Chart notes
Pin context to a day so your team knows why a line moved
A chart note is a short comment pinned to a point on a chart: "Launched the new pricing page", "Press release went out", "Competitor cut prices". Every spike or drop raises the same question, what happened that day, and a note answers it for everyone who reads the chart later, including you in three months.
Where you can add notes
Notes work on these Overview charts:
- Visibility: Visibility over time, Mentions and Prompt coverage.
- Share of Voice and Sentiment Score.
- Sources: Sources per mention, Top Domains, and the trend view of Citations by Domain Type.
- Brands: Top Brands.
- Personas: the brand comparison across personas.
- Topics: Topic Distribution.
- Engines: Engine trends.
On a chart over time, a note is pinned to a day and drawn as a dashed line with a badge above it. On a chart of bars or tiles, such as a By brand view, it is pinned to that bar or tile. The Buyer Journey tab and the prompt detail page do not take notes.
Adding a note
- Hover the day or bar you want to annotate. A + pin appears above it. Click the pin. On a chart over time you can also click anywhere on the plot; on bar charts a click focuses that brand, so use the pin.
- Type your note in the box ("What happened on this day?"). Notes are up to 280 characters.
- Choose whether to Show in shared reports. Off keeps it to your team.
- Click Add note, or press Cmd+Enter (Ctrl+Enter on Windows).
The note appears as a badge at that point; when a point has several notes, the badge shows the count. Hovering the point also shows its notes in the chart's tooltip.
Who sees notes
- Your team. Notes belong to the project, so everyone with access to it sees them.
- Shared reports. A note appears in shared reports only when Show in shared reports is on. Those notes carry an In shared reports label in the app, and readers see them read-only.
Editing and deleting
Click a note badge to open the notes on that point, then use the note's menu:
- Edit changes the text or the shared-reports setting. Click Save when you are done.
- Delete removes the note after a confirmation. It disappears for everyone on the project and cannot be undone.
Good practice
- Note every change you make on purpose: a page published, a PR placement, a site migration, a robots.txt edit. AI visibility moves weeks after the work, and without a note nobody connects the two.
- Note outside events too: a competitor launch, a news story, an engine update you read about.
- Write it for a stranger. "Pricing page v2 live (/pricing)" beats "launch".
- Agencies: turn on Show in shared reports for the work you did for the client. The report then explains its own movements.