How to Import Opportunities by Owner Report from Salesforce into Excel

Tracking sales performance by owner is crucial for effective pipeline management. But manually exporting Salesforce Opportunities by Owner reports to Excel is time-consuming and creates static data that quickly becomes outdated.

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

Step-by-Step Guide to Importing Salesforce Opportunities by Owner Report into Excel

Step 1: Install Coefficient and Connect to Salesforce

Before you can import your Opportunities by Owner report, you’ll need to install the Coefficient add-in and connect it to your Salesforce account:

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 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 Owner Report

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

1. In the Coefficient sidebar, click “Import from Salesforce”
2. Select “Reports” from the import options
3. Browse or search for “Opportunities by Owner” in the list of available reports
4. Click on the report to select it
5. Review the report preview and apply any additional filters if needed
6. Choose where you want the data to appear in your Excel spreadsheet
7. Click “Import” to bring the data into Excel

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Opportunities by Owner report stays up-to-date, set up an automatic refresh schedule:

1. In the Coefficient sidebar, find your imported report under “Imports”
2. Click the three dots (⋮) next to the import and select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
4. Set specific times 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 Owner data from Salesforce without requiring manual updates.

Available Salesforce Reports and Objects

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

Frequently Asked Questions

By following this guide, you can create a dynamic, always-updated view of your Salesforce Opportunities by Owner data in Excel. This eliminates manual exports and ensures your sales team always has access to the latest information for better decision-making.