The Scenario
You are a sales manager with eight reps. Leadership wants a call activity report for last month: every outbound call logged in Fireberry, with rep name, contact called, call duration, and outcome, so they can compare activity by rep and identify who is behind on cadence.
The data exists. Every rep is supposed to log calls in Fireberry. Some do it consistently. Some do not. You will find out when you pull the report.
The bad version of this Monday:
- You export the phone call activity from Fireberry for last month
- You open it in Excel and find duration is in seconds, not minutes
- You write a helper column: =[@Duration]/60, copy-paste as values, delete the helper
- You build a PivotTable to get totals by rep
- You realize two reps have fewer than five logged calls for the entire month
- You spend the next forty minutes checking Fireberry manually for those two reps to see if the calls exist but were logged differently
- You walk into the coaching conversations with incomplete data
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls the Fireberry call records and converts, totals, and flags the data as part of the same request.
Open the SheetXAI sidebar and type:
Pull all phone call records from Fireberry for the last 30 days and paste them into my 'Call Log' tab with columns for call date, rep name, contact name, account name, call duration in minutes, and call outcome. Then add a summary table at the bottom showing total call count and average duration per rep, sorted by call count descending.
SheetXAI pulls the records, converts duration from seconds to minutes, writes the log, and builds the summary table. You have the full picture without touching the export or writing a formula.
What You Get
A call activity workbook with two sections:
- Full call log tab — every call in the last 30 days: date, rep, contact, account, duration in minutes, outcome
- Summary table at the bottom — total calls and average duration per rep, sorted by activity level
Duration arrives as minutes, not seconds. No helper column, no manual division.
The summary table makes the coaching conversation specific: "You made 11 calls last month, the team average is 23. Let's talk about your cadence."
What If the Data Is Not Quite Ready
Call logs from a live CRM have a few predictable issues.
When some call records have no associated contact
Reps sometimes log calls at the account level without linking to a contact.
Pull all Fireberry call records for the last 30 days. For rows where the contact field is blank, write "Account-level call" in the contact name column. Then write all records into the 'Call Log' tab and build the summary table.
When you want outbound-only activity in the summary
Leadership tracks outbound calls, but the export includes inbound as well.
Pull all Fireberry call records for the last 30 days. Create two sections in the 'Call Log' tab: one for outbound calls and one for inbound. Add a subtotal row at the end of each section. Build the per-rep summary table using outbound calls only.
When you want to flag reps below the monthly activity target
The target is 20 outbound calls per month.
Pull all Fireberry call records for the last 30 days. Build a summary table by rep with outbound call count. Mark any rep with fewer than 20 outbound calls with a red flag in a 'Below Target' column. Write those rep names into a separate 'Coaching List' tab with their actual count and the delta from 20.
When you want the full audit: raw log, conversion, outbound summary, and coaching flags in one pass
Pull all Fireberry phone call records for the last 30 days. Convert duration from seconds to minutes. Separate inbound and outbound calls into two sections in the 'Call Log' tab. Build a per-rep summary table for outbound calls only: call count, average duration, total talk time. Flag any rep below 20 outbound calls in red. Write the flagged rep names and their delta to a 'Coaching List' tab.
The pattern: you describe the finished workbook and SheetXAI handles the conversion, grouping, and flagging inline.
Try It
Get the 7-day free trial of SheetXAI and pull your Fireberry call log into an Excel workbook, then ask it to summarize activity by rep. The Fireberry integration is included in every plan. For related workflows, see how to export your Fireberry pipeline for forecasting or the Fireberry in Excel overview.