How to Import Opportunities by Stage Report from Salesforce into Excel

Tracking your sales pipeline stages in Excel gives you greater flexibility to analyze your opportunities and create custom visualizations. But manually exporting Salesforce data is time-consuming and quickly becomes outdated.

In this guide, you’ll learn how to import your Opportunities by Stage report from Salesforce directly into Excel with live, auto-updating data.

Step-by-Step Guide to Import Salesforce Opportunities by Stage Report into Excel

Step 1: Install Coefficient and Connect to Salesforce

Before importing your Opportunities by Stage report, you’ll need to install the Coefficient add-in 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, the Coefficient sidebar will appear
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 Stage Report

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

1. In the Coefficient sidebar, click “Import from Salesforce”
2. Select “Reports” from the import options
3. Browse or search for “Opportunities by Stage” in the report list
4. Preview the report data to ensure it contains the information you need
5. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Opportunities by Stage data stays current, set up an automatic refresh schedule:

1. In the Coefficient sidebar, click on the “…” menu next to your imported report
2. Select “Schedule Refresh” from the dropdown menu
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

With auto-refresh enabled, your Excel spreadsheet will always display the most current Opportunities by Stage 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 Stage. Here’s a list of what’s available:

Frequently Asked Questions

By following this guide, you can easily import your Salesforce Opportunities by Stage report into Excel and keep it automatically updated. This approach saves time, ensures data accuracy, and gives you the flexibility to create custom analyses and visualizations in Excel.