Sheets

Spreadsheets That Work

as Hard as You Do

Build powerful spreadsheets with formulas, conditional formatting, and data manipulation tools. Track revenue, forecast growth, and analyze performance without ever exporting data from your CRM.

FormulasConditional FormattingData ValidationCell ReferencesMultiple SheetsCSV Import/ExportAuto-CalculateFreeze Panes

Formulas that handle the math

SUM, AVERAGE, COUNT, IF, VLOOKUP, and dozens more. Build complex calculations that update automatically as your data changes.

Formatting that communicates

Conditional formatting highlights what matters. Color-code cells based on values, apply number formats, and style sheets for clarity.

Connected to your CRM

Pull contact counts, deal values, and pipeline metrics directly into cells. Your spreadsheets stay in sync with live business data.

Spreadsheet tools

Everything you expect from a spreadsheet, built into your CRM

Q2 Revenue Tracker
Apr
May
Jun
Revenue
$45K
$52K
$61K
Deals
18
22
27
Close %
24%
28%
31%

Formula Engine

A full formula bar supporting arithmetic, logical, text, date, and lookup functions. Nest formulas, reference other sheets, and build complex models.

Sales Performance
+23% this week
Mon
Tue
Wed
Thu
Fri
Sat
Sun

Conditional Formatting

Apply color scales, icon sets, and data bars based on cell values. Instantly visualize trends, outliers, and thresholds in your data.

Q2 Revenue Tracker
Apr
May
Jun
Revenue
$45K
$52K
$61K
Deals
18
22
27
Close %
24%
28%
31%

Data Validation

Restrict cell inputs to specific types, ranges, or dropdown lists. Prevent errors before they enter your data with validation rules.

Sales Playbook

Multi-Sheet Workbooks

Organize related data across multiple tabs within a single file. Cross-reference between sheets for consolidated reporting.

Q2 Revenue Tracker
Apr
May
Jun
Revenue
$45K
$52K
$61K
Deals
18
22
27
Close %
24%
28%
31%

Import and Export

Import CSV and Excel files to get started fast. Export finished spreadsheets for sharing with external teams or archiving.

Sales Performance
+23% this week
Mon
Tue
Wed
Thu
Fri
Sat
Sun

Freeze and Sort

Freeze header rows and columns so they stay visible while scrolling. Sort and filter data by any column to find what you need.

Q2 Revenue Tracker
Apr
May
Jun
Revenue
$45K
$52K
$61K
Deals
18
22
27
Close %
24%
28%
31%

Formula Power

Build calculations that update themselves automatically

From simple sums to nested IF statements and VLOOKUP chains, the formula engine handles complex logic without manual recalculation. Reference cells across sheets, use named ranges for clarity, and let your spreadsheet do the heavy lifting.

Sales Performance
+23% this week
Mon
Tue
Wed
Thu
Fri
Sat
Sun

Data Manipulation

Sort, filter, and transform data in seconds

Multi-column sorting, advanced filtering, find-and-replace, and bulk operations let you reshape large datasets without writing scripts. Combined with conditional formatting, patterns in your data become visible at a glance.

Spreadsheets, reimagined

Stop exporting data just to put it in a spreadsheet.

Build sheets inside your CRM where the data already lives. Formulas, formatting, and full control without the context switch.