The Scenario
You are a sales manager, and the quarterly forecast is due to the VP by end of week. Your open deals are all in Bigin. Your weighted forecast model lives in Excel — a pivot table that multiplies amount by probability, grouped by stage and assigned rep.
You do not have a direct integration between Bigin and Excel. The last person who built one left the company. Your current process is to ask a sales ops person to pull the Bigin data manually, which takes a day and sometimes comes back with the wrong filters applied.
The bad version:
- Ask sales ops to export the Bigin pipeline, which requires them to log in, apply filters for open deals, export to CSV, and send the file.
- Receive a CSV that includes closed-won deals because someone forgot to filter by status, reformat the column headers, and paste into your forecast model.
- Realize the probability column is missing — Bigin exports it in a separate report — and ask for a second export.
Two exports, two reformatting passes, and the forecast is half a day late.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your request, calls the Bigin Pipelines API with the right filters, and writes the results directly into your workbook — formatted for your forecast model.
Export every Bigin pipeline record to my Excel sheet, including deal value, current stage, account name, and expected close date — then multiply amount by probability in column G to get a weighted value
What You Get
- Every open Bigin pipeline deal written into your workbook, one row per record, with deal value, stage, account name, close date, and probability.
- Column G populated with the weighted value (amount multiplied by probability as a decimal).
- Closed-won and closed-lost deals excluded automatically.
What If the Data Is Not Quite Ready
You only want deals closing within the current quarter
Pull all open Bigin pipeline deals closing on or before 2026-06-30 into this workbook — columns: Deal Name, Stage, Amount, Owner, Expected Close Date, Probability; sort by Expected Close Date ascending
You want to flag deals with unusually high amounts for manual review
Export all open Bigin pipeline deals into this workbook — Deal Name, Stage, Amount, Owner, Expected Close Date, Probability. Calculate Weighted Value in column G. In column H, flag any deal where Amount is more than 3x the average deal amount with OUTLIER; otherwise leave blank.
You need deals grouped by rep with subtotals per stage
Pull all open Bigin pipeline deals into this workbook — Deal Name, Stage, Amount, Owner, Probability. Sort by Owner then Stage. After all rows for each Owner, insert a subtotal row showing total Amount and total Weighted Value for that owner.
Full export, weighting, and outlier flag in one shot
Pull all open Bigin pipeline deals into this workbook — Deal Name, Stage, Amount, Owner, Expected Close Date, Probability. Calculate Weighted Value in column G. Flag OUTLIER in column H for any deal where Amount exceeds 3x average. Sort by Owner, then by Expected Close Date ascending.
One prompt gets the forecast data into the shape you need — no second export, no manual joins.
Try It
Get the 7-day free trial of SheetXAI and open your forecast workbook, then ask SheetXAI to pull all open Bigin pipeline deals. To push updated close dates or amounts back to Bigin after your review, see the spoke on bulk-updating deal records.