The Scenario
You lead a sales team of eight reps and your weekly ritual is the pipeline review. To run it, you need all open Firmao offers — customer name, offer value, currency, status, and expiry date — plus the closed ones from the last 60 days so you can calculate win rate by rep. Every Monday morning you pull this together before the 10 AM sync.
The data lives in Firmao. The analysis needs to happen in a Google Sheet where you can run formulas, build a pivot, and track movement week over week.
The bad version:
- Log into Firmao, navigate to the offers section, apply a filter for open offers, export to CSV.
- Open the CSV, reformat the date columns (Firmao's export uses DD-MM-YYYY, your sheet expects YYYY-MM-DD), delete the columns you don't need, paste into the sheet.
- Repeat the export for recently closed offers. Combine the two datasets. Build a summary table manually. Check that the rep names in Firmao match the rep names in your sheet header row — they won't, because two reps changed their display names last month.
By the time you have clean data it's 9:45 and you've spent 45 minutes on logistics instead of analysis.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads your existing structure, fetches the Firmao offer data, and writes it directly into the sheet — already in the shape you need.
Fetch all Firmao offers and write customer name, offer value, currency, status, and expiry date into this sheet — one offer per row
What You Get
- Every open Firmao offer written into the sheet, one row per offer, with customer name, value, currency, status, and expiry date as separate columns.
- No reformatting required — dates arrive in a consistent format, values are numeric not string.
- The sheet ready for your pivot table or SUMIF formulas the moment the prompt completes.
What If the Data Is Not Quite Ready
You need offers from the last 60 days only, not everything in the system
Pull all Firmao offers created in the last 60 days into this sheet — write customer name, offer value, currency, status, and expiry date, one row per offer. Then calculate the total value of offers grouped by status in a summary table at the bottom of the sheet.
Rep names in Firmao don't match the rep names in your sheet header row
Fetch all open Firmao offers with assigned rep, offer value, and status. Look up each rep name in the 'Rep Alias' tab (column A is Firmao name, column B is sheet name) and use the sheet name in the output. Write the result to Sheet1 with one offer per row.
You want to flag offers expiring within 14 days
Fetch all open Firmao offers and write them to Sheet1 with customer name, offer value, currency, status, and expiry date. Add a column F that says "Expiring Soon" for any offer whose expiry date is within 14 days of today, and leave it blank for all others.
Full kill-chain: fetch, deduplicate, calculate conversion rate, and write the weekly summary
Pull all Firmao offers created in the last 60 days into Sheet1 — customer name, value, currency, status, assigned rep, expiry date. Remove any duplicates based on offer ID. On Sheet2, write a summary table showing total offers, total value, and win rate per rep (won offers divided by total closed offers). Flag any rep with a win rate below 20% in red.
One prompt replaces the Monday morning export ritual and gets you straight to the analysis.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet where you track your pipeline, then ask it to pull all your Firmao offers with the fields you need for this week's review. Also see how to export Firmao tasks for workload analysis or the full Firmao integration overview.