The Scenario
You sent out fourteen estimates last quarter. The leadership team asked on a call this morning what the pipeline value at risk looks like, and you had no answer ready. The estimates list in Elorus shows you one record at a time. You need all the open ones in a workbook, sorted by age, with a total you can cite in the next update.
The bad version:
- Log into Elorus, open Estimates, click on estimate #1, note the client, amount, expiry date, and status on a piece of paper, go back, click estimate #2.
- After working through eight estimates manually, open a new Excel workbook and start entering what you just collected — then realise you forgot to record the currency for three of them and have to go back to Elorus.
- Build a SUM formula on your hand-entered amounts and get a number, but you have no confidence in it because you entered everything by hand over forty-five minutes of clicking.
The pipeline question comes up every quarter. The answer shouldn't take forty-five minutes to produce.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Elorus, pulls your estimates, and writes them into a structured layout you can sort and analyse immediately.
List all estimates in Elorus and write each estimate's number, client name, total amount, currency, issue date, and expiry date into the "Estimates" worksheet starting at row 2
What You Get
- One row per Elorus estimate in the "Estimates" worksheet, with estimate number, client name, amount, currency, issue date, and expiry date in separate columns.
- All statuses present — draft, sent, accepted, declined, expired — so you can filter to the open ones with a single column filter.
- Amounts as clean numerics, so a SUM formula on the filtered rows gives you the pipeline total without any extra steps.
- The full list in seconds, ready to sort by age or amount before the next call.
What If the Data Is Not Quite Ready
You only want estimates that are still open
Accepted estimates are already invoiced. Declined ones are closed. You need only the ones still in play.
List all Elorus estimates with status "sent" or "draft" and write estimate number, client name, total, currency, and expiry date into the "Open Estimates" worksheet
You want to flag estimates that have passed their expiry date
Some sent estimates are already past expiry. You need those surfaced so you can decide whether to reissue or close them.
List all open Elorus estimates and write estimate number, client name, amount, and expiry date into the "Open Estimates" worksheet — add a column E that calculates days since expiry for any estimate where the expiry date is before today, and leave it blank for estimates still within their window
You want to sort by age to prioritise follow-up calls
The oldest open estimates need follow-up first. Sort by issue date with the oldest at the top.
List all open Elorus estimates sorted by issue date oldest first and write estimate number, client name, amount, currency, and days since issue date into the "Follow-Up" worksheet
Pull all open estimates, calculate days aged, flag expired, and write a pipeline total
List all Elorus estimates with status "sent" or "draft", write estimate number (A), client name (B), amount (C), currency (D), issue date (E), and expiry date (F) into the "Open Estimates" worksheet sorted by issue date ascending — add column G with days since issue date, mark any row past its expiry date in column H as "EXPIRED", and write a total of column C at the bottom of the list
Having the total in a cell before the call starts changes what kind of conversation you can have.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your open Elorus estimates sorted by age with whatever fields you need for the pipeline review. You can also look at exporting all invoices for a full revenue picture or the hub overview for connecting Elorus to Excel.