The Scenario
You are a sales director at a 15-person consultancy. The board meeting is next Friday. Your CFO has asked for a single slide showing every active company in the CRM, the number of associated deals, and the total deal value, sorted largest to smallest.
CentralStationCRM has the data. Distributed across individual company pages you would have to click through one at a time.
The slow version:
- Open CentralStationCRM, navigate to Companies
- Click the first company, read the deal count and values, switch to the Excel workbook, type them in
- Click back to the browser, click the next company
- Repeat for all 60+ companies
- Realize halfway through that deal values have inconsistent currency formatting
- You finish four hours later with a workbook you do not fully trust and a pivot table you still have to build.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that queries CentralStationCRM and populates the workbook directly.
Open the SheetXAI sidebar and type:
List all companies from CentralStationCRM. For each company, write the company name in column A, email in column B, phone in column C, total deal count in column D, and total deal value in column E. Sort by total deal value descending.
SheetXAI queries CentralStationCRM, aggregates the deal data per company, and fills the workbook. You have a board-ready table before it would have taken you to manually enter the first ten rows.
What You Get
A structured company table ready for the board deck:
- Column A — company name
- Column B — primary email
- Column C — primary phone
- Column D — total deal count per company
- Column E — total deal value, sorted high to low
The sort is built in. Your CFO can read the workbook without reordering anything.
Want to add a calculated column for average deal size? Ask SheetXAI to divide column E by column D and write the result into column F. Or ask it to flag companies with more than five open deals. The data is in the workbook, so every follow-up is one more prompt.
What If the Data Is Not Quite Ready
CRM data for board reporting always needs massaging. SheetXAI handles the cleanup and the export in the same prompt.
When you only want companies with at least one active deal
The board cares about the active pipeline, not dormant accounts with zero deals.
List all companies from CentralStationCRM that have at least one associated deal. Write company name, deal count, and total deal value into columns A through C of the Pipeline tab, sorted by deal value descending. Skip companies with zero deals.
When deal values are in mixed currencies
The CRM has deals in USD and EUR because your consultancy works internationally.
List all companies from CentralStationCRM with their deal data. For each company, write company name in column A and list the deals with deal name, value, and currency in columns B through D. Flag rows in column E where currencies are mixed so the CFO can review those separately.
When you need open deals from the last 90 days specifically
The board wants to see recent pipeline velocity, not historical totals.
Pull all open deals from CentralStationCRM created in the last 90 days. Write deal name in column A, associated company in column B, associated person in column C, deal value in column D, and creation date in column E. Sort by deal value descending.
When you also need a summary row at the top of the workbook
The CFO wants totals visible before the individual rows.
List all companies from CentralStationCRM with deal counts and total deal values. Sort by value descending and write into columns A through E. Then add a summary row at the top of the Pipeline tab showing total company count, combined deal count, and combined deal value. Leave row 1 for the summary and start the company data at row 3.
The pattern: instead of pulling raw data and building the summary separately, describe the final shape in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your company and deal data from CentralStationCRM into the format your board expects. The CentralStationCRM integration is included in every SheetXAI plan. For related workflows, see how to bulk create deals from a pipeline workbook or the CentralStationCRM in Excel overview.