The Scenario
It's the last week of the month and you're building the sales performance review for the executive team. The deck needs a breakdown of field activity by rep, by account, and by type — visits, calls, demos — for the past 30 days. ForceManager has all of it. But ForceManager's built-in reporting gives you aggregate numbers, not the raw row-level data your pivot table requires.
The bad version:
- Log into ForceManager, navigate to the export section, configure a date filter for the past 30 days, select your fields, and export a CSV.
- Open the CSV in Excel, discover that some column headers don't match what your template expects, rename them.
- Find that the rep column contains full names but your pivot table expects rep IDs, rebuild the mapping manually.
- Repeat this entire process next month.
The executive sync is in two days. This routine is eating a full Tuesday every month.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to ForceManager directly and pulls the activity records you need — no export wizard, no CSV formatting, no column renaming.
Pull the last 30 days of ForceManager activity records for sales rep ID 4421 and list activity type, company name, and date in columns A through C
SheetXAI queries ForceManager, pulls every activity record matching your filters, and writes the data into your workbook in the column order you specified.
What You Get
- All ForceManager activity records for the requested date range and rep written into the workbook.
- Columns in the order and format your model expects — no post-import renaming.
- Company names resolved where applicable, so every row has a readable account name.
- The pull is repeatable: run the same prompt next month and get a fresh dataset in the same layout.
What If the Data Is Not Quite Ready
You need the full team's activity, not just one rep
Get all ForceManager activities logged this month and put activity type, date, linked company, and user into this worksheet
You need the data broken down by activity type in separate sections
Get all ForceManager activities from this month, then write them into three separate sections of this worksheet: one for visits, one for calls, one for demos — each with columns for date, company, and rep
Some companies show up by ID rather than name
Pull all ForceManager activities from this month and for any row where the company field is a numeric ID, look up the company name by ID and replace it — then write activity type, company name, date, and rep into the worksheet
Pull the full month, resolve company names, filter to active reps, and organize by type
Get all ForceManager activities logged this month, resolve any numeric company IDs to company names, filter to active reps, then write the results organized by activity type — visits first, then calls, then demos — with date, company name, and rep for each row
One prompt builds the full dataset your pivot table needs.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you want ForceManager activity data pulled in for analysis, then describe what you need in plain language. For related workflows, see how to bulk-log activities into ForceManager from a tracking workbook, or return to the ForceManager integration overview.