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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.”
You can share Salesforce reports with unlimited non-licensed users by importing them directly into spreadsheets. This eliminates the need for expensive viewer licenses while giving teams access to live CRM data.
Here’s how to set up cost-free report sharing that saves thousands in licensing fees while keeping your data current.
Import Salesforce reports to spreadsheets using Coefficient
Coefficient connects your Salesforce account directly to Google Sheets or Excel. Instead of purchasing $25/month viewer licenses for each team member, you import any Salesforce report once and share the spreadsheet using native sharing permissions.
How to make it work
Step 1. Connect Salesforce to your spreadsheet.
Install Coefficient from the Google Workspace Marketplace or Excel add-ins store. Open the sidebar and connect your Salesforce account with your admin credentials. This one-time setup gives you access to all reports and objects.
Step 2. Import your Salesforce report.
Choose “Import from Report” in the Coefficient sidebar. Select any existing Salesforce report from your org – pipeline reports, lead summaries, campaign performance, or custom reports. The data imports directly into your spreadsheet with all fields intact.
Step 3. Schedule automatic refreshes.
Set up hourly, daily, or weekly refresh schedules so your team always sees current data. Configure this in the import settings – data updates automatically in the background without manual exports or downloads.
Step 4. Share using native spreadsheet permissions.
Share your spreadsheet with view-only, comment, or edit access using Google Sheets or Excel’s built-in sharing. Recipients see live Salesforce data without ever logging into the CRM or needing training on Salesforce navigation.
Start sharing reports without license costs
This approach saves $6,000+ annually for teams with 20 non-sales users while ensuring everyone works with current data. Try Coefficient to eliminate viewer license costs today.
