The Scenario
You are a sales ops analyst. Your VP of Sales asked for a review of the last 60 days of quotes before the quarterly pipeline call on Friday. Specifically, she wants to know which quotes have gone unconverted, how old they are, and which sales reps are sitting on the oldest ones.
It is Wednesday at 2 PM. You have the meeting in 48 hours.
The bad version of this week:
- Log into Altoviz
- Navigate to Sale Quotes
- Set the date filter to the last 60 days — the UI does not remember your settings
- Export the list as CSV
- Open it in Google Sheets
- Manually calculate the age of each quote from its creation date
- Cross-reference against your invoice list to check which ones converted
- Flag the ones that did not convert and sort by age
- You finish Thursday evening and realize you forgot to filter out quotes that were already declined.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that fetches the Altoviz quotes, applies the age calculation and conversion check, and flags the stale ones — so the analysis is ready before lunch.
Open the SheetXAI sidebar and type:
Fetch all Altoviz sale quotes created in the last 60 days. Write quote ID, customer name, amount, and creation date into this sheet. Flag rows where the creation date is more than 30 days ago in column E as "STALE." Exclude any quote with a status of "declined."
SheetXAI pulls the quotes from Altoviz, writes the rows, calculates the age of each one from today's date, flags the stale ones, and skips declined quotes. You have a working analysis sheet in minutes.
What You Get
A clean quotes review sheet ready for the pipeline call:
- All active quotes from the last 60 days — quote ID, customer name, amount, creation date
- "STALE" flag in column E — any quote older than 30 days that is still open
- Declined quotes excluded — so the VP only sees actionable rows
The flags are calculated at run time, not stored in Altoviz. Next week, if the same quote is still open, running the prompt again will still flag it — and the age will have grown by another seven days. The sheet always reflects today's picture.
What If the Data Is Not Quite Ready
Quote data from Altoviz often needs context before it is useful for a sales review. SheetXAI handles that context in the same prompt.
When you need to cross-reference against existing invoices
The VP wants to know which quotes have a matching invoice (converted) and which do not.
Fetch all Altoviz sale quotes from the last 60 days and write them into this sheet. Then fetch all Altoviz invoices and compare quote IDs against invoice references. Mark each quote row as "CONVERTED" or "UNCONVERTED" in column F.
When you want to group stale quotes by sales rep
The data has a sales rep column but the VP wants the summary view — how many stale quotes per rep, not the individual rows.
Fetch all open Altoviz quotes from the last 60 days that are older than 30 days. Write the rows into the "Stale Quotes" sheet. Then add a summary table at the bottom grouping stale quotes by sales rep, showing count and total quote value per rep, sorted descending by total value.
When some quotes have no assigned owner
A batch of quotes from the self-service portal came in without a sales rep assigned. The VP wants those separated out.
Fetch all open Altoviz quotes from the last 60 days. For quotes with no assigned owner, write them into a separate "Unowned Quotes" tab. For quotes with an owner, write them into the main sheet with the stale flag. Include totals at the bottom of both tabs.
When you need the raw quote data, the stale flags, the conversion check, and a summary paragraph all in one shot
The VP does not just want the sheet — she wants a briefing note she can paste into the Friday deck.
Fetch all Altoviz sale quotes from the last 60 days. Exclude declined quotes. Write the rows into this sheet with the creation date and a stale flag (older than 30 days). Cross-reference against Altoviz invoices to mark converted vs unconverted. Add a summary table by sales rep. Then write a three-sentence briefing at the top of the sheet summarizing: total open quote value, number of stale quotes, and the rep with the highest stale value.
The pattern: instead of building the analysis in steps, you describe the finished output once and SheetXAI builds it.
Try It
Get the 7-day free trial of SheetXAI and connect it to Altoviz, then ask it to pull your open quotes and flag the stale ones. The Altoviz integration is included in every plan. For related workflows, see how to pull outstanding invoices for aged-debt analysis or the Altoviz in Google Sheets overview.