Best Salesforce Excel Integration
Get more out of your Salesforce data
Turn Excel into a
Salesforce reporting powerhouse
Automate reporting across the customer lifecycle
-
Connect to Salesforce with a single click
-
Automatically import custom Salesforce reports, contacts, deals, and activities
-
Easily run SOQL queries to build dashboards from live data
"Salesforce reporting can have its limitations! Being able to cleanly export reports (and automatically update them!) with Coefficient is a game changer."
Boost Marketing and Sales performance
-
Track campaign performance and sales metrics with real-time data
-
Use live insights to optimize strategies and forecasts
-
Schedule email and Slack alerts to stay on top of changes
"Excellent tool and has been immensely helpful for the team. It speeds up the process of analyzing data, enabling us to create dashboards and solutions to monitor relevant information."
Unlock the full power of your spreadsheets
-
Easily blend Salesforce data with other sources like Google Analytics, HubSpot, and Tableau
-
Make updates or bulk actions and export changes back to Salesforce
-
Power slide decks and project updates with live data
"Coefficient makes it so easy to pull in the data from multiple sources to spreadsheets. It makes my job easier. Saves lot of time and avoids the manual work."
What Salesforce data is imported?
REPORTS
- Sales Pipeline
- Lead Source
- Opportunity by Rep
- Closed Won vs. Closed Lost
- Sales Forecast
- Customer Lifetime Value
- Accounts by Industry
- Top Accounts by Revenue
- Case Management
- Campaign Performance
OBJECTS
- Account
- Campaign
- Campaign Member
- Contact
- Event
- Lead
- Opportunity
- Task
- User
- Custom Objects
Ready to dive in?
Connect your live Salesforce data to Excel in 3 minutes.
Salesforce Reporting Templates
Launch pre-built templates in your spreadsheet and connect live data in one click.
TEMPLATES
Win-Loss Analysis
Track win conversion rates by team, individual, industry, region, deal size, and more.
TEMPLATES
Sales Team Leaderboard
Boost sales by encouraging friendly competition among your sales reps and teams.
TEMPLATES
Pipeline Analysis Template
Compare monthly results for pipeline creation, win rates, average deal age, average deal size, and sales velocity.
More Resources
Import Data from Salesforce to Excel
We Always Keep
Your Data Secure
- Coefficient does not save or store any of your
data - Connect securely with Microsoft account
credentials - Stay within the security protocols of your
existing systems
Trusted By Over 50,000 Companies