The Scenario
You ran a discount campaign for three months — three different tiers, a handful of promo codes, and a vague sense that the bottom tier outperformed the others but nothing to back it up. The campaign wrapped last week. Now someone from leadership wants to know the conversion numbers before the post-mortem call.
You know MoonClerk has discount data somewhere. What you don't have is an Excel workbook that shows how many customers are using each code, what they're paying, and what the revenue impact looks like.
The bad version:
- Navigate to the Discounts section in MoonClerk and screenshot the list of codes — there's no obvious export button for the discount-level data
- Go into each individual discount to find out how many customers are using it, copying the number into the workbook manually, one code at a time
- Try to cross-reference against the customer list to calculate total revenue impact, realize the customer records don't show which discount was applied in the export, and end up with a partially complete picture
The post-mortem is tomorrow. The partial picture is what you'll be presenting if you don't find a faster path.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and through its built-in MoonClerk integration can pull discount code details and customer discount data into your worksheet — so the campaign analysis is a prompt, not an afternoon.
Fetch all MoonClerk customers who have an active discount and list their name, subscription amount, and discount details in my Excel sheet to calculate total revenue impact
What You Get
- One row per discounted customer written to the worksheet
- Columns: customer name, subscription amount, discount description, discount type (fixed or percentage), and discount value
- Both fixed-amount and percentage discounts appear with their respective values in separate columns so the math is consistent
- A total row at the bottom is added automatically showing the sum of subscription amounts across all discounted customers
What If the Data Is Not Quite Ready
I want a discount-level summary first, not the customer rows
List all MoonClerk discounts and write the discount description, type, amount or percentage, and number of customers currently using it into my Excel worksheet
I need to calculate what we'd be earning without the discounts
Pull all MoonClerk customers with an active discount and write their name, subscription amount, and discount details into the 'Discount Impact' worksheet — then add a column showing the undiscounted amount and a column showing the monthly revenue difference
Some of my discount codes have the same description but different IDs
List all MoonClerk discounts and write the discount ID, description, type, amount or percentage, and customer count into my Excel worksheet — flag any row where two descriptions are identical so I can identify duplicate codes
Full campaign analysis with revenue math in one shot
Fetch all MoonClerk customers with an active discount, write their name, email, subscription amount, discount description, discount type, and discount value into the 'Campaign Analysis' worksheet, add a column calculating the undiscounted monthly amount, sum the total revenue impact of all discounts at the bottom, and group the rows by discount description
One prompt covers the raw data, the per-customer math, and the grouped summary — without building a pivot table after the fact.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track campaigns or revenue — ask it to pull your MoonClerk discount code data and calculate the revenue impact per tier. See also: pulling active subscriptions and MRR by plan and the full MoonClerk overview.