Importing your Outreach Sequence records into Excel lets you measure cadence effectiveness, compare teams, and optimize outreach strategies. Follow this guide to install Coefficient, select the Sequence object, import your data, and automate refreshes.
TLDR
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Step 1:
Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient” and install.
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Step 2:
Step 2. Launch Coefficient, choose “Import from Objects”, and pick “Sequence” under Outreach.
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Step 3:
Step 3. Add filters on status or team, then click “Import”.
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Step 4:
Step 4. (Optional) Schedule auto-refresh to keep sequence metrics live.



What Outreach Objects Are Available?
Account
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
- Favorite
Frequently Asked Questions
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