Planner Summary delivers users a concise, actionable summary of their Editorial Calendar/Planner, highlighting post distribution and optimization opportunities across multiple dimensions - tailored to any filters or selections applied on-screen.

Use Cases

1. Avoid Content Overload for Better Performance

   As a social media manager, I want to ensure that time slots in the Editorial Planner are not overloaded with content, as this can negatively impact engagement and reach.

2. Get a Comprehensive Summary of Planner Activity

   As a user, I want to view a concise summary of the Planner view, including a status-wise breakdown of posts and details of any post failures or rejections. The report should provide insights such as delayed approvals, actions needed for backdated drafts or failed posts, pending approvals, and an overview of published content.

3. Optimize Scheduling with Data-Driven Recommendations

   As a user, I want to know the best times to schedule posts for my accounts in the upcoming weeks, so I can maximize engagement and reach. These recommendations should be based on historical engagement data, current social trends, and audience activity patterns.

Navigation Steps

1. ​Open the Planner/Editorial Calendar screen in Sprinklr.​

2. ​Click on the Sprinklr Copilot for Social icon.

3. In the Copilot Modal, a quick prompt titled Summarise Calendar is displayed (alongside Post Discovery & FAQ prompts).

4. On clicking this prompt, a customized Planner Summary is generated.

5. You can also generate a summary of the calendar while typing out messages like Summarise the Planner, Can you summarise this.

Sections of Planner Summary​

The Planner summary provides insights into various aspects of your content performance, including the distribution of posts by channels, which highlights where most of your content is being published and which platforms have the highest engagement. It also includes the distribution of media types by usage frequency, showcasing which formats, such as photos, videos, or links, are most commonly used. The distribution of posts by status gives an overview of how many posts were published, failed, or remain in draft form. Additionally, the distribution of posts by accounts helps identify which accounts are most active and contributing the most content. Finally, the distribution of posts by campaigns reveals which campaigns drive the highest posting volume and which ones are used less frequently, offering a clear view of campaign-level performance.​

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Now, let's say you want a planner summary of the X (erstwhile Twitter) dashboard. In this case, your Planner view based on the selected on-screen filters and time range will look like this:

• Distribution of posts by Channels
  X is the leading channel with x posts, accounting for ~x% of total posts, while TikTok and Email follow with x and x posts respectively, each contributing ~x%.The least used five channels (Advocacy, YouTube, Reddit, Threads, and Bluesky) contributed fewer than x posts each, together accounting for less than x% of total posts.

• Distribution of Media Types by Usage Frequency
  Photo is the most frequently used media type with x posts, accounting for ~x% of total posts, followed by Video with x posts (~x%). The least used three media types - Link (x posts), Audio (x posts), and PDF (x posts)—each contributed fewer than x posts, together accounting for less than x% of total posts.

• Distribution of posts by Status
  x posts (~x%) were successfully published.
  x posts (~x%) failed to publish, while x posts (~x%) remain in draft status.

• Distribution of posts by Accounts
  Mission Critical Support has x posts, accounting for ~x% of total posts, making it the account with the highest post volume. The least used x accounts (including account name 1, account name 2, account name 3, account name 4, and account name 5) contributed x or fewer posts each, together accounting for less than x% of total posts.

• Distribution of posts by Campaigns
  The leading campaign has x posts, accounting for ~x% of total posts, making it the campaign with the highest post volume. The least used x campaigns (including campaign name 1, campaign name 2, campaign name 3, and campaign name 4) contributed fewer than x posts each, together accounting for less than x% of total posts.