The Scenario
You are a VP of Sales. It is the last working day of the month and the all-hands is tomorrow at 10 AM.
You need email deliverability, open rate, and click rate by rep for the last 30 days in an Excel workbook before the deck gets built tonight. Your ops person is out sick.
The bad version of tonight:
- You open Mixmax's reporting section and look for a way to export the data
- You find the insights dashboard but it only shows aggregate numbers, not per-rep breakdowns
- You dig through the Mixmax API docs looking for the right endpoint
- You find it, pull the data, and realize it is JSON that needs to be reshaped before it will fit into Excel
- You get the data into the workbook at 11 PM in the wrong format
- The all-hands deck does not have the rep performance slide.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the data and calls Mixmax directly, so you do not have to find the right API endpoint or reshape a JSON response.
Open the SheetXAI sidebar and type:
Fetch Mixmax report data for the last month and populate this workbook with one row per user showing sent count, open rate, click rate, and reply rate. Sort by open rate descending.
SheetXAI fetches the report data from Mixmax, writes one row per rep, and sorts by open rate so your top performers are at the top of the list.
What You Get
A clean per-rep performance table, ready for the deck:
- Rep name — one row per user in the Mixmax workspace
- Sent count — total emails sent for the 30-day window
- Open rate — opens divided by delivered, expressed as a percentage
- Click rate — clicks divided by delivered
- Reply rate — replies divided by delivered
Sorted by open rate descending, the table is already in the order you want for the all-hands slide. Your top performer is in row 2. You do not have to sort, reformat, or calculate anything.
Want to add a comparison to last month? Tell SheetXAI to fetch the prior 30-day window and add a delta column. It adjusts.
What If the Data Is Not Quite Ready
Report data from email platforms has its own quirks. SheetXAI handles them in the same prompt.
When you want to compare this month to last month
Leadership wants to see whether the team improved versus the prior period.
Fetch Mixmax report data for the last 30 days and the 30 days before that. Write one row per rep in the Report tab showing rep name, this month's open rate, last month's open rate, and the delta. Flag reps whose open rate dropped.
When you only want to see reps above a threshold
You want to show the top performers, not a full team list.
Fetch Mixmax report data for the last 30 days. Filter to reps with an open rate above 30%. Write rep name, sent count, open rate, and reply rate into this workbook sorted by open rate descending.
When you need the data broken down by week
Monthly totals hide the week where one rep had a spike and another had an outage.
Fetch Mixmax report data for the last 30 days, broken down by week. Write one row per rep per week showing week start date, rep name, sent count, open rate, and reply rate. Sort by week ascending, then by rep name.
When you need the full monthly report, the comparison, and a leaderboard in one shot
You want raw per-rep data, a delta versus last month, and a ranked leaderboard by reply rate, all in the same workbook before tonight.
Fetch Mixmax report data for the last 30 days and the prior 30 days. In the Report tab, write one row per rep showing rep name, this month's sent count, open rate, click rate, reply rate, and the change in open rate versus last month. In the Leaderboard tab, rank reps by reply rate descending and bold the top 3.
The pattern: describe the full output you need and SheetXAI assembles it from the Mixmax reporting API in one pass.
Try It
Get the 7-day free trial of SheetXAI and open any reporting workbook, then ask it to pull your Mixmax team analytics. The Mixmax integration is included in every SheetXAI plan. For individual engagement data, see how to export Mixmax livefeed events into Excel or the Mixmax in Excel overview.