cross-client-metrics-overview

Cross-client metrics overview

Compare social media performance across multiple Planable workspaces in one view. Built for agency operators and managers who need to see the full picture without opening each workspace individually.

How this skill works

1. Identify the workspaces and time period to cover
2. Fetch page and post metrics for each workspace
3. Produce a ranked, comparative summary
4. Flag outliers — best performers, problem accounts, accounts needing attention

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Step 1: Gather inputs

• Workspaces to include — specific clients, or all workspaces (default: all)
• Date range — default to previous calendar month if not specified
• Primary metric to rank by — engagement rate (default), impressions, posts published, or audience growth

If the user asks for "all clients", proceed — but if there are more than 15 workspaces, confirm before fetching them all.

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Step 2: Fetch data for each workspace

For each workspace:

list_pages(workspaceId) → get all pageIds

get_page_metrics_summary(
  workspaceId,
  pageIds[],
  startDate,
  endDate
)

get_post_metrics_summary(
  workspaceId,
  pageIds[],
  startDate,
  endDate
)

Store results keyed by workspace name. Handle failures gracefully — if a workspace returns no data, note it rather than stopping the whole report.

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Step 3: Build the comparison

At a glance — ranked table

Rank workspaces by the primary metric. Show as a clean list:

Agency performance — [Month Year]
Ranked by engagement rate

1. [Client A]       Eng. rate: 4.2%   Impressions: 48K   Posts: 22
2. [Client B]       Eng. rate: 3.8%   Impressions: 31K   Posts: 18
3. [Client C]       Eng. rate: 2.1%   Impressions: 62K   Posts: 30
...

Include totals row at the bottom: total impressions, total engagement, total posts across all clients.

Highlights and flags

After the table, add a short section with 3–5 specific callouts:

🏆 Top performer — [Client] led on [metric] with [number]. [One sentence on why if inferable — e.g., "Ran 2 campaigns this month."]