The Scenario
You are a sales director at a 15-person consultancy. The board meeting is next Friday. Your CFO has asked for a single slide showing every active company in the CRM, the number of associated deals, and the total deal value, sorted from largest to smallest.
CentralStationCRM has the data. Somewhere. Distributed across individual company pages you would have to click through one at a time.
The slow version:
- Open CentralStationCRM, navigate to Companies
- Click the first company, read the deal count and values, switch to the sheet, type them in
- Click back to CentralStationCRM, click the next company
- Repeat for all 60+ companies
- Realize halfway through that "deal value" means different things in different deals because currency is inconsistent
- You finish four hours later with a sheet you do not trust and a pivot table you still have to build.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that queries CentralStationCRM and populates the sheet directly, so you never have to click through the CRM UI.
Open the SheetXAI sidebar and type:
List all companies from CentralStationCRM. For each company, write the company name in column A, email in column B, phone in column C, total deal count in column D, and total deal value in column E. Sort by total deal value descending.
SheetXAI queries CentralStationCRM, aggregates the deal data per company, and fills the sheet. You have a board-ready table in the time it would have taken you to manually enter the first five rows.
What You Get
A structured company table ready for the board deck:
- Column A — company name
- Column B — primary email
- Column C — primary phone
- Column D — total deal count per company
- Column E — total deal value per company, sorted high to low
The sort is built in. The highest-value company appears in row 2 and your CFO can read the table without rotating the spreadsheet in their head.
Want to add a calculated column for average deal size? Ask SheetXAI to divide column E by column D and write the result into column F. Or ask it to flag any company with more than five open deals in a "Review" column. The data is in the sheet, so every follow-up is one more prompt.
What If the Data Is Not Quite Ready
CRM data used for board reporting always needs some massaging. SheetXAI handles the cleanup and the export in the same prompt.
When you only want companies with at least one active deal
The board cares about the active pipeline, not dormant accounts with zero deals.
List all companies from CentralStationCRM that have at least one associated deal. For each, write company name, deal count, and total deal value into columns A through C, sorted by deal value descending. Skip companies with zero deals.
When deal values are in mixed currencies
The CRM has deals in USD and EUR because your consultancy works with clients in both regions.
List all companies from CentralStationCRM with their deal data. For each company, write company name in column A and list the deals in subsequent columns with deal name, value, and currency. Flag rows where currencies are mixed in column B so the CFO can review those separately.
When you need open deals from the last 90 days specifically
The board wants to see recent pipeline velocity, not historical totals.
Pull all open deals from CentralStationCRM created in the last 90 days. For each deal, write deal name in column A, associated company in column B, associated person in column C, deal value in column D, and creation date in column E. Sort by deal value descending.
When you also need a summary row at the top
The CFO wants the totals before the individual rows, not at the bottom.
List all companies from CentralStationCRM with deal counts and total deal values. Sort by value descending and write into columns A through E. Then add a summary row at the top of the sheet showing total company count, combined deal count, and combined deal value. Leave row 1 for the summary and start the company data at row 3.
The pattern: instead of pulling raw data and building the summary separately, you describe the final shape in the prompt and SheetXAI delivers it.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet, then ask it to pull your company and deal data from CentralStationCRM into the format your board expects. The CentralStationCRM integration is included in every SheetXAI plan. For related workflows, see how to bulk create deals in CentralStationCRM from a sheet or the CentralStationCRM in Google Sheets overview.