The Scenario
The board meeting is in three hours. You need a pipeline snapshot — total value by stage, deals stalled for more than 30 days, and the associated relationship name for each. Your Parma account has the deals. Your board deck has a section for pipeline status. Between them is a gap that someone needs to close in the next 90 minutes.
The bad version:
- Export from Parma — if the export even includes deal value and stage together — open the file, reformat the columns to match what the deck needs.
- Manually calculate total pipeline value per stage in a separate worksheet.
- Go back into Parma and check each deal's last activity date to find the stalled ones, because that field probably didn't come through in the export.
90 minutes. The calculations are straightforward. The problem is that the data is spread across an export file that needs cleanup, a UI that has the date fields you need, and a deck that's waiting for numbers.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls all your Parma deals in one operation, writes them into the sheet with the fields you specify, and applies whatever calculation logic you need inline.
List all deals from my Parma account and write each deal's name, value, stage, and associated relationship into this sheet — then add a column flagging any deal that hasn't moved stage in more than 30 days
What You Get
- Every Parma deal written into the sheet: deal name, value, stage, and linked relationship name.
- A flag column marking deals that have been in their current stage for more than 30 days.
- A summary row at the bottom calculating total pipeline value by stage, ready to copy into the board deck.
What If the Data Is Not Quite Ready
Deal values are in multiple currencies and need to be normalized
List all Parma deals into this sheet with deal name, value, currency, stage, and relationship name. Then add a column converting all values to USD using the rates in the CurrencyRates worksheet (column A = currency code, column B = rate to USD). Flag any deal where no matching currency rate is found.
You only want deals in specific pipeline stages
Fetch all Parma deals in the 'Qualified' and 'Proposal Sent' stages and write them into this sheet with deal name, value, stage, and associated relationship. Exclude deals in Closed Won, Closed Lost, or any stage with value zero.
You need deals joined to relationship type for segment analysis
Pull all open Parma deals into this sheet with deal name, value, and stage. For each deal, also look up the relationship type of the linked contact and write it in column E. Then add a summary table starting at cell G1 showing total deal value by relationship type.
Full board-ready export: normalize, flag stalled, segment, summarize
Pull all Parma deals into this sheet. Convert all values to USD using the CurrencyRates worksheet. Flag any deal stalled more than 30 days in column F. Group by pipeline stage and write a summary table at cell H1 with deal count, total value, and stalled count per stage. Format the value columns as currency with two decimal places.
One prompt delivers what used to take an export, a formatting session, and manual calculations across multiple tabs.
Try It
Get the 7-day free trial of SheetXAI and open a Excel workbook before your next pipeline review, then ask it to pull all your Parma deals and flag the stalled ones in one pass. For the relationship side of the picture, see the export article covering how to pull contact and relationship data into the same sheet.