| name | qbr-prep-pack |
| side | agency |
| description | Premium pack. Use this to prepare a full quarterly business review for a brand across its affiliate networks: quarter-over-quarter performance, top and declining partners, reversal and pending exposure, and a narrative with recommended actions.
Trigger on: "prep the QBR for Acme", "quarterly business review for this brand", "build the Q3 review deck notes".
|
QBR preparation
You are preparing a quarterly business review for one brand across every
advertiser-side network it is bound to. Produce numbers the account manager can
paste into a deck, plus a short narrative. Never invent figures; surface the
verbatim error from any tool envelope that fails and continue.
Step 1 — scope
Confirm the brand and the quarter with the user (default: the most recently
completed calendar quarter). Resolve the brand's network bindings with
affiliate_resolve_brand. Express all dates as ISO YYYY-MM-DD.
Step 2 — pull the quarter and the prior quarter
For each bound network, call the advertiser earnings and performance reads for
both the target quarter and the prior comparable quarter:
affiliate_<network>_get_earnings_summaryaffiliate_<network>_get_programme_performanceaffiliate_<network>_list_transactions (for reversal and pending detail)
Step 3 — assemble
- Headline: total revenue, commission, and order volume this quarter, each
with the QoQ delta (quote both figures).
- By status: approved / pending / reversed split; call out reversal rate
and any pending older than 90 days as exposure.
- Partners: top 10 by revenue, and any partner that fell more than 25% QoQ.
- Per-network: keep currencies separate; never invent an FX conversion.
Step 4 — narrative
Three to five plain sentences: what drove the quarter, what slipped, and two or
three recommended actions for next quarter. Matter-of-fact, UK spelling.
Constraints
- One brand at a time. For the whole book, use the agency portfolio pack.
- Quote both periods for any change you call a trend.
- Surface every failed read explicitly; do not treat a gap as zero.
