The Scenario
You are an ecommerce analyst at a DTC brand. The board deck is due Thursday. Your CFO wants a slide showing last quarter's transaction performance — revenue by day, total orders, and average order value — sourced from GoSquared.
GoSquared has tracked your ecommerce transactions all quarter. But the dashboard shows live aggregates, not a granular day-by-day export for an Excel chart. You need transaction metrics by day for the full quarter in an Excel workbook, with totals, so the deck can include a trend line.
The slow version:
- You look for a GoSquared transactions export that covers the date range with daily granularity — it does not exist in the format you need
- You start reading numbers off the GoSquared dashboard and typing them into the workbook by hand, one day at a time
- The dashboard defaults to weekly buckets so you change the view, read the daily breakdown, paste it in
- You get through three weeks before realizing you have been recording revenue excluding tax and the CFO wants it including tax
- Wednesday night you are still building the table and the deck is due tomorrow morning.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads GoSquared transaction metrics through the API, so you do not have to read the dashboard by hand or manage date-by-date exports.
Open the SheetXAI sidebar and type:
Get GoSquared transaction metrics for Q1 2026 grouped by day and write revenue and transaction count into the Transactions tab of this workbook, one row per day. Add a third column for average order value calculated as revenue divided by transaction count.
SheetXAI calls the GoSquared ecommerce API with the Q1 date range and daily granularity, writes the day-by-day table into the Transactions tab, and adds the calculated AOV column. You have a full quarter of daily data ready for the chart.
What You Get
A day-by-day transaction table covering the full quarter:
- Date column — one row per day in Q1
- Revenue column — total revenue for that day
- Transaction count column — total orders placed
- Average order value column — calculated inline from revenue ÷ transactions
The AOV calculation is done at write time. With the daily table in the workbook, the trend chart takes thirty seconds. The board deck gets the chart, the CFO gets the answer.
What If the Data Is Not Quite Ready
Transaction data rarely arrives in a board-ready state without some interpretation.
When the metric the CFO wants is not in the default export
The CFO specifically asked for conversion rate — transactions divided by sessions.
Get GoSquared transaction metrics and traffic session data for Q1 2026, grouped by day. Write date, revenue, transaction count, sessions, and conversion rate (transactions ÷ sessions, rounded to two decimal places) into the Transactions tab of this workbook.
When you need the top products by revenue
The CFO also wants to know which products drove the most revenue.
Pull GoSquared top products by revenue for Q1 2026 and write them into the Products tab of this workbook: product name and total revenue per product. Sort by total revenue descending, top 10 only.
When you need a month-over-month comparison instead of daily detail
The deck changed. The CFO wants January, February, and March as three rows with totals.
Get GoSquared transaction metrics for Q1 2026 grouped by month. Write three rows into the Summary tab of this workbook: January, February, March — with columns for month, revenue, transaction count, and average order value.
When you need the full board-ready analysis in one shot
The CFO wants the daily table, the monthly rollup, the top products, and a one-paragraph summary — all in the workbook before Thursday.
Pull GoSquared ecommerce data for Q1 2026. Write (1) the day-by-day table with date, revenue, transaction count, and AOV into the Transactions tab; (2) a monthly rollup with totals for January, February, and March into the Monthly tab; (3) the top 10 products by revenue into the Products tab. In cell A1 of the Summary tab, write a short paragraph highlighting the highest-revenue day, the month with the most growth, and the top product.
The pattern: pull the data, calculate the metrics, write the narrative. One prompt, board-ready workbook.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull your GoSquared transaction data into any Excel workbook, with whatever grouping and calculated columns your report needs. The GoSquared integration is included in every SheetXAI plan. See also how to track GoSquared custom event counts by day in Excel or the GoSquared in Excel overview.