The Scenario
Every Monday at 10 AM the sales team has a pipeline standup. The sales manager walks through the full deal list — every open deal, its current stage, value, expected close date, and owner. She has 60 deals in MOCO and a blank Excel workbook at 9:30.
The bad version:
- Open MOCO Deals, start reading values off the screen, type them into the workbook switching windows for every deal.
- Realize the workbook needs to be sorted by expected close date but MOCO shows deals in creation order — mentally re-sort while transcribing and introduce two transposition errors along the way.
- Send the draft to the founder for a quick check, get a reply back asking why three deals from last quarter that closed weeks ago are still on the list.
The standup is in 30 minutes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and uses its built-in MOCO integration to pull the full deals list in one shot, sorted and ready.
List all MOCO deals and write deal name, status, value, expected close date, and assigned user into my Pipeline worksheet, sorted by expected close date ascending
What You Get
- Every MOCO deal appears in the Pipeline worksheet, one row per deal.
- Columns: deal name, status, value (in the deal currency), expected close date, assigned user.
- Sorted by expected close date ascending so the nearest deadlines appear first.
- Only active deals — closed or archived deals are excluded unless you ask for them.
What If the Data Is Not Quite Ready
I only want deals assigned to a specific person
List all MOCO deals assigned to Sarah Müller and write deal name, status, value, and expected close date to my Pipeline worksheet
I need deals in a specific stage only
List all MOCO deals where status is Proposal Sent and write deal name, company, value, expected close date, and assigned user to my Pipeline worksheet
I need to compare this week's pipeline against last week's to see what moved
List all active MOCO deals into columns A through E of my Pipeline worksheet. Then in columns G through K, write only deals where status changed in the last 7 days, showing the old status and new status.
Pull the full pipeline, calculate weighted value, and flag stale deals in one pass
Pull all active MOCO deals into my Pipeline worksheet. Add a Weighted Value column multiplying deal value by a probability based on status (Qualified = 20%, Proposal Sent = 50%, Negotiation = 80%, Verbal = 95%). Flag any deal with an expected close date in the past as Overdue. Sort by weighted value descending.
The standup starts on time. The workbook has live data. Nobody transcribed anything.
Try It
Get the 7-day free trial of SheetXAI and open your pipeline tracking workbook, then ask it to pull all active MOCO deals sorted by close date. Also worth reading: the spoke on bulk-creating MOCO offers for the deals that reach the proposal stage.