The Scenario
You are a strategy director. Board presentation is in four days. You need a scorecard showing this quarter's actuals versus targets for all 20 tracked KPIs in SimpleKPI — clean, in a Google Sheet, formatted for a slide deck.
The data is all in SimpleKPI. Someone just has to get it out.
The slow version:
- Open SimpleKPI and navigate to the reports section
- Pull one KPI at a time, note the actual and target
- Paste into the sheet, manually
- Format the percentage calculation for each row
- Repeat 19 more times
- Realize two KPIs are missing targets and go back to look them up
- The deck is due in three hours and you are on KPI number 14.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that reads from SimpleKPI and writes the data into the sheet, so you do not have to open SimpleKPI's report screens at all.
Open the SheetXAI sidebar and type:
Fetch all KPI data entries from SimpleKPI for Q1 2026 and write the KPI name, period, actual value, target value, and percentage of target achieved into columns A through E of this sheet.
SheetXAI calls SimpleKPI's API, pulls every entry for the quarter, calculates the percentage achieved for each row, and writes the full table into the sheet. By the time you look up, the data is there.
What You Get
A clean Google Sheet table with 20 rows — one per KPI — containing:
- Column A — KPI name
- Column B — reporting period
- Column C — actual value
- Column D — target value
- Column E — percentage of target achieved, calculated
The percentage is calculated at export time, not as a fragile formula you have to maintain. Every row is ready for a VLOOKUP, a chart, or a paste into slides.
If any KPI is missing a target in SimpleKPI, that row shows a flag in column E instead of a formula error. You see the problem immediately, not when someone spots a #DIV/0! in the board deck.
What If the Data Is Not Quite Ready
Real KPI exports rarely come out in exactly the shape you need. SheetXAI can reshape and enrich the data as it pulls it.
When you want to see performance color-coded in the sheet
Fetch all Q1 2026 KPI entries from SimpleKPI. Write KPI name, period, actual, target, and percentage achieved into columns A through E. In column F, write "On Track" if percentage is 90% or above, "At Risk" if between 70% and 89%, and "Off Track" if below 70%.
When stakeholders want only the KPIs owned by a specific team
Fetch all Q1 2026 KPI entries from SimpleKPI where the responsible user is on the Finance team. Write KPI name, period, actual, target, and percentage achieved into columns A through E.
When the board wants a year-to-date view, not just one quarter
Fetch all KPI entries from SimpleKPI for the full year 2025. For each KPI, calculate the average actual across all periods and the average percentage of target achieved. Write KPI name, annual average actual, annual average target, and average percentage into columns A through D.
When you need the full cleanup-to-scorecard chain
You have a sheet of raw export data with duplicated rows from a reporting glitch. You need deduplication, calculation, and a clean output in one pass.
This sheet has duplicate rows from a SimpleKPI export with errors. Deduplicate by KPI name and period, keeping the row with the higher actual value. Calculate percentage of target achieved for each remaining row. Sort by percentage ascending so the worst performers are at the top. Write the final table — KPI name, period, actual, target, percentage — into a new tab called "Board Scorecard."
The pattern: pull from SimpleKPI, reshape in the same prompt, and get a clean output in one go.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to pull your SimpleKPI report data for the current period. The SimpleKPI integration is included in every SheetXAI plan. For the reverse workflow, see how to bulk-upload KPI actuals from a sheet or the SimpleKPI in Google Sheets overview.