The Scenario
You run sales at an AV rental company. The one number you cannot produce right now is your quote conversion rate. You've sent roughly 200 quotes over the past six months. You have a rough sense of the ratio, but the founder wants to see the actual figure next week.
You need all Rentman quotes from the past six months — quote number, client, total value, and status — in a workbook to calculate it properly.
The bad version:
- Go to Rentman's quote module, try to filter by date and status, discover you can't combine filters the way you need
- Export the full unfiltered quote list, import into Excel, manually delete rows outside your date range
- Notice the total value column is pulling the gross including deposits, not the net quote value — go back to Rentman to figure out which field you actually need
90 minutes in, you have a spreadsheet you don't trust yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It connects to Rentman and pulls the filtered quote list — correct date range, correct value fields — in one operation.
List all Rentman quotes created in the last 6 months and write quote number, client name, net value, and accepted or rejected status into columns A through D starting at row 2
What You Get
- Column A: quote number (Rentman's reference)
- Column B: client or contact name
- Column C: net quote value as a numeric value
- Column D: quote status (accepted, rejected, pending)
- Filtered to the past 6 months only
- One row per quote, ready for a conversion rate formula
What If the Data Is Not Quite Ready
You need quote creation date to trend the conversion rate month by month
Fetch all Rentman quotes from the last 6 months and write quote number, client name, creation date, net value, and status into columns A through E
Only quotes over 5000 in value are relevant to the analysis
Pull all Rentman quotes from the last 6 months where net value is greater than 5000 and write quote number, client name, net value, and status into columns A through D
Client name formatting is inconsistent — strip suffixes like Ltd and GmbH
Get all Rentman quotes from the last 6 months, strip any suffix like Ltd or GmbH from client names, and write quote number, normalized client name, net value, and status into columns A through D
Conversion analysis kill chain: pull all quotes, flag accepted ones, build monthly conversion rate summary
Fetch all Rentman quotes from the last 6 months, write quote number, client, creation date, net value, and status into columns A through E, extract month from creation date into column F, then in Sheet2 create a monthly summary with month, total quotes sent, total accepted, and conversion rate as a percentage
You walk into the founder meeting with the conversion chart built.
Try It
Get the 7-day free trial of SheetXAI and open the sales analysis workbook — then ask it to pull the Rentman quote history. If you want to layer in invoice data to track which accepted quotes converted to paid invoices, the invoice export spoke picks up from there.