Source Groups: one pulse that reads across Shopify, Meta and Xero
Your revenue, ad spend and margin live in three different tools, so the question that matters never gets answered. Source Groups bundle them into one pulse and let the AI read across all of them.
Source Groups: one pulse that reads across Shopify, Meta and Xero
Your Shopify revenue lives in one tab. Your Meta ROAS in another. Your Xero margin in a third.
So the single most important question — "are we actually making money on this spend?" — never really gets answered. Not because it's hard, but because the answer is spread across three tools and nobody sits down to stitch them together. Each tool tells you its slice and stays quiet about the rest.
What a Source Group does
A Source Group bundles multiple connected sources into a single Pulse. Instead of three separate charts arriving in three separate pulses, you get one view that pulls from all of them — and, crucially, an AI summary that reads across them.
That cross-read is the part no single tool can do. Shopify can tell you revenue is up. Meta can tell you spend is up. Only something looking at both can tell you the thing you needed to know: revenue grew, but spend grew faster, so you bought that growth at a worse margin than last month.
The questions it answers
These are the questions that fall through the cracks between tools:
- Efficiency — revenue is up, but is it up because of the extra ad spend, or despite it?
- Margin — sales look great, but did rising costs in Xero quietly eat the win?
- Attribution sanity — ad platform reports a great ROAS; does the actual store revenue agree?
A Source Group puts the relevant numbers side by side and lets the AI call out the relationship, not just the individual trends.
How to build a useful one
The trick is restraint. A Source Group with eight sources is a dashboard again. Group the sources that genuinely belong in the same conversation:
- Revenue + ad spend — the efficiency question.
- Revenue + cost of goods / expenses — the margin question.
- Pipeline + closed revenue — the conversion question.
Two or three related sources, one sharp question, one pulse. That's where cross-tool analysis earns its place.
The payoff
Most teams have the data to answer "is this working?" — they just have it scattered. Source Groups assemble it into one place, on a schedule, with the AI doing the reading. The cross-tool insight that used to require a manual Sunday-night spreadsheet shows up in Slack on its own.
Build a Source Group free at chartcastr.com.
