The Scenario
The board meeting is in 45 minutes. The sales director opens Agiled and remembers she asked her ops manager to pull the pipeline snapshot into the slide deck two days ago. The ops manager sent an Excel workbook link last night. The slide deck references a number from that workbook. The number looks low. She needs the actual deal totals by stage right now, not a screenshot from 48 hours ago.
The bad version:
- Open Agiled's CRM, navigate to deals, apply a filter for open status, and start reading stage names and values from the screen — no export, just eyes on a list.
- Screenshot the deals view and paste it into Slack, asking someone else to build the breakdown. Wait for a reply.
- Export whatever CSV is available, open it in Excel, write a SUMIF for each stage, and format the output while watching the clock.
The meeting starts in 45 minutes. The data exists in Agiled. The only reason this isn't instant is the gap between the system of record and the workbook on the screen.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you're looking at, and through its built-in Agiled integration it can pull all open deals and summarize pipeline value by stage — in one prompt.
Get all open deals from Agiled and write deal name, value, stage, and contact name into this sheet
What You Get
- Every open deal written into the worksheet starting at row 2, with headers in row 1.
- Deal name in column A, value in column B, stage in column C, contact name in column D.
- One row per deal — no aggregation yet, just the clean flat list ready for any pivot or summary formula.
- The full deal count, not a paginated view — SheetXAI handles multi-page API results automatically.
What If the Data Is Not Quite Ready
Add the stage summary table automatically
You have the raw deals but you need the by-stage breakdown your slide references.
After pulling all deals into this sheet, add a summary table below the data showing total deal count and total value grouped by stage
Filter to deals over a certain value
You only want to see deals over $10,000 in the pipeline view — smaller opportunities clutter the board-level picture.
Pull all open Agiled deals where value is greater than 10000 and write deal name, value, stage, and contact into this sheet
Include the assigned sales rep for each deal
The board wants to know pipeline coverage by rep, not just by stage.
Get all open deals from Agiled and write deal name, value, stage, contact, and assigned sales rep name into this sheet — then add a second summary table showing total deal value grouped by rep
Full kill-chain: pull, filter, summarize by stage and rep, and flag stale deals
One prompt that produces a board-ready pipeline report.
Pull all open Agiled deals, write them into Sheet1 with columns deal name, value, stage, contact, rep, and last activity date, then add a summary table in Sheet2 showing total value and deal count by stage and by rep, and highlight any row in Sheet1 where the last activity date is more than 30 days ago
Pipeline visibility without a two-hour prep session.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your Agiled deals and build a stage summary before your next pipeline review. For related tasks see exporting CRM contacts for deduplication or the full Agiled integration overview.