# cross-client-metrics-overview

> Claude/Codex skill by [@seranking-planable](https://omgskills.com/library/seranking-planable/index.md) · 4 stars · Updated 2026-06-25

Pull and compare performance metrics across multiple Planable workspaces (clients or brands) in a single view. Use this skill whenever the user wants to compare clients, see how all accounts are performing, get an agency-wide metrics overview, or says things like "how are all my clients doing", "compare performance across workspaces", "give me a cross-client report", "agency overview", "which client is performing best", or "metrics across all accounts". Always activate for multi-workspace analytics queries in Planable. For single-workspace reports, use the monthly-performance-summary skill instead.

Tags: agent-skills, anthropic, claude, claude-code, claude-plugin, claude-skills, mcp, mcp-server, smm, social-media, social-media-automation, social-media-management, social-media-management-automation

## Install

```sh
git clone https://github.com/seranking-planable/smm-skills /tmp/smm-skills && ln -s /tmp/smm-skills/skills/cross-client-metrics-overview ~/.claude/skills/cross-client-metrics-overview
```

## From README

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 Identify the workspaces and time period to cover Fetch page and post metrics for each workspace Produce a ranked, comparative summary 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: Store results keyed by workspace name.

## Links

- HTML page: https://omgskills.com/library/seranking-planable/smm-skills/skills/cross-client-metrics-overview/
- GitHub: https://github.com/seranking-planable/smm-skills
- Author: [@seranking-planable](https://omgskills.com/library/seranking-planable/index.md)

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