Create Snapshot Reports With Our Salesforce Excel Connector

Transform Your Salesforce Reporting and Elevate Your Sales Data Analysis with GRAX for Excel

Summary

Facing the challenge of building comprehensive Salesforce reports? GRAX for Excel is here to bridge the gap between Salesforce data and Microsoft Excel, making it simpler than ever for sales teams to analyze and report on their sales pipeline with precision. Streamline the process of streaming data from Salesforce into Excel spreadsheets using this Excel add-in, enabling data teams and business users to create detailed sales pipeline historical analysis reports with just a click of a button.

Watch this video to see how you can:

• Seamlessly automate data synchronization between Salesforce and Excel – improving user experience and saving your team a lot of time.
• Efficiently generate pivot tables and charts within Excel to gain strategic insights, leveraging the full power of GRAX’s Salesforce connector.
• Easily access every version of your Salesforce data from the convenience of your Excel spreadsheet, all with a single click.

GRAX for Excel eliminates the time-consuming task of manual data entry, enabling your sales team to focus on what they do best. By automating away manual data imports, you can focus on advanced reporting capabilities through familiar tools like pivot tables.

Watch the video to unleash the combined potential of GRAX, Excel, and Salesforce for your business, and transform your data analysis workflow today.

Transcript

Good afternoon, Joe Gaska with GRAX. Today, we’re going to be demonstrating GRAX for Excel. With GRAX for Excel, you have every version of Salesforce history available in seconds inside of Excel to build any report you can imagine.

With Salesforce, you have one version of data; with GRAX, you have them all. Today, we’re going to be building a sales pipeline historical analysis report in under two minutes. 

So inside of Excel, you’ll see add-ins in the top right-hand corner. I’m simply going to click add-ins, more add-ins.

 I’m going to search for GRAX, and I’m going to click add. Click I agree to above terms and conditions and click continue.

It’s as simple as that. You now have GRAX for Excel embedded directly in. All you need to do is simply add your GRAX URL, which I’m going to paste right here.

And you need to add your GRAX token. Inside of the web interface, you can create an API token. As soon as you put your URL there, you’ll see create and manage your API tokens.

Or you can go into the web and create one yourself. But I’ve created a token. I simply paste it in.

And click save. Close the window. And click connect to GRAX. With that, you can see in the bottom right, connected to GRAX.

Enjoy GRAX for Excel. 

Now we’ve added a couple of saved snapshots. You can do opportunity snapshots, case snapshots, and lead snapshots.

But within Excel for GRAX, you have every object available to pull directly into Excel in seconds. But for this report, I’m going to use an opportunity snapshot report.

It’s pre-configured and will work with every Salesforce GRAX deployment that is out there. So all you choose is opportunity snapshot, and click run snapshots.

So when you click run snapshots, it’s collecting a 12-month historical pipeline that is stored in GRAX and bringing it into Excel.

You can see by clicking that, it’s collecting create an opportunity data tab and a GRAX receipts tab. Now in a few seconds, you’re going to see this complete.

There’s 12 snapshots that are being pulled directly into your Excel. There it is complete. If I go to the opportunity data, I can click right here in the top left-hand corner, click insert pivot table.

I’m just going to click OK. Now in the pivot table, I’m going to drag a mount on the values. Stage name to columns and snapshot date to rows.

I’m going to go up. I’m going to uncheck the months, quarters, and years. Make this a little smaller for you.

I’m simply going to format the numbers to currency. Take out the decimal places. I’m going to click row A. I’m going to format the cells.

So, this is just for usability. I want to just format things here a bit. I’m just going to go down and change the colors of this.

I’m going to click insert. I’m going to insert a chart inside the dashboard. And now I’m going to insert a slicer and I’m simply going to insert it by type.

And now I can filter this historical pipeline by opportunity type. If I want to see new business, want to see new business and add-on, now we have a full historical pipeline view in seconds.

What your pipeline was in April, in May, in June, all the way through up to the current day, Salesforce has one version of data. With GRAX, you have them all. 

You can see the state of your business at any point in time. The day you deploy GRAX is the first day of your history.

Thank you!