The Scenario
It's the first week of Q2. The growth team's quarterly review is on Friday, and the first question on the agenda is whether contact form lead volume grew from Q1 to Q2 — and whether the average stated budget in the submissions shifted.
You have a Formcarry form that's been collecting leads since January. The data is all there. Nobody has looked at it quarter-over-quarter before because nobody built the infrastructure to do that quickly.
The bad version:
- Export all submissions as CSV, open in a sheet, manually add a formula column to parse the submission date, filter to before April 1, copy those rows to a tab called 'Q1', do the same for April 1 onward to a tab called 'Q2'
- Write AVERAGE formulas against the 'budget' column in each tab, realize the budget field has values like "$5,000" with dollar signs and commas that AVERAGE can't parse, go back and clean the column with a REGEXREPLACE, re-run the formula
- Put both averages in a summary cell and calculate the percentage change by hand, then wonder whether the numbers are right because you're not sure if you captured all the submissions when you filtered
Friday is two days away. The review is the first item. This analysis shouldn't require a spreadsheet archaeologist.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the data, understands the structure, and through its built-in Formcarry integration it can fetch submissions, split them by date logic, compute field averages, and write the comparison output — all in one ask.
Pull all Formcarry submissions and split them into two groups based on submission date: before April 1 goes to sheet 'Q1', April 1 onward goes to sheet 'Q2'
What You Get
- A 'Q1' tab and a 'Q2' tab, each containing only the submissions that fall within that date range
- Headers in row 1 of each tab, with field names matching the Formcarry form structure
- Row counts that add up to the total submission count — no submissions fall through the split
- Each tab is immediately ready for AVERAGE, COUNTIF, or pivot analysis without any additional cleanup
What If the Data Is Not Quite Ready
The 'budget' field has currency formatting that breaks numeric analysis
Submissions have values like "$5,000" or "5000 USD" that won't average as numbers without cleaning.
After splitting submissions into 'Q1' and 'Q2' tabs, strip currency symbols and commas from the 'budget' column in both tabs so the values are plain numbers, then compute the average budget in each tab and write both values into cells A1 and B1 of a new sheet called 'QoQ Summary'
You want the count, average, and percentage change all in one summary
Split Formcarry submissions into 'Q1' (before April 1) and 'Q2' (April 1 onward), clean the 'budget' field to plain numbers, then write into 'QoQ Summary': the submission count for each quarter in A1 and B1, the average budget for each quarter in A2 and B2, and the percentage change in submission count in C1 and percentage change in average budget in C2
Some submissions are missing the 'budget' field entirely
Early form versions didn't include the budget question, so a portion of Q1 submissions have no value there.
Split all Formcarry submissions by date into 'Q1' and 'Q2', then compute the average of the 'budget' field in each tab — excluding rows where 'budget' is blank or zero — and note the count of excluded rows in a comment next to each average
Full kill-chain: fetch, clean, split, compare, and flag in one shot
Pull all Formcarry submissions, strip currency formatting from the 'budget' field, split into 'Q1' (before April 1) and 'Q2' (April 1 onward) tabs, then write to 'QoQ Summary': submission counts, average budgets excluding blanks, percentage change in both metrics, and a flag in D1 if Q2 submission count is more than 20% higher or lower than Q1
The pattern: one prompt that handles the fetch, the cleanup, the split, the calculation, and the QA flag together — so the output is analysis-ready, not just data-ready.
Try It
Open a Google Sheet you've set up for quarterly performance tracking, then get the 7-day free trial of SheetXAI and ask it to pull your Formcarry submissions and split them by date for comparison. To get all submissions into the sheet first, see the spoke on paginating through your full submission history. For source-level segmentation within those quarters, see the lead analysis spoke.