The Scenario
You lead a sales team of eight reps and your weekly ritual is the pipeline review. To run it, you need all open Firmao offers — customer name, offer value, currency, status, and expiry date — plus the closed ones from the last 60 days so you can calculate win rate by rep. Every Monday morning you pull this together before the 10 AM sync.
The data lives in Firmao. The analysis needs to happen in an Excel workbook where you can run formulas, build a pivot, and track movement week over week.
The bad version:
- Log into Firmao, navigate to the offers section, apply a filter for open offers, export to CSV.
- Open the CSV in Excel, reformat the date columns (Firmao's export uses DD-MM-YYYY, your workbook expects YYYY-MM-DD), delete the columns you don't need, paste into the workbook.
- Repeat the export for recently closed offers. Combine the two datasets. Build a summary table manually. Discover two reps changed their display names in Firmao last month and the pivot is now counting them as separate people.
By the time you have clean data it's 9:45 and you've spent 45 minutes on logistics instead of analysis.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your existing structure, fetches the Firmao offer data, and writes it directly into the workbook — already in the shape you need.
Pull all Firmao offers created in the last 60 days into this Excel sheet and calculate the total value of offers by status in a summary table at the bottom
What You Get
- Every Firmao offer from the last 60 days written into the workbook, one row per offer, with customer name, value, currency, status, and expiry date as separate columns.
- A summary table at the bottom of the worksheet showing total offer value grouped by status.
- Dates in a consistent format, values numeric — ready for the pivot table the moment the prompt completes.
What If the Data Is Not Quite Ready
You need all open offers — not just the last 60 days — plus a win-rate calculation
Fetch all open Firmao offers and write customer name, offer value, currency, status, assigned rep, and expiry date into Sheet1. On Sheet2, calculate win rate per rep using offers from the last 90 days — won offers divided by total closed offers — and flag any rep below 20% in red.
Rep names in Firmao don't match the names in your workbook header row
Fetch all open Firmao offers with assigned rep, offer value, and status. Look up each rep name in the 'Rep Alias' worksheet (column A is Firmao name, column B is workbook name) and use the workbook name in the output. Write the result to Sheet1 with one offer per row.
You want to flag offers expiring within 14 days
Fetch all open Firmao offers and write them to Sheet1 with customer name, offer value, currency, status, and expiry date. Add a column F that says "Expiring Soon" for any offer whose expiry date is within 14 days of today, and leave it blank for all others.
Full kill-chain: fetch, normalize rep names, calculate conversion rates, and write the weekly summary
Pull all Firmao offers created in the last 60 days into Sheet1 — customer name, value, currency, status, assigned rep, expiry date. Look up each rep name in the 'Rep Alias' worksheet and normalize. Remove any duplicates based on offer ID. On Sheet2, write a summary table showing total offers, total value, and win rate per rep. Flag any rep with a win rate below 20% in red.
One prompt replaces the Monday morning export ritual entirely.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track your pipeline, then ask it to pull all your Firmao offers with the fields you need for this week's review. Also see how to export Firmao tasks for workload analysis or the full Firmao integration overview.