The Scenario
The board deck is due Friday. You are the VP of CX, and one of the slides is supposed to show NPS trends across all 12 active survey campaigns — current score, total responses, promoter and detractor splits, date range. You know Retently has all of this. Getting it into a single coherent Excel workbook before Friday is the problem.
The bad version:
- Open Retently's campaign dashboard, click into campaign 1, screenshot the stats, open the workbook, manually type the numbers in. Click into campaign 2. Repeat 11 more times.
- Realize on campaign 7 that you misread the promoter percentage versus the promoter count on campaign 3 and now have to go back.
- Finish entering all 12 campaigns, then spend another hour building the detractor percentage formula because Retently shows the split differently than your board slide template expects.
Twelve campaigns, one column of numbers at a time, with the board deck review call at 9 AM Thursday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook, understands the structure, and through its built-in Retently integration it can pull campaign report data for every active campaign in a single request. No clicking between tabs, no manual transcription, no formula reconciliation afterward.
Fetch Retently NPS reports for all campaigns and populate my Excel dashboard — one row per campaign with name, score, and promoter/detractor percentage columns
What You Get
- One row per campaign, with columns matching the fields you specified.
- All 12 campaigns land in a single pass — no pagination to manage manually.
- Promoter and detractor percentages are calculated during the pull, so your formula columns work without modification.
- If a campaign has zero responses, it still appears as a row with zero in the count columns rather than being omitted.
What If the Data Is Not Quite Ready
You want raw counts instead of percentages
Fetch all Retently campaign reports and write campaign name, current NPS score, total responses, promoter count, passive count, and detractor count as integers into the Campaign Performance sheet
You only want campaigns from the last 60 days
Fetch Retently campaign reports for campaigns created in the last 60 days only — write campaign name, NPS score, total responses, and detractor count into the Board View sheet, sorted by NPS score descending
You need to join the campaign data with a campaign owner list in the Ownership worksheet
Pull all Retently campaign reports into the Campaign Performance sheet — after writing the stats, look up each campaign name in column A of the Ownership worksheet and write the matched campaign owner into an adjacent column
Full pull plus board-ready summary in one pass
Fetch all Retently campaign reports and write the full stats table into the Campaign Performance sheet — then compute the portfolio-level weighted NPS score (total promoters minus total detractors divided by total responses, times 100) and write it with a label into cell B2 of the Summary sheet
One prompt, one run, and the board slide cell is already populated.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook you use for executive reporting, then ask it to populate the campaign performance table from Retently. You might also look at exporting NPS feedback or the full Retently integration overview.