The Scenario
You are the VP of Sales. It is Friday at 4 PM and your board deck is due by 9 AM Monday. Slide four is the pipeline forecast: all 200 open opportunities sorted by close date, with deal name, account, stage, estimated value, and a running total at the bottom.
You have pulled this data from Fireberry exactly the same way for six months: download the CSV, open it in Sheets, delete the columns you do not need, sort by close date, write the SUM formula at the bottom, fix the formatting.
Every. Single. Week.
The bad version of this Friday:
- You navigate to Fireberry's reports section and configure the export filters
- You download the CSV and open it in Sheets
- You realize the "expected close date" column came through as a text string, not a date
- You write a helper formula to convert it, copy-paste as values, delete the helper column
- You sort ascending by close date
- You delete the twelve columns you do not need for the board deck
- You write the SUM at the bottom
- You have done this forty-seven times and you are still doing it by hand.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that reads Fireberry directly and sorts, totals, and formats the data as you describe it.
Open the SheetXAI sidebar and type:
Pull all open opportunities from Fireberry and paste them into my 'Pipeline Report' sheet with columns for opportunity name, account name, stage, estimated value, and expected close date, sorted by close date ascending. Add a SUM of estimated value in the last row.
SheetXAI calls the Fireberry API, writes the 200 rows with close date as a proper date type, sorts them, and adds the total. The sheet is ready for copy-paste into the board deck.
What You Get
A ready-to-present pipeline sheet:
- All open opportunities — every record, not a filtered subset
- Five clean columns — deal name, account, stage, value, close date
- Sorted ascending by close date — closest to closing first
- Total estimated value at the bottom — one formula you did not have to write
Close date arrives as a real date type, not a text string. You do not need the conversion formula.
Want just the deals closing this month? Add one line to the prompt: "Filter to opportunities with a close date in May 2026." SheetXAI applies the filter before writing the rows.
What If the Data Is Not Quite Ready
Pipeline data is rarely board-ready on the first pull. SheetXAI handles filtering and cleanup in the same prompt.
When stage names are inconsistent across reps
Some reps log "Discovery," others use "Initial Call." Your board deck expects five canonical stage names.
Pull all open opportunities from Fireberry and normalize the stage names to: Prospecting, Qualified, Proposal, Negotiation, Closing. Then paste into the 'Pipeline Report' sheet sorted by close date ascending with estimated value totaled at the bottom.
When the board wants the closing-soon deals called out separately
The CFO asked for a separate section showing deals expected to close within 30 days.
Pull all open Fireberry opportunities. Create two sections in the 'Pipeline Report' sheet: a 'Closing This Month' section at the top with deals due in the next 30 days highlighted in green, and an 'All Pipeline' section below with every open deal. Add totals for each section.
When some deals have no estimated value
About fifteen opportunities have value left at zero because reps have not filled it in yet.
Pull all open Fireberry opportunities. Flag any row where estimated value is zero or blank in red. Put those rows at the bottom of the 'Pipeline Report' sheet below the normal data, so they are visible but separated from the real pipeline total.
When you want the full picture: raw pull, cleanup, segmentation, and totals in one pass
Pull all open Fireberry opportunities. Normalize stage names to my five canonical stages. Split the sheet into three sections: 'Closing This Month' (close date in May 2026), 'Closing This Quarter' (close date in Q2 2026), and 'Longer Range' (everything else). Add a subtotal row at the end of each section and a grand total at the very bottom. Flag zero-value deals in red. Sort each section by estimated value descending.
The pattern: instead of pulling the data and then formatting it, you describe the final state of the sheet in one prompt and SheetXAI builds it.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull your Fireberry pipeline into a sheet sorted by close date. The Fireberry integration is included in every plan. For related workflows, see how to import deals into Fireberry from a sheet or the Fireberry in Google Sheets overview.