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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Excel dashboards lose their value when pipeline data sits hours or days behind reality. You need current metrics flowing into your Excel reports without the complexity of API configurations or custom scripts.
The simplest approach uses automated connections that refresh your pipeline data every hour with just a few clicks to set up.
Connect Salesforce pipeline data directly to Excel using Coefficient
Coefficient provides the most straightforward method for getting near real-time Salesforce data into Excel. The setup requires no coding knowledge and preserves all your existing Excel features like pivot tables and charts.
How to make it work
Step 1. Install and connect Coefficient to Salesforce.
Download Coefficient from Microsoft AppSource and install it in Excel. Click “Import from” in the Coefficient sidebar and select Salesforce. The connection uses your existing Salesforce login – no API configuration needed.
Step 2. Import your pipeline report or build a custom view.
Choose your existing pipeline report for instant import, or use “Import from Objects & Fields” to build a custom import with specific opportunity data. Coefficient automatically recognizes and maps all pipeline fields without manual configuration.
Step 3. Set hourly refresh frequency.
In your import settings, set the refresh frequency to “Hourly” for the closest to real-time updates. This ensures your Excel dashboard reflects current pipeline value by stage, deal velocity, win probability calculations, and rep performance metrics throughout the day.
Step 4. Enhance with Excel’s conditional formatting.
Combine hourly refreshes with Excel’s built-in conditional formatting to highlight pipeline changes. Create visual alerts for deals that move stages or change values. New deals appear automatically, closed opportunities update their status, and pipeline movements reflect immediately.
Keep your Excel dashboard current without manual work
Automated hourly refreshes eliminate the traditional delays between Salesforce updates and Excel visibility. Your sales operations reporting stays current continuously without CSV downloads or manual data pulls. Try Coefficient and set up your first automated pipeline connection in under 5 minutes.
