# monthly-performance-summary

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

Generate a clear, client-ready social media performance summary from Planable analytics or a user-uploaded CSV export. Use this skill whenever the user asks for a monthly report, performance recap, analytics summary, results overview, or says things like "summarize last month's performance", "give me a report for \[client\]", "how did we do this month", "pull the analytics for \[workspace\]", or uploads a CSV with social media data and asks for a summary. Works with or without a Planable account — activate for any analytics summary request, whether the source is the Planable connector or a file upload.

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/monthly-performance-summary ~/.claude/skills/monthly-performance-summary
```

## From README

Monthly performance summary Generate a plain-language performance summary from Planable analytics data or a CSV export. Works in two modes: connected (pulls data live via Planable) or CSV (user uploads their own export). --- Step 0: Detect the input mode Mode A — Planable connector (default) The user has a Planable account connected and wants to pull live data. Mode B — CSV upload The user has uploaded (or will upload) a CSV export from Planable or any social media analytics tool.

## Links

- HTML page: https://omgskills.com/library/seranking-planable/smm-skills/skills/monthly-performance-summary/
- GitHub: https://github.com/seranking-planable/smm-skills
- Author: [@seranking-planable](https://omgskills.com/library/seranking-planable/index.md)

## More from this repo

- [content-calendar-audit](https://omgskills.com/library/seranking-planable/smm-skills/skills/content-calendar-audit/index.md) — Audit a Planable workspace's content calendar for a given period — surface what's scheduled, what's missing, what has...
   - [@seranking-planable](https://omgskills.com/library/seranking-planable/index.md) · 4 stars
- [content-pattern-intelligence](https://omgskills.com/library/seranking-planable/smm-skills/skills/content-pattern-intelligence/index.md) — Used to analyze top-performing posts across three performance lenses — engagement, impressions, and engagement rate —...
   - [@seranking-planable](https://omgskills.com/library/seranking-planable/index.md) · 4 stars
- [cross-client-metrics-overview](https://omgskills.com/library/seranking-planable/smm-skills/skills/cross-client-metrics-overview/index.md) — Pull and compare performance metrics across multiple Planable workspaces (clients or brands) in a single view.
   - [@seranking-planable](https://omgskills.com/library/seranking-planable/index.md) · 4 stars