The Scenario
It's the start of the quarter and your RevOps lead needs the pipeline forecast built by end of week. The model lives in an Excel workbook. The source of truth for open deals is ForceManager. Every quarter this plays out the same way: someone exports open orders as a CSV, pastes it into the workbook, reformats the columns to match the model, and fixes the header names by hand. By the time the data is usable, Tuesday is gone.
The bad version:
- Log into ForceManager, navigate to Sales Orders, apply the status and date filters, and export a CSV.
- Open the CSV in a separate worksheet, discover that the order total column is labeled differently than what your model expects, rename it.
- Find that the company column contains IDs in some rows and names in others, spend time resolving the inconsistency.
- Import everything into the forecast workbook and realize the date format doesn't match.
This is not a data problem. It is a handoff problem that eats a day every quarter.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It talks to ForceManager directly and pulls the open sales order data into your workbook — no export wizard, no CSV reformatting, no column renaming.
Export all ForceManager sales orders created this quarter into columns A through D: order ID, company, product total, and creation date
SheetXAI queries ForceManager for all orders matching the filter, writes each one into the workbook in the column order you specified, and resolves company IDs to names in the same step.
What You Get
- All open ForceManager sales orders matching your filter written into the workbook in one operation.
- Columns in the order and format your model expects — no post-import renaming.
- Company names resolved from IDs where applicable.
- The pull is repeatable: run the same prompt next quarter for a fresh dataset in the same layout.
What If the Data Is Not Quite Ready
You need to see the pipeline broken down by assigned rep
Get all open ForceManager sales orders, group them by assigned user, then write each rep's orders into a separate section of this workbook with columns for order ID, company, and amount — include a subtotal row for each rep
The total amount column needs to be in EUR but ForceManager stores values in USD
Get all open ForceManager sales orders, convert the total amount from USD to EUR using today's exchange rate, and write order ID, company name, EUR total, and assigned rep to columns A through D
You only need orders above a certain threshold for the executive pipeline view
Export all open ForceManager sales orders created this quarter where the total amount is above 10000, and write order ID, company, amount, and rep to columns A through D
Filter to this quarter, convert to EUR, group by rep, and load the full pipeline view
Pull all ForceManager sales orders created this quarter with an open status, convert amounts from USD to EUR, group by assigned user, and write each group into the workbook with a subtotal — columns for order ID, company name, EUR amount, and creation date
One prompt, pipeline forecast ready.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you need ForceManager pipeline data pulled in for forecasting, then describe what you need in plain language. For related workflows, see how to bulk-create sales orders from a workbook of approved deals, or return to the ForceManager integration overview.