Examples

Example 1: A Client Report for the Quarter

An account manager needs figures for a SaaS client's quarterly review.

Step 1: Open the rollup. On the Analytics Rollup screen in the app, she picks the client's brand and clicks Quarter to date. The screen shows how many agents responded and one tile for each.

Step 2: Read the tiles. The Content tile shows a ship rate and a Published count. The Social tile shows Posts published and Awaiting review. The Designer tile shows an attach rate, which is the share of generated images that were attached to something, and the number of Generations. The Brand Guard tile shows the auto-approve rate and the median brand score.

Step 3: Go one level down. She clicks the Content tile. The detail page lists every figure computed for the agent in the window, so she can see how many posts are still in review as well as how many were published.

Step 4: Use it. She copies the figures she needs into the client's report. Because quarter to date starts at the beginning of the quarter in the brand's reporting time zone, the numbers match the calendar quarter.

Example 2: A Standup Check in Slack

An agency owner wants a quick read on the last month before a Monday standup.

Step 1: Run the command. In the team channel she types:

/analytics-rollup 30d

Step 2: Read the card. A summary card appears, covering the last 30 days across all brands:

Marketing analytics: last 30 days Producers reporting: 11 of 12. Published: 42. In review: 9. Blocked: 2. A headline count for each agent that reported. The eight most recent items across the agents. Open the full rollup.

Step 3: Follow up. Nine items are sitting in review, so she adds the review backlog to the standup agenda. She clicks "Open the full rollup" and checks which agents hold the backlog before the meeting.

Example 3: Reading the Monday Digest

An agency has assigned a Slack channel to Marketing Analytics. At 9am on Monday the weekly digest appears there.

Step 1: The digest posts. It is the same summary card as the command, covering the last 7 days across all brands.

Step 2: Spot a gap. The card shows Blocked: 3. An operations lead opens the full rollup in the app and looks at the tiles. Three of the blocked items belong to one agent.

Step 3: Hand it off. Marketing Analytics reports the number and nothing more. The operations lead opens that agent's own screen to see why the items were blocked, and the team fixes them there.

Example 4: An Agent Marked Unavailable

An account manager opens the rollup and one tile is marked Unavailable, with a short reason.

Step 1: Check the count. The screen shows eleven of twelve agents responding. The rest of the rollup is unaffected.

Step 2: Decide. If the agency does not use that agent, there is nothing to do. If it should be reporting, she contacts support with the agent's name and the reason shown on the tile.