The Scenario
You are a sales director. It is Thursday afternoon and the board wants a quarterly forecast on Friday morning, by 9 AM.
Your Salesflare pipeline has 60 opportunities sitting in "Proposal Sent" stage. You need account name, deal value, currency, expected close date, and owner in a Google Sheet so finance can run the numbers.
The bad version of this afternoon:
- Open Salesflare, navigate to the Opportunities view
- Filter by stage, realize the filter resets when you sort by value
- Export a CSV with every field Salesflare tracks, not just the six you need
- Open Google Sheets, import the CSV, delete the thirty columns you do not need
- Realize the close date column came in as plain text, not a date
- Fix the date format so the formulas finance uses will actually work
- Send the sheet at 11 PM and miss the dinner you promised.
The fast version is one prompt this afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads Salesflare and writes your data in, so you do not have to export, clean, or reformat anything by hand.
Open the SheetXAI sidebar and type:
List all Salesflare opportunities filtered to the "Proposal Sent" stage and write account name, contact name, value, currency, expected close date, and owner to columns A through F in this sheet. Sort by value descending.
SheetXAI queries Salesflare with the stage filter applied, writes the six columns you asked for, and sorts the output. You get a clean sheet with the right columns and proper date formatting, ready for finance.
What You Get
A Google Sheet with one row per opportunity:
- Column A — account name
- Column B — contact name
- Column C — deal value (numeric)
- Column D — currency
- Column E — expected close date (date-formatted)
- Column F — deal owner
The data is only the columns you asked for, not the 30-column CSV dump you would have gotten from the export. Finance gets a clean file. You get your evening back.
Want a summary row? Tell SheetXAI to add total pipeline value and average days to close at the bottom. It adds them.
What If the Data Is Not Quite Ready
Salesflare pipelines are not always clean. SheetXAI can filter, flag, and format in the same prompt.
When close dates are missing on some deals
A handful of opportunities have no expected close date set. Finance needs a placeholder, not a blank cell.
List all Salesflare opportunities in "Proposal Sent" stage and write them to columns A through F. If a deal has no expected close date, write "TBD" in column E instead of leaving it blank.
When you need days-until-close alongside the raw date
Finance always asks for it. Instead of adding a formula column after the fact, ask for it upfront.
Fetch all Salesflare opportunities in "Negotiation" stage, write them to this sheet, and add a column G calculating days until close date — positive for future close dates, negative for overdue deals.
When you only want deals above a certain value
The board presentation focuses on the top end of the pipeline, not every small deal in the stage.
List all Salesflare opportunities in "Proposal Sent" stage with a value over $10,000. Write account name, value, close date, and owner to columns A through D, sorted by value descending.
When you want the full pipeline across all active stages in one sheet
The quarterly forecast needs every open stage, not just one. Pull everything and add a stage breakdown at the bottom.
Fetch all Salesflare opportunities across every active stage. Write stage, account name, value, and close date to columns A through D. Then in a summary block below the data, write total pipeline value and deal count for each stage.
The pattern: instead of exporting everything and deleting what you do not need, you describe exactly what you want and SheetXAI writes only that.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet, then ask it to pull your Salesflare opportunities by stage. The Salesflare integration is included in every SheetXAI plan. For the next step, see how to bulk-update opportunity stages from a sheet or the Salesflare in Google Sheets overview.