Supermetrics for Excel
Connect Marketo to Microsoft Excel — Marketing Automation Workbooks
Pull Marketo data into Excel for lead management and email marketing analysis. Build pivot tables comparing lead scores, program performance, and email engagement by campaign, channel, and source. Conditional formatting highlights high-value leads and underperforming programs.
Why Connect Marketo to Microsoft Excel?
Get your Marketo data flowing into Microsoft Excel with automatic refreshes and zero manual work.
Program ROI and cost per member
Pivot by program name and channel to compare program cost per member, success percentage, and total cost. See which marketing programs deliver MQLs efficiently and which ones burn budget.
Lead scoring distribution analysis
Track average lead score by source, industry, and company. Conditional formatting highlights sources generating high-score leads so your SDR team knows where to focus.
Email engagement tied to lead quality
Pull Marketo email engagement alongside lead score data in one workbook. XLOOKUP connects by lead to see whether high open rates actually correlate with high-scoring leads.
How to Connect Marketo 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 Marketo in Microsoft Excel
Pre-built spreadsheet reports you can use as starting points. Customize with your own metrics, filters, and formatting.
Program ROI Report
Pivot table comparing program cost, success rate, and cost per member by program and channel. Identifies the marketing programs delivering the best lead generation ROI.
Lead Quality & Source Analysis
Track average lead score, lead volume, and email engagement by source. Conditional formatting highlights the lead sources producing the most qualified prospects.
What Marketo Data Can You Pull into Microsoft Excel?
Supermetrics gives Microsoft Excel access to your full Marketo reporting data — metrics and dimensions you already know from the Marketo interface.
Key Metrics
- Leads
- Average lead score
- Program total members
- Program successes
- Program success percentage
- Program total cost
- Program cost per member
- Email sent
- Email open rate
- Email clicks (unique)
- Email bounce rate
- Email unsubscribe rate
Key Dimensions
- Lead company
- Lead source
- Lead status
- Lead score
- Lead industry
- Program name
- Program type
- Program channel
- Campaign name
- Email name
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 Marketo 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 Marketo queries without any coding. Pick metrics, dimensions, filters, and date ranges — get exactly the data you need.
Enterprise-Grade Security
SOC 2 Type II certified. GDPR and CCPA compliant. OAuth authentication with encrypted credentials. Regional data hosting available.
Scheduled Refreshes
Set up automatic data refreshes — hourly, daily, or weekly. Your Marketo reports stay current without anyone clicking a button. Add email delivery to distribute reports automatically.
Complete Data Access
Pull every contact, deal, campaign, and custom property from Marketo. No field restrictions, no record limits — your complete dataset, ready for analysis.
Frequently Asked Questions
How do I connect Marketo to Microsoft Excel?
Install the Supermetrics add-in from the Microsoft AppSource store, open it in Excel, select Marketo 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.
Is my Marketo data secure in Excel?
Yes. Supermetrics uses OAuth authentication for Marketo — 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.
Can I combine Marketo data with other data sources in the same workbook?
Absolutely. Supermetrics connects 170+ data sources to Excel. Pull Marketo 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.
What Marketo metrics can I pull into Excel?
You can access all standard Marketo reporting metrics through Supermetrics, including Leads, Average lead score, Program total members, Program successes, Program success percentage, 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.
Can I schedule automatic data refreshes for Marketo in Excel?
Yes. Through Supermetrics Hub, you can schedule automatic refreshes — daily, weekly, or monthly — so your Marketo 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.
How do I measure Marketo program ROI in Excel?
Pull program name with total cost, program successes, and success percentage. A calculated column divides total cost by successes to get cost per conversion. Pivot tables rank programs by efficiency so you can reallocate budget from underperformers.
Can I track lead score distribution by source in Excel?
Yes. Pull lead source alongside average lead score and lead count. A pivot table shows which sources generate the highest-scoring leads. Conditional formatting highlights sources above your MQL score threshold.
Also Connect to Microsoft Excel
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