Agreed daily outcomes
Bring clearly named measures such as consultations booked or jobs completed. Agree the definition with the client so the same column means the same thing from month to month.
Google Sheets + Monthwrap
Your own data reporting
Google Sheets reporting for agencies.
Connect a prepared Google Sheets tab of dated results so client-supplied numbers can sit beside platform data in Monthwrap.
AvailableGoogle sign-in and sheet link
Inside the monthly reportSample data
Northside Digital / Willow Clinic
The front desk’s monthly contribution
Consultations booked27Total across the four sample days
Consultations attended23A separate outcome measure
Source tabDaily resultsDates in column A
Prepared numbersMonthly report
| Record | Reported numbers |
|---|---|
| 2026-10-01 | 6 booked |
| 2026-10-02 | 7 booked |
| 2026-10-03 | 5 booked |
| 2026-10-04 | 9 booked |
Rows show booked consultations, not individual patient records. Booked and attended are separate measures.
Google Sheets, at a glance.
- Connect with
- Google sign-in and sheet linkUse a Google account that can open the sheet. Put dates in column A and metric names in row 1.
- Updates
- Daily sync, with a manual refresh in Sources. Platform reporting delays still apply.
- Earlier months
- Request an earlier month in Sources. Coverage follows the platform’s available history and your account access.
- In your report
- Dated custom numbers from a spreadsheet.
Built around your client’s questions
The person closest to the result can keep supplying it.
For agencies whose clients already maintain a shared reporting sheet.
The client’s team may already maintain a sheet with consultations, bookings or completed jobs. Asking them to learn another reporting tool can disrupt a process that works. A consistent reporting tab gives the agency a place to collect those numbers while keeping ownership with the people who know the outcome.
Monthwrap reads a prepared Google Sheets tab through an authorized connection. Use the dated numeric columns as custom report measures, add platform results around them and explain the relationship. The sheet remains the source of the supplied figures; the report makes them easier to discuss alongside the agency’s work.
Choose the numbers that matter
What Google Sheets
brings to the report.
Dated custom numbers from a spreadsheet. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
Client-supplied money values
Use a separate column for a well-defined monetary measure and configure its reporting settings. Keep estimated job value, invoiced value and collected payments distinct.
Operational measures
Include useful non-marketing figures such as calls answered or appointments attended. These can explain what happened after the agency generated interest without being described as ad-platform conversions.
Period-appropriate aggregation
Choose a suitable total, latest-value setting or calculation for the measure. A sheet can contain a ratio, but summing its daily percentages is not a meaningful monthly result.
For your next client report
A client-owned outcome sheet
Keep the client’s existing owner and update process, then create a simple reporting tab. The agency can use those figures without moving the entire workbook into a new system.
Arrange the report in your own layoutRead it from the client’s side
See the complete
local growth report.
A full fictional agency report, with the work delivered, the numbers behind it and the plan for next month. Use its structure to plan your own mix of sources and client results.
Open the sample reportMake the connection
From Google Sheets
to the right client.
Use a Google account that can open the sheet. Put dates in column A and metric names in row 1.
Connection methodGoogle sign-in and sheet linkAvailabilityAvailableYour connected account’s API permissions and plan apply.
- 01
Prepare one reporting tab
Put dates in column A and one named numeric measure in each following column, with names in row 1. Use the tab for results rather than decorative headings or mixed notes.
- 02
Authorize and paste the link
Sign in with a Google account that can open the spreadsheet and paste the link to the intended tab.
- 03
Check the first imported period
Confirm the tab, dates, numeric values and aggregation settings. Compare a known result with the sheet before selecting the metrics in the client’s report.
Know what each
number means.
A structured tab is required
The connection reads a dated numeric layout; it does not interpret an arbitrary workbook or turn text notes into measures. Keep commentary in the report and numbers in the reporting columns.
The connection needs ongoing access
If the sheet is moved, access is revoked or its structure changes, review the source before reporting. Do not assume that a successful initial connection guarantees every later period is complete.
Before you connect
A few useful
answers.
Do I need to make the spreadsheet public?
No. The connection uses the authorized Google account’s access to the sheet. Paste the intended spreadsheet or tab link rather than publishing the document to the web.
Can I choose a specific tab?
Yes. Paste the link to the intended tab. Check that tab’s layout and the first imported numbers, especially when the workbook contains separate sheets for different clients or reporting definitions.
Can I upload a spreadsheet instead of connecting it?
Yes. Export a prepared reporting tab as CSV or .xlsx and upload the dated numeric results. Keep one consistent source for each metric and review it when changing the reporting workflow.
Start with your next client report
The data has a source.
The story has your name.
Bring your sources together, choose your layout and add the context your client needs.
Start free trial14-day free trial. No card needed.