The Scenario
Your finance lead is building the annual revenue model. She needs to know how many deals were opened and won per month for the last 12 months, broken down by pipeline stage at close, so she can project forward with some grounding in historical data. The data lives in Pipedrive. The model lives in Excel workbooks.
She sent you a Slack asking for the export an hour ago. You went into Pipedrive and found the deals timeline endpoint exists — you had a vague memory of it from a quarterly review last year — but the UI does not expose it as an export option. You'd need the API.
The bad version:
- You pull up the Pipedrive API docs and find the deals/timeline endpoint
- The response structure uses interval_start timestamps and an array of totals — it takes 30 minutes to write a formula that parses the JSON into rows
- You realize the endpoint returns aggregated data by the interval you specify but does not break down by stage — getting stage-level data requires a second endpoint and a join
The model is blocked on data that should take ten minutes to pull.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It calls the Pipedrive deals timeline endpoint and writes the data in the shape you ask for — no API docs, no JSON parsing.
Fetch the Pipedrive deals timeline grouped by expected_close_date for the last 12 months and write the interval start date, deal count, and total value into this workbook, one row per month.
What You Get
- One row per monthly interval with the interval start date in a readable format, the total deal count, and the summed deal value for that period
- Intervals ordered chronologically from oldest to most recent
- Months with no deals show a row with zero values rather than being omitted — so your model has a complete 12-month series without gaps
What If the Data Is Not Quite Ready
You need deals broken out by pipeline, not just overall
Fetch Pipedrive deal timeline data for the last 12 months separately for each pipeline — write pipeline name, month, deal count, and total value into this workbook, grouping rows by pipeline.
You need won deals only, not all deal statuses
Fetch the Pipedrive deals timeline for won deals over the last 12 months, grouped by month. Write interval date, won deal count, and total won value into this workbook.
You need month-over-month growth calculated alongside the raw totals
Fetch the Pipedrive deals timeline for the last 12 months grouped by month. Write interval date, deal count, and total value into this workbook. In a fourth column, write the percentage change in total value from the previous month. Write N/A for the first row.
You need timeline data, a 12-month total, and a best-month callout all in one operation
Fetch the Pipedrive deals timeline for won deals over the last 12 months grouped by month. Write interval date, won count, and total won value into this workbook. Below the data, write a summary row showing the 12-month total count and value. Then write a note above the worksheetle identifying the single best month by total won value.
The pattern: pull the raw series, derive the aggregate, and flag the outlier in one prompt so the model is ready to use when it lands.
Try It
If someone on your finance or revenue team needs a monthly deal trend from Pipedrive, Get the 7-day free trial of SheetXAI and ask it to pull the timeline in whatever grouping you need. See the spoke on pulling pipeline conversion stats if you want the stage-by-stage funnel view alongside the volume trend.