Why link Salesforce to Excel
Analyze historical data and build forecasts
Export Salesforce to Excel to automatically collect data for different periods in a single workbook. Create year-to-year comparison charts to see the progress. Rely on objective historical data to predict sales and revenue with exponential smoothing, linear regression, and other powerful forecasting methods. Perform what-if analysis to experiment with various scenarios and take your financial analysis to the next level.
Join data from multiple sources in a single report
Export Salesforce data to Excel and combine it with numbers coming from incompatible systems or even business units. Sync your sales, marketing, and financial reports to perform complete business analysis. Compare data across different sources to see correlations or mismatches. Create live integrated dashboards that can be updated automatically in near real-time.
Enhance data visualization and presentation
Use the power of Excel to group, filter, visualize, and share your sales and marketing results. Display large amounts of data in tabular or summary reports and make it more digestible with heatmaps, pivot tables, and histograms. Build dashboards directly in Excel or connect your preferred data visualization tool, such as Power BI, Qlik Sense, Geckoboard, and others. Share your reports with stakeholders in any comprehensive format.
What data to extract from Salesforce to Excel
Go beyond the functionality of Salesforce — export Opportunities to Excel and analyze them your way. Build better funnels and create enhanced predictions by collecting historical data. Track efficiency of sales representatives by calculating conversion rates per specialist and examining the efforts taken.
Export Salesforce contacts list and accounts to Excel to replicate, reuse, and share your customer database. Integrate it with other systems and applications, such as email marketing and direct messaging. Use the power of Excel formulas to clean up your customer base and track duplicates.
Collect data about your opportunities and leads in one destination to analyze your sales efforts. Create customized reports and build forecasts, calculate and project growth revenue. Review lead sources and connect this information with analytics and marketing platforms to assess the effectiveness of your content marketing and ads campaigns.
Fetch data about tasks and merge it with other entities or even projects. Build personalized dashboards for every sales representative. Display information about their tasks, activities, and progress. Compare this data with previous seasons to find correlations and predict workloads. Instantly find gaps and missing details.
Directly export Salesforce object fields to Excel, including invoices, orders, products, and even assets, logs, duplicate record items, etc. Manipulate, group and merge this data in Excel without restrictions and limitations. Calculate any types of metrics you need to enhance your business results.
How to enable Salesforce export to Excel
Step 1. Select Salesforce as a data source and connect your account.30 seconds
Step 2. Select a data entity to extract from Salesforce.10 seconds
Step 3. Specify filter criteria (optionally).30 seconds
Step 4. Connect your account and choose a workbook stored on OneDrive.30 seconds
Step 5. Set a schedule for data refreshes (optionally), save, and run the importer.20 seconds
Set up multiple integrations to count on every day
Looking to import data from Shopify, Clockify, QuickBooks, or any other app? Not a problem. Use Coupler.io to link a data source to Excel to automate workflows and leverage the power of spreadsheets across all your projects!