Overview and calendar
This page is for the marketer. It covers two things you can ask your AI client for:
- an overview: the figures of a period on every platform you have connected, in one answer;
- a content calendar: your posts that are not live yet, on Facebook, Instagram and LinkedIn, in one list.
Both only read. Neither changes anything on a platform, and both work for a user without write access and on a read-only server.
Ask for an overview
Start a reporting question here, then go into detail with the platform's own reports.
How did September go across all our platforms?
What did we spend last week, and how many leads did it bring? Compare it with the week before.
Give me an overview of 1 to 15 October for our Meta ad account and our LinkedIn Page only.
The AI client needs a first day and a last day. Both days are included. One overview covers at most 92 days, about a quarter; for a longer period, ask for it a quarter at a time.
What is in it
Paid, for each ad account on Meta Ads, Google Ads and LinkedIn Ads:
- spend, in the account's own currency;
- impressions and clicks;
- leads and cost per lead. Google Ads gives conversions and cost per conversion in their place.
Organic, for each Facebook Page, Instagram account and LinkedIn Page:
- followers, and followers gained in the period;
- views or impressions;
- interactions;
- the number of posts made.
Totals for the paid side and the organic side.
The top five posts and the top five ads. Posts are ranked by interactions and ads by clicks, among the ones that were read. The answer says the measure. On Google Ads the list holds campaigns, on LinkedIn Ads creatives, on Meta Ads ads.
How to read the figures
The overview is careful about what it adds up. The AI client is told to report it the same way.
- Money is never added across currencies. Spend and cost are totalled for each currency alone. Nothing converts one currency into another.
- Reach is not in it. Reach counts people, and people cannot be added up across platforms, posts or days. Ask for reach from the platform's own report: see Insights.
- Followers are not totalled. They are given for each account, because one person may follow you on every platform.
- Google's conversions are not leads. Meta and LinkedIn report the leads of their lead forms. Google Ads reports conversions, which are whatever the account's conversion actions count. They stay apart and are not added to the leads.
- Clicks are each platform's own count. The platforms do not count a click the same way.
- The total of views or impressions is rough. It adds Meta's views to LinkedIn's impressions, which are counted differently. Read it as a size, not as an exact figure.
- "Top" is the server's ranking, not a platform's verdict. Interactions are also counted differently on each platform, so a ranking across platforms is rough.
Compare with an earlier period
Ask for a comparison and each figure comes with its change:
- the period just before: the same number of days, ending the day before yours begins;
- the same dates a year earlier.
A change is plain arithmetic by the server: this period minus the earlier one, and that difference as a percent of the earlier figure. It is not a platform's judgement.
Where there is nothing to compare with, the answer says "no earlier figure". That is not a zero. You will see it when:
- the earlier period could not be read;
- the earlier figure was never kept. An Instagram account and a LinkedIn Page give their followers only as of now. An earlier count exists only if the server was watching the account then: see Insights;
- a total holds an account that had no earlier figure. The total is then not compared.
No percent is given where the earlier figure is zero. The number of posts is not compared.
When a platform is missing
A platform that could not be read is listed as skipped, with the reason, and the others are still read. A skipped platform is in no total.
The usual reasons:
- you have not connected that platform, or the connection has ended;
- an administrator's switch for it is off, such as the one for Meta Ads or LinkedIn Ads;
- your connection lacks a permission;
- the ad account is not among the ones this installation allows;
- the platform asked the server to slow down.
The reason is the same one the platform's own report would give. When it carries an address on the management page, that is where the setting is changed.
More than one account
If you have several accounts on a platform, the overview reads the first one the platform lists and names the others as not included. Tell the AI client which account you mean, and it will name it. One overview reads up to five accounts on each platform.
You can also ask for some platforms only. Then only those are read.
TIP
An overview costs calls on your own connection to each platform: roughly 25 for six accounts, and more with a comparison. Ask once for the period you need, then go to the platform's own report for detail.
Ask for the content calendar
What is waiting to be published this week?
Show me the calendar for October, with what already went out.
Is anything stuck in the queue?
Each item has the platform, the account, a state, a time in UTC and the first line of the post's text.
| State | What it means |
|---|---|
| Scheduled | A Facebook post. Facebook holds it and publishes it itself at its time. |
| Queued | An Instagram or LinkedIn post. The server holds it and publishes it at its time. |
| Failed | A queued post that could not be published. It waits for you. Nothing tries it again. |
| Missed | A queued post whose time passed while the server was off, by more than it is allowed to be late. It waits for you. |
| Draft | A post held with no time. Drafts are listed last. |
| Published | A post that went out. Listed only when you ask for it. |
A failed or missed post is listed whatever dates you asked for, so it cannot be overlooked. You deal with it on the Queue page or through the AI client: see Scheduling.
What to know about the list:
- It knows only posts made through this server. A post you made in the platform's own app is not in it.
- A post you deleted through this server is not listed.
- Published posts come from your own activity log. With no start date, the last seven days are listed.
- A scheduled Facebook post whose time has passed is shown as published, with a note: Facebook publishes it itself, and the server did not look again.
- Drafts on Facebook and Instagram are checked with Meta, one call for each draft, to see that each is still there. An Instagram draft expires 24 hours after it was made. You can ask for the calendar without drafts.
The calendar changes nothing. To move, publish or cancel an item, ask the AI client. It will act only on your word: see Posting.
The next seven days on the Overview page
The Overview page of the management page shows the same calendar under Next seven days: the posts Facebook is holding for a time and the ones the server holds for Instagram and LinkedIn. Drafts are not in it; they are on the Drafts page.
A failed or missed post stays in that list until you deal with it on Queue. When nothing is waiting, the page says "Nothing is scheduled or queued for the next 7 days."
Nothing is stored
An overview and a calendar are answers. The server keeps neither, and neither leaves a row in the activity log. To have the figures arrive by themselves every week or month, see Scheduled reports.