The Scenario
You are a financial planner preparing for a quarterly review call with 12 clients. Your firm uses MX to track savings goals — emergency funds, vacation savings, down payment targets. Leadership has asked you to pull together a single Google Sheet showing every client's goals, their current progress, and their estimated completion dates before the call this afternoon.
You have 12 user GUIDs in column A of your sheet. You have no goal data anywhere.
The bad version:
- For each of the 12 GUIDs, call the MX list-goals endpoint separately — 12 API calls, each returning a different number of goals per client.
- Paste each response set into the sheet manually, adding a client identifier column so you can tell whose goals are whose once they're all in the same table.
- Build a percentage-complete formula in a new column using current amount divided by target amount, then format the column as a percentage.
Twelve clients, variable numbers of goals per client, one formula that breaks any time a target amount is zero. You have four hours before the call.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Google Sheet. It reads the 12 user GUIDs from your sheet, pulls all goals for each user, and writes a flat combined table with percentage progress calculated inline.
For each MX user GUID in column A, list all financial goals and write user GUID, goal name, target amount, current saved amount, and estimated completion date to this sheet — in column F calculate the percentage of each goal completed.
What You Get
- One row per goal across all 12 clients.
- Column A: user GUID (repeated per goal so you can filter by client).
- Column B: goal name.
- Column C: target amount.
- Column D: current saved amount.
- Column E: estimated completion date from MX.
- Column F: percentage complete (current divided by target, formatted as a percentage).
What If the Data Is Not Quite Ready
Some goals have a target amount of zero and the percentage formula breaks
For each user GUID in column A, list all MX goals and write user GUID, goal name, target, current, and completion date to columns A through E — in column F calculate percentage complete, but if the target amount is zero write "No target set" instead of dividing.
You only want goals that are less than 100 percent complete for the review
For each user GUID in column A, list all MX goals and write user GUID, goal name, target, current, completion date, and percentage complete to columns A through F — filter out any goal where percentage complete is 100 percent or current amount equals target amount.
You want to group goals by client with a subtotal row per client
For each user GUID in column A, list all MX goals and write user GUID, goal name, target, current, and percentage to columns A through E — after each client's goals insert a summary row showing the client's total target, total current saved, and overall completion percentage across all their goals.
You want the full quarterly briefing: all goals, percentage progress, clients grouped with subtotals, and a top-line summary for leadership
For each user GUID in column A, list all MX goals and write user GUID, goal name, target, current saved, completion date, and percentage complete to columns A through F — group rows by user GUID and insert a subtotal row per client — in a Leadership Summary tab show total clients, total goals, average percentage complete across all goals, and number of goals past their estimated completion date.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with your clients' MX user GUIDs, then ask it to pull all savings goals and calculate completion percentages for your quarterly briefing. For comparing those goals against actual spending and budget targets, see the budget vs. actual spend article.