cross-client-metrics-overviewlisted
Install: claude install-skill Planable/smm-skills
# 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
---
## 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.
---
## 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.
---
## 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]
Ra