The Scenario
Budget planning starts Monday. The head of talent has asked you to come in with a slide showing cost-per-source: which channels are driving the most candidates and what the relative contribution looks like across LinkedIn, Indeed, referrals, and everything else. The data is in Lever. The slide is blank.
The bad version:
- Log into Lever, navigate to the analytics or sources section, try to find a source list export
- Realize the export doesn't include opportunity counts, just source names
- Go back into the pipeline view, filter by source one at a time, note the count for each, and build the table manually in Excel
You have 14 sources to count. The budget meeting is Monday at 8 AM.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the full source list from Lever and counts how many opportunities are linked to each source, writing the result directly into your workbook.
Open a blank Excel workbook and type:
Fetch every Lever source and populate this workbook with source name in Column A — then count how many opportunities are linked to each source and write that number in Column B
What You Get
- Column A: source name as it appears in Lever
- Column B: opportunity count attributed to that source
- One row per source, no duplicates
- Sources with zero opportunities included if they exist in Lever's source list
What If the Data Is Not Quite Ready
You only want sources with at least 5 opportunities
List all Lever sources and write source name and opportunity count into columns A and B — but only include rows where the count is 5 or more, sorted descending by count
You need the source ID included for downstream reporting
List all Lever sources and write source name, source ID, and opportunity count into columns A through C — one row per source
Source names have inconsistent formatting
List all Lever sources and write source name and opportunity count into columns A and B. Group any source names that contain 'linkedin' (case-insensitive) into a single row labeled 'LinkedIn' and sum their counts
You want a ranked table plus a chart-ready summary
List all Lever sources and write source name and opportunity count into columns A and B, sorted descending by count. Then starting in column D, write the top 5 sources and their counts for a chart — label Column D 'Source' and Column E 'Count'
Getting the full list and the chart-ready summary in one prompt means the slide is ready before you close the workbook.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook for your budget planning analysis, then ask it to pull your Lever source list with opportunity counts in whatever format your finance partner needs. See also the spoke on exporting pipeline stages or return to the Lever integration overview.