="Share of Voice" icon="chart-pie">
    Your mentions vs. competitors in your category
  </Card>

  <Card title="Platform Breakdown" icon="robot">
    Which AI engines cite you most frequently
  </Card>
</CardGroup>

**What to look for:**

* **Current baseline**: This is your starting point - don't worry if it's low initially
* **Platform differences**: Some AI engines may know you better than others
* **Zero mentions**: Completely normal for new brands - you'll improve this with content
* **Competitor comparison**: See who's dominating AI visibility in your space

**Action items from the report:**

* Note which prompts get mentions (double down on these topics)
* Identify zero-mention prompts (content opportunities)
* Check which competitors are cited (learn from their content)
* Set realistic improvement targets (5-10% monthly is excellent)

<Info>
  Learn more about visibility metrics in [AI Visibility Tracking](/using-searchable/visibility-tracking).
</Info>

<Check>✓ Visibility report reviewed - Move to Step 3</Check>

***

### Step 3: Review Prompts Analytics

<Card title="Optimize Your Prompt Strategy" icon="messages-question" href="https://app.searchable.com/prompts">
  **Time required:** 10 minutes\
  **Navigate to:** Dashboard → Prompts
</Card>

**What it shows:**\
Your prompts page displays performance for every question you're tracking across AI platforms. This is where you optimize what you're monitoring.

**Initial setup:**\
Searchable generates 20 starter prompts when you create your project:

* 3 brand-specific prompts (direct mentions)
* 17 semantic prompts (category and problem-solution queries)

**What to analyze:**

<Tabs>
  <Tab title="High Performers">
    **Prompts with mentions (green indicators)**

    These are working! Actions:

    * Note the pattern - what makes them successful?
    * Create similar prompts on related topics
    * Track trends over time
  </Tab>

  <Tab title="Zero Mentions">
    **Prompts with no citations (red indicators)**

    These are opportunities! Actions:

    * Create comprehensive content targeting these prompts
    * Ensure content directly answers the question
    * Add structured data and clear formatting
    * Check back in 2-4 weeks after publishing
  </Tab>

  <Tab title="Platform Variance">
    **Different results across AI engines**

    This reveals platform preferences:

    * ChatGPT favors authoritative sources
    * Claude values comprehensive explanations
    * Perplexity prioritizes recent content
    * Gemini integrates with Google's knowledge graph
  </Tab>
</Tabs>

**How to optimize:**

<Steps>
  <Step title="Review Performance">
    Sort prompts by mention rate to see what's working
  </Step>

  <Step title="Add Custom Prompts">
    Click "+ New Prompt" to add questions your customers actually ask
  </Step>

  <Step title="Edit Low Performers">
    Refine prompt wording to be more specific and natural
  </Step>

  <Step title="Archive Irrelevant">
    Remove prompts that don't align with your goals (saves quota)
  </Step>

  <Step title="Plan Content">
    Use zero-mention prompts as your content roadmap
  </Step>
</Steps>

**Prompt limits by plan:**

* Starter: 50 unique tracked prompts
* Professional: 100 unique tracked prompts
* Agency: 1,000 unique tracked prompts
* Custom: Configured with your account team

<Tip>
  Quality over quantity! 20-50 well-chosen prompts often outperform hundreds of generic ones.
</Tip>

<Check>✓ Prompts optimized - Move to Step 4</Check>

***

### Step 4: Audit Your Site Content

<Card title="Identify Technical Issues" icon="magnifying-glass" href="https://app.searchable.com/on-page/site-health">
  **Time required:** 5 minutes to review, varies to fix\
  **Navigate to:** Dashboard → On-Page → Site Health
</Card>

**What it does:**\
The site audit analyzes your website for technical SEO, content quality, and AEO (Answer Engine Optimization) issues. You'll receive a comprehensive report with prioritized recommendations.

**What you'll see:**

<CardGroup cols={2}>
  <Card title="Technical Score" icon="wrench">
    Page speed, mobile-friendliness, Core Web Vitals
  </Card>

  <Card title="Content Score" icon="file-text">
    Content quality, keyword optimization, structure
  </Card>

  <Card title="AEO Score" icon="robot">
    AI-readiness, structured data, citation-worthiness
  </Card>

  <Card title="Overall Health" icon="heart-pulse">
    Combined weighted score (0-100)
  </Card>
</CardGroup>

**Priority fixes to start with:**

1. **Critical Issues (Red)**
   * Fix immediately - these severely impact all scores
   * Usually: broken links, missing meta tags, severe performance issues
   * Expected impact: 10-20 point score increase

2. **High Priority (Orange)**
   * Address within first week
   * Usually: page speed, mobile usability, missing structured data
   * Expected impact: 5-15 point score increase

3. **Quick Wins**
   * Look for the "Quick Wins" section
   * High-impact, low-effort improvements
   * Usually: alt text, internal linking, meta descriptions
   * Expected impact: 3-8 point score increase per fix

**How to use the audit:**

<Steps>
  <Step title="Review Your Scores">
    Check your Technical, Content, and AEO scores - this is your baseline
  </Step>

  <Step title="Prioritize Issues">
    Start with critical issues, then high-priority ones
  </Step>

  <Step title="Implement Fixes">
    Follow recommendations for each issue (code examples provided)
  </Step>

  <Step title="Re-Audit">
    Run a new audit after fixes to measure improvement
  </Step>
</Steps>

<Warning>
  Don't try to fix everything at once. Focus on critical issues first, then tackle 2-3 high-priority items each week.
</Warning>

<Info>
  Learn more in [Site Audits Guide](/using-searchable/site-audits) and [Understanding Scores](/using-searchable/understanding-scores).
</Info>

<Check>✓ Audit reviewed and fixes prioritized - Move to Step 5</Check>

***

### Step 5: Create Your First Article

<Card title="Generate AI-Optimized Content" icon="wand-magic-sparkles" href="https://app.searchable.com/create/articles">
  **Time required:** 20-30 minutes\
  **Navigate to:** Dashboard → Create → Articles
</Card>

**Why content comes last:**\
You've now trained your agent, understand your visibility baseline, optimized your prompts, and identified technical issues. You're ready to create content that will actually get cited by AI platforms.

**What the content generator does:**

* **Researches** your topic across the web
* **Analyzes** top-ranking content and competitor approaches
* **Generates** SEO and AEO-optimized articles
* **Includes** proper citations and structured data
* **Optimizes** for both Google and AI platforms

**How to create your first article:**

<Steps>
  <Step title="Choose a Topic">
    Start with a zero-mention prompt from Step 3 - this is your biggest opportunity
  </Step>

  <Step title="Select Article Type">
    * How-to guide (most effective for AI citations)
    * Product comparison
    * Ultimate guide
    * FAQ page
  </Step>

  <Step title="Set Parameters">
    * Target keyword (from your prompt)
    * Desired word count (2,000-3,000 words recommended)
    * Tone and style preferences
  </Step>

  <Step title="Generate Outline">
    Review the AI-generated outline and adjust if needed
  </Step>

  <Step title="Generate Full Article">
    Let AI create the complete article with citations
  </Step>

  <Step title="Edit & Refine">
    Add your unique insights, examples, and brand voice
  </Step>

  <Step title="Publish">
    Publish directly to your CMS or copy the content
  </Step>
</Steps>

**Publishing options:**

* Copy/paste to your CMS
* Download as Markdown or HTML
* Save as draft for later

**After publishing:**

* Track article performance in Analytics tab
* Monitor for AI citations (usually 2-4 weeks to appear)
* Update and refresh quarterly for best results

<Tip>
  Your first article targets a zero-mention prompt. After publishing, create content for 2-3 more zero-mention prompts each month. This is how you build AI visibility systematically.
</Tip>

<Check>✓ First article created - Checklist complete!</Check>

***

## Dashboard Navigation Quick Reference

Now that you understand the essential workflow, here's how to navigate the dashboard.

### Top Navigation

<CardGroup cols={3}>
  <Card title="Project Selector" icon="folder">
    Switch between workspaces and projects (top-left)
  </Card>

  <Card title="Quick Actions" icon="zap">
    Run Audit, Add Page, AI Assistant (top-right)
  </Card>

  <Card title="User Menu" icon="user">
    Settings, Billing, Help, Logout
  </Card>
</CardGroup>

### Main Tabs

The sidebar contains your primary navigation:

* **Overview**: Dashboard home with scores and activity
* **Pages**: All monitored pages with individual scores
* **Issues**: Technical and content problems to fix
* **Prompts**: AI visibility tracking and prompt management
* **Content**: Article generation and content calendar
* **Analytics**: Deep dive into visibility data and trends
* **Settings**: Project configuration and integrations

### Sidebar Menu

**Project-Specific:**

* Dashboard, Pages, Issues, Prompts, Content, Analytics, Settings

**Global:**

* All Projects, Account, Billing, Team, API Keys, Help

## Understanding Your Scores

Four key metrics appear on every dashboard view:

<Frame>
  <img src="https://mintcdn.com/searchable/Zyms3YY9H2Yf2QTr/images/health-score-card.png?fit=max&auto=format&n=Zyms3YY9H2Yf2QTr&q=85&s=cd5d1239212206aa70baf41bee999539" alt="Health Score Card Example" width="983" height="620" data-path="images/health-score-card.png" />
</Frame>

### Overall Health Score (0-100)

Your combined optimization score calculated as:

```
Overall Health = (Technical × 30%) + (Content × 35%) + (AEO × 35%)
```

**Interpretation:**

* **90-100**: Excellent - Well-optimized site
* **70-89**: Good - Minor improvements recommended
* **50-69**: Fair - Several issues need attention
* **Below 50**: Poor - Significant work needed

### Technical Score (0-100)

Measures site performance and technical SEO:

* Page speed and Core Web Vitals
* Mobile-friendliness
* Crawlability and indexing
* Technical SEO fundamentals

### Content Score (0-100)

Evaluates content quality and optimization:

* Content depth and value
* Keyword optimization
* Structure and readability
* Internal linking
* Meta data completeness

### AEO Score (0-100)

Answer Engine Optimization readiness:

* Structured data implementation
* Citation-worthy content
* Clear answer formatting
* Topic authority
* AI model accessibility

<Info>
  For detailed explanations of each score and how to improve them, see [Understanding Scores](/using-searchable/understanding-scores).
</Info>

## After Checklist Completion

Once you've finished the 5 essential steps, establish a daily workflow:

### Morning Routine (5 minutes)

<Steps>
  <Step title="Check Overview Tab">
    Review overnight changes in scores and AI mentions
  </Step>

  <Step title="Scan Quick Wins">
    Identify high-impact, low-effort improvements
  </Step>

  <Step title="Review Notifications">
    Check for critical issues or significant visibility changes
  </Step>
</Steps>

### Daily Tasks (10-15 minutes)

<Check>Review new issues in Issues tab - fix critical items immediately</Check>
<Check>Monitor prompt performance - note any significant changes</Check>
<Check>Check AI visibility trends - celebrate improvements</Check>

### Weekly Review (30 minutes)

<Steps>
  <Step title="Analyze Prompt Performance">
    * Which prompts gained mentions?
    * Which need better content?
    * Add 3-5 new prompts based on insights
  </Step>

  <Step title="Plan Content">
    * Choose 2-3 zero-mention prompts
    * Schedule article creation
    * Update existing content if needed
  </Step>

  <Step title="Fix High-Priority Issues">
    * Tackle 2-3 high-priority issues from audit
    * Re-audit affected pages
    * Track score improvements
  </Step>
</Steps>

### Monthly Strategy (1-2 hours)

* **Review overall trends**: Compare month-over-month improvements
* **Competitive analysis**: How are competitors performing?
* **Content performance**: Which articles drive the most AI citations?
* **Goal assessment**: Are you hitting your visibility targets?
* **Strategy adjustment**: What's working? What needs to change?

## Dashboard Features by Tab

### Overview Tab

Your default landing page showing:

* Health scores with trend indicators
* Recent activity feed
* Quick wins section
* Performance charts

### Pages Tab

Monitor all your website pages:

<Frame>
  <img src="https://mintcdn.com/searchable/Zyms3YY9H2Yf2QTr/images/pages-table.png?fit=max&auto=format&n=Zyms3YY9H2Yf2QTr&q=85&s=3007a7823c560141dd098e7280cbbfbf" alt="Monitored Pages Table" width="1263" height="723" data-path="images/pages-table.png" />
</Frame>

* Individual page scores
* Issues per page
* Last audited timestamp
* Bulk actions available

### Issues Tab

All detected problems across your site:

* Grouped by severity (Critical → Low)
* Filterable by type (Technical, Content, AEO)
* Actionable fix recommendations
* Track resolution progress

### Prompts Tab

Manage AI visibility tracking:

* All tracked prompts with performance metrics
* Add/edit/archive prompts
* Bulk import from CSV
* Performance analytics per prompt

### Content Tab

AI-powered content workspace:

* Draft and published articles
* Content generation tools
* Performance tracking
* Publishing integrations

### Analytics Tab

Deep dive into data:

* Visibility trends over time
* Competitor comparisons
* Citation analysis
* Traffic correlation (with GA4)

## Common Questions

<AccordionGroup>
  <Accordion title="I completed the checklist, now what?">
    Excellent! Now you transition to the daily/weekly workflow above. Focus on:

    1. Creating content for zero-mention prompts (2-3 articles/month)
    2. Fixing high-priority issues from audits
    3. Monitoring visibility trends and competitor movements
    4. Refining your prompt strategy based on performance

    The checklist gets you started; the ongoing workflow builds long-term AI visibility.
  </Accordion>

  <Accordion title="Can I skip checklist items?">
    Technically yes, but not recommended. Each step builds on the previous:

    * Without knowledge base: Generic recommendations, no personalization
    * Without visibility baseline: No benchmark to measure progress
    * Without prompt optimization: Wasted tracking quota on poor prompts
    * Without audit: Missing critical issues that hurt AI visibility
    * Without first article: No content for AI models to cite

    Complete all 5 steps for best results. Takes about 1 hour total.
  </Accordion>

  <Accordion title="How often should I check my dashboard?">
    **Daily (5-10 min):**

    * Check Overview for critical issues or major changes
    * Review notifications
    * Monitor visibility score trends

    **Weekly (30 min):**

    * Analyze prompt performance
    * Plan content based on gaps
    * Fix 2-3 high-priority issues

    **Monthly (1-2 hours):**

    * Strategic review of all metrics
    * Competitive analysis
    * Adjust goals and strategy

    Don't obsess over daily fluctuations - focus on weekly/monthly trends.
  </Accordion>

  <Accordion title="Which tab should I focus on first?">
    Follow the checklist order:

    1. **Create/Agent**: Set up knowledge base (once)
    2. **Analytics**: Understand visibility baseline (review, then weekly)
    3. **Prompts**: Optimize tracking (review, then weekly)
    4. **Optimize**: Fix issues (ongoing, prioritized by severity)
    5. **Content**: Generate articles (2-3 per month)

    After initial setup, spend most time on **Issues** (fixing problems) and **Content** (creating articles).
  </Accordion>

  <Accordion title="How often does data update?">
    **Real-time:**

    * Issue status changes
    * Team activity
    * Content drafts

    **Hourly:**

    * AI visibility data
    * Prompt mention checks

    **Continuous (within plan limits):**

    * Page audits run on your schedule
    * Starter: 25 pages/month
    * Professional: 100 pages/month
    * Agency: 500 pages/month
    * Custom: Tailored allocation

    **Historical Data:**

    * Starter: 3 months retention
    * Professional: 12 months retention
    * Agency & Custom: Unlimited retention
  </Accordion>

  <Accordion title="Can I share my dashboard with team members?">
    Yes! Invite team members in **Settings** → **Team**.

    **Team member limits:**

    * Starter: 1 seat (just you)
    * Professional: 10 seats
    * Agency: 25 seats
    * Custom: Contracted allocation

    **Roles available:**

    * Admin: Full access including billing
    * Editor: Edit content and settings
    * Viewer: Read-only access

    All team members see the same checklist progress and can collaborate on completing steps.
  </Accordion>

  <Accordion title="Why are some metrics missing or showing dashes?">
    Some metrics require integrations or sufficient data:

    **Missing traffic data:** Connect Google Analytics 4 in Settings → Integrations

    **Missing keyword data:** Connect Google Search Console in Settings → Integrations

    **Incomplete scores:** New sites need at least one full audit cycle (wait 24-48 hours)

    **Zero AI mentions:** Normal for new brands - build content and give AI models 2-4 weeks to update
  </Accordion>
</AccordionGroup>

## Dashboard Performance

If your dashboard loads slowly:

1. **Reduce Date Range**: View last 30 days instead of 12 months
2. **Limit Pages**: Focus monitoring on priority pages only
3. **Clear Filters**: Reset any active filters on tables
4. **Check Connection**: Ensure stable internet connection
5. **Contact Support**: Email [support@searchable.com](mailto:support@searchable.com) if issues persist

## Next Steps

<CardGroup cols={2}>
  <Card title="Understanding Scores" icon="chart-simple" href="/using-searchable/understanding-scores">
    Deep dive into what each score means and how to improve them
  </Card>

  <Card title="Working with Prompts" icon="messages-question" href="/using-searchable/working-with-prompts">
    Master advanced prompt strategies and templates
  </Card>

  <Card title="Site Audits" icon="magnifying-glass" href="/using-searchable/site-audits">
    Comprehensive guide to running and interpreting audits
  </Card>

  <Card title="Content Generation" icon="file-text" href="/using-searchable/content-generation">
    Advanced content creation and optimization techniques
  </Card>

  <Card title="Set Up Integrations" icon="plug" href="/integrations/overview">
    Connect Google Search Console, GA4, and your CMS
  </Card>

  <Card title="Plans & Pricing" icon="credit-card" href="/getting-started/plans-pricing">
    Upgrade for higher limits and advanced features
  </Card>
</CardGroup>