The Scenario
It's the start of the quarter and your RevOps lead needs the pipeline forecast built by end of week. The model lives in Google Sheets. The source of truth for open deals is ForceManager. Every quarter this plays out the same way: someone on the team exports the open orders as a CSV from ForceManager, pastes it into the sheet, reformats the columns to match the model, and fixes the header names by hand. By the time the data is usable, Tuesday is gone.
The bad version:
- Log into ForceManager, navigate to Sales Orders, apply a status filter for "open," set a date filter for the current quarter, and export a CSV.
- Open the CSV in a separate tab, discover that the order total column is labeled differently than what your model expects, and rename it.
- Find that the company column contains IDs in some rows and names in others — because ForceManager exports vary depending on how the record was created — and spend time resolving the inconsistency.
- Paste everything into the forecast model and realize the date column format is DD/MM/YYYY but your model uses MM/DD/YYYY.
This is not a data problem. It's a handoff problem. The data is in ForceManager. The model is in Google Sheets. The work is in the middle.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It talks to ForceManager directly and pulls the open sales order data into your sheet — no export wizard, no CSV reformatting, no column renaming.
Get all open sales orders from ForceManager and put order ID, account name, total amount, and assigned user into this sheet
SheetXAI queries ForceManager for all open orders, writes each one into the sheet in the column order you specified, and resolves company IDs to names in the same step. The forecast model has fresh data without a Tuesday of prep work.
What You Get
- All open ForceManager sales orders written into the sheet in one operation.
- Columns in the order and format your model expects — no post-import renaming.
- Company names resolved from IDs where applicable, so every row has a readable account name.
- The pull is repeatable: run the same prompt next quarter and get a fresh dataset in the same layout.
What If the Data Is Not Quite Ready
You only need orders created this quarter, not the full open pipeline
The forecast model is quarter-specific and shouldn't include carryover deals from prior periods.
Export all ForceManager sales orders created this quarter into columns A through D: order ID, company, product total, and creation date
The total amount column needs to be in EUR but ForceManager stores values in USD
Your forecast model uses EUR and the board deck will be in euros. You need the conversion applied before the data lands.
Get all open ForceManager sales orders, convert the total amount from USD to EUR using today's exchange rate, and write order ID, company name, EUR total, and assigned rep to columns A through D
You need to see the pipeline broken down by assigned rep
The board wants to see each rep's open order total, not just the aggregate.
Get all open ForceManager sales orders, group them by assigned user, then write each rep's orders into a separate section of this sheet with columns for order ID, company, and amount — include a subtotal row for each rep
Filter to this quarter, convert to EUR, group by rep, and load the full pipeline view
Pull all ForceManager sales orders created this quarter with an open status, convert amounts from USD to EUR, group by assigned user, and write each group into the sheet with a subtotal — columns for order ID, company name, EUR amount, and creation date
One prompt, pipeline forecast ready.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet where you need ForceManager pipeline data pulled in for forecasting or review, then describe what you need in plain language. For related workflows, see how to bulk-create sales orders from a sheet of approved deals, or return to the ForceManager integration overview.