Step 1

Sign-up for free

Step 2

You should receive an email with the next step to create your account.

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Step 3

Login and Get Started

Once you see your Portfolio Benchmarking Basics page, start the Add Site wizard from the bottom right corner.

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Step 4

Choose to add single sites or multiple. To add multiple sites at once, download the template and follow the attached instructions. Save the file with your sites to save for use later. Drag the file into the upload space in the wizard.

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Step 4.5

To see specific errors found in your file, select the red “Errors” bubble in the top right of the grid. Adjust the errors in your saved file, then return to the previous screen to upload the updated file again.
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When the file has no errors, you will not see the red error message.

Site data can be updated at any time and additional sites can be added.

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Feature Unlocked

Uploading at least 2 sites, unlocks your portfolio summary. This is set at your new home page which you can access at any time from the menu on the left.