The Scenario
You are a sales coach at a fintech startup. Your quarterly coaching review is on Thursday. You have 200 Gong scorecard submissions from Q1 across 8 reps and three skill categories: discovery, objection handling, and closing.
You need to walk in knowing which category scores lowest — not gut feel, not anecdote. Numbers. And you need to know which reps are dragging down which categories so the conversation can be specific.
The slow version:
- Try to export scorecard data from Gong — discover the export doesn't break down by question
- Ask the Gong admin to help, wait a day for a response
- Get a raw export, open it in Excel, figure out the column schema
- Build a pivot table, average by category per rep, format it
- It is Wednesday evening and the pivot table has a circular reference you cannot find.
The fast version is one prompt on Wednesday morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads Gong's scorecard API directly, so you do not need an admin export or a pivot table.
Open the SheetXAI sidebar and type:
Fetch all Gong scorecard submissions from January 1 to March 31 and paste them into this workbook with columns: reviewer, reviewed rep, call date, scorecard name, and each scored question with its value. Then for each scoring category, calculate the average score and write a summary to a new sheet called "Category Averages" sorted from lowest to highest.
SheetXAI writes the raw submissions to the active tab and builds the Category Averages tab sorted so the weakest skill sits at the top.
What You Get
Two populated tabs:
Main tab — raw scorecard data, one row per submission:
- Reviewer, rep, call date, scorecard name, scored questions with values
Category Averages tab — one row per skill category:
- Category name and average score, sorted lowest to highest
Walk into Thursday knowing the weakest category by number, not by instinct.
What If the Data Is Not Quite Ready
When question names changed mid-quarter
Someone renamed "Discovery Quality" to "Discovery" in February. Your averages table has two rows for what is one category.
Fetch Gong scorecard submissions for Q1. Normalize question names so "Discovery Quality," "Discovery," and "Disc." are all treated as "Discovery" before averaging. Write normalized raw data to the main tab and averaged results to "Category Averages" sorted ascending.
When you want per-rep breakdowns in addition to team averages
Knowing discovery averages 2.4 is useful. Knowing which two reps are below 2.0 is actionable.
Fetch Gong scorecard submissions for Q1. Calculate each rep's average score per category. Write results to a new tab called "Rep x Category" with one row per rep and one column per category. Highlight cells below 3.0 in red.
When some reps have many more reviews than others
You do not want a rep with 5 reviews pulling the team average the same as a rep with 40.
Fetch Gong scorecard submissions for Q1. Calculate weighted category averages — weight each rep's contribution by their submission count. Write weighted averages to "Category Averages" sorted ascending, with a column showing each rep's submission count.
When you want the full setup — raw data, category averages, per-rep breakdown, and a coaching callout — in one go
Blank workbook, Thursday meeting tomorrow.
Fetch all Gong scorecard submissions from Q1. Write raw submissions to a "Raw Scorecards" tab. Calculate team-level category averages and write to "Category Averages" sorted ascending. Calculate per-rep averages by category and write to "Rep x Category," highlighting cells below 3.0 in red. Write one sentence in cell A1 of "Category Averages" naming the weakest category and the two reps with the lowest scores in it.
The pattern: the pull, the aggregation, the per-rep view, and the coaching callout 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 team's Gong scorecard data for any date range. The Gong integration is included in every SheetXAI plan. For related workflows, see how to compare manager coaching activity in Excel using Gong or the Gong in Excel overview.