Using the dashboard
Ten pages, each with a job. This section walks through every one of them, so if you're wondering what a chart is telling you or where a setting lives, start here rather than guessing. Dashboard overview covers the home page — the six headline numbers, the visibility trend, what changed, the breakdowns by competitor, AI model and category, and the latest mentions — and the period and filters at the top of the page.
Two pages are worth setting up properly before anything else, because everything downstream depends on them. Prompts and categories is where you manage the questions being asked, and the category structure you'll use to filter results by topic later. Brands and competitors is where you define what counts as a mention, including aliases and abbreviations so the models' phrasing doesn't slip past the matcher.
After that it's analysis. Scans explains what each status means and how query allowance is consumed; Trends and history shows movement over time; and gap analysis, citations and sentiment go deeper on where competitors beat you, which sources are driving that, and how favourably you're described. Every plan includes every page; plans differ in limits such as prompts, brands and scan frequency.
Start here
- Dashboard overview — the home page, the six headline numbers and the filters.
- Prompts and categories — adding, editing, archiving and organising your prompt set.
- Scans — scheduled and manual scans, statuses, coverage and query limits.
All articles
Brands and competitors
How to add and manage your brand and competitor brands, and how SimplyRank uses them in scans.
Citations
How to read the Citations page — how often AI names you and cites your website, how you rank against competitors, and the sources AI cites when you're missing.
Dashboard overview
A walkthrough of the Overview page — six headline numbers, the visibility trend, what changed, and a summary of every other page.
Exports and API
How to export your SimplyRank data as CSV, and whether PDF reports, an API or Slack alerts are available.
Gap analysis
How to read the Gap Analysis page — your gap rate, the rivals who take your place, the prompts each rival wins, and where to start closing gaps.
Prompts and categories
How to add, edit, archive and organize prompts in SimplyRank — and how to use categories to filter results by topic.
Recommendations
How the Recommendations priority queue is built, what each row tells you, and how to mark recommendations done, snoozed or dismissed.
Scans
How scheduled and manual scans work, where to see scan history, and what to do if a scan stalls.
Sentiment
How the Sentiment page scores the tone of AI answers that mention your brand — net sentiment, the split by model, and the responses behind the numbers.
Trends and history
How the Tracking page charts your visibility over time — by competitor, prompt, category, model or intent — and how long history is kept.
Frequently asked questions
How do I run a scan right now instead of waiting?
Open the Scans page and choose to run one, either across all prompts or a subset. Manual scans draw on the same monthly query allowance as scheduled ones. They're most useful straight after adding prompts, or when you want a faster read on a change than the next scheduled run would give. See Scans.
What does prompt coverage mean on a scan?
It's the share of your active prompts the scan processed successfully. A scan only counts as complete at 98% coverage or above, so if a figure looks off, check coverage before concluding your visibility genuinely moved. Statuses and what triggers each are listed in Scans.
Why is a page greyed out or missing for me?
Every plan includes every dashboard page, the free trial too. If every page shows a "free trial has ended" or "plan has ended" message, an owner or admin can choose a plan under Settings → Billing to open them again. In Settings, the Organization, Notifications and Billing tabs are for the workspace's owners and admins. CSV export is Starter and above; there's no API or Slack integration on any plan. Plans and pricing has the full comparison.
How far back does my history go?
Back to your first scan: every plan keeps all of its history, and the dashboard shows up to 365 days at a time. See Trends and history.
Can I get the data out of SimplyRank?
Yes, as CSV from Starter up: the Competitors, Gap Analysis, Citations and Recommendations pages each have an Export button for what the page shows. There are no PDF reports or API today. See Exports and API.