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Dialpad · Excel Guide

Audit Dialpad Call Labels and Usage Counts in Excel Workbooks

The Scenario

You are a sales operations analyst. You have a nagging suspicion that half the call labels in your Dialpad account are ghosts: created at some point, never actually applied to a call.

Your sales team has been complaining that the label filter in Dialpad reporting is cluttered. Leadership wants a cleanup proposal by Wednesday's ops meeting.

You have no idea how many labels there are or which ones are actively used.

The bad version of Tuesday morning:

  • You log into Dialpad and navigate to the labels section
  • You count labels manually and write names into an Excel workbook
  • You filter call records by each label one at a time to see if any calls appear
  • After 20 minutes you have covered 8 labels and there are 43 more
  • Wednesday arrives and you have a partial workbook and no confident recommendation.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that pulls all your Dialpad call labels and cross-references them against actual call usage in one operation.

Open the SheetXAI sidebar and type:

Fetch all Dialpad call records from the last 30 days and count how many calls carry each label. Write label name and call count into the "Label Inventory" tab, sorted by count descending so the most-used labels appear first.

SheetXAI pulls the label list, fetches the call records, aggregates by label, and writes the sorted table. You have the full inventory before your first meeting Tuesday.

What You Get

A "Label Inventory" tab with one row per label:

  • Label name in column A — every label in your account
  • Call count in column B — how many calls in the last 30 days carried that label
  • Sorted by frequency — the busiest labels at the top, the orphans at the bottom with zeros

Labels with zero calls in 30 days are visible immediately.

What If the Data Is Not Quite Ready

Label audits get complicated once you are looking at a multi-team Dialpad account. SheetXAI handles the edge cases in the same prompt.

When you want usage broken out by call center

You manage three call centers and want to know which labels are being used in which center.

Get all Dialpad call labels and list them in column A. Then fetch call records for the last 30 days for each of these call center IDs: 8821, 9104, 7733. Count how many calls in each call center carry each label. Write the counts into columns B, C, and D with the call center ID as the column header.

When you want to flag near-duplicate labels

Your team created "Follow Up," "follow-up," and "Followup" as separate labels.

Get all Dialpad call labels and write them into column A. Group any labels that differ only by case, spacing, or punctuation and write the group members into column B as a comma-separated list. Write the total combined call count for each group into column C so I can decide which canonical label to keep.

When you want the last date each label was applied

Zero calls in 30 days could mean the label is stale or it could mean it is seasonal.

Get all Dialpad call labels and write their names into column A. For each label, find the most recent call record that carries that label and write the call date into column B. If no call has ever used the label, write "NEVER USED" in column B. Sort by column B ascending so the oldest labels appear first.

When you want the full audit: list, usage counts, flag duplicates, generate recommendations

Your Wednesday deck needs a clear "keep" / "merge" / "delete" recommendation for every label.

Get all Dialpad call labels and write their names into column A. Fetch call records from the last 90 days and write each label's call count into column B and its last-used date into column C. Group near-duplicate labels and note the group in column D. Then write a recommendation into column E: "KEEP" if more than 10 calls in 90 days, "REVIEW" if 1–10 calls, and "DELETE" if zero calls or a duplicate of a higher-volume label.

The pattern: instead of pulling the label list and then doing the usage analysis separately, you describe the full inventory and the decision logic in one prompt.

Try It

Get the 7-day free trial of SheetXAI and ask it to pull your Dialpad label inventory and usage counts into an Excel workbook, then use the results to build your cleanup proposal. The Dialpad integration is included in every SheetXAI plan. For related workflows, see how to export scheduled reports for a cleanup audit in Excel or the Dialpad in Excel overview.

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