The Scenario
You are a sales manager, and the quarterly forecast is due to the VP by end of week. Your open deals are all in Bigin. Your weighted forecast model lives in Excel — a pivot table that multiplies amount by probability, grouped by stage and assigned rep.
You do not have a direct integration between Bigin and Excel. The last person who built one left the company. Your current process is to ask a sales ops person to pull the Bigin data manually, which takes a day and sometimes comes back with the wrong filters applied.
The bad version:
- Ask sales ops to export the Bigin pipeline, which requires them to log in, apply filters for open deals, export to CSV, and send the file.
- Receive a CSV that includes closed-won deals because someone forgot to filter by status, reformat the column headers, and paste into your forecast model.
- Realize the probability column is missing — Bigin exports it in a separate report — and ask for a second export.
Two exports, two reformatting passes, and the forecast is half a day late.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your request, calls the Bigin Pipelines API with the right filters, and writes the results directly into your sheet — formatted for your forecast model.
Pull all open deals from the Bigin Pipelines module into this sheet with columns: Deal Name, Stage, Amount, Owner, Expected Close Date, Probability
What You Get
- Every open Bigin pipeline deal written into your sheet, one row per record, with all six columns populated.
- Closed-won and closed-lost deals excluded automatically because you specified "open."
- Probability values in a numeric column you can multiply against Amount directly in the next column for weighted forecasting.
What If the Data Is Not Quite Ready
You only want deals closing within the current quarter
Pull all open Bigin pipeline deals closing on or before 2026-06-30 into this sheet — columns: Deal Name, Stage, Amount, Owner, Expected Close Date, Probability; sort by Expected Close Date ascending
You want a weighted-value column added automatically
Export all open Bigin pipeline deals into this sheet — Deal Name, Stage, Amount, Owner, Expected Close Date, Probability. Then in column G, calculate Weighted Value as Amount multiplied by Probability (treating Probability as a decimal); label the column "Weighted Value".
You need deals grouped by rep with subtotals per stage
Pull all open Bigin pipeline deals into this sheet — Deal Name, Stage, Amount, Owner, Probability. Sort by Owner then Stage. After all rows for each Owner, insert a subtotal row showing the total Amount and total Weighted Value for that owner.
Full export, weighting, and outlier flag in one shot
Pull all open Bigin pipeline deals into this sheet — Deal Name, Stage, Amount, Owner, Expected Close Date, Probability. Calculate Weighted Value in column G. In column H, flag any deal where Amount is more than 3x the average deal amount across all rows with "OUTLIER"; otherwise leave blank.
One prompt gets the forecast data into the shape you need — no second export, no manual joins.
Try It
Get the 7-day free trial of SheetXAI and open your forecast workbook, then ask SheetXAI to pull all open Bigin pipeline deals. To push updated close dates or amounts back to Bigin after your review, see the spoke on bulk-updating deal records.