The Scenario
It's the last week of the month and you're building the sales performance review for the executive team. The deck needs a breakdown of field activity by rep, by account, and by type — visits, calls, demos — for the past 30 days. ForceManager has all of it. But ForceManager's built-in reporting gives you aggregate numbers, not the raw row-level data your pivot table requires.
The bad version:
- Go to ForceManager's export section, configure a date filter for the past 30 days, select your fields, and export a CSV.
- Open the CSV, discover that some column headers don't match what your template expects, spend time renaming them.
- Import the CSV into your Google Sheet, realize the rep column contains full names but your pivot table expects rep IDs, and rebuild the mapping manually.
- Repeat this next month when someone asks for the same report with a slightly different date range.
The executive sync is in two days. Rebuilding this workflow from scratch for every monthly review is not a sustainable arrangement.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to ForceManager directly and pulls the activity records you need — no export wizard, no CSV formatting, no column renaming.
Get all ForceManager activities logged this month and put activity type, date, linked company, and user into this sheet
SheetXAI queries ForceManager, pulls every activity record for the current month, and writes the data into your sheet — activity type in column A, date in column B, company name in column C, rep name in column D. Ready for your pivot table.
What You Get
- All ForceManager activity records for the requested date range written into the sheet.
- Columns in the order you specified — ready for analysis without renaming or reformatting.
- Each row containing the activity type, exact date, linked company name, and assigned rep.
- Blank cells where ForceManager returned a null value — visible gaps rather than silent omissions.
What If the Data Is Not Quite Ready
You need activity data for a specific rep rather than the full team
The executive asking for the report wants to see one rep's territory in isolation, not the aggregate.
Pull the last 30 days of ForceManager activity records for sales rep ID 4421 and list activity type, company name, and date in columns A through C
You need to break the data down by activity type before handing it off
The deck has a separate slide for visits, calls, and demos. You need three separate ranges, not one flat list.
Get all ForceManager activities from this month, then write them into three separate sections of this sheet: one for visits, one for calls, one for demos — each with columns for date, company, and rep
Some companies show up by ID rather than name in the export
ForceManager returned the linked company ID rather than the display name for some records, which breaks your pivot table grouping.
Pull all ForceManager activities from this month and for any row where the company field is a numeric ID instead of a name, look up the company name by ID and replace the ID with the name — then write activity type, company name, date, and rep into the sheet
Pull the full month, resolve company names, filter to active reps, and organize by type
Get all ForceManager activities logged this month, resolve any numeric company IDs to company names, filter to reps whose status is active, then write the results into this sheet organized by activity type — visits first, then calls, then demos — with date, company name, and rep for each row
One prompt builds the full dataset your pivot table needs.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet where you want ForceManager activity data pulled in for analysis, then ask for the date range and fields you need in plain language. For related workflows, see how to bulk-log activities into ForceManager from a tracking sheet, or return to the ForceManager integration overview.