Tracking conversion performance from Microsoft Ads in Excel gives marketers the insights needed to optimize campaigns for revenue generation and lead acquisition rather than just clicks and impressions.
Instead of manually downloading reports that quickly become outdated, you can create a live connection that keeps your conversion data current.
TLDR
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Step 1:
Install the Coefficient add-in from the Office Add-ins store
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Step 2:
Connect your Microsoft Ads account to Coefficient
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Step 3:
Select and import Conversion Performance data
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Step 4:
Set up auto-refresh to keep your conversion data up-to-date
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.
- Open Excel and navigate to the Insert tab
- Click Get Add-ins and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, open the Coefficient sidebar and click “Import”
- Select “Microsoft Ads” from the list of available connectors
- Follow the authentication prompts to connect your Microsoft Ads account

Step 2: Import Conversion Performance Data
After connecting your Microsoft Ads account, you can import your Conversion Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Conversion Performance” from the list of available objects
- Choose which conversion metrics you want to include (conversions, revenue, value, etc.)
- Apply any filters to focus on specific campaigns or date ranges
- Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh for Your Data
Keep your Microsoft Ads conversion data fresh by setting up automatic refreshes:
- Select any cell in your imported data range
- Open the Coefficient sidebar and click “Refresh”
- Click “Schedule Refresh” to set up automated updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Confirm your settings to activate the auto-refresh schedule

Analyze Your Conversion Data
With your Conversion Performance data now in Excel, you can calculate crucial metrics like cost-per-conversion, conversion rates, and ROAS. Create visualizations that highlight which campaigns, ad groups, or keywords are driving the most valuable conversions.
Use Excel’s formula capabilities to segment your conversion data by device, audience, or campaign type to uncover optimization opportunities that will improve your Microsoft Ads 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
Frequently Asked Questions
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