The Scenario
You are a CFO. The board meeting is next Tuesday. One of the agenda items is revenue concentration — which customer segments drive the most invoiced revenue, and whether you are too dependent on any single one.
Your customer data is in Altoviz, grouped by customer family. The last time someone tried to pull this into Excel by hand, they produced a pivot table that did not add up and had to be scrapped the day before the meeting.
The bad version of this week:
- Export customers from Altoviz as CSV
- Open in Excel, realize there is no customer family column in the default export
- Export customer families separately
- Try to match the two exports by customer ID — the ID format is different in each file
- Download invoice totals separately, try to join three exports
- You still do not have numbers that add up by Thursday.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that fetches all Altoviz customers with their family assignments, aggregates the invoiced amounts, and writes the revenue-concentration summary — without you downloading anything.
Open the SheetXAI sidebar and type:
Fetch all customers from Altoviz and write their name, email, customer family, and customer ID into the "Customer Revenue" tab. Add a column summing all invoice amounts per customer family as a pivot at the bottom.
SheetXAI pulls the full customer list, fetches the invoice totals per customer, groups them by family, and writes both the raw data and the summary pivot into the tab. The board slide is built from that summary.
What You Get
A complete revenue-concentration analysis in one tab:
- Every Altoviz customer — name, email, customer family, and customer ID in the main table
- Invoice total per customer — aggregated from all invoices in Altoviz
- Pivot summary at the bottom — total invoiced amount per customer family, so concentration is visible at a glance
The pivot is what you actually need for the board. But having the underlying rows lets you answer follow-up questions immediately — "which specific customers are in the 'Enterprise' family?" — without going back to Altoviz.
What If the Data Is Not Quite Ready
Customer family data in Altoviz is only as clean as whoever set it up. SheetXAI handles the gaps in the same prompt.
When some customers have no family assigned
A batch of older customers pre-date the family grouping feature and have no family set.
Fetch all Altoviz customers. For customers with no customer family, put "Unassigned" in the family column. Write all customers into the "Customer Revenue" tab with their family and customer ID. Add the invoice-total pivot at the bottom, including an "Unassigned" row.
When the board wants it broken out by invoice count, not just total value
Volume matters as much as value — a family with 500 small clients looks different from one with 5 large ones.
Fetch all Altoviz customers and group them by customer family. For each family, calculate both the total invoiced amount and the count of invoices. Write the results into a summary table in the "Customer Revenue" tab with columns: Family Name, Invoice Count, Total Invoiced, Average Invoice Value. Sort descending by Total Invoiced.
When you need to exclude internal accounts from the revenue picture
Your Altoviz instance has intercompany accounts that inflate certain family totals.
Fetch all Altoviz customers and exclude any customer whose name contains "Internal" or "Group Treasury." Write the remaining customers into the "Customer Revenue" tab grouped by family. Add the invoice-total pivot at the bottom with only external customers included.
When you want the raw data, the pivot, and a concentration risk flag — all in one prompt
Fetch all Altoviz customers and their invoice totals. Group by customer family. Write the customer rows into the "Customer Revenue" tab. Add a pivot table at the bottom showing each family's total invoiced amount and its percentage of total revenue. Flag any family where that percentage exceeds 30% as "CONCENTRATION RISK" in the pivot.
The pattern: the board-ready output — data, summary, and risk flags — from one prompt.
Try It
Get the 7-day free trial of SheetXAI and connect it to Altoviz, then ask it to pull your customer families and invoice totals into a concentration analysis workbook. The Altoviz integration is included in every plan. For related workflows, see how to pull outstanding invoices for aged-debt analysis or the Altoviz in Excel overview.