The Scenario
You are prepping for QBRs next week. Your head of sales wants a Excel workbook showing every Pipedrive organization — not just the ones with recent activity — with how many open deals each has and the combined deal value. The goal is to identify which accounts have momentum and which have gone cold before the AEs walk into their account reviews.
The data exists in Pipedrive, but it is not surfaced this way in any default view. The organizations list shows org names. The deals list shows deals. Getting org-level deal counts and totals requires either a custom Pipedrive report (which the current plan doesn't support) or manually clicking through each org's deal worksheet.
The bad version:
- You export the organizations list as a CSV — 800 rows of org names, owners, and address fields
- You export the deals list as a second CSV, group by org_id, and try to SUMIF the deal values across the two sheets
- The org_id in the deals export is a numeric ID but the organizations export has a different column called id — you spend 45 minutes figuring out which column matches which
The QBR prep is supposed to take an afternoon. The data cleanup takes three days.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It fetches organizations and deal data together and builds the joined summary you need — no CSV merging, no SUMIF, no column-matching.
Fetch all Pipedrive organizations and for each write org name, owner, open deal count, and total open deal value into this workbook, one row per organization.
What You Get
- One row per Pipedrive organization with display values for all fields
- Open deal count as a number — organizations with zero open deals show 0, not blank
- Total open deal value summed across all open deals linked to that org
- Owner as the user display name, not a numeric ID
- Organizations with no owner show blank in that column
What If the Data Is Not Quite Ready
You want to filter to only organizations with at least one open deal
Fetch all Pipedrive organizations that have at least one open deal. For each, write org name, owner, open deal count, and total open deal value into this workbook. Exclude organizations with zero open deals.
You want a column showing the single highest-value open deal per org
Fetch all Pipedrive organizations and for each write org name, open deal count, total open deal value, and the title and value of the highest-value open deal linked to that org. Write all five values into this workbook.
You want the org list sorted by total open deal value descending
Fetch all Pipedrive organizations with at least one open deal. For each, write org name, owner, open deal count, and total open deal value. Sort by total open deal value descending.
You need the full org summary plus a flag for accounts with no activity in 30 days
Fetch all Pipedrive organizations and for each write org name, owner, open deal count, and total open deal value. Also check whether any activity linked to that org or its deals was completed in the last 30 days. Write YES or NO into column E. Sort by column E ascending so the inactive accounts appear first.
The pattern is to describe the multi-source join — organizations plus deal data plus activity data — in one prompt rather than running separate exports and building it in formulas.
Try It
Before your next QBR cycle, Get the 7-day free trial of SheetXAI and open a blank Excel workbook. Ask it to pull every Pipedrive organization with its open deal count and total pipeline value. See the spoke on building a board-ready pipeline snapshot if you need the same data summarized by stage instead of by account.