The Scenario
Every Monday at 10 AM the sales team has a pipeline standup. The sales manager is expected to walk through the full deal list: every open deal, its current stage, its value, its expected close date, and who owns it.
It is 9:30. She has 60 deals in MOCO and a blank Google Sheet.
The bad version:
- Open MOCO Deals, start reading values off the screen, type them into the Sheet row by row — switching windows for every deal.
- Realize the Sheet needs to be sorted by expected close date but MOCO shows them in creation order — mentally re-sort while transcribing, introduce two transposition errors.
- Send the draft to the founder for a quick check, get a reply back asking why three deals from Q1 that closed weeks ago are still on the list.
The standup is in 30 minutes. She does not have 30 minutes of data entry time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet and uses its built-in MOCO integration to pull the full deals list in one shot, sorted and ready.
List all MOCO deals and write deal name, status, value, expected close date, and assigned user into my Pipeline tab, sorted by expected close date ascending
What You Get
- Every MOCO deal appears in the Pipeline tab, one row per deal.
- Columns: deal name, status, value (in the deal currency), expected close date, assigned user.
- Sorted by expected close date ascending so the nearest deadlines appear at the top.
- Only active deals are included — closed or archived deals are excluded unless you ask for them.
What If the Data Is Not Quite Ready
I only want deals assigned to a specific person
List all MOCO deals assigned to Sarah Müller and write deal name, status, value, and expected close date to my Pipeline tab
I need to see only deals in a specific stage
List all MOCO deals where the status is Proposal Sent and write deal name, company, value, expected close date, and assigned user to my Pipeline tab
I need to compare this week's pipeline against last week's to see what moved
List all active MOCO deals into columns A through E of my Pipeline tab. Then in columns G through K, write the same deal list but filtered to deals where the status changed in the last 7 days, showing the old status and new status.
Pull the full pipeline, calculate weighted value, and flag stale deals in one shot
Pull all active MOCO deals into my Pipeline tab. Add a Weighted Value column that multiplies deal value by a probability percentage based on status (Qualified = 20%, Proposal Sent = 50%, Negotiation = 80%, Verbal = 95%). Flag any deal where the expected close date is in the past as Overdue. Sort by weighted value descending.
The standup starts on time. The sheet is live data. Nobody transcribed anything.
Try It
Get the 7-day free trial of SheetXAI and open your pipeline tracking sheet, then ask it to pull all active MOCO deals sorted by close date. Also worth reading: the spoke on bulk-creating MOCO offers for the deals that reach the proposal stage.