The Scenario
Mid-year calibration is in two weeks. Eight managers need to review their teams' goal progress before the session. You are an HR business partner supporting all eight. Your job is to get each manager a clean view of their team's goals — employee name, goal title, category, and completion percentage — from SAP SuccessFactors Goal Management.
You have 80 employees across eight teams. You are not going to export eight separate reports.
The bad version:
- Open Goal Management in SuccessFactors, navigate to the goal plan for the current year.
- Run an export — discover the export includes all employees in the company, not just your eight teams, and you can't filter by manager in the export config.
- Export 900 rows, open the file, filter by department, split into eight tabs, send eight separate files.
The export took forty minutes. The file splitting took another hour. One manager replied saying the goal categories don't match what she uses in her tracking sheet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It connects to SAP SuccessFactors and can pull goal plan data filtered to your eight teams and write it into the structure your calibration template expects.
Fetch all goals from SAP SuccessFactors goal plan 'Goal_2025' and write each record's userId, goalName, category, dueDate, and completionPercentage into this sheet
What You Get
- One row per goal in Sheet1.
- Columns: userId (A), goalName (B), category (C), dueDate (D), completionPercentage (E).
- Scoped to the goal plan you specified — not the entire company's history.
- Any goal with a null completionPercentage gets a zero rather than a blank so your calibration formulas don't break.
What If the Data Is Not Quite Ready
You only need goals for your eight teams
Fetch all goals from SAP SuccessFactors goal plan 'Goal_2025' for employees in departments listed in Sheet2 column A, and write userId, goalName, category, dueDate, and completionPercentage into Sheet1
Each manager needs their own tab
Fetch all goals from SAP SuccessFactors goal plan 'Goal_2025' for departments in Sheet2 column A, write all goals into Sheet1, then create a separate tab for each manager in Sheet2 column B with only their direct reports' goals
Goal categories in SuccessFactors don't match the calibration template labels
Fetch all goals from SAP SuccessFactors goal plan 'Goal_2025' for departments in Sheet2, write userId, goalName, category, and completionPercentage into Sheet1, then remap the category values using the mapping table in Sheet3 and write the remapped category into column E
Full calibration prep in one prompt
Fetch all goals from SAP SuccessFactors goal plan 'Goal_2025' for departments in Sheet2, write userId, goalName, category, dueDate, and completionPercentage into Sheet1, remap categories using Sheet3, then create Sheet4 with one row per employee showing employeeId, name, goalCount, averageCompletion, and a status flag: "On Track" (average above 70%), "At Risk" (40-70%), "Behind" (below 40%)
Eight managers, one pull, calibration-ready output.
Try It
Open your calibration prep sheet in Google Sheets and get the 7-day free trial of SheetXAI. Ask it to fetch all goals from the current SAP SuccessFactors goal plan into Sheet1. Two weeks before the session, not the night before.