portfolio-rollup

name

portfolio-rollup

description

Use this skill when an agency operator wants more than this week's headline across the book: a multi-period trend per client, each client benchmarked against the book's own average, and which single publisher shows up across multiple clients so a concentration risk in one partner is visible book-wide. This is the premium extension of the free `agency-portfolio-rollup` skill, not a replacement for it. Trigger on: "How has the whole book trended over the last few months?", "Which clients are underperforming the book average?", "Is any one publisher overexposed across our clients?", "Give me a benchmarked view of the book, not just this week".

Premium scope note

The free agency-portfolio-rollup skill already produces the book's single-period headline: current vs. comparison window, per-brand deltas, a needs-attention subsection, and portfolio totals. Run that skill first for the standard weekly view; this premium skill does not repeat it.

This premium skill adds three things the free rollup does not do:

1. Multi-period trend per client (typically the last six months, by calendar month), so a client's direction of travel is visible beyond one week-over-week delta.
2. Peer benchmarking: each client's current-period growth rate compared against the book's own average and median growth rate, so "down 5%" reads differently against a book average of "+10%" than against "-8%".
3. Cross-client partner concentration: which named publishers appear across more than one client's roster, and what share of the book's total commission a single publisher represents when summed across every client it touches. The free rollup only looks at revenue per brand; it never looks across brands at the partner level.

Assumptions and requirements

• At least one brand is registered via affiliate_resolve_brand. If none are, stop and point the user at affiliate-networks-mcp setup.
• Credentials for bound networks are configured; recommend affiliate-networks-mcp doctor <slug> when credential state is uncertain.
• Cross-client partner concentration requires listMediaPartners support on the bound advertiser adapters. Report the gap for any binding that does not support it rather than omitting that client from the analysis silently.
• Publisher identity across networks is matched on MediaPartner.name (the canonical fields carry no cross-network partner id). Treat name matches as a strong hint, not a certainty: state this limitation in the output.

Step 1 — enumerate the book

Call affiliate_resolve_brand with no arguments. Group by brand. If empty, stop and point the user at setup.

Step 2 — pull each client's monthly trend

For each brand, call the bound networks' performance tool once per of the last six complete calendar months. Tool names follow affiliate_<network>_get_programme_performance:

• Impact advertiser: affiliate_impact-advertiser_get_programme_performance({ brand, from: <month-start>, to: <month-end> })
• Awin advertiser: affiliate_awin-advertiser_get_programme_performance({ brand, from: <month-start>, to: <month-end> })

Sum grossSale per brand per month per currency. If a binding's history does not reach back that far, or a call fails, say so for that month rather than treating it as zero.

Step 3 — compute growth rates and the book average

For each brand, compute month-over-month growth for the most recent complete month against the prior one, per currency. Compute the book's own average and median growth rate across every brand that has a valid comparison (same currency cohort; do not average across currencies). For each brand, state its growth rate against the book average/median: "ahead of the book average" / "roughly in line" / "behind the book average", with both numbers shown.

A brand recently onboarded with fewer than two comparable months is excluded from the benchmark and noted as "too new to benchmark" rather than given a misleading comparison.

Step 4 — cross-client partner concentration

For each brand's advertiser bindings that support it, call affiliate_<network>_list_media_partners({ brand }), for example affiliate_impact-advertiser_list_media_partners({ brand }) or affiliate_awin-advertiser_list_media_partners({ brand }). Build a map of partner name to the list of clients whose roster includes it. For a partner name appearing in more than one client's roster, cross-reference the per-publisher commission from Step 2's underlying rows (or a fresh publisherId-scoped get_programme_performance call if the roster call alone does not carry commission) to compute that partner's combined share of the book's total commission across every client it touches.

Report the top three to five cross-client partners by combined share, each with: the clients it appears in, its combined commission, and its share of book-wide commission. Flag any partner above roughly 15% of book-wide commission as a concentration risk, since a problem at that partner (a tracking failure, a policy change, a de-listing) would affect multiple clients at once, not just one.

For any binding that does not support listMediaPartners, list the client under "excluded from partner-concentration analysis: " rather than silently leaving it out with no explanation.

Step 5 — present the report

Output in this order:

1. Coverage: brands included, brands too new to benchmark, brands excluded from partner-concentration analysis and why, and any failed calls (verbatim).
2. Monthly trend per client: compact table, one row per brand, one column per month, grossSale per currency.
3. Peer benchmark: one row per brand: this month's growth rate, book average, book median, and the plain-language comparison.
4. Cross-client partner concentration: the top partners by combined share, per Step 4, with the concentration flag where applicable.
5. What this adds to the weekly rollup: one line pointing back at the free agency-portfolio-rollup for the current week's headline and needs-attention list, so the two reports are read together, not as duplicates.

Matter-of-fact tone, UK spelling. Keep tables compact.

Constraints

• Never invent figures, months, or partner names. A gap in history or a failed call is stated, not backfilled.
• Currency: never blend currencies in a trend or benchmark; compute growth rates and averages within a currency cohort only.
• Partner name matching across networks is best-effort; always disclose it as such rather than presenting cross-client identity as confirmed.
• This is a read-only analytical report. It does not authorise, recommend dropping, or contact any partner; any action based on the concentration flag happens outside this skill.
• Pair with the free agency-portfolio-rollup for the current week's headline and with publisher-performance-review when the user wants to drill into one concentrated partner.