The Scenario
End of Q2. You run sales at an AV rental company and the one number you don't actually know is your quote conversion rate. You've sent probably 200 quotes in the last six months. You have no idea how many became confirmed events.
You need all Rentman quotes from the past six months — quote number, client, total value, and status — in a spreadsheet so you can calculate the rate and present it to the founder next week.
The bad version:
- Go to Rentman's quote module, try to filter by date range and status, realize the filter UI doesn't let you combine conditions the way you need
- Export the full quote list without filters, open in Sheets, manually apply a status filter, delete 80 rows that fall outside the date range
- Notice the total value column is pulling the gross value including deposits rather than the net quote value
You've spent 90 minutes producing a spreadsheet you're not confident is correct.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It connects to Rentman and can pull the filtered quote list — date range, relevant fields, correct value columns — in one operation.
List all Rentman quotes created in the last 6 months and write quote number, client name, net value, and accepted or rejected status into columns A through D starting at row 2
What You Get
- Column A: quote number (Rentman's reference)
- Column B: client or contact name
- Column C: net quote value as a numeric value
- Column D: quote status (accepted, rejected, pending, etc.)
- Filtered to the 6-month window only
- One row per quote, ready for a conversion rate formula in column E
What If the Data Is Not Quite Ready
You need quote creation date to trend conversion rate over time
Fetch all Rentman quotes from the last 6 months and write quote number, client name, creation date, net value, and status into columns A through E
You only want quotes over 5000 in value — filter before writing
Pull all Rentman quotes from the last 6 months where net value is greater than 5000 and write quote number, client name, net value, and status into columns A through D
Some client names have varying formats — normalize to company name only, no suffixes
Get all Rentman quotes from the last 6 months, strip any suffix like Ltd or GmbH from client names, and write quote number, normalized client name, net value, and status into columns A through D
Conversion analysis kill chain: pull all quotes, flag accepted ones, calculate conversion rate by month
Fetch all Rentman quotes from the last 6 months, write quote number, client, creation date, net value, and status into columns A through E, add a Month column F extracted from creation date, then in Sheet2 create a monthly summary with month, total quotes sent, total accepted, and conversion rate as a percentage
You walk into that founder meeting with the conversion chart already built.
Try It
Get the 7-day free trial of SheetXAI and open the sales analysis spreadsheet — then ask it to pull the Rentman quote history. If you want to layer in invoice data to see which accepted quotes actually closed, the invoice export spoke picks up from there.