The Scenario
You're the support ops analyst. Every month your team lead asks for the agent leaderboard — average CSAT score, total responses, and percentage of five-star ratings, sorted by average. It goes into the team Notion page and gets discussed in the monthly retro.
The person who used to build this left three months ago. They had a spreadsheet with formulas that referenced a data tab, which referenced a manual export they ran every month. You inherited the spreadsheet. The export file they used to paste in is from October.
The bad version:
- Export last month's CSAT responses from Simplesat as a CSV
- Paste 400-odd rows into the data tab, being careful not to accidentally shift the formula references in the summary tab
- Realize the agent column in the export uses display names but the formula pivots by login name, and those don't match for three agents
You weren't hired to be the keeper of a fragile spreadsheet inheritance. You were hired to do analysis. And the analysis can't start until the data is in the right place in the right shape.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your sheet, connects to Simplesat, pulls the response data, and can build the summary table — all in one go.
Open the leaderboard sheet and paste this into the SheetXAI sidebar:
Search Simplesat for all responses from last month and write team member name, score, and response date to columns A, B, and C, then build a summary table below row 500 showing average score and response count grouped by team member name sorted by average score descending
What You Get
- Rows 2 through N: raw response data, one row per response, columns A through C
- Below row 500: a summary pivot with one row per agent
- Columns in the summary: agent name, average CSAT score (two decimal places), total response count
- Sorted by average score descending so the top performer is row one of the summary
What If the Data Is Not Quite Ready
You also want percentage of five-star responses in the leaderboard
After building the response data in columns A through C and the agent summary below row 500, add a fourth column to the summary showing the percentage of responses where score equals 5, formatted as a percentage
Three agents have aliases — their display name in Simplesat differs from what the team uses in internal docs
Import last month's Simplesat CSAT responses into columns A through C, then build the agent summary below row 500 — before writing the summary, map these display names to their internal names: "J. Kim" becomes "Jamie Kim", "M. Osei" becomes "Marcus Osei", "T. Reyes" becomes "Tomas Reyes"
The lead wants to compare this month's leaderboard to last month's side by side
Pull this month's Simplesat responses into columns A through C and build the current leaderboard summary in columns E through H, then pull last month's responses into columns I through K and build the prior-month summary in columns M through P — use the same agent name, average score, and response count columns in both
One prompt for the full monthly report package
Pull last month's Simplesat CSAT responses into columns A through C, build the agent leaderboard below row 500 with average score, response count, and five-star percentage, then add a separate section below the leaderboard with the three lowest-scoring responses (score 1 or 2) including customer name and verbatim comment
Import, aggregate, and flag the problem cases in a single pass.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you use for support team reporting, then ask it to pull last month's Simplesat responses and build the agent leaderboard below the data. You might also find the CSAT import spoke useful, or head back to the Simplesat hub for context on all four methods.