Turning a period into a post
Monthly recaps are the single most reliable build-in-public format and also the one you skip, because assembling the numbers and making the graphic takes an hour you do not have on the first of the month. Recap does the assembly. You pick a period and a scope, and you get visual options with the real numbers already in them plus several caption tones to choose between.
Step 1: Click Recap on the dashboard.
Click Recap on the dashboard.
Step 2: Pick a period: week, month, last month, quarter or year to date.
Pick a period: week, month, last month, quarter or year to date.
Step 3: Pick a scope: all projects or a single project.
Pick a scope: all projects or a single project.
Step 4: Choose from the generated visual options and caption tones, then schedule.
Choose from the generated visual options and caption tones, then schedule.
Good to know
Up to four visual options are built: a metric highlight, a revenue breakdown, a journey view and a goal tracker. Caption tones are generated in parallel so you are choosing between finished options, not waiting for each one. Everything is filled from your actual recorded metrics. No number in the output is estimated for effect.
Can I edit the numbers on the visual?
You can edit the template fields, but the point is that the defaults are your real figures.
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