How to Import Converted Leads Report from Salesforce into Excel

Tracking converted leads in Salesforce is vital for measuring sales effectiveness and marketing ROI. But manually exporting this data to Excel is time-consuming and creates static reports that quickly become outdated.

In this guide, you’ll learn how to import your Salesforce Converted Leads report directly into Excel using Coefficient, creating a live connection that automatically refreshes.

Step-by-Step Guide to Importing Salesforce Converted Leads Report into Excel

Step 1: Install Coefficient and Connect to Salesforce

1. Open Excel and navigate to the Insert tab
2. Click on “Get Add-ins” in the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Click “Add” to install Coefficient
5. Once installed, click on the Coefficient icon in your Excel ribbon
6. In the Coefficient sidebar, select “Import Data”
7. Choose “Salesforce” from the list of available connectors
8. Log in with your Salesforce credentials when prompted

Step 2: Import the Converted Leads Report

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Converted Leads” in the reports list
3. Preview the report data to ensure it contains the information you need
4. Select the destination cell in your Excel spreadsheet where you want the data to appear
5. Click “Import” to bring the Converted Leads report data into Excel

Step 3: Set Up Auto-Refresh (Optional)

1. Click on the imported data in your Excel spreadsheet
2. In the Coefficient sidebar, click on “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Now your Salesforce Converted Leads report data will be automatically updated in Excel according to your schedule, ensuring you always have the most current information for analysis and reporting.

Customize Your Excel Dashboard

With your Converted Leads data now in Excel, you can create powerful visualizations and analyses:

• Build pivot tables to analyze conversion rates by source, owner, or time period
• Create charts showing lead conversion trends over time
• Set up conditional formatting to highlight high-value converted leads
• Calculate conversion metrics like average time to conversion and conversion rate percentage

Conclusion

Importing your Salesforce Converted Leads report into Excel using Coefficient eliminates manual data exports and ensures you always have the most current information for analysis. With auto-refresh capabilities and powerful Excel features, you can create dynamic dashboards that provide valuable insights into your lead conversion performance.

By following the steps in this guide, you’ll save time, reduce errors, and gain deeper visibility into your sales pipeline—all without leaving Excel.

Ready to streamline your Salesforce reporting? Install Coefficient today and transform how you work with your Converted Leads data in Excel.