The Scenario
You are a sales ops analyst. Your VP of Sales asked for a review of the last 60 days of quotes before the quarterly pipeline call on Friday. She wants to know which quotes have gone unconverted, how old they are, and which sales reps are sitting on the oldest ones.
It is Wednesday at 2 PM. You have the meeting in 48 hours. The data is in Altoviz. Your tracking workbook is on SharePoint.
The bad version of this week:
- Log into Altoviz
- Navigate to Sale Quotes, set the date filter — the UI does not remember your settings
- Export the list as CSV
- Open it in Excel, fix the date format (Altoviz exports in a different locale than your Excel is set to)
- Manually calculate the age of each quote
- Cross-reference against your invoice workbook to check which ones converted
- Flag the unconverted ones, sort by age
- You finish Thursday evening and realize you forgot to filter out declined quotes.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that fetches the Altoviz quotes, applies the age calculation and conversion check, and flags the stale ones — so the analysis is ready before lunch.
Open the SheetXAI sidebar and type:
Fetch all Altoviz sale quotes created in the last 60 days. Write quote ID, customer name, amount, and creation date into the "Quotes Review" tab. Flag rows where the creation date is more than 30 days ago in column E as "STALE." Exclude any quote with a status of "declined."
SheetXAI pulls the quotes from Altoviz, writes the rows into the tab, calculates the age of each one from today's date, flags the stale ones, and skips declined quotes. You have a working analysis in minutes.
What You Get
A clean quotes review tab ready for the pipeline call:
- All active quotes from the last 60 days — quote ID, customer name, amount, creation date
- "STALE" flag in column E — any quote older than 30 days that is still open
- Declined quotes excluded — so the VP only sees actionable rows
The flags are calculated at run time, not stored in Altoviz. Next week, running the same prompt will still flag any quote still open — and the age will have grown by another seven days. The workbook always reflects today's picture.
What If the Data Is Not Quite Ready
Quote data often needs context before it is useful for a sales review. SheetXAI handles that context in the same prompt.
When you need to cross-reference against existing invoices
The VP wants to know which quotes have a matching invoice (converted) and which do not.
Fetch all Altoviz sale quotes from the last 60 days and write them into the "Quotes Review" tab. Then fetch all Altoviz invoices and compare quote IDs against invoice references. Mark each quote row as "CONVERTED" or "UNCONVERTED" in column F.
When you want to group stale quotes by sales rep
The data has a sales rep column but the VP wants the summary view — how many stale quotes per rep.
Fetch all open Altoviz quotes from the last 60 days that are older than 30 days. Write the rows into the "Stale Quotes" tab. Add a summary table at the bottom grouping stale quotes by sales rep, showing count and total quote value per rep, sorted descending by total value.
When some quotes have no assigned owner
A batch of quotes from the self-service portal came in without a sales rep assigned.
Fetch all open Altoviz quotes from the last 60 days. For quotes with no assigned owner, write them into a separate "Unowned Quotes" tab. For quotes with an owner, write them into the "Quotes Review" tab with the stale flag. Include totals at the bottom of both tabs.
When you need the raw quote data, the stale flags, the conversion check, and a summary briefing all in one pass
The VP does not just want the workbook — she wants a briefing note for the Friday deck.
Fetch all Altoviz sale quotes from the last 60 days. Exclude declined quotes. Write the rows into the "Quotes Review" tab with the creation date and a stale flag (older than 30 days). Cross-reference against Altoviz invoices to mark converted vs unconverted. Add a summary table by sales rep. Write a three-sentence briefing at the top of the tab summarizing: total open quote value, number of stale quotes, and the rep with the highest stale value.
The pattern: instead of building the analysis in steps, you describe the finished output once and SheetXAI builds it.
Try It
Get the 7-day free trial of SheetXAI and connect it to Altoviz, then ask it to pull your open quotes and flag the stale ones. 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.