Analyzing Gong Scorecards data in Excel helps evaluate sales rep performance against key metrics. Coefficient links Gong to your spreadsheet seamlessly.
This guide explains how to import your Gong Scorecards data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect your Gong account.
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Step 2:
Step 2. Select Import from… and choose the Scorecards object.
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Step 3:
Step 3. Filter data or select fields as needed and import into your Excel sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your scorecard data automatically updated.
Step-by-step guide
Follow these steps to bring your Gong Scorecards data into Excel.
Step 1: Install and Connect Coefficient
First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. Select Gong when prompted to connect a data source.
Log in to your Gong account and authorize Coefficient to access your data.
Step 2: Import Scorecards Data
With Gong connected, click “Import from…” in the Coefficient sidebar.
Select Gong as your source. Then, choose “Scorecards” from the list of available objects to import.
You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Scorecards data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest scorecard information from Gong.
Available Gong Objects
- Users
- Workspaces
- Calls
- Scorecards
- Folders
- Calls in a Folder
- Logs
How to Import Tracker Details Data from Gong into Excel
Accessing your Gong Tracker Details data in Excel lets you analyze engagement metrics and track performance more deeply. Coefficient connects Gong directly to your spreadsheet for live data.
This guide shows you how to import your Gong Tracker Details data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient from the Office Add-ins store and connect to your Gong account.
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Step 2:
Step 2. Select Import from… and choose the Tracker Details object.
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Step 3:
Step 3. Configure filters if needed and import the data to your Excel sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your data updated automatically on a schedule.
Step-by-step guide
Here’s how to get your Gong Tracker Details data into Excel.
Step 1: Install and Connect Coefficient
First, get Coefficient for Excel. Open Excel, go to the Insert tab, and click “Get Add-ins.” Search for Coefficient and install it from the store.
Once installed, open the Coefficient add-in from the Home tab. You’ll be prompted to connect your data source. Choose Gong from the list of connectors.
Follow the steps to log in and authorize Coefficient to access your data.
Step 2: Import Tracker Details Data
With Gong connected, click “Import from…” in the Coefficient sidebar.
Select Gong as your source. Then, choose “Tracker Details” from the list of available objects to import.
You can choose specific fields, apply filters, or sort the data before importing. Once ready, click the “Import” button.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Tracker Details data fresh, set up an auto-refresh schedule. After your data is imported, look for the auto-refresh options in the Coefficient sidebar.
You can set the data to refresh hourly, daily, or weekly. This means your Excel sheet will automatically update with the latest Tracker Details from Gong without manual work.
Available Gong Objects
- Users
- Workspaces
- Calls
- Scorecards
- Folders
- Calls in a Folder
- Logs
How to Import Users Data from Gong into Excel
Getting your Gong Users data into Excel allows you to manage sales team information and performance. Coefficient provides a live link to make this simple.
This guide walks you through importing your Gong Users data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect your Gong account.
-
Step 2:
Step 2. Choose Import from… and select the Users object.
-
Step 3:
Step 3. Apply any necessary filters and import the data to your sheet.
-
Step 4:
Step 4. Set up an auto-refresh schedule to keep the data current.
Step-by-step guide
Follow these steps to bring your Gong Users data into Excel.
Step 1: Install and Connect Coefficient
To start, install the Coefficient add-in in Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. Select Gong when prompted to connect a data source.
Log in to your Gong account and authorize Coefficient to access your data.
Step 2: Import Users Data
With Gong connected, click “Import from…” in the Coefficient sidebar.
Select Gong, then choose “Users” from the list of objects to import.
You can select specific user fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Users data in Excel automatically updated by setting up auto-refresh. Find the auto-refresh settings in the Coefficient sidebar after importing.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then automatically sync with the latest user information from Gong.
Available Gong Objects
- Users
- Workspaces
- Calls
- Scorecards
- Folders
- Calls in a Folder
- Logs
How to Import Workspaces Data from Gong into Excel
Importing Gong Workspaces data into Excel helps you manage and analyze your sales environments. Coefficient makes connecting Gong to your spreadsheet simple and automated.
Learn how to import your Gong Workspaces data into Excel with this guide.
TLDR
-
Step 1:
Step 1. Install Coefficient for Excel and link your Gong account.
-
Step 2:
Step 2. Click Import from… and choose the Workspaces object.
-
Step 3:
Step 3. Configure filters or select specific fields and import the data.
-
Step 4:
Step 4. Enable auto-refresh for automatic data updates on a schedule.
Step-by-step guide
Here is how to get your Gong Workspaces data into Excel.
Step 1: Install and Connect Coefficient
First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. When asked to connect a data source, select Gong.
Log in to your Gong account and grant Coefficient access to your data.
Step 2: Import Workspaces Data
With Gong connected, click “Import from…” in the Coefficient sidebar.
Select Gong as your source. Then, choose “Workspaces” from the list of available objects to import.
You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Workspaces data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest workspace information from Gong.
Available Gong Objects
- Users
- Workspaces
- Calls
- Scorecards
- Folders
- Calls in a Folder
- Logs