Tag: RevOps

How to Import Share Of Voice Data from Microsoft Ads into Excel

Analyzing Share Of Voice data from Microsoft Ads in Excel helps marketers understand their competitive position in ad auctions, enabling better bidding strategies and budget allocation based on impression share and rank metrics.

Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your share of voice performance.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your Microsoft Ads account to Coefficient

  • Step 3:

    Import Share Of Voice data with relevant metrics

  • Step 4:

    Set up auto-refresh to keep your competitive data current

Step 1: Install Coefficient and Connect Your Microsoft Ads Account

Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.

  1. Open Excel and navigate to the Insert tab
  2. Click Get Add-ins and search for “Coefficient”
  3. Install the Coefficient add-in from the Office Add-ins store
  4. Once installed, open the Coefficient sidebar and click “Import”
  5. Select “Microsoft Ads” from the list of available connectors
  6. Follow the authentication prompts to connect your Microsoft Ads account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Share Of Voice Data

After connecting your Microsoft Ads account, you can import your Share Of Voice data:

  1. In the Coefficient sidebar, click “Import from Microsoft Ads”
  2. Select “Share Of Voice” from the list of available objects
  3. Choose which metrics you want to include (impression share, rank, lost impression share due to budget/rank)
  4. Apply any filters to focus on specific campaigns or date ranges
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh for Your Data

Keep your Microsoft Ads share of voice data fresh by setting up automatic refreshes:

  1. Select any cell in your imported data range
  2. Open the Coefficient sidebar and click “Refresh”
  3. Click “Schedule Refresh” to set up automated updates
  4. Choose your preferred refresh frequency (hourly, daily, or weekly)
  5. Confirm your settings to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Analyze Your Competitive Position

With your Share Of Voice data now in Excel, you can gain valuable insights into your market position and auction performance. Create pivot tables to analyze impression share metrics across different campaigns, ad groups, or keywords, and use Excel’s visualization tools to spot trends over time.

Calculate the impact of budget limitations versus rank issues to determine whether you should focus on increasing budgets or improving quality scores. Use these competitive insights to fine-tune your bidding strategy, identify opportunities to increase visibility, and maximize your market share in the Microsoft Advertising ecosystem.

Microsoft Ads Data Available in Coefficient

Available Objects

  • Campaign Performance
  • Conversion Performance
  • Keyword Performance
  • Search Query Performance
  • Account Performance
  • Ad Dynamic Text Performance
  • Ad Extension By Ad
  • Ad Extension By Keyword
  • Ad Extension Detail
  • Ad Performance
  • Age Gender Audience
  • Audience Performance
+21 more

How to Import Search Query Performance Data from Microsoft Ads into Excel

Analyzing search query performance from Microsoft Ads in Excel reveals exactly which user searches trigger your ads, helping you refine keywords, identify negative keyword opportunities, and discover new terms to target.

Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current search query insights.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your Microsoft Ads account to Coefficient

  • Step 3:

    Import Search Query Performance data with customizable metrics

  • Step 4:

    Set up auto-refresh to keep your search query data current

Step 1: Install Coefficient and Connect Your Microsoft Ads Account

Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.

  1. Open Excel and navigate to the Insert tab
  2. Click Get Add-ins and search for “Coefficient”
  3. Install the Coefficient add-in from the Office Add-ins store
  4. Once installed, open the Coefficient sidebar and click “Import”
  5. Select “Microsoft Ads” from the list of available connectors
  6. Follow the authentication prompts to connect your Microsoft Ads account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Search Query Performance Data

After connecting your Microsoft Ads account, you can import your Search Query Performance data:

  1. In the Coefficient sidebar, click “Import from Microsoft Ads”
  2. Select “Search Query Performance” from the list of available objects
  3. Choose which metrics you want to include (impressions, clicks, conversions, etc.)
  4. Apply any filters to focus on specific campaigns or date ranges
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh for Your Data

Keep your Microsoft Ads search query data fresh by setting up automatic refreshes:

  1. Select any cell in your imported data range
  2. Open the Coefficient sidebar and click “Refresh”
  3. Click “Schedule Refresh” to set up automated updates
  4. Choose your preferred refresh frequency (hourly, daily, or weekly)
  5. Confirm your settings to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Analyze Your Search Query Data

With your Search Query Performance data now in Excel, you can identify high-performing search terms that should be added as keywords, and low-value queries that should be excluded with negative keywords. Excel’s sorting and filtering capabilities make it easy to spot patterns in how users are finding your ads.

Create custom columns to calculate metrics like cost-per-conversion for each search query, or use pivot tables to analyze performance by match type, campaign, or other dimensions to optimize your Microsoft Ads campaigns.

Microsoft Ads Data Available in Coefficient

Available Objects

  • Campaign Performance
  • Conversion Performance
  • Keyword Performance
  • Search Query Performance
  • Account Performance
  • Ad Dynamic Text Performance
  • Ad Extension By Ad
  • Ad Extension By Keyword
  • Ad Extension Detail
  • Ad Performance
  • Age Gender Audience
  • Audience Performance
+21 more

How to Import ShipRocket Labels Data into Excel

Effective management of shipping labels is crucial for e-commerce businesses to ensure proper documentation, reduce errors, and maintain shipping efficiency.

This guide will show you how to import ShipRocket Labels data directly into Excel using Coefficient for better tracking and analysis.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Labels data to import

  • Step 4:

    Set up automatic refresh to keep label data current

Step-by-Step Guide to Import ShipRocket Labels into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Start by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Labels Data

Now you’re ready to import your Labels data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Labels” from the available data objects
  5. Choose the specific fields you want to import (label ID, order details, carrier information, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic data updates to keep your label information current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your label data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Managing Shipping Labels in Excel

With your ShipRocket Labels data in Excel, you can improve your shipping operations:

  • Track label generation rates and usage patterns
  • Monitor label costs across different carriers
  • Identify orders with missing or problematic labels
  • Create custom reports on label efficiency and utilization

The live connection through Coefficient ensures you’re always working with the most current label information for accurate reporting and analysis.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import ShipRocket Manifests Data into Excel

Tracking shipping manifests is essential for e-commerce businesses to maintain proper documentation, verify shipments, and ensure compliance with carrier requirements.

This guide will show you how to import ShipRocket Manifests data directly into Excel using Coefficient for better organization and analysis.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Manifests data to import

  • Step 4:

    Configure auto-refresh to keep manifest data updated

Step-by-Step Guide to Import ShipRocket Manifests into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Begin by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Manifests Data

Now you’re ready to import your Manifests data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Manifests” from the available data objects
  5. Choose the specific fields you want to import (manifest ID, shipment details, dates, carrier information, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic updates to keep your manifest data current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your manifest data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Working with Manifests Data in Excel

With your ShipRocket Manifests data in Excel, you can enhance your shipping documentation processes:

  • Track manifest generation and submission dates
  • Monitor shipment quantities across different carriers
  • Analyze manifest processing times and efficiency
  • Create custom reports to verify all orders are properly manifested

The live connection through Coefficient ensures you’re always working with the most current manifest information for accurate reporting and compliance.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import ShipRocket Orders Data into Excel

Managing your ShipRocket orders in Excel gives you greater flexibility to analyze shipping performance, track order status, and create custom reports for your e-commerce business.

In this guide, you’ll learn how to import ShipRocket Orders data directly into Excel using Coefficient, enabling real-time updates and eliminating manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Orders data to import

  • Step 4:

    Configure refresh settings to keep data updated automatically

Step-by-Step Guide to Import ShipRocket Orders into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

First, you’ll need to install the Coefficient add-in and connect it to your ShipRocket account:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Orders Data

Now that you’ve connected Coefficient, you can import your ShipRocket Orders data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Orders” from the available data objects
  5. Choose the specific fields you want to import (order ID, customer details, order status, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

To ensure your ShipRocket Orders data stays up-to-date automatically:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your ShipRocket Orders data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Working with ShipRocket Orders Data in Excel

Once your ShipRocket Orders data is imported, you can leverage Excel’s powerful features to analyze and report on your order information:

  • Create pivot tables to analyze orders by status, customer location, or shipping method
  • Build dashboards to track order volume and fulfillment times
  • Set up conditional formatting to highlight delayed orders or priority shipments
  • Use Excel formulas to calculate shipping costs, delivery times, and other metrics

With the Coefficient connection, your data will stay updated automatically, ensuring your analysis is always based on the latest information from ShipRocket.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import ShipRocket Return & Exchange Orders Data into Excel

Tracking return and exchange orders is crucial for e-commerce businesses to manage inventory, understand customer satisfaction issues, and optimize operations.

This guide shows you how to import ShipRocket Return & Exchange Orders data directly into Excel using Coefficient for seamless tracking and analysis.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Return & Exchange Orders data to import

  • Step 4:

    Set up auto-refresh to keep your return data current

Step-by-Step Guide to Import ShipRocket Return & Exchange Orders into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Begin by installing the Coefficient add-in and connecting to your ShipRocket account:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Return & Exchange Orders Data

Now it’s time to import your Return & Exchange Orders data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Return & Exchange Orders” from the available data objects
  5. Choose the specific fields you want to import (return ID, order details, return reason, status, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic data refresh to ensure your returns data stays current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your returns data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Analyzing Return & Exchange Data in Excel

With your ShipRocket Return & Exchange Orders data in Excel, you can perform valuable analysis:

  • Track return rates by product category or SKU
  • Identify common reasons for returns to address quality issues
  • Monitor exchange conversion to understand customer preferences
  • Calculate the financial impact of returns on your business

The live connection through Coefficient ensures you’re always working with the most current return and exchange information.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import ShipRocket Shipments Data into Excel

Tracking shipments effectively is essential for e-commerce businesses to ensure timely deliveries, manage customer expectations, and optimize logistics costs.

This guide shows you how to import ShipRocket Shipments data directly into Excel using Coefficient for real-time visibility and analysis.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your ShipRocket account

  • Step 3:

    Select Shipments data to import

  • Step 4:

    Configure auto-refresh to keep shipment data updated

Step-by-Step Guide to Import ShipRocket Shipments into Excel

Step 1: Install Coefficient Add-in and Connect to ShipRocket

Begin by installing the Coefficient add-in for Excel:

  1. Open Excel and navigate to the Insert tab
  2. Click on Get Add-ins
  3. Search for “Coefficient” in the Office Add-ins store
  4. Click “Add” to install Coefficient to Excel
  5. Once installed, sign in or create a Coefficient account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ShipRocket Shipments Data

Now you’re ready to import your Shipments data:

  1. In the Coefficient sidebar, click on “Import”
  2. Select “Import from” and choose “ShipRocket” from the Ecommerce category
  3. Log in to your ShipRocket account when prompted
  4. Select “Shipments” from the available data objects
  5. Choose the specific fields you want to import (shipment ID, carrier details, tracking numbers, status, etc.)
Klaviyo and Shopify shown as integration options under the Ecommerce category.

Step 3: Configure Data Refresh Settings

Set up automatic updates to keep your shipment data current:

  1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
  2. Select “Auto-refresh” to set up automatic data updates
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Coefficient will now automatically update your shipment data based on your selected schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Analyzing Shipment Data in Excel

With your ShipRocket Shipments data in Excel, you can perform valuable logistics analysis:

  • Track shipment status across different carriers
  • Monitor delivery timeframes and identify delays
  • Analyze shipping costs by region or carrier
  • Create custom dashboards to visualize shipping performance

The real-time connection through Coefficient ensures you’re always working with the most up-to-date information to optimize your shipping operations.

Available ShipRocket Data in Coefficient

Available Objects

  • Return & Exchange Orders
  • Shipments
  • Labels
  • Manifests
  • Invoice
  • NDR
  • Tracking
  • Pickup Addresses
  • Account
  • Products
  • Listings
  • Channels
+4 more

How to Import User Location Performance Data from Microsoft Ads into Excel

Analyzing User Location Performance data from Microsoft Ads in Excel helps marketers understand how campaigns perform based on where users are physically located when they see ads, enabling more targeted geographic optimization strategies.

Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your user location performance.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your Microsoft Ads account to Coefficient

  • Step 3:

    Import User Location Performance data with relevant metrics

  • Step 4:

    Set up auto-refresh to keep your location data current

Step 1: Install Coefficient and Connect Your Microsoft Ads Account

Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.

  1. Open Excel and navigate to the Insert tab
  2. Click Get Add-ins and search for “Coefficient”
  3. Install the Coefficient add-in from the Office Add-ins store
  4. Once installed, open the Coefficient sidebar and click “Import”
  5. Select “Microsoft Ads” from the list of available connectors
  6. Follow the authentication prompts to connect your Microsoft Ads account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import User Location Performance Data

After connecting your Microsoft Ads account, you can import your User Location Performance data:

  1. In the Coefficient sidebar, click “Import from Microsoft Ads”
  2. Select “User Location Performance” from the list of available objects
  3. Choose which metrics you want to include (impressions, clicks, conversions by user location)
  4. Apply any filters to focus on specific campaigns or date ranges
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh for Your Data

Keep your Microsoft Ads user location data fresh by setting up automatic refreshes:

  1. Select any cell in your imported data range
  2. Open the Coefficient sidebar and click “Refresh”
  3. Click “Schedule Refresh” to set up automated updates
  4. Choose your preferred refresh frequency (hourly, daily, or weekly)
  5. Confirm your settings to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Optimize Your Geographic Targeting

With your User Location Performance data now in Excel, you can identify which user locations deliver the best results for your campaigns. Create pivot tables to analyze key metrics like CTR, conversion rate, and cost-per-acquisition across different geographic areas, from countries down to cities.

Use Excel’s mapping capabilities to visualize performance patterns by region, and its calculation features to determine location-specific ROI. These insights will help you refine your geographic targeting, create location-specific bid adjustments, and develop customized messaging that resonates with audiences in different locations.

Microsoft Ads Data Available in Coefficient

Available Objects

  • Campaign Performance
  • Conversion Performance
  • Keyword Performance
  • Search Query Performance
  • Account Performance
  • Ad Dynamic Text Performance
  • Ad Extension By Ad
  • Ad Extension By Keyword
  • Ad Extension Detail
  • Ad Performance
  • Age Gender Audience
  • Audience Performance
+21 more

How to Import Account Performance Data from Microsoft Ads into Excel

Monitoring account-level performance metrics from Microsoft Ads in Excel provides a comprehensive view of your advertising effectiveness, budget utilization, and overall ROI across all campaigns.

Instead of manually downloading reports that quickly become outdated, you can establish a live connection for always-current account insights.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your Microsoft Ads account to Coefficient

  • Step 3:

    Import Account Performance data with key metrics

  • Step 4:

    Set up auto-refresh to maintain current account data

Step 1: Install Coefficient and Connect Your Microsoft Ads Account

Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.

  1. Open Excel and navigate to the Insert tab
  2. Click Get Add-ins and search for “Coefficient”
  3. Install the Coefficient add-in from the Office Add-ins store
  4. Once installed, open the Coefficient sidebar and click “Import”
  5. Select “Microsoft Ads” from the list of available connectors
  6. Follow the authentication prompts to connect your Microsoft Ads account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Account Performance Data

After connecting your Microsoft Ads account, you can import your Account Performance data:

  1. In the Coefficient sidebar, click “Import from Microsoft Ads”
  2. Select “Account Performance” from the list of available objects
  3. Choose which metrics you want to include (impressions, clicks, cost, conversions, etc.)
  4. Apply any filters to focus on specific date ranges
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh for Your Data

Keep your Microsoft Ads account data fresh by setting up automatic refreshes:

  1. Select any cell in your imported data range
  2. Open the Coefficient sidebar and click “Refresh”
  3. Click “Schedule Refresh” to set up automated updates
  4. Choose your preferred refresh frequency (hourly, daily, or weekly)
  5. Confirm your settings to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Create Account Performance Dashboards

With your Account Performance data now in Excel, you can create comprehensive dashboards that track overall advertising performance over time. Use Excel’s charting capabilities to visualize trends in impressions, clicks, conversions, and costs at the account level.

Calculate important KPIs like account-wide ROAS, CPL, or CPA to measure the overall effectiveness of your Microsoft Ads strategy. Compare performance against previous periods to identify trends and opportunities for optimization.

Microsoft Ads Data Available in Coefficient

Available Objects

  • Campaign Performance
  • Conversion Performance
  • Keyword Performance
  • Search Query Performance
  • Account Performance
  • Ad Dynamic Text Performance
  • Ad Extension By Ad
  • Ad Extension By Keyword
  • Ad Extension Detail
  • Ad Performance
  • Age Gender Audience
  • Audience Performance
+21 more

How to Import Ad Dynamic Text Performance Data from Microsoft Ads into Excel

Analyzing Ad Dynamic Text Performance from Microsoft Ads in Excel helps marketers understand how different dynamic text variations perform, enabling better customization of ad messaging and improved targeting.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection for always-current insights into your dynamic ad performance.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your Microsoft Ads account to Coefficient

  • Step 3:

    Import Ad Dynamic Text Performance data with custom metrics

  • Step 4:

    Set up auto-refresh to keep your data current

Step 1: Install Coefficient and Connect Your Microsoft Ads Account

Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.

  1. Open Excel and navigate to the Insert tab
  2. Click Get Add-ins and search for “Coefficient”
  3. Install the Coefficient add-in from the Office Add-ins store
  4. Once installed, open the Coefficient sidebar and click “Import”
  5. Select “Microsoft Ads” from the list of available connectors
  6. Follow the authentication prompts to connect your Microsoft Ads account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Ad Dynamic Text Performance Data

After connecting your Microsoft Ads account, you can import your Ad Dynamic Text Performance data:

  1. In the Coefficient sidebar, click “Import from Microsoft Ads”
  2. Select “Ad Dynamic Text Performance” from the list of available objects
  3. Choose which metrics you want to include (impressions, clicks, CTR, conversions, etc.)
  4. Apply any filters to focus on specific campaigns or date ranges
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh for Your Data

Keep your Microsoft Ads dynamic text performance data fresh by setting up automatic refreshes:

  1. Select any cell in your imported data range
  2. Open the Coefficient sidebar and click “Refresh”
  3. Click “Schedule Refresh” to set up automated updates
  4. Choose your preferred refresh frequency (hourly, daily, or weekly)
  5. Confirm your settings to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Analyze Your Dynamic Text Ad Performance

With your Ad Dynamic Text Performance data now in Excel, you can identify which dynamic text variations drive the best results. Create pivot tables to compare performance across different text variations, ad groups, or campaigns, and use Excel’s visualization tools to identify patterns.

Calculate custom metrics like conversion rate by dynamic text variation to understand which messaging resonates most with your audience, helping you optimize future ad copy for better performance.

Microsoft Ads Data Available in Coefficient

Available Objects

  • Campaign Performance
  • Conversion Performance
  • Keyword Performance
  • Search Query Performance
  • Account Performance
  • Ad Dynamic Text Performance
  • Ad Extension By Ad
  • Ad Extension By Keyword
  • Ad Extension Detail
  • Ad Performance
  • Age Gender Audience
  • Audience Performance
+21 more