How to Import Opportunities by Close Date Report from Salesforce into Excel

Tracking opportunities by close date is crucial for sales forecasting and pipeline management. But manually exporting this data from Salesforce to Excel is time-consuming and creates static reports that quickly become outdated.

In this guide, you’ll learn how to create a live connection between Salesforce and Excel that automatically refreshes your Opportunities by Close Date report.

Step-by-Step Guide to Importing Salesforce Opportunities by Close Date Report into Excel

Step 1: Install Coefficient and Connect to Salesforce

First, you’ll need to install the Coefficient add-in for Excel and connect it to your Salesforce account:

1. Open Excel and go to the Insert tab
2. Click on “Get Add-ins” in the Add-ins section
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 to open the sidebar
6. Click “Connect” and select Salesforce from the list of available connectors
7. Follow the authentication prompts to connect your Salesforce account

Step 2: Import the Opportunities by Close Date Report

Now that you’re connected to Salesforce, you can import your Opportunities by Close Date report:

1. In the Coefficient sidebar, click “Import from Salesforce”
2. Select “Reports” from the import options
3. Browse or search for “Opportunities by Close Date” in the list of available reports
4. Click on the report to select it
5. Review the preview of the report data
6. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your data stays up-to-date, you can set up automatic refreshes:

1. In the Coefficient sidebar, click on the “…” menu next to your imported report
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
4. Set the specific time and days for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your Excel spreadsheet will always display the most current Opportunities by Close Date data from Salesforce without any manual intervention.

Available Salesforce Reports and Objects

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

Frequently Asked Questions