Use Google Sheets + Gemini for Your Weekly Pipeline Report

What This Does

Google Sheets' built-in Gemini AI lets you ask questions about your data in plain English — no formula knowledge needed. Use it to calculate your pipeline metrics, spot trends, and generate a written summary you can paste straight into a management report.

Before You Start

• You have a Google account (gmail.com works)
• You're using Google Sheets (sheets.google.com) — not Excel
• You have your weekly traffic and pipeline data ready (from Lasso export or your own tracking sheet)

Steps

1. Get your data into Google Sheets

Open a new Google Sheet. Create columns for: Week, Registered Prospects, New Registrations, Return Visits, Contracts Written, Closings. Paste in the current week's numbers and at least 4 previous weeks so you have a trend to analyze.

What you should see: A simple table with 5–6 columns and several rows of weekly data.

2. Open the Gemini sidebar

Click "Extensions" in the top menu, then look for "Gemini" or click the sparkle icon in the top right corner of Google Sheets. If you don't see it, click "Help" → "Try Gemini in Sheets."

What you should see: A chat panel opens on the right side of your screen. You'll see a text box where you can type questions.

Troubleshooting: Gemini in Sheets requires a Google Workspace account or a personal Google account — check that you're signed in. If the feature isn't available in your account, use the formula method in Step 3b.

3a. Ask Gemini to analyze your data

In the Gemini chat panel, type: "Look at the data in my sheet. What is my average conversion rate from registered prospects to contracts? Is it trending up or down over the past 4 weeks?"

What you should see: Gemini reads your data and returns a plain-English answer with the calculated rate.

3b. (Alternative) Use Gemini to write formulas

If Gemini can't access your data directly, type: "Write a Google Sheets formula to calculate the percentage of registered prospects that became contracts, where registrations are in column B and contracts are in column D." Gemini writes the formula; paste it into your sheet.

4. Generate a written summary

Type into the Gemini panel: "Based on this data, write a 3-sentence weekly pipeline summary I can include in a report to my sales manager. Include my close rate, week-over-week trend, and one observation."

What you should see: A written paragraph ready to copy.

5. Copy into your report

Paste the Gemini summary into your weekly email or PowerPoint slide. Review for accuracy before sending.

Real Example

Scenario: You're preparing your Monday morning pipeline report.

What you type: "My sheet shows 142 registered prospects, 12 new this week, 4 contracts written this month. Average close rate? How does this compare to a 3% industry target?"

What you get: "Your current close rate from registered prospects to contracts is 2.8% this month — just below the 3% target. You added 12 new registrants this week, which is strong top-of-funnel activity. Focus on re-engaging prospects registered 30–60 days ago who haven't been contacted recently."

Tips

• Keep your sheet updated weekly — the more data you have, the more useful the Gemini analysis becomes
• Ask Gemini to highlight which weeks had the highest traffic vs. lowest close rate — this can reveal seasonal patterns
• You can also paste your data directly into ChatGPT (free) if Gemini isn't available in your Google account

Tool interfaces change — if a button has moved, look for similar AI/magic/smart options in the same menu area.