Supermetrics for Excel
Connect Salesforce to Microsoft Excel — CRM Analytics Workbooks
Pull Salesforce CRM data into Excel for pipeline reporting, opportunity forecasting, and win/loss analysis. Build pivot tables that slice deals by stage, account, and owner. SUMPRODUCT calculates weighted pipeline value and XLOOKUP connects marketing campaigns to closed revenue.
Why Connect Salesforce to Microsoft Excel?
Get your Salesforce data flowing into Microsoft Excel with automatic refreshes and zero manual work.
Opportunity pipeline in pivot tables
Build pivot tables breaking down Salesforce opportunities by stage, owner, and account. Weighted pipeline calculations show expected revenue at each stage.
Win/loss analysis with formulas
Use COUNTIFS and AVERAGEIFS to calculate hit rates, average deal size, and cycle time by owner, product, and lead source.
Marketing attribution reporting
Match Salesforce campaign data with ad spend in one workbook. XLOOKUP connects marketing touches to pipeline and closed revenue.
How to Connect Salesforce 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 Salesforce in Microsoft Excel
Pre-built spreadsheet reports you can use as starting points. Customize with your own metrics, filters, and formatting.
Opportunity Pipeline Dashboard
Pivot table workbook with Salesforce pipeline by stage, owner, and product. SUMPRODUCT calculates weighted value and conditional formatting flags aging deals.
Win/Loss Analysis Workbook
Analyze Salesforce win rates by owner, lead source, and product. Charts compare hit rates and average deal sizes across segments.
What Salesforce Data Can You Pull into Microsoft Excel?
Supermetrics gives Microsoft Excel access to your full Salesforce reporting data — metrics and dimensions you already know from the Salesforce interface.
Key Metrics
- Opportunity count
- Amount won
- Hit rate
- Average amount per opportunity
- Age (days)
- Leads count
- Amount
- Expected revenue
- Probability
Key Dimensions
- Opportunity stage
- Account name
- Account industry
- Owner
- Lead source
- Product name
- Close date
- Campaign name
- Case type
- Case priority
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 Salesforce 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 Salesforce 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 Salesforce 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 Salesforce. No field restrictions, no record limits — your complete dataset, ready for analysis.
Frequently Asked Questions
How do I connect Salesforce to Microsoft Excel?
Install the Supermetrics add-in from the Microsoft AppSource store, open it in Excel, select Salesforce 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 Salesforce data secure in Excel?
Yes. Supermetrics uses OAuth authentication for Salesforce — 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 Salesforce data with other data sources in the same workbook?
Absolutely. Supermetrics connects 170+ data sources to Excel. Pull Salesforce 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 Salesforce metrics can I pull into Excel?
You can access all standard Salesforce reporting metrics through Supermetrics, including Opportunity count, Amount won, Hit rate, Average amount per opportunity, Age (days), 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 Salesforce in Excel?
Yes. Through Supermetrics Hub, you can schedule automatic refreshes — daily, weekly, or monthly — so your Salesforce 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.
Can I build a Salesforce pipeline report in Excel?
Yes. Pull opportunities with stage, amount, and owner dimensions. Build a pivot table with stages in columns and SUMPRODUCT for weighted pipeline value.
How do I calculate win rates in Excel from Salesforce data?
Pull opportunities with stage and close date dimensions. Use COUNTIFS to count won vs. total opportunities by owner, product, or lead source for win rate calculations.
Also Connect to Microsoft Excel
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