The Scenario
You are a strategy director. Board presentation is in four days. You need a scorecard showing this quarter's actuals versus targets for all 20 tracked KPIs in SimpleKPI — clean, in an Excel workbook, formatted for slides.
The data is all in SimpleKPI. Someone just has to get it out.
The slow version:
- Open SimpleKPI and navigate to the reports section
- Pull one KPI at a time, note the actual and target
- Paste into the workbook, manually
- Build the percentage calculation formula for each row
- The board deck is due Friday morning and you are on KPI 13 at 6 PM Thursday.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads from SimpleKPI and writes the data directly into the workbook.
Open the SheetXAI sidebar and type:
Fetch all KPI data entries from SimpleKPI for Q1 2026 and write the KPI name, period, actual value, target value, and percentage of target achieved into columns A through E of this workbook.
SheetXAI calls SimpleKPI's API, pulls every entry, calculates the percentage achieved, and writes the full table into the workbook.
What You Get
A clean Excel table with 20 rows — one per KPI:
- Column A — KPI name
- Column B — reporting period
- Column C — actual value
- Column D — target value
- Column E — percentage of target achieved, calculated
The percentage is calculated at export time. Every row is ready for a chart, a pivot table, or a paste into PowerPoint. If any KPI is missing a target in SimpleKPI, that row shows a flag in column E instead of a #DIV/0! error.
What If the Data Is Not Quite Ready
Real KPI exports rarely come out in the shape you need. SheetXAI can reshape the data as it pulls it.
When you want performance status color-coded in the workbook
Fetch all Q1 2026 KPI entries from SimpleKPI. Write KPI name, period, actual, target, and percentage achieved into columns A through E. In column F, write "On Track" if percentage is 90% or above, "At Risk" if between 70% and 89%, and "Off Track" if below 70%.
When stakeholders want only KPIs from one team
Fetch all Q1 2026 KPI entries from SimpleKPI where the responsible user belongs to the Finance team. Write KPI name, period, actual, target, and percentage achieved into columns A through E.
When the board wants a year-to-date view
Fetch all KPI entries from SimpleKPI for full year 2025. For each KPI, calculate the average actual across all periods and the average percentage of target achieved. Write KPI name, annual average actual, annual average target, and average percentage into columns A through D.
When the workbook has duplicate rows from a reporting glitch
This workbook has duplicate rows from a SimpleKPI export with errors. Deduplicate by KPI name and period, keeping the row with the higher actual. Calculate percentage of target achieved for each remaining row. Sort by percentage ascending. Write the final table into a new tab called Board Scorecard.
The pattern: pull from SimpleKPI, reshape in the same prompt, get a clean output.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to pull your SimpleKPI report data for the current period. The SimpleKPI integration is included in every SheetXAI plan. For the reverse workflow, see how to bulk-upload KPI actuals from Excel or the SimpleKPI in Excel overview.