Coefficient
AI data in spreadsheets
Coefficient is a spreadsheet automation and AI analytics tool that syncs live data from CRMs, databases, and marketing platforms directly into Google Sheets and Excel. Trusted by over 350,000 professionals, it eliminates manual data exports and brings AI-powered formula generation, charting, and analysis directly into the spreadsheet tools teams already use.
Key Capabilities
Coefficient connects live data from Salesforce, HubSpot, databases, Google Analytics, and dozens of other sources directly into Google Sheets or Excel with automatic scheduled refreshes. The AI Sheets Assistant writes formulas, generates SQL queries, builds charts and pivot tables, and provides intelligent data analysis. The platform requires no code and supports automated data syncing with configurable refresh schedules from daily to hourly.
Who Should Use Coefficient
Coefficient is built for business analysts, sales operations teams, marketers, and finance professionals who live in spreadsheets and want to automate data imports without learning new tools. It is particularly valuable for teams that need real-time CRM or marketing data in Google Sheets or Excel for reporting and analysis.
Getting Started
Install the Coefficient add-on from the Google Workspace Marketplace or Microsoft AppSource. Connect your data sources with a few clicks, select the data you want to import, and set up automated refresh schedules. The AI assistant is available immediately to help with formulas, charts, and analysis.
Pricing & Accessibility: Coefficient offers a free plan with 1 data source and 1 automated daily refresh. The Pro plan costs $49/user/month with unlimited data sources and hourly refreshes. Business plans offer custom pricing with enterprise data sources and dedicated support.
Why Consider Coefficient: Coefficient keeps your team in the spreadsheet tools they already know while automating data imports and adding AI-powered analysis, eliminating the need to learn new BI platforms or wait for engineering to build data pipelines.
Pros
- Works directly within Google Sheets and Excel, no new tool to learn
- Automated live data syncing eliminates manual export and import cycles
- AI assistant writes formulas, SQL, and builds charts
- Supports major CRMs, databases, and marketing platforms
- Free plan available for getting started
Cons
- Pro plan at $49/user/month can be expensive for larger teams
- Free plan limited to 1 data source and daily refresh only
- Dependent on spreadsheet limitations for very large datasets
Who is this for?
Automated CRM reporting in spreadsheets, live sales and marketing dashboards in Google Sheets, AI-assisted formula and chart creation, cross-platform data consolidation, finance and operations reporting automation
Frequently Asked Questions about Coefficient
Does Coefficient work with Excel?
Yes, Coefficient works with both Google Sheets and Microsoft Excel. You can install it as an add-on from the respective marketplace and connect your data sources in either spreadsheet platform.
How often does Coefficient refresh data?
The free plan refreshes data once per day. The Pro plan supports hourly refreshes. Business and enterprise plans offer even more frequent refresh options depending on your needs.
What data sources can Coefficient connect to?
Coefficient connects to Salesforce, HubSpot, Google Analytics, Google Ads, Facebook Ads, PostgreSQL, MySQL, Snowflake, BigQuery, Redshift, Jira, Stripe, and dozens of other CRM, database, and marketing platforms.
Pricing
freemium
$49/user/mo
Free tier: 1 data source, 1 daily automated refresh, standard support
Details
APINo
Open SourceNo
CollaborationYes
LanguagesEnglish
Learning CurveEasy
Integrations
SalesforceHubSpotGoogle AnalyticsGoogle AdsPostgreSQL+3 more
