Supermetrics for Excel
Connect CallRail to Microsoft Excel — Call Analytics Workbooks
Pull CallRail call tracking data into Excel for phone lead analysis. Build pivot tables that break down calls by source, campaign, and keyword. Conditional formatting highlights missed calls and high-value leads while XLOOKUP connects call data to ad spend for cost per call calculations.
Why Connect CallRail to Microsoft Excel?
Get your CallRail data flowing into Microsoft Excel with automatic refreshes and zero manual work.
- Pivot by source, medium, and campaign to see which marketing channels drive the most calls. Slicers let you filter by landing page or keyword to trace calls back to specific ads.
- Conditional formatting highlights missed calls and low-answer-rate periods. Data bars show call volume by hour so you can staff your phones when leads are actually calling.
- Pull CallRail call data alongside Google Ads or Facebook Ads spend in one workbook. XLOOKUP joins by campaign to calculate cost per call — the metric ad platforms cannot give you on their own.
How to Connect CallRail to Microsoft Excel
Three steps. Under two minutes. Zero code.
- 1
Install the Supermetrics add-in
Get Supermetrics from the Microsoft AppSource store or search for it inside Excel's Add-ins menu. You can also use Supermetrics Hub for Excel Online.
- 2
Select your data source
Open the Supermetrics panel, choose your data source, and authorize your account through a quick OAuth sign-in.
- 3
Build your query and get data
Pick your metrics, dimensions, date range, and filters. Click "Get data" — results appear directly in your Excel cells, ready for pivot tables and charts.
Report Templates for CallRail in Microsoft Excel
Pre-built spreadsheet reports you can use as starting points. Customize with your own metrics, filters, and formatting.
Call Source Attribution Report
Pivot table breaking down calls, first-time callers, and lead value by source, medium, and keyword. Conditional formatting highlights the marketing channels driving the most qualified phone leads.
Missed Call & Staffing Analysis
Track missed calls and answer rates by hour of day and day of week. Heatmap-style conditional formatting shows exactly when you need more staff on the phones.
What CallRail Data Can You Pull into Microsoft Excel?
Supermetrics gives Microsoft Excel access to your full CallRail reporting data — metrics and dimensions you already know from the CallRail interface.
Key Metrics
- Calls
- Answered calls
- Missed calls
- First time callers
- Answer rate
- Avg. call duration (sec)
- Form submissions
- Leads
- Lead rate
- Total value
- Average value
Key Dimensions
- Source name
- Medium
- Campaign
- Keywords
- Landing page URL
- Tracking phone number
- Customer city
- Customer state
- Tags
- Lead status
Resources & Guides
Browse all Microsoft Excel templates
Why Supermetrics for Microsoft Excel?
The trusted marketing data platform since 2009. 200,000+ companies use Supermetrics — 15% of global ad spend flows through our connectors.
Reliability & Depth
The most trusted marketing data connector for Excel — used by 200,000+ companies. Supermetrics covers more metrics and dimensions per source than any alternative, with the scheduling reliability enterprises depend on.
170+ Data Sources, One Workbook
Connect CallRail alongside 170+ other platforms in the same Excel workbook. Blend data across sources with built-in joins, currency conversion, and campaign name normalization — no manual copy-paste, no formula errors.
Flexible Query Builder
The Supermetrics sidebar lets you build custom CallRail queries without any coding. Pick metrics, dimensions, filters, and date ranges — get exactly the data you need.
Enterprise Security
SOC 2 Type II certified. GDPR compliant. OAuth authentication. Your data is encrypted at rest and in transit.
Scheduled Refreshes
Set up automatic data refreshes — hourly, daily, or weekly. Your CallRail reports stay current without anyone clicking a button. Add email delivery to distribute reports automatically.
Unsampled Data
Get your complete CallRail dataset without sampling. Every session, every keyword, every page — full-fidelity data for accurate analysis.
Frequently Asked Questions
- Install the Supermetrics add-in from the Microsoft AppSource store, open it in Excel, select CallRail as your data source, authorize your account, and click "Get data." Your data lands directly in your worksheet cells — no CSV downloads or copy-pasting required. The add-in works in both Excel Desktop (Windows) and Excel Online via Supermetrics Hub.
- Yes. Supermetrics uses OAuth authentication for CallRail — your credentials are never stored in the workbook file. All data transfers are encrypted in transit, and Supermetrics is SOC 2 Type II certified and GDPR compliant. Workbook-level security and SharePoint permissions give you full control over who can view the data.
- Absolutely. Supermetrics connects 170+ data sources to Excel. Pull CallRail data into one worksheet and Google Ads data into another, then use XLOOKUP, SUMIFS, pivot tables, or Power Query to blend and compare across sources — all inside the same workbook.
- You can access all standard CallRail reporting metrics through Supermetrics, including Calls, Answered calls, Missed calls, First time callers, Answer rate, and more. Both metrics and dimensions are available, and the data drops into regular Excel cells so you can immediately use pivot tables, charts, and formulas on it.
- Yes. Through Supermetrics Hub, you can schedule automatic refreshes — daily, weekly, or monthly — so your CallRail data stays current without manual work. You can also set up automatic email delivery to send refreshed workbooks to stakeholders as Excel files or PDFs.
- Pull CallRail calls by campaign on one sheet and ad platform spend by campaign on another. XLOOKUP joins them by campaign name, then a simple division formula gives you cost per call per campaign — something neither platform provides natively.
- Yes. Pull calls and missed calls with hour-of-day breakdowns. A pivot table with hours in rows shows when missed calls spike, and conditional formatting highlights hours where answer rate drops below your target so you can adjust staffing.
Also Connect to Microsoft Excel
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