Report templates
Portfolio roll-up
Prompt name portfolio_rollup
Agency-internal roll-up of every reachable brand for one month vs its previous period (window YYYY-MM or latest).
Arguments
window
Template
Arguments: window = a calendar month as YYYY-MM, or 'latest' for the last complete month.
1. Call `get_report_scaffold` with template='portfolio_rollup', window='{window}'. It covers every brand you can reach in one call; there is no `brand` argument. Each row is one brand's refund-correct store net revenue, orders, ad spend and MER in its own currency, with *_delta_pct against the equal-length previous period, data_through and source_status. A row with a `store_reason` has no store connected: its revenue, orders and MER read "no store connected", never 0.
2. For a brand whose revenue or MER moved more than 20%, or whose data_through is stale, say so; call `get_brand_context` on it before trusting a stale brand's numbers.
Render an internal roll-up: one headline per workspace → a table of brands (name, revenue, revenue delta, ad spend, MER, data_through) → the brands that need attention and why. Never sum revenue across brands: different currencies, calendars and revenue bases. This is an agency-internal report; publish it only under the agency's own brand, if at all.
To publish it as a hosted report, read the `kreel://report-kit` resource first and build the HTML from its patterns: branding_header, then one kk-section per part of the report (kpi_tile with target_chip and pace_bar where the brand has targets, plan_vs_actual when the scaffold's plan_vs_actual section is ok, grouped_table for the channel table with platform-reported columns in the "do not add" band, annotation_list for flags and risks, a state pattern for any block without data), then definitions_footer and data_through_footer. Declare the kit with `<link rel="kreel-kit">` in <head> instead of writing your own stylesheet or loading fonts, then publish with `publish_report` and check that the result's kit_version is set. Grow your ecommerce brand from one place.
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