Sending Blended Client Reports via WhatsApp

Sending Blended Client Reports via WhatsApp

Why WhatsApp works for full-service reporting

Full-service agencies pull data from everywhere. Ads, e-commerce, CRM, analytics. The client doesn't care which platform the numbers come from. They want one update that tells the whole story.

WhatsApp is ideal for this. One message, one chart, one summary. The client reads it in 30 seconds on their phone. No switching between tabs or opening multiple attachments.

Here's how it will work:

1. Connect your data sources: Meta Ads, Google Ads, Shopify, HubSpot, or whatever the client uses
2. Create a Source Group to combine them into a single blended view
3. Create a Pulse from the Source Group with the metrics that matter across channels
4. Set WhatsApp as the delivery channel and schedule it

Source Groups let you merge data from multiple sources into one chart. Instead of sending three separate reports for ads, revenue, and pipeline, you send one blended report that shows how everything connects.

Say you manage marketing and sales for a mid-size retailer. The founder is based in Dubai and runs things from WhatsApp. She wants one weekly update: ad spend across platforms, revenue from Shopify, and new leads from HubSpot. A Source Group pulls all of that together. One Pulse. One WhatsApp message.

What the client sees

A single chart with blended metrics arrives in WhatsApp. The AI summary ties the story together.

"Total ad spend was $4,200 across Meta and Google. Shopify revenue hit $31,400, a 9% increase. 48 new leads came in through HubSpot, up from 39 last week. ROAS across all paid channels was 5.1x. The Google Shopping campaign was the top performer this week, driving $12,800 in attributed revenue."

One message. The full picture. The client doesn't need to know that the data came from three different platforms. They just see the numbers that matter.

The chart is formatted for mobile. It works in a WhatsApp thread without pinching or zooming. The summary reads like a text message, not a report.

What to do now

WhatsApp delivery is coming soon. But blended reporting with Source Groups works right now.

Connect your sources, create Source Groups, and build Pulses that deliver to Slack, email, or Google Chat. The blended charts and AI summaries are already there. When WhatsApp launches, you just change where they go.

Start on an available channel today and add WhatsApp when it launches.