Pipeline forecast.xlsx
| A · Account | B · Stage | C · Close date | |
|---|---|---|---|
| 2 | Brightline | Closed won | Sep 12 |
| 3 | Harbor IT | Negotiation | Sep 30 |
| 4 | Northwind | Proposal | Oct 15 |
| 5 | Coastal Media | Discovery | Nov 3 |
Spreadsheet sync
Keep your spreadsheets on live CRM data
Go Fig keeps Excel and Google Sheets current with your CRM. No more exports.
For your day
No more exporting, pasting, and refreshing
Your workbooks keep working
The models your team already built stay as they are. They just run on live data instead of an export from three weeks ago.
No more exporting
Pull any number for any date range into the sheet, no waiting on anyone.
Fresh numbers on your schedule
Set it up once and Go Fig writes the latest numbers into your sheet every time the report runs. No more workbook that only one person knows how to refresh.
Underneath the sales admin
Your sheets, dashboards, and agents share one set of numbers
A sheet that disagrees with the dashboard can cost a week. Here it can't happen. Ask Celeste, our AI analyst, to send a table to your sheet.
Go Fig only opens the spreadsheets you pick.
Questions about spreadsheet sync
Do we have to give up Excel?
No and we'd never ask. Your team keeps the tool they know. We keep the data underneath it current so nobody has to copy and paste between systems.
Does it work with Google Sheets?
Yes. Google Sheets works the same way as Excel.
Where does our data live?
Data from the apps and spreadsheets you connect is stored in Go Fig's Google Cloud storage in the United States, walled off from every other company's. If you connect your own database, your data stays there and Go Fig queries it in place. Either way, it's never used to train AI.
Tomorrow morning your brief could be waiting
We connect your CRM and inbox with you in a 30-minute demo.