The Scenario
Your VP of business development sent a message at 4pm on a Tuesday: "Can you pull together a chart showing how many new clients we added per month this year? Board deck is Thursday."
You open SuiteDash. There's a Contacts list, sortable by various fields. You can filter by creation date — sort of. Getting a by-month breakdown into an Excel workbook you can actually chart requires more than a filter. It requires the data in a worksheet, with a count per month in a summary table.
The bad version:
- Export the contacts list as CSV. Open it in Excel. Find the "Created Date" column.
- Write a COUNTIFS formula to bucket by month. Realize the date values came over as text strings, not real date values.
- Fix the date formatting. Rebuild the formula. Wonder if you missed any contacts who were created under a slightly different label.
- Build the chart. Notice it doesn't match the number your VP mentioned from memory last quarter.
Thursday morning is thirty-six hours away and the deck still needs a slide deck wrapper.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to SuiteDash through its built-in integration, filters contacts by date range, and writes both the detail rows and the summary count into the workbook — formatted for charting.
Open your reporting workbook and type:
Export all SuiteDash contacts created this year into this Excel sheet, then add a count per month in a summary table on Sheet2 so I can chart acquisition trends
What You Get
- One row per contact created in the specified window
- Columns: name, email, company, role, created date (as a real date value, not a text string)
- Sheet2: a monthly summary table with month labels and contact counts, ready to chart
What If the Data Is Not Quite Ready
You want a by-month count broken down by the company's territory tag
List all SuiteDash contacts created this year and write name, email, company, role, created date, and any company tags into columns A–G of Sheet1. On Sheet2, create a summary table counting contacts per month.
You need the previous year's data for a year-over-year comparison
List all SuiteDash contacts created in 2025, write name, email, company, role, and created date into columns A–E of Sheet1 — then list all contacts created in 2026 year-to-date into Sheet2 with the same columns
You want a 6-month rolling window instead of the full year
List all SuiteDash contacts created in the last 6 months and write name, email, company, role, and created date into columns A–E sorted by created date descending
Full kill chain: pull the contacts, add a monthly count, and flag months below target
List all SuiteDash contacts created in 2026. Write name, email, company, role, and created date into columns A–E of Sheet1 sorted by created date descending. On Sheet2, create a monthly summary table with month in column A and contact count in column B. In column C, write "BELOW TARGET" for any month where the count is less than 8, and "ON TRACK" otherwise.
The board deck question — "how many per month and are we trending up?" — answered in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open the reporting workbook you use for executive updates — then ask it to pull your SuiteDash contact acquisition data and summarize it by month. Also see: Export your full client roster and the SuiteDash overview.