The Scenario
You are a SaaS CFO. It is Tuesday at 9 AM and the board deck is due Thursday. Your investors want MRR broken down by plan tier, not just a single total.
All 800 active subscriptions are in ProAbono. You need customer reference, offer name, subscription start date, and status in an Excel workbook, then MRR calculated per offer tier. Your finance analyst is out this week.
The bad version of the next two hours:
- You open the ProAbono portal and find the subscription export
- You download a CSV with 27 columns you did not ask for
- You import it into Excel and spend 20 minutes deleting the columns you do not need
- You write a SUMIF to group by offer name and realize the offer names are inconsistent across 800 rows
- You hand-correct 40 rows where "Starter" is "starter" or "STARTER"
- You still need to calculate MRR from the subscription amount column, which is per-period not per-month
- You are still at your laptop at 7 PM.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads and writes data for you, so you do not have to fight a 27-column CSV export.
Open the SheetXAI sidebar and type:
List all active ProAbono subscriptions and put customer reference, offer name, subscription start date, and status into the Subscriptions tab of this workbook. Normalize offer names to consistent capitalization. Calculate monthly recurring revenue per subscription (convert annual amounts to monthly) and add an MRR column. Then add a summary table below the data showing total MRR and customer count per offer tier.
SheetXAI calls ProAbono, handles all 800 records across pagination, normalizes the offer names, calculates MRR, writes the data rows into the Subscriptions tab, and adds the summary table. The board deck input is ready.
What You Get
A clean Excel workbook with two sections in the Subscriptions tab:
- 800 data rows — customer reference, offer name, start date, status, monthly MRR per subscription
- Summary table — one row per offer tier with total MRR and total customer count
The MRR is calculated from the subscription data, not typed by hand. If ProAbono stores a $1,200 annual subscription, SheetXAI converts it to $100/month and adds it to the right tier's total.
Want to add churn context? Ask SheetXAI to pull the subscriptions that changed status in the last 30 days and flag them in a separate column. Same prompt, one more line.
What If the Data Is Not Quite Ready
Most real subscription exports have edge cases. SheetXAI handles them in the same prompt.
When offer names are inconsistent across the export
You have "Starter," "starter," "STARTER," and "Starter Plan" all referring to the same tier.
List all active ProAbono subscriptions into the Subscriptions tab. Normalize offer names: map any variant of "Starter" to "Starter", "Growth" variants to "Growth", and "Enterprise" variants to "Enterprise". Then group by normalized offer name and calculate total MRR per tier in a summary table below the data.
When you need to exclude trial or paused subscriptions
The export includes statuses you do not want in the MRR number.
List all ProAbono subscriptions with status 'active' only — exclude trial, paused, and pending. Put customer reference, offer name, and monthly MRR into the Subscriptions tab, then add a summary row per offer tier below the data.
When you need MRR broken down by signup cohort
The CFO wants MRR by plan tier and by the quarter the customer signed up.
List all active ProAbono subscriptions into the Subscriptions tab. Add a signup cohort column that maps the start date to Q1/Q2/Q3/Q4 of the year. Then create a summary pivot in a new tab called MRR Summary showing MRR per offer tier per cohort.
When you want to flag accounts close to renewal
The board also wants to see MRR at risk in the next 30 days.
List all active ProAbono subscriptions into the Subscriptions tab. Add a "Renews Within 30 Days" flag in column F for any subscription whose next renewal date falls within 30 days of today. Calculate the MRR at risk from those flagged rows and add it to the summary table. Write everything into the Subscriptions tab.
The pattern: instead of cleaning the export first and then calculating, you ask for both in one prompt. SheetXAI handles the edge cases inline.
Try It
Get the 7-day free trial of SheetXAI and open any blank workbook, then ask it to pull your ProAbono subscriptions and calculate MRR by tier. The ProAbono integration is included in every SheetXAI plan. For related workflows, see how to export unpaid invoices for AR follow-up in Excel or the ProAbono in Excel overview.