Overview

If you're managing multiple business accounts in Triple Whale, you can access a high-level roll-up of each business's top metrics in a single dashboard, aggregate their metrics, and navigate business settings with ease.

Navigation

The Portfolio View shows all the businesses you have access to, along with their key metrics at a glance.

At the top of your screen, you will see a number of options:

Search Bar - If you have many businesses using Triple Whale, the search helps you quickly jump to the right one.
Date Selector - Select your desired date ranges for all reported metrics on the page.
Create a View - Save a custom "View" to quickly see groups of businesses. For example, multiple businesses within one Brand could be saved as a View for quick filtering/reference.
Business Dropdown - Filter which businesses are included in the Blended metrics.
Invite New User - Invite a user to any business where you have Owner or Admin access.
Create New Business - Create a paid or free subscription for a new business joining Triple Whale.

To access a business's specific Triple Whale account from your Portfolio View, simply, click the name of the business.

Create View

Views

Views let you group businesses together for easier analysis. For example, if you manage businesses across different regions, you could create a "US Businesses" view and an "EU Businesses" view to quickly compare performance by region. Or you might create a "Brand Views" if you're managing multiple brands.

To create a view:

Click Create View
Enter a name for your view (e.g., "High Performers," "EU Region")
Select the businesses you want to include
Click Save View

Your saved view will appear in the view selector for quick access.

Blended Metrics

The Blended Metrics at the top of your page shows you aggregated data for all of your businesses. This can be helpful in a few ways:

If you work at a marketing agency and want to see your Blended ROAS, Ad Spend, or Order Revenue for all businesses that you manage.
If you run an international brand with separate Business URLs for your UK business, US business and Canadian business (for example), you can blend all that data here.

Note - Blended Metrics are only available for businesses with a Paid Subscription. Free businesses will not be included in the Blended Metrics data.

Selecting the Metrics for each Business

Click the Choose Tile button right-hand corner of the desired business to pull up the full list of metrics available for that business.

Select the metrics you want to see for that business on the Portfolio View page.

Click the "Submit" button and your metrics will save. Proceed to do this for all of the businesses in your list.

Invite New User

See the article Adding Team Members to Multiple Businesses at Once

Access Business-Specific Settings

If you are an Owner or Admin, you can also navigate to business-specific settings, such as managing that business's subscription, adding users to that business, or accessing past invoices.

Simply click the Settings icon(cog icon) next to the desired business, and you will be taken to that business's Settings.