The Scenario
You are a sales director. It is Thursday afternoon and the board wants a quarterly forecast on Friday morning, by 9 AM.
Your Salesflare pipeline has 60 opportunities in "Proposal Sent" stage. You need account name, deal value, currency, expected close date, and owner in an Excel workbook so finance can run the numbers.
The bad version of this afternoon:
- Open Salesflare, filter to "Proposal Sent" stage, export a CSV
- Open the CSV in Excel, discover it has 30 columns and none of the date fields are formatted as dates
- Copy the six columns you actually need into your working workbook
- Fix the close date column so the Excel date formulas will work
- Realize the currency column has mixed values and needs a cleanup pass
- Send the workbook at 11 PM and miss the dinner you promised.
The fast version is one prompt this afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads Salesflare and writes the data in directly, so you do not have to export, paste, or reformat.
Open the SheetXAI sidebar and type:
List all Salesflare opportunities filtered to the "Proposal Sent" stage and write account name, contact name, value, currency, expected close date, and owner to columns A through F in this workbook. Sort by value descending.
SheetXAI queries Salesflare with the stage filter applied, writes the six columns, and sorts the output. You get a clean workbook with the right columns and proper date formatting.
What You Get
An Excel workbook with one row per opportunity:
- Column A — account name
- Column B — contact name
- Column C — deal value (numeric)
- Column D — currency
- Column E — expected close date (date-formatted)
- Column F — deal owner
The data is only the columns you asked for, not the 30-column CSV dump you would have gotten from the export.
Want a summary row? Tell SheetXAI to add total pipeline value and average days to close at the bottom. It adds them.
What If the Data Is Not Quite Ready
Salesflare pipelines are not always clean. SheetXAI can filter, flag, and format in the same prompt.
When close dates are missing on some deals
A handful of opportunities have no expected close date set. Finance needs a placeholder, not a blank cell.
List all Salesflare opportunities in "Proposal Sent" stage and write them to columns A through F in this workbook. If a deal has no expected close date, write "TBD" in column E instead of leaving it blank.
When you need days-until-close alongside the raw date
Finance always asks for it. Instead of adding a formula column after the fact, ask for it upfront.
Fetch all Salesflare opportunities in "Negotiation" stage, write them to this workbook, and add a column G calculating days until close date — positive for future close dates, negative for overdue deals.
When you only want deals above a certain value
The board presentation focuses on the top end of the pipeline.
List all Salesflare opportunities in "Proposal Sent" stage with a value over $10,000. Write account name, value, close date, and owner to columns A through D in the Forecast tab, sorted by value descending.
When you want the full pipeline across all active stages in one workbook
The quarterly forecast needs every open stage. Pull everything and add a stage breakdown.
Fetch all Salesflare opportunities across every active stage. Write stage, account name, value, and close date to columns A through D. Then in a summary block below the data, write total pipeline value and deal count for each stage.
The pattern: instead of exporting everything and deleting what you do not need, you describe exactly what you want and SheetXAI writes only that.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull your Salesflare opportunities by stage. The Salesflare integration is included in every SheetXAI plan. See also how to bulk-update opportunity stages from a workbook or the Salesflare in Excel overview.