The Scenario
You are a VP of Professional Services. The board meeting is in three days and the CFO wants a delivery status report. You have sixty active Rocketlane projects, each with a customer, an owner, a start date, a due date, a status, and a completion percentage.
You need all of that in a Google Sheet. The CFO wants to sort by completion percentage. The COO wants to filter by owner. You want to be able to answer questions without clicking into Rocketlane during the meeting.
The slow version:
- Open Rocketlane's project list
- Click into each project to get the completion percentage, which is not shown in the list view
- Copy project name, customer, owner, status, percentage into the sheet, row by row
- Finish thirty projects, realize you need to go back and get start dates
- Add the start date column, go through all sixty again
- Board meeting starts in ninety minutes and you are on project forty-two.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls the full portfolio snapshot from Rocketlane and writes it to the sheet in one go.
Open the SheetXAI sidebar and type:
List all Rocketlane projects and write project name, customer company, owner name, start date, due date, and status into the 'Portfolio Dashboard' sheet.
SheetXAI queries all active projects from Rocketlane, writes every field to the Portfolio Dashboard sheet, and you have sixty rows in under a minute. Sort, filter, pivot — the CFO gets what they need.
What You Get
A full portfolio snapshot, one row per project:
- Project name — for identification
- Customer company — for the stakeholder view
- Owner name — for accountability
- Start date and due date — for timeline context
- Status — active, at risk, on hold, completed
The sheet is board-ready. Add a conditional format to highlight at-risk projects and you have a dashboard without building one.
What If the Data Is Not Quite Ready
A portfolio export rarely ends at a simple list.
When you want completion percentage and it is not in the list view
The standard project list does not include completion percentage. You need it for the board report.
List all Rocketlane projects. For each project, get the completion percentage by looking at the ratio of completed tasks to total tasks. Write project name, customer, owner, start date, due date, status, and completion percentage to the 'Portfolio Dashboard' sheet.
When you want to group the report by project owner for a team accountability view
The COO wants to see each delivery lead's projects together, not a single flat list.
List all Rocketlane projects. Group them by owner name and write a separate block per owner to the 'Delivery by Owner' sheet, with a header row showing the owner's name and the count of their projects, followed by the project rows with customer, start date, due date, and status.
When you want to flag projects that are past due or at risk
Before the board meeting you want to know which projects are behind schedule.
List all Rocketlane projects. Write them all to the 'Portfolio Dashboard' sheet. In column G, write "PAST DUE" if the due date is before today and the status is not "Completed," "AT RISK" if the due date is within the next 14 days and status is "In Progress," and "ON TRACK" for everything else.
When you need to compare this quarter's portfolio to last quarter's
The board wants to see whether the active project count is growing or shrinking versus Q1.
List all Rocketlane projects with a start date in Q1 2026 and write them to the 'Q1 Projects' sheet. Then list all projects with a start date in Q2 2026 and write them to the 'Q2 Projects' sheet. In the 'Comparison' sheet, write a summary showing total project count, average completion percentage, and count of at-risk projects for each quarter side by side.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to pull all active Rocketlane projects for your next portfolio review. The Rocketlane integration is included in every plan. For related workflows, see how to export billable time entries for invoicing or the Rocketlane in Google Sheets overview.