The Scenario
The ops analyst on your marketing team just got a request from the VP: she wants a conversion-rate breakdown by program for the last 90 days — pending vs. qualified vs. approved vs. denied — before the leadership sync on Friday. The analyst has the program IDs in a reference worksheet but the referral pipeline data lives entirely in Referral Rock.
The third time this quarter she's done this manually, and each time the VP has asked for one more column.
The bad version:
- Export referrals from Referral Rock filtered to the last 90 days, download the CSV.
- Open it in Excel, discover the status field uses internal codes instead of human-readable labels.
- Map the codes manually using a lookup table in a second worksheet, VLOOKUP across sheets to join them.
Eight hundred rows across two exports, a VLOOKUP, and a status-code mapping table — all to answer a question that should take five minutes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, fetches the referrals pipeline from Referral Rock, and writes the result back — with human-readable status labels, not codes.
Export all Referral Rock referrals from the last 90 days with status, referred email, transaction amount, and the referring member's referral code into this worksheet, using columns A through D
What You Get
- Each of the 800 referrals lands in one row: status in column A (human-readable), referred email in column B, transaction amount in column C, referral code in column D.
- The data is ready for a PivotTable grouped by status — pending, qualified, approved, denied.
- No code-to-label mapping required, no VLOOKUP across worksheets.
What If the Data Is Not Quite Ready
You only want pending referrals so you can prioritize follow-up
Bring in every Referral Rock referral from the last 90 days with status "pending" and write the referring member name, referred contact email, and creation date into columns A through C of this worksheet
You need referrals scoped to a specific program ID
Export all referrals from Referral Rock for program ID PROG-202 from the last 90 days with status, referred email, and transaction amount into columns A through C
The transaction amount column has mixed currency symbols that need stripping
Fetch all Referral Rock referrals from the last 90 days, strip any currency symbols from the transaction amount before writing, and put status, referred email, and clean transaction amount into columns A through C
Join referral status with member data, calculate conversion rate, and write results in one shot
Pull all Referral Rock referrals from the last 90 days into the Pipeline worksheet with status, referred email, transaction amount, and referring member referral code; then in the Summary worksheet calculate the count and percentage of approved vs. total referrals per unique referral code
One prompt delivers the raw pipeline and the conversion summary without switching tools or building a second worksheet manually.
Try It
Open the Excel workbook you use for program performance tracking and get the 7-day free trial of SheetXAI. Ask it to export the referrals pipeline for the last 90 days with status and transaction amount. Related reading: how to bulk-update referral statuses and how to audit reward rules — both in the Referral Rock hub.