Exporting call results to Excel and reading them: what to count
Sado AI team · · 4 min read
In short
When a calling campaign ends, download the results as one Excel file: for each person, the status, attempts, result, interest, a short summary and the next step. Turn on filters, split out lists for managers by next step and count outcomes with a pivot table. Work out three numbers: how many people you reached, how many were interested and what one interested customer cost. In the Sado portal it’s one button: “Download results (Excel)”.
Where to export from and what’s in the file
In the Sado portal, open the auto-call in the Auto-calls section and press “Download results (Excel)”. For each person on the list the file has the phone and name, status, number of attempts, result, interest, a short summary and the next step. The recording and full transcript of each call open in the portal.
Download the file after the campaign ends: while it’s running, some numbers still have attempts left.
Reviewing the file in 10 minutes
For example, Baraka Market called 500 regular customers about a new branch. You have the file. Then:
- Save a copy with the date and campaign name: “2026-11 new branch.xlsx”. Don’t edit the original.
- Select the header row and turn on filters (Ctrl+Shift+L).
- In the Next step column, pick the rows that need a callback or a manager. That’s a ready list for managers: hand it over with the summary column so they don’t ask the customer everything again.
- Add a pivot table: Result in rows, count of phones in values. You see at a glance how many were interested, not interested or didn’t answer.
- Read 10–15 summaries of people who said no. The reasons usually repeat: price, distance, no time. Adjust the next campaign’s wording to match.
Which numbers to work out
| Measure | How to calculate | Example |
|---|---|---|
| Reached | Talked to ÷ people on the list | 320 ÷ 500 = 64% |
| Interested | Interested ÷ talked to | 80 ÷ 320 = 25% |
| Cost | Talked minutes × 800 so‘m | 560 × 800 = 448,000 so‘m |
| Cost per interested customer | Cost ÷ interested | 448,000 ÷ 80 = 5,600 so‘m |
The numbers are only an example. Each call’s cost shows in the portal, and unanswered numbers cost nothing. Compare the last number with what one lead from advertising costs you: then you know whether the campaign pays off.
What to do with the file next
- If your CRM isn’t connected, import the interested customers from Excel: Bitrix24 and amoCRM both import from files. Check for duplicates first: duplicate leads in the CRM.
- Leave the people who said no out of the next campaign’s list for a while. Numbers that said “don’t call me” aren’t called again anyway.
- Record the same measures every month and compare campaigns with each other.
- Send the owner the measures table, not the whole file: four rows are enough, and no personal data leaves.
- The file holds phone numbers and call summaries. Don’t post it in group chats; keep it in one place and delete old copies. Uzbekistan has a law on personal data; if in doubt, ask a lawyer.
When you don’t need Excel
With the Bitrix24 integration, each call’s result sits in the lead itself with the recording and transcript; with Google Sheets connected, in the sheet. Then Excel is only for a summary report for the owner or for comparing two campaigns.
How to upload a list and choose the purpose: calling a list from Excel. Prices and kinds of calls: AI outbound calls. Try it live or call 78 778 01 23.
Questions
What if we use Google Sheets instead of Excel?
With Google Sheets connected, the operator writes each result to that sheet itself, so there’s no file to download. Our team does the first connection with you.
Can I see how a campaign is going without the file?
Yes. The auto-call page shows each person’s status. You can also ask the portal’s assistant, Yordamchi, in plain words: “How are the auto-calls going?”.
Can I load people from the file into a new auto-call?
Yes. For example, put the people who need a callback in a separate file and upload it as the list for a new auto-call. A phone column is enough; with a name column the operator greets each customer by name.
I don’t know pivot tables. What then?
Filters are enough: pick one value in the Result column and Excel shows how many rows are selected at the bottom. Repeat for each value.