The Scenario
The pricing audit request landed in your inbox three days ago from the CFO: find every open estimate where the quoted price on any line item is lower than the product's listed price in Agiled. You've been putting it off because you know what it involves — pulling products into one place, pulling estimates into another, and then somehow joining them to find the gaps. You have never done this from Agiled before. You are about to find out how many modules that touches.
The bad version:
- Export Agiled's products list as a CSV, open it in Excel, get name, price, and currency into three columns.
- Export estimates separately — which gives you a different CSV structure — and paste them into new columns, hoping the line items are broken out and not nested.
- Write a VLOOKUP or XLOOKUP to match product names between the two sections and compare quoted price to list price. Watch it return #N/A on half the rows because the product names in estimates have trailing spaces or different capitalization.
You are a pricing analyst. The audit was supposed to take a morning. It is now day three and you haven't looked at the numbers yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you're looking at, and through its built-in Agiled integration it can pull both products and estimates from Agiled and land them in a layout ready for comparison.
Fetch all products from Agiled with their name, price, and currency and put them in the 'Products' sheet, then fetch all estimates and put them in the 'Estimates' sheet
What You Get
- All Agiled products written into the Products worksheet with name in column A, price in column B, and currency in column C.
- All Agiled estimates written into the Estimates worksheet with consistent column structure — estimate ID, client, line item, quoted price, and currency.
- Two clean datasets in two worksheets, ready for a comparison formula or a join prompt.
What If the Data Is Not Quite Ready
Flag underpriced line items immediately
You want the comparison done in the same prompt — no manual formula step.
Pull all Agiled products into column A:C and all estimates into columns E:H, then flag any estimate line item where the quoted price is lower than the product list price
Handle currency mismatches in the comparison
Some estimates are in EUR, products are priced in USD. You need normalized values before comparing.
Pull products into the Products sheet and estimates into the Estimates sheet, normalize all prices to USD using the currency column, then add a column in the Estimates sheet flagging any line item where the normalized quoted price is below the normalized product list price
Only audit estimates from the last 90 days
The CFO only cares about active estimates — not anything from last year.
Fetch all Agiled estimates created in the last 90 days and write them to the Estimates sheet, fetch all products and write them to the Products sheet, then compare quoted prices to list prices and flag any line item that is priced below list
Full kill-chain: pull, normalize, compare, summarize, and list the gaps
One prompt that delivers the complete audit report.
Fetch all Agiled products into the Products sheet with name, price, and currency — fetch all open estimates into the Estimates sheet with estimate ID, client, line item name, quoted price, and currency — normalize all prices to USD — flag every estimate line item where the quoted price is below the product list price — then add a summary table in a third sheet listing each underpriced product, how many times it appears underpriced, and the average discount below list price
The audit is done before lunch.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook, then ask it to pull your Agiled products and estimates into a side-by-side pricing comparison. For related tasks see pulling invoices and expenses for reconciliation or the full Agiled integration overview.