How to Import Closed Opportunities Report from Salesforce into Google Sheets

Tracking closed opportunities from Salesforce in Google Sheets helps sales teams analyze performance, identify trends, and share insights across your organization. But manually exporting this data is time-consuming and quickly becomes outdated.

In this guide, you’ll learn how to import your Closed Opportunities report directly from Salesforce into Google Sheets using Coefficient.

Step-by-Step Guide to Import Salesforce Closed Opportunities Report

Step 1: Install Coefficient and Connect to Salesforce

1. Open your Google Sheet
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from the Google Workspace Marketplace
4. Once installed, open Coefficient from the Extensions menu
5. In the Coefficient sidebar, click “Import Data”
6. Select “Salesforce” from the list of available connectors
7. Follow the prompts to authorize and connect your Salesforce account

Step 2: Import the Closed Opportunities Report

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Closed Opportunities” in the reports list
3. Preview the report data to ensure it contains the information you need
4. Select the columns you want to import (or choose “Select All”)
5. Choose where in your spreadsheet you want the data to appear
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

1. With your imported data selected, click the “Schedule Refresh” button in the Coefficient sidebar
2. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
3. Set specific times for the refresh to occur
4. Click “Save” to activate the auto-refresh schedule
5. Your Closed Opportunities data will now update automatically according to your schedule

Available Salesforce Reports and Objects

Coefficient allows you to import various Salesforce reports and objects. Here’s a list of what’s available:

Frequently Asked Questions

By following this guide, you can easily import your Salesforce Closed Opportunities report into Google Sheets and keep it automatically updated. This allows your team to analyze sales performance, create custom visualizations, and share insights across your organization without the hassle of manual exports.

With Coefficient’s automation features, you can ensure your data is always fresh and accurate, enabling better decision-making and saving valuable time for your sales and RevOps teams.