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Inside the Quarterly report

The Quarterly report is the strategy layer beneath the monthly pulse: who leads your client's market, which way it's moving, and where the client's gaps are.

It reads three fully-mature calendar months — every post past its final checkpoint — so every verdict in it is final.

It's built from the same components as the Monthly report, so if you know that one, this reads the same way.

The window — why it's two months behind

The Quarterly report always reads the three most recent months whose posts have all finished their 30-day measuring period — which is why it sits two months behind. When reports arrive lists each generation date against its window.

That lag is the point. Because every post in the window is fully settled, there's no "as of" drift and no late-win gap-closer. Nothing in here is still moving.

Three equal, complete months are also what makes a month-over-month reading honest. The Monthly report structurally can't make that comparison, since its just-closed month is still filling in — so the Quarterly report is the only honest home for direction.

The window shows in plain words on the cover and on every section chip ("April – June 2026").

The cover

The same two-row scorecard as the Monthly report: the footprint — tracked posts, marked "fully tracked", plus brands and profiles — over the outcomes.

Here the outcome cells read for a settled window. Winners in the market carries "every verdict final"; the client's own cell shows their count and win rate, reading Client-owned winners in agency view and Your winners in the client's copy; and the third is AI-read coverage ("N of M winners fully read"), because the mix sections below run over the fully-read winners.

If the window has too few fully-read winners to compare formats honestly, the cover says so plainly and the mix reads at theme level only — a designed state, not a broken one (see reports when data is thin).

The quarter's standings

The leaderboard over three settled months — the definitive read of who leads and who converts. Because the window is all-mature, this is the standings, not a snapshot.

Same instrument as the Monthly report: one ranked list, the client's brand first, with the same toggle — Share of voice, Win rate, Engagement, What they post — and a per-profile drill-down on every lens.

How the quarter moved

The momentum read — the comparison only the Quarterly report can make honestly.

A quick-facts card states month-over-month movement as counted endpoints: a theme that rose ("produced 1 win in April, 9 in June"), a theme that faded, a brand that closed strongest, and the client's own share-of-voice path across the three months ("moved 3% → 1% → 1%").

Each fact is gated on a real move. A shift of one or two wins is noise and simply isn't shown, and when nothing clears the gate an honest neutral line stands in ("Wins spread fairly evenly…") — itself a finding about a stable market.

One guard: if a month in the window holds too few tracked posts (tracking only reached back part of the quarter), the section collapses to an honest line naming that thin month, so tracking depth never reads as market movement.

The winning mix

The Monthly report's "what's winning" grammar over the quarter: the quick-facts card — peak velocity and video length — then theme and format counted bars.

Here those bars split. A control breaks the mix down by platform and by brand type, with the base restated for each subset.

The When winners went out posting-hours mini-section closes it. On a quarter's larger winner base, that timing read finally has enough posts behind it to mean something.

Below the honest minimum of fully-read winners, this whole section collapses to theme-level bars only — stated plainly, never faked.

The blind spots

The market-vs-client comparison distilled to its defensible extremes, as counted observations:

  • Theme gaps — a theme the market won with repeatedly that the client's brand didn't post ("produced N winning posts in your market — a theme your brand didn't post at all").
  • Format gaps — the same read at the format level.
  • Platform gaps — a theme winning on a platform where the client runs profiles but didn't post it.

Each gate requires the market theme or format to have won at least three times, with the client's own read at or below one post. When no gap qualifies, the positive mirror shows ("no blind spot in this quarter").

These are observations, never instructions: the report names the gap, the strategy is yours.

The whole section needs the client's own profiles tracked. Without them it falls back to a market-only line — see what tracking your client's own brand unlocks.

The winner galleries and ledger

The same gallery model as the Monthly report: Your winners, with the strongest leading at full width and top cards behind it, then Competitor winners and Inspiration winners — the last hidden in the client preview when empty.

After them comes The opening mechanics that won: the verbatim winning hooks, strongest first, shown as exemplars and never clustered into invented families.

The appendix is the winner ledger, collapsed behind a toggle that states its base ("The full winner ledger — N winners") — every winner of the window in one sortable, filterable table. Cards and rows open the same read-only post view as the Monthly report.