How to Import Scorecards Data from Gong into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import live Scorecards data from Gong into Excel using Coefficient for analyzing sales rep performance against goals.

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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

  • Step 1:

    Step 1. Install Coefficient for Excel and connect your Gong account.

  • Step 2:

    Step 2. Select Import from… and choose the Scorecards object.

  • Step 3:

    Step 3. Filter data or select fields as needed and import into your Excel sheet.

  • 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.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

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.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

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.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Gong Objects

  • Users
  • Workspaces
  • Calls
  • Scorecards
  • Folders
  • Calls in a Folder
  • Logs

Frequently Asked Questions

  • How to get Scorecards from Gong?

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    Connect Gong to Excel with Coefficient to import live Scorecards data, ensuring your spreadsheet reflects the latest performance metrics.

  • How do I get a list of Scorecards in Gong?

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    Use Coefficient to pull a complete list of Scorecards from Gong into Excel for easy performance analysis.

  • How do I import Scorecards from Excel to Gong?

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    Coefficient supports two-way sync, allowing you to push updates from Excel back to Gong effortlessly.

  • How do I update Scorecards from Excel to Gong?

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    Edit your Scorecards data in Excel and sync changes back to Gong using Coefficient to keep your Gong data up to date.

  • How to automate importing Gong Scorecards to Google Sheets daily?

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    Set up scheduled auto-refresh in Coefficient to automatically update your Scorecards data daily, keeping your reports current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.

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