The Scenario
The board meeting is Thursday. It is Tuesday at 4 PM. Your sales director has 45 open deals spread across three pipeline stages and needs a single formatted summary ready to screenshot for the deck — total deals and value per stage, win rates, and the top 10 deals by value called out explicitly. The raw data is in Pipedrive.
She tried to build this last quarter using Pipedrive's reporting. The built-in dashboard shows a funnel chart. It doesn't export in a form that lets her add the top-10 callout or the custom formatting the board deck requires. She ended up building it manually in Sheets from a CSV export. It took three hours.
The bad version:
- She exports all open deals as a CSV, pastes into Sheets, writes COUNTIF and SUMIF formulas by stage name
- The stage names in the export have inconsistent spacing — Proposal sent vs Proposal Sent — and the SUMIF picks up one version but not the other
- She spends an hour debugging the formula before realizing the issue, cleans the stage names, and then has to rebuild the top-10 sort manually
It is 7 PM. The formatted sheet is done but she's not confident the numbers are right.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It fetches the deal data, groups by stage, calculates the summary metrics, and writes the formatted output — no CSV exports, no formula debugging.
Fetch all open Pipedrive deals, group them by stage, calculate total value and deal count per stage, and write a summary worksheetle to a new sheet called Pipeline Snapshot with stage, count, total value, and percentage of total pipeline. Also write the top 10 deals by value below the summary worksheetle with deal title, owner, and close date.
What You Get
- A Pipeline Snapshot sheet with one row per stage showing stage name, deal count, total value, and that stage's share of total pipeline value
- A top-10 deals worksheetle below the summary with deal title, owner display name, and expected close date
- Numbers that match what is in Pipedrive at the time the prompt runs — no formula drift, no stale CSV
What If the Data Is Not Quite Ready
You need the snapshot to also show conversion rates from Pipedrive's statistics alongside the live deal totals
Fetch all open Pipedrive deals and group by stage for the snapshot worksheetle. Also fetch the Q1 2025 conversion rate for each stage in pipeline ID 3. Write stage name, open deal count, total open value, and Q1 conversion rate side by side in the Pipeline Snapshot sheet.
The board wants to see only the Enterprise pipeline, not all pipelines combined
Fetch all open Pipedrive deals in the Enterprise pipeline. Group by stage and write stage name, deal count, and total value into the Pipeline Snapshot sheet. Also write the top 5 deals by value with deal title, owner, and close date below the summary.
You want the snapshot formatted with stage totals bolded and a grand total row at the bottom
Fetch all open Pipedrive deals, group by stage, and write stage name, deal count, total value, and percent of pipeline into the Pipeline Snapshot sheet. Add a grand total row at the bottom. Apply bold formatting to the header row and the grand total row.
You need the full board summary: stage snapshot, conversion rates, top deals, and a single-sentence pipeline health commentary
Fetch all open Pipedrive deals grouped by stage. Fetch Q1 2025 conversion rates for pipeline ID 3. Write a stage summary worksheetle with deal count, total value, percent of pipeline, and Q1 conversion rate. Write the top 10 deals by value below. Then in a cell at the top of the workbook, write a one-sentence summary of pipeline health based on the stage distribution and conversion rates.
The pattern: pull the data, derive the metrics, and add the interpretive layer — all in one prompt so the deck is ready without a three-hour manual build.
Try It
Before your next board meeting, Get the 7-day free trial of SheetXAI and ask it to build the pipeline snapshot sheet from your live Pipedrive data. See the spoke on exporting open deals for pipeline review if you want the raw deal list alongside the summary.