The Scenario
You are a key accounts manager. You have 200 enterprise companies in Kommo. Your job this week is to produce an account map, a single workbook tab showing every company, how many contacts it has, how much open deal value it carries, and a flag for any company with zero contacts so you know where to focus data enrichment.
You need this for the quarterly business review on Friday morning.
The bad version of this week:
- You open Kommo's company list and start writing down names into the workbook
- You click into each company to count contacts and note deal values
- After eleven companies you realize this will take days, not hours
- You try the Kommo CSV export — it gives you company names but no contact counts and no deal values
- You spend Tuesday building VLOOKUP formulas across three separate exports that were created at different times
- You walk into Friday with a half-finished account map and a plan to wing the rest.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can query Kommo for companies, their linked contacts, and their open deals, then write the full account map to a tab in one run.
Open the SheetXAI sidebar and type:
List all companies from Kommo and for each company fetch its linked contacts and open leads, then write a summary to an 'Account Map' tab with columns: company_id, company_name, contact_count, open_lead_count, total_open_deal_value. Then in column G write 'No contacts — enrich' for any company where contact_count is 0, and sort the tab by total_open_deal_value descending.
SheetXAI queries Kommo for each company, aggregates the contact and deal data, writes the tab, applies the flag, and sorts. The account map is ready before lunch.
What You Get
A complete account map built from live Kommo data:
- company_id — Kommo's internal company ID for each record
- company_name — the company name as it appears in Kommo
- contact_count — total linked contacts per company
- open_lead_count — number of open deals linked to the company
- total_open_deal_value — sum of deal values across all open leads
- Enrichment flag — 'No contacts — enrich' in column G where contact_count is 0
- Sorted by deal value — highest-value accounts at the top
The flag is the deliverable. Your enrichment team does not need to scan 200 rows. They filter column G and work the list.
What If the Data Is Not Quite Ready
Account maps always need refinement before a QBR.
When you want to break down deal value by pipeline stage
Knowing total open deal value per account is useful. Knowing how much of that value is in Negotiation versus Prospecting is more useful.
For each company in the 'Account Map' tab, add columns showing total deal value by pipeline stage: value_prospecting, value_qualified, value_proposal, value_negotiation. Leave blank for stages with no deals.
When you need to flag accounts by contact coverage ratio
An account with 1 contact and $500,000 in open deals is a coverage risk.
In the 'Account Map' tab, add a column H called 'coverage_risk'. Write 'HIGH RISK' for any company where total_open_deal_value is greater than 100000 and contact_count is less than 3. Write 'OK' for all others.
When you want to see which companies have no open deals at all
Some accounts have contacts but no open pipeline. They may need reactivation outreach.
Add a column to 'Account Map' called 'account_status'. Write 'Active' where open_lead_count is greater than 0 and 'Dormant' where open_lead_count is 0. Sort the tab to show Dormant accounts first.
When you want the full enrichment-ready account map in one prompt
The QBR is tomorrow and you need the account map, coverage flags, stage breakdown, and dormant flags all at once.
List all Kommo companies with their linked contacts and open leads. Write a summary to 'Account Map' with columns: company_id, company_name, contact_count, open_lead_count, total_open_deal_value, value_negotiation, value_proposal. Add a 'coverage_risk' column: 'HIGH RISK' if total_open_deal_value is above 100000 and contact_count is below 3, otherwise 'OK'. Add an 'account_status' column: 'Active' if open_lead_count is above 0, 'Dormant' otherwise. Sort by total_open_deal_value descending. Add an 'enrichment_flag' column: 'No contacts — enrich' for any company where contact_count is 0.
The pattern: describe the full output, including all derived columns, in one prompt. SheetXAI builds it as a single pass.
Try It
Get the 7-day free trial of SheetXAI and ask it to build an account map from your Kommo company list into an Excel workbook. The Kommo integration is included in every SheetXAI plan. For related workflows, see how to bulk-create companies in Kommo from a workbook or the Kommo in Excel overview.