How to Import Opportunities by Owner Report from Salesforce into Google Sheets

Tracking sales performance by owner is crucial for identifying top performers and coaching opportunities. Importing your Salesforce Opportunities by Owner report into Google Sheets allows for customized analysis and collaboration across teams.

This guide will show you how to create a live connection between your Salesforce reports and Google Sheets, eliminating manual exports and ensuring your data stays current.

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

Step 1: Install Coefficient and Connect to Salesforce

1. Open your Google Sheet where you want to import the Opportunities by Owner report
2. Extensions Click onin the top menu
3. Add-ons Get add-ons Select>
4. Search for “Coefficient” in the Google Workspace Marketplace
5. Install Clickand follow the prompts to complete installation
6. Extensions Coefficient Launch Once installed, open Coefficient by clicking>>
7. Import Data In the Coefficient sidebar, click
8. Salesforce Selectfrom the list of available connectors
9. Follow the authentication process to connect your Salesforce account

Step 2: Import the Opportunities by Owner Report

1. Import from Reports In the Coefficient sidebar, select
2. Opportunities by Owner Browse or search for thereport
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. Import Clickto bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

1. Refresh With your imported data selected, click thebutton in the Coefficient sidebar
2. Schedule Refresh Selectto set up automatic updates
3. Choose your preferred frequency (hourly, daily, weekly, etc.)
4. Set specific times for the refresh to occur
5. Save Clickto activate your auto-refresh schedule

Customize Your Opportunities by Owner Report

Once your Salesforce data is in Google Sheets, you can enhance it with additional analysis:

• Create pivot tables to summarize opportunities by stage, amount, or close date
• Build charts and graphs to visualize sales performance by owner
• Use conditional formatting to highlight top performers or deals at risk
• Add formulas to calculate win rates, average deal size, and other KPIs
• Combine with data from other sources for comprehensive reporting

Conclusion

Importing your Salesforce Opportunities by Owner report into Google Sheets with Coefficient gives you the flexibility to analyze sales performance data your way. With automatic refreshes and powerful spreadsheet tools, you can create custom dashboards that provide deeper insights than standard Salesforce reports.

By following the steps in this guide, you’ll establish a live connection between Salesforce and Google Sheets that keeps your data current and accessible to everyone who needs it. This approach saves time, eliminates manual exports, and ensures everyone is working with the same up-to-date information.

Ready to transform how you analyze your sales team’s performance? Install Coefficient today and start building more powerful, automated reports with your Salesforce data.