Export Zoho Bigin User Roster With Open Deal Counts to a Excel workbook

The Scenario

You are a sales operations analyst. The VP of Sales asked you yesterday afternoon for a workload breakdown: how many open pipeline deals does each active Bigin user own? The ask was casual — "just pull that together before the leadership sync on Thursday."

It is Wednesday morning. The leadership sync is at 9 AM tomorrow.

Getting user data out of Bigin requires one API call. Getting deal counts by owner requires another. Joining them requires code or manual work. You do not have code ready for this and you do not have an afternoon to build it.

The bad version:

• Export the Bigin user list from Settings, which gives you a CSV of names and emails but no deal counts.
• Go to the Bigin pipeline view, filter by each user one at a time, and count the open deals on screen.
• Write each count into the user CSV by hand, 12 users, switching between the pipeline filter and the workbook 12 times.

One manual count per user is survivable. But the filter resets every time you switch tabs, and you lose count twice and have to refilter.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the Bigin user list and the open pipeline deal counts in one operation — no separate exports, no manual counting.

Export the full Bigin user list to my Excel sheet — name, email, role, and profile — then group deals by owner and add a deal-count column

What You Get

• One row per active Bigin user, with name, email, role, and profile in the first four columns.
• A deal-count column showing the number of open pipeline deals assigned to each user.
• The result is a workload table ready to paste into the leadership sync deck.

What If the Data Is Not Quite Ready

You also want the total deal value per user, not just the count

List all active Bigin users — name, email, role (columns A-C). For each user, count their open pipeline deals (column D) and sum the total deal amount across those deals (column E). Label column E "Total Pipeline Value".

You want to flag users whose deal count is above or below a threshold

List all active Bigin users — name, email, role, open deal count (columns A-D). In column E, write OVERLOADED if the deal count is above 15, UNDERLOADED if below 5, and OK otherwise.

You want to break down deal counts by pipeline stage per user

List all active Bigin users — name and email (columns A-B). For each user, show how many open deals they own in each pipeline stage: Qualification, Proposal Sent, Negotiation, and Closing — one column per stage (columns C through F).

Full user roster, deal count, value, and capacity flag in one shot

List all active Bigin users — name, email, role (columns A-C). Count each user's open deals (column D) and sum total open deal value (column E). Flag OVERLOADED in column F if deal count exceeds 15, UNDERLOADED if below 5, OK otherwise. Sort by deal count descending.

One prompt delivers the capacity breakdown ready for the leadership sync — no manual counting, no tab-switching.

Try It

Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask SheetXAI to list all active Bigin users with their open pipeline deal counts. If you need to push updated deal assignments back to Bigin afterward, see the spoke on bulk-updating deal records.