The Scenario
A new client hired you as a sales consultant to help them redesign their Parma pipeline. Before you touch anything, you need a complete picture of what exists: every pipeline, every stage, and the order they sit in. The client's team has been managing this for two years and nobody has a written record of the structure.
You asked for documentation. They shrugged.
The bad version:
- Open Parma, navigate to the Pipelines settings, read the stage names out loud, type them into a Google Sheet by hand.
- Flip back and forth between Parma and the sheet trying to capture the stage order accurately.
- Realize after you're done that there are two pipelines and you only documented one because the second one was in a different settings section.
You're billing by the hour and you just spent 25 minutes transcribing a list that could have been pulled in seconds.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the full pipeline structure from Parma in one call and writes every pipeline, stage name, and stage order directly into the sheet.
List all pipelines and their stages from my Parma account and write the pipeline name, stage name, and stage order into this sheet
What You Get
- Every pipeline in the Parma account listed in the sheet, with each stage as its own row.
- Pipeline name, stage name, and stage sequence number in separate columns.
- The full structure documented in seconds, ready to share with the client as a baseline before any redesign work begins.
What If the Data Is Not Quite Ready
You also need the stage IDs for later programmatic reference
Fetch all Parma pipelines and their stages and write pipeline name, stage name, stage ID, and stage order into this sheet. Sort by pipeline name, then by stage order within each pipeline.
You want to compare two clients' pipeline structures side by side
Pull the full pipeline and stage structure from my Parma account into columns A through D of this sheet (pipeline name, stage name, stage ID, order). Leave columns F onward blank for me to paste the second client's structure manually.
You need to flag any stages with no deals currently assigned
List all Parma pipelines and stages into this sheet. Then for each stage, add a column showing the number of deals currently in that stage. Flag any stage with zero deals in column E.
Document the full pipeline, count deals per stage, and write a redesign recommendation
Pull all pipelines and stages from Parma into this sheet with stage name, stage ID, stage order, and deal count per stage. Then in cell G1 write a brief analysis noting which stages appear to have the most deal volume, which are empty, and which pipeline sequences look like they may have redundant steps.
The audit and the analysis in one prompt — ready to walk into the client kickoff with a structured view of what you're working with.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet before your next Parma pipeline review or client onboarding, then ask it to pull the full stage structure in one pass. For the contact segmentation side, see the article on exporting Parma groups.