Portfolio is available on select plans. If you don’t see Portfolio in the sidebar, or it shows a lock icon, contact your Merciv representative to request access.
Browse your portfolio
The left sidebar lists your Brands. Expand a brand to see its products, and a product to see its variants — counts appear as badges on each row. Use the search icon to search across brands, products, and variants by name. Selecting a brand, product, or variant shows an overview card with its image, name, and key details. Click the card to open a detail panel where you can view the item’s listings. The top bar includes breadcrumbs and back/forward arrows that walk your navigation history within the page.Dashboards and time filters
Each level of the hierarchy has its own dashboards, organized as tabs. A dashboard is a grid of widgets — bar, line, pie, radar, heatmap, table, single-metric, gauge, and more. Use the time-range filter to scope the data: Past 30 days, Past 60 days, Past 90 days, Past 6 months, or Past year. Users with portfolio management access see an edit button for modifying a dashboard’s widgets.Add brands and listings
Adding brands and listings requires portfolio management access, which is typically limited to organization admins. Users without it can browse the portfolio but won’t see the create and edit controls.Create a brand
Click the + button in the Brands sidebar to open Create New Brand. Enter the brand name (required), an optional description, and store URLs.
Wait for processing
After you create the brand, Merciv gathers its information in the background. You’ll see “Processing brand — We are processing the brand information. This may take a few minutes.” Data appears in the portfolio once processing completes.