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

Tracking your sales pipeline stages in Google Sheets helps teams visualize deal progress and forecast revenue more effectively. Instead of manually exporting Salesforce data, you can create a live connection that automatically updates.

This guide shows you how to import your Opportunities by Stage report directly into Google Sheets.

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

Step 1: Install Coefficient and Connect to Salesforce

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

1. Open Google Sheets
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from Google Workspace Marketplace
4. Once installed, click Extensions > Coefficient > Launch 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 Opportunities by Stage Report

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

1. In the Coefficient sidebar, select “Import from Salesforce”
2. Click on “Reports” to view available Salesforce reports
3. Find and select “Opportunities by Stage” from the list
4. Preview the data and apply any filters if needed
5. Choose your destination in the spreadsheet
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

Keep your Opportunities by Stage data fresh with automatic updates:

1. Click on the Coefficient icon next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred 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 Opportunities by Stage report will update automatically according to your schedule, ensuring you always have the most current view of your sales pipeline.

Available Salesforce Reports and Objects

Coefficient allows you to import various Salesforce reports and objects. Here’s what’s available:

Frequently Asked Questions

By following this guide, you can easily import your Salesforce Opportunities by Stage report into Google Sheets and keep it updated automatically. This gives your team a powerful way to analyze your sales pipeline, create custom visualizations, and share insights across your organization.