The Scenario
It's Monday morning and your weekly growth review starts in two hours. You run six active LinkedIn campaigns in HeyReach and your manager wants a single table in Excel: campaign name, connection requests sent, acceptance rate, messages sent, reply rate — sorted by reply rate so the team can see what's resonating.
The last three times this report was due, you opened HeyReach, clicked through each campaign one at a time, read the numbers off the screen, and typed them into a scratch worksheet. Then you wrote the rate formulas. Then you sorted. Forty-five minutes, minimum.
The bad version:
- Open each campaign in HeyReach, navigate to its stats view, and manually transcribe the metrics into your Excel workbook.
- Write acceptance rate and reply rate formulas for each row once the raw numbers are in.
- Sort the table by reply rate, reformat, and move it into the reporting worksheet — then realize one campaign's stats hadn't refreshed and you have to go back.
You have two hours and this is one of four things on your prep list. The report shouldn't be what takes them.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you need, and through its built-in HeyReach integration it can pull campaign stats, calculate rates, and write everything to your worksheet in one ask.
Pull HeyReach campaign stats for the last 30 days into my Excel 'Campaign Performance' sheet, add a calculated column for acceptance rate and reply rate, and highlight the top 2 campaigns by reply rate in green
What You Get
- One row per campaign with five raw metrics: campaign name, connection requests sent, accepted, messages sent, and replies.
- Acceptance rate and reply rate columns are calculated automatically — no formula authoring required.
- The top two campaigns by reply rate are highlighted in green.
- The worksheet is review-ready without a separate formatting pass.
What If the Data Is Not Quite Ready
You only want currently active campaigns in the report
Paused and completed campaigns in HeyReach would add noise. You want the report to show only what's live.
Pull HeyReach stats for all active campaigns from the last 30 days — skip campaigns with status paused or completed — write the metrics into my 'Campaign Performance' worksheet one row per campaign
The report needs to compare last 30 days vs. last 7 days side by side
Leadership wants to see whether performance is improving week-over-week.
Pull HeyReach campaign stats for the last 30 days and for the last 7 days — write both sets of metrics into my 'Weekly Review' worksheet — 30-day columns first, then 7-day columns, one row per campaign
You need the data sorted and the top performers flagged before you share
Fetch HeyReach stats for all campaigns over the last 30 days — calculate acceptance rate and reply rate — sort by reply rate descending — add a column marking the top 2 campaigns 'Top Performer' — write everything into 'Campaign Performance'
Pull stats, calculate rates, rank, flag top performers, and add a last-refreshed timestamp — all at once
Fetch HeyReach campaign stats for the last 30 days — add acceptance rate and reply rate columns — sort by reply rate descending — mark the top 2 as 'Top Performer' in column I — write today's date into cell A1 as 'Last refreshed: [date]' — write everything into 'Campaign Performance'
Running it as one instruction means the worksheet is ready to share before you've had your second cup of coffee.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you use for campaign reporting. Ask it to pull your HeyReach stats, calculate the rates, and format the table — all in one prompt. See also how to bulk import leads into HeyReach or view the full HeyReach integration overview.