How to Import Leads by Source Report from Salesforce into Excel

Tracking lead sources is vital for understanding which marketing channels drive the most qualified prospects. By importing your Salesforce Leads by Source report into Excel, you can analyze this data alongside other metrics and create custom dashboards.

Step-by-Step Guide to Import Salesforce Leads by Source 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 and click “Add”
4. Once installed, click on the Coefficient icon in your Excel ribbon to open the sidebar
5. Click “Import Data” and select “Salesforce” from the list of available connectors
6. Follow the authentication prompts to connect your Salesforce account

Step 2: Import the Leads by Source Report

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Leads by Source” in the list of available reports
3. Preview the report data to ensure it contains the information you need
4. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

1. With your imported data selected, click “Set Up Auto-Refresh” in the Coefficient sidebar
2. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
3. Optionally, set up email or Slack notifications for when the data refreshes
4. Click “Save” to activate the auto-refresh schedule

Now your Salesforce Leads by Source report will be available in Excel, and with auto-refresh enabled, you’ll always have the most current data without manual exports.

Customize Your Leads by Source Report

Once your data is in Excel, you can leverage Excel’s powerful features to analyze your lead sources:

• Create pivot tables to summarize lead counts by source
• Build charts and graphs to visualize lead source performance
• Calculate conversion rates by comparing lead sources to closed deals
• Set up conditional formatting to highlight high-performing sources

Conclusion

Importing your Salesforce Leads by Source report into Excel with Coefficient gives you the best of both worlds: Salesforce’s robust CRM capabilities and Excel’s powerful analysis tools. With live data syncing and automated refreshes, you’ll always have current information to make data-driven marketing decisions.

By following the steps in this guide, you can eliminate manual exports, reduce data errors, and save valuable time that can be better spent analyzing your lead generation efforts and optimizing your marketing strategy.