The Scenario
You are a RevOps consultant brought in to redesign the sales process for a B2B services company. Before you can propose changes, you need to understand what exists. The client has multiple Pipedrive pipelines — somewhere between three and six, they're not sure — each with a different stage structure, win probabilities, and deal routing logic that evolved organically over three years.
You ask for the pipeline documentation. There isn't any. It lives in Pipedrive and everyone has their own mental model of it. Before you can design the new process, you need a flat map of the current one: every pipeline, every stage, stage order, and win probability.
The bad version:
- You open Pipedrive's pipeline settings, take screenshots of each pipeline's stage list, and type the information into a Excel workbook by hand
- On pipeline 4 you notice the stage order in the settings view doesn't match what the reps described — there's a stage called Proposal Sent between Qualified and Negotiation that no one mentioned
- You spend 30 minutes asking reps which stages are actually used versus which are legacy artifacts that were never deleted
Documentation by archaeology. You still can't be sure the workbook is complete.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It pulls every Pipedrive pipeline and its stages through the API and writes a complete, authoritative map — no settings screen navigation, no screenshots, no manual entry.
Fetch all Pipedrive pipelines and stages and write pipeline name, stage name, stage order, and win probability into this workbook, one stage per row.
What You Get
- Every pipeline and stage in Pipedrive written to the workbook, one row per stage
- Pipeline name, stage display name, stage order (as the position integer), and win probability as a percentage
- Rows ordered by pipeline, then by stage order within each pipeline
- Inactive or archived stages are included — they won't be omitted silently
What If the Data Is Not Quite Ready
You want to group the output into separate worksheets per pipeline
Fetch all Pipedrive pipelines and stages. For each pipeline, create a new sheet worksheet named after the pipeline and write stage name, order, and win probability into that worksheet.
You want to compare stage win probabilities against actual historical conversion rates
Fetch all Pipedrive pipelines and stages and write pipeline name, stage name, and configured win probability into this workbook. In a column to the right, I will add the actual conversion rates from a separate report for comparison.
You only need the stages for one specific pipeline
Fetch all stages for the Pipedrive pipeline named Enterprise and write stage name, order, and win probability into this workbook.
You need the full stage map, a count of stages per pipeline, and a flag for any stage with 0% win probability
Fetch all Pipedrive pipelines and stages. Write the complete stage map to this workbook with pipeline name, stage name, order, and win probability. Below the data, write a summary showing each pipeline name and its stage count. Then flag any row where win probability is 0 by writing REVIEW in a column to the right — those stages may be misconfigured or legacy.
The pattern: pull the complete map, summarize the structure, and surface potential configuration issues in one prompt so the redesign work starts with a clean picture.
Try It
If you are auditing or redesigning a Pipedrive sales process, Get the 7-day free trial of SheetXAI and ask it to pull the complete pipeline and stage map into a flat sheet. See the spoke on pulling pipeline conversion stats if you want the historical performance data alongside the structural map.