The Scenario
You are a VP of Sales. The board presentation is in three hours. You need one Excel workbook showing the full Salesflare pipeline: total value by stage, deal count per stage, and total won revenue this quarter — in a format you can hand to the CFO without formatting it yourself.
Your ops person is on PTO. The CRM admin takes two hours to respond to Slack.
The bad version of the next three hours:
- Open Salesflare, navigate to the pipeline view, screenshot each stage column, count the deals by eye
- Export a CSV, open it in Excel, write SUMIF formulas for total value by stage
- Realize the stage names in the CSV are inconsistent across rows and your formulas are wrong
- Give up on the formula, add everything manually on a calculator
- You walk into the boardroom with numbers you are not confident in.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI queries Salesflare, aggregates the data the way you described, and writes the output directly to the workbook.
Open the SheetXAI sidebar and type:
List all Salesflare opportunities grouped by stage and write stage_name, deal_count, and total_value to this workbook — one row per stage. Then below the stage summary, add a row with total won revenue this quarter from opportunities marked Closed Won.
SheetXAI queries all opportunities, groups by stage, sums value per stage, and adds the quarterly won revenue row. You get a clean summary workbook in two minutes.
What You Get
An Excel workbook with one row per pipeline stage plus a summary:
- Column A — stage name
- Column B — number of open deals in that stage
- Column C — total pipeline value for that stage
- Final row — total Closed Won revenue for the current quarter
The board-ready summary is the entire output, not a step toward it.
Want a second tab with the individual deals behind each stage? Ask SheetXAI to write every deal to Sheet2 with stage, account name, value, and close date. It adds the tab.
What If the Data Is Not Quite Ready
Pipeline snapshots for board presentations need more than raw totals.
When you need the summary broken down by rep instead of just by stage
The board wants to know which reps own which portion of the pipeline.
Fetch all Salesflare opportunities. Write a stage summary to Sheet1 with stage_name, deal_count, and total_value. Write a rep summary to Sheet2 with owner_name, deal_count, and total_pipeline_value per rep, sorted by pipeline value descending.
When you want to compare this quarter's pipeline to last quarter's
The board always asks about pipeline growth.
Fetch all Salesflare opportunities for the current quarter and last quarter. Write a comparison table with stage_name, current_quarter_value, last_quarter_value, and change_percent. Add a final row showing total pipeline movement quarter over quarter.
When you need to exclude stale deals that have not moved in 90 days
Large stale deals inflate the pipeline number.
Fetch all Salesflare opportunities. Exclude any deal that has not had a stage change in the last 90 days. Write the filtered stage summary to this workbook and note the total excluded value at the bottom.
When you want the full board package in one prompt
Pipeline by stage, rep breakdown, won revenue, and deal-level detail — all in one file.
Fetch all Salesflare opportunities for the current quarter. Write the stage summary to Sheet1 with stage_name, deal_count, and total_value. Write the rep summary to Sheet2. Write all individual deals to Sheet3 with account name, stage, value, close date, and owner. Add total Closed Won revenue for the quarter as a final row in Sheet1.
The pattern: the board gets the summary they need, the workbook has the detail behind it, and you never opened the CRM interface.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull your Salesflare pipeline snapshot. The Salesflare integration is included in every SheetXAI plan. See also how to export opportunities by stage or the Salesflare in Excel overview.