The Scenario
The sales kickoff is next week. The VP of Sales wants to open with a frank discussion of where the funnel is leaking — specifically, where deals are dying stage by stage in the SMB pipeline over the last quarter. The data exists in Pipedrive. Getting it out in a usable form is a different problem.
You navigate to Pipedrive's statistics view. The conversion rate report requires you to select the pipeline, then the date range, then wait for the chart to render. The chart shows you what you need, but you cannot export it in a format that lets you do any further analysis. You can screenshot it. That is not analysis.
The bad version:
- You try to use Pipedrive's API documentation to query the conversion rate endpoint directly — you have enough technical fluency to try, not enough to succeed quickly
- After 40 minutes you have a JSON blob that includes the conversion rates but also 60 other fields you don't need, and the stage names are numeric IDs
- You write a lookup worksheetle to resolve the stage IDs to names, realize the stage order doesn't match what's in the chart, and give up
The sales kickoff deck is due in three hours.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It calls the Pipedrive statistics API and lands the conversion data directly in your sheet — with stage names resolved, not IDs.
Fetch the Pipedrive conversion rate statistics for pipeline ID 3 for the date range Jan 1 to Mar 31 2025 and write each stage name and its conversion rate into this workbook.
What You Get
- One row per pipeline stage with the stage display name and its conversion rate as a percentage
- Stages ordered by their position in the pipeline, not by ID
- No extra fields, no JSON to parse — just the stage names and rates you asked for
What If the Data Is Not Quite Ready
You need conversion rates for all pipelines, not just one
Fetch pipeline conversion rate statistics for all Pipedrive pipelines for Q1 2025 and write pipeline name, stage name, and conversion rate into this workbook. Group rows by pipeline.
You want to compare conversion rates across two time periods side by side
Fetch conversion rate statistics for Pipedrive pipeline ID 3 for Q1 2024 and Q1 2025 separately. Write stage name, Q1 2024 rate, and Q1 2025 rate side by side in this workbook so I can see year-over-year change per stage.
You want the conversion rates alongside raw deal volume for context
Fetch the Pipedrive stage conversion rates for pipeline ID 3 for Q1 2025. Also fetch the total number of deals that entered each stage during that period. Write stage name, deals entered, and conversion rate into this workbook.
You need the funnel stats, a drop-off analysis, and a highlighted worst stage all in one operation
Fetch Pipedrive conversion rate statistics for pipeline ID 3 for Q1 2025. Write stage name and conversion rate into this workbook. In a column to the right, calculate the drop-off from the previous stage as a percentage. Then write the name of the stage with the single largest drop-off into a cell at the top of the workbook labeled Biggest Leak.
Asking for the derived metric — the worst stage — in the same prompt means you don't have to build a formula afterward.
Try It
Before your next sales kickoff or funnel review, Get the 7-day free trial of SheetXAI and open a blank Excel workbook. Ask it to pull the Pipedrive conversion stats for whatever pipeline and date range you need. See the spoke on building a board-ready pipeline snapshot if you need this data combined with live deal volume.