The Scenario
You are a revenue ops analyst. Your agency manages a HighLevel location with 150 products, each with multiple pricing variants, monthly plans, annual plans, one-time fees, and add-ons. The CFO wants a margin analysis before next week's board meeting.
To do margin analysis, you need the full product catalog in a spreadsheet — product name, category, every price variant, the variant label, currency, and recurring interval. HighLevel's standard export does not include price variants. You need the API.
The slow version:
- Open HighLevel's product catalog
- Click into each product to see its pricing variants
- Copy the variant names and amounts
- Paste into the sheet
- Realize the sheet now has a different number of rows than products because some products have four variants and some have one
- Start over with a better schema
- Three hours later you have 80 of 150 products and the schema is still wrong.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI queries the HighLevel product API, expands the pricing variants, and writes one row per variant into the sheet, so the data is analysis-ready from the start.
Open the SheetXAI sidebar and type:
Retrieve all products from the HighLevel location ID in cell A1. For each product, expand its pricing variants and write one row per variant to this sheet, with columns for product name, product ID, category, price label, amount, currency, and recurring interval.
SheetXAI pulls all 150 products, expands each product's variants, and writes a properly normalized sheet. A product with four pricing plans becomes four rows, each labeled clearly.
What You Get
A variant-level sheet where every row represents one pricing option:
- Product name — the parent product
- Product ID — HighLevel's identifier for reference
- Category — how the product is classified
- Price label — the variant name (e.g., "Monthly Plan," "Annual Plan")
- Amount — the numeric price
- Currency — USD, GBP, EUR, or whatever the location uses
- Recurring interval — monthly, annual, or one-time
The variant expansion is the part that makes this analysis possible. Once you have one row per pricing variant, you can pivot on category and interval, calculate revenue mix, and flag mismatches between products without opening HighLevel at all.
What If the Data Is Not Quite Ready
Product catalog exports often surface metadata issues you did not know existed.
When some products have no category assigned
The catalog was built over two years by different team members. A third of the products have no category.
Retrieve all products from location ID in cell A1, expand pricing variants, and write one row per variant to this sheet. For products missing a category, write "UNCATEGORIZED" in the category column rather than leaving it blank.
When you need to calculate monthly recurring revenue per product
The CFO wants MRR, not just a flat price list. Monthly plans contribute their amount. Annual plans contribute amount divided by 12.
Retrieve all products from location ID in cell A1, expand pricing variants. For each variant row, add an MRR column: if recurring interval is "monthly," MRR equals the amount; if "annual," MRR equals amount divided by 12; if one-time, MRR is 0. Write all rows to this sheet.
When you need to find products that are missing an annual pricing option
The CFO suspects several products were never given an annual plan. You want a flag.
Retrieve all products from location ID in cell A1, expand pricing variants, and write to this sheet. Then add a column called "Has Annual Plan" and mark each product "YES" or "NO" based on whether any of its variants has a recurring interval of "annual."
When the board wants the full catalog plus margin estimate in one deliverable
Retrieve all products from location ID in cell A1, expand pricing variants, write one row per variant with product name, ID, category, price label, amount, currency, recurring interval, and an MRR column. At the bottom of the sheet, add a summary row showing total product count, total variant count, and total estimated MRR across all recurring variants. Flag any product that has only one variant as "SINGLE-TIER" in a Tier Status column.
The pattern: pull the catalog and layer the business logic in the same instruction. The CFO gets a board-ready analysis without you touching each product manually.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull the full product catalog from any HighLevel location with pricing variants expanded. The HighLevel integration is included in every SheetXAI plan. For related workflows, see how to mass-create products from a catalog sheet or the HighLevel in Google Sheets overview.