The Scenario
It's 7:45 AM on a Thursday. The board meeting is in three hours. Your sales director asked you — sometime last week, in a Slack thread you've since scrolled past — to have a win-rate breakdown ready by proposal type. You know the data lives in Better Proposals. You have an Excel workbook open. The gap between those two things is what you're staring at right now.
The bad version:
- Log into Better Proposals, click through to the proposals list, download the CSV export, open it in Excel, realize the columns don't match your workbook headers, spend 20 minutes reformatting
- Manually recategorize proposal types because the export lumps them together in a field that doesn't parse cleanly
- Paste in 180 rows, discover that 12 of them have blank status fields because they were archived mid-send, decide whether to keep or drop them, run the win-rate formula, get a number that doesn't feel right
Three hours is not enough time to do that cleanly and also prep talking points.
The board meeting isn't waiting on your spreadsheet — the spreadsheet is supposed to be done by now.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It reads the workbook, understands what you're working on, and talks to Better Proposals on your behalf through a built-in integration. You don't configure anything — you just ask.
Pull all Better Proposals data into my Excel table with columns: proposal ID, title, client company, status, deal value, currency, created date, and sent date — include all proposals regardless of status
What You Get
- One row per proposal, written starting at the next empty row in the active worksheet
- Columns: proposal ID, title, company name, status (e.g., "signed," "opened," "paid"), deal value, currency code, creation date, sent date
- Any proposals with missing values — no sent date, no value — are included with blank cells rather than dropped, so you can decide what to do with them
- The write completes in a single pass; no pagination to manage manually
What If the Data Is Not Quite Ready
The status field came in as a code, not a label
Pull all Better Proposals proposals into my Excel table with columns A–H: proposal ID, title, company, status, value, currency, created date, sent date — then in column I add a readable label: "Draft" for "new", "Sent" for "sent", "Opened" for "opened", "Won" for "signed", "Paid" for "paid", "Other" for everything else
I only want proposals from the last six months
Pull all Better Proposals proposals created after November 14 2025 into my Excel table with columns: proposal ID, title, company, status, value, currency, and creation date — exclude any with a blank creation date
The values are in mixed currencies and I need a single-currency total
Pull all Better Proposals proposals into my Excel table with columns: proposal ID, title, status, value, currency — for rows where currency is EUR, multiply value by 1.08 and write the USD equivalent to column F; leave column F blank for USD rows
Clean the data, filter it, and calculate win rate in one shot
Pull all Better Proposals proposals into my Excel table with columns A–H (ID, title, company, status, value, currency, created date, sent date), skip rows where status is blank, then in cell J1 write a formula that calculates the percentage of rows where status is "signed" or "paid" out of all rows with a non-blank status
Cleanup, filtering, and analysis in a single prompt. That's the move when you're working against a clock.
Try It
Open an Excel workbook — even a blank one — and get the 7-day free trial of SheetXAI. Ask it to pull your Better Proposals pipeline and calculate win rate by status. Then link to the pipeline-by-stage spoke or back to the Better Proposals hub.