The Scenario
You are a VP of Sales. You have 6 sales managers. Coaching is supposed to be part of each manager's weekly rhythm — reviewing calls, running sessions, leaving feedback in Gong. You have a suspicion two of them are doing the bulk of the work.
Gong tracks every coaching action. The data is there. You want it in an Excel workbook before your next round of manager 1:1s so you can have a specific conversation instead of a vague one.
The slow version:
- Log into Gong, navigate to coaching analytics
- Filter to manager 1, write down the numbers
- Go back, filter to manager 2, write down those numbers
- Repeat six times
- Open Excel, build the table from your handwritten notes
- Your notes for manager 4 say "similar to 3" because you got interrupted mid-session.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads Gong's coaching API directly, so you do not have to navigate the Gong interface once per manager.
Open the SheetXAI sidebar and type:
Pull Gong coaching metrics for last month into this workbook and sort managers by total calls reviewed descending. Include name, calls reviewed, total coaching sessions, and comments given.
SheetXAI pulls all six managers' coaching metrics, writes the table, and sorts it. Most active coach at the top.
What You Get
A clean comparison table with one row per manager:
- Column A — manager name
- Column B — calls reviewed in the period
- Column C — total coaching sessions
- Column D — total comments left
- Sorted by calls reviewed descending
"You reviewed 4 calls last month" is a different 1:1 than "your coaching volume feels low." You know the number. You can hold it.
What If the Data Is Not Quite Ready
When you want to scope the pull to a specific month
Without a date filter, Gong may return all-time totals.
Fetch Gong coaching metrics for all managers for April only. Write name, calls reviewed, sessions, and comments into columns A through D.
When you want to normalize by team size
A manager with 8 direct reports reviewing 10 calls is different from a manager with 3 direct reports reviewing the same.
Fetch Gong coaching metrics for last month. Write name, calls reviewed, sessions, and comments into columns A through D. In column E, add each manager's headcount. In column F, calculate reviews per direct report and sort by that number descending.
When you want to rank and highlight outliers
The comparison is only useful if you can see the top and bottom clearly.
Fetch Gong coaching metrics for last month. Write name, calls reviewed, sessions, and comments into columns A through D. Rank by calls reviewed in column E. Highlight the top 2 rows green and the bottom 2 red.
When you want the full picture — pull, rank, normalize, and a pre-read summary — in one go
Blank workbook tab, six 1:1s starting tomorrow.
Fetch Gong coaching metrics for all managers for the past 30 days. Write name, calls reviewed, sessions, and comments into columns A through D. Rank by calls reviewed descending in column E. Highlight the top 2 green and the bottom 2 red. Write a three-sentence summary in cell A8 naming the highest-volume coach, the lowest, and the gap in reviews between them.
The pattern: the pull, the ranking, and the narrative are one ask.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook tab, then ask it to pull your Gong coaching metrics for any date range. The Gong integration is included in every SheetXAI plan. For related workflows, see how to export Gong scorecard results and spot coaching gaps in Excel or the Gong in Excel overview.