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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Analyzing Goals And Funnels data from Microsoft Ads in Excel helps marketers understand their conversion paths, identify drop-off points, and optimize campaign targeting to improve goal completions and conversion rates.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your conversion funnel performance.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store in Excel
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Step 2:
Connect your Microsoft Ads account to Coefficient
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Step 3:
Import Goals And Funnels data with conversion metrics
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Step 4:
Set up auto-refresh to keep your goal 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.
- 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 Goals And Funnels Data
After connecting your Microsoft Ads account, you can import your Goals And Funnels data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Goals And Funnels” from the list of available objects
- Choose which metrics you want to include (goal completions, conversion rates, funnel steps, 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 goals and funnels 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 Funnel Performance
With your Goals And Funnels data now in Excel, you can create detailed conversion funnel visualizations that show progression through each step of the customer journey. Identify bottlenecks where prospects drop off, and analyze which campaigns, keywords, or ad groups drive the most valuable goal completions.
Use Excel’s calculation capabilities to determine conversion rates between funnel stages, and create custom formulas to calculate the value of different conversion actions. These insights will help you optimize your Microsoft Ads campaigns to improve overall conversion performance and ROI.
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
Related Microsoft Ads Use Cases
How to Import Search Query Performance Data from Microsoft Ads into Google Sheets
Learn how to import live Microsoft Ads Search Query Performance data into Google Sheets using Coefficient for detailed search term analysis and optimization.
How to Import Product Negative Keyword Conflict Data from Microsoft Ads into Google Sheets
Learn how to import live Microsoft Ads Product Negative Keyword Conflict data into Google Sheets using Coefficient for better product feed negative keyword management.
How to Import Product Match Count Data from Microsoft Ads into Google Sheets
Learn how to import live Microsoft Ads Product Match Count data into Google Sheets using Coefficient for better product feed analysis.
Frequently Asked Questions
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How to get Goals And Funnels data from Microsoft Ads?
To get Goals And Funnels data from Microsoft Ads:
- Log in to your Microsoft Advertising account
- Go to Reports > Standard reports
- Select “Goals and conversions” and then “Goals and funnels”
- Set your desired date range and metrics
- Run and download the report
For a more efficient approach, Coefficient can import this data directly into Excel with just a few clicks and keep it automatically updated.
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How do I get a list of Goals And Funnels in Microsoft Ads?
To view goals and funnels in Microsoft Ads:
- Sign in to your Microsoft Advertising account
- Navigate to the Conversions section
- View your configured goals and conversion actions
- For comprehensive funnel performance data, create a Goals and Funnels report
With Coefficient, you can import detailed conversion funnel data directly into Excel with all relevant metrics, making funnel analysis more powerful and efficient.
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How to automate importing Microsoft Ads Goals And Funnels data to Excel daily?
Automating goals and funnels data imports typically requires using the Microsoft Advertising API or creating complex Power Query connections.Coefficient provides a much simpler solution:
- Connect your Microsoft Ads account to Coefficient
- Import your Goals And Funnels data
- Open the Coefficient sidebar and click “Refresh”
- Select “Schedule Refresh” and choose “Daily”
- Pick your preferred update time
This ensures you always have fresh conversion funnel data without any manual work.
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How do I download Goals And Funnels data from Microsoft Ads?
To download Goals And Funnels data from Microsoft Ads:
- Sign in to your Microsoft Advertising account
- Navigate to Reports > Standard reports
- Select “Goals and conversions” then “Goals and funnels”
- Set your desired date range and metrics
- Click “Run” and then “Download” in your preferred format
With Coefficient, you can skip these manual steps and have conversion funnel data automatically imported and refreshed in Excel on your schedule.
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How to send email alerts about Goals And Funnels data from Microsoft Ads?
Microsoft Ads doesn’t offer built-in email alerts for conversion funnel performance thresholds, requiring marketers to manually monitor their conversion paths.Coefficient solves this with its Automations feature:
- Import your Goals And Funnels data into Excel
- Set up Coefficient Automations with conditions (e.g., conversion rate drops below target)
- Configure email notifications to team members
- Schedule these alerts to run at your preferred frequency
This ensures timely notification when your conversion funnels show significant performance changes that require attention.
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