How Full-Service Agencies Send Blended Reports to Google Chat

How Full-Service Agencies Send Blended Reports to Google Chat

One client, five data sources, zero dashboards

Full-service agencies touch everything. Ads, SEO, email, e-commerce, CRM. Each tool has its own dashboard. Your client doesn't log into any of them.

For Google Workspace clients, the answer is a blended report that lands in Google Chat. One chart that pulls from multiple sources and tells the whole story.

Chartcastr handles this with Source Groups. You combine data from different sources into a single Pulse. Ad spend from Meta alongside revenue from Shopify. Organic traffic from Google Search Console next to paid traffic from Google Ads. The chart shows the relationship between them.

Here's the setup:

1. Connect your sources: Meta Ads, Google Ads, Shopify, Google Search Console, or whatever the client uses
2. Create a Source Group that combines the relevant metrics
3. Build a Pulse from that Source Group
4. Send it to a Google Chat Space on a weekly schedule

Say you manage everything for a DTC brand doing $500k/month. The founder wants one number: blended ROAS across all paid channels. A Source Group that pulls spend from Meta Ads and Google Ads alongside revenue from Shopify gives them that answer in a single chart.

Set up a Google Chat Space called "Weekly Performance." The founder, the head of marketing, and the ops lead all join. One chart, one summary, one place.

What the client sees

Monday morning. A chart showing total ad spend vs. total revenue for the past 7 days.

"Total ad spend was $28,400 across Meta and Google. Shopify revenue hit $118,000, putting blended ROAS at 4.15x, up from 3.7x last week. Meta drove 62% of attributed revenue while Google contributed 38%. Organic traffic from Search Console was up 9%, which may be helping overall conversion rates."

The summary connects the dots across platforms. No one else on the team could write that paragraph without pulling data from three different tools. The AI does it automatically.

This is the report your client actually wants. Not five separate charts from five tools. One view that answers "is the money working?"

What to do next

Start with a weekly blended Pulse. Pick the two or three metrics the client asks about most. Don't try to put everything in one chart.

Add focused Pulses for individual channels as needed. The blended report is the executive view. The channel-specific reports are for when you need to go deeper.

Keep each Source Group tight. Two or three sources per group. If you're combining five sources, you probably need two Source Groups and two Pulses instead.

Build your first blended report for Google Chat